This document summarizes technology recommendations and pricing for small law firms of different sizes - a 5k firm with 1 attorney, a 10k firm with 2 attorneys, and a 25k firm with 5 attorneys. It provides recommendations for servers, desktops, notebooks, printers, software and other equipment needed, and estimates total costs for setting up each size firm. Recommended software includes Microsoft Office, Adobe, practice management software like PCLaw, and document management systems like Worldox.

1. 5k, 10k, 25k Law Firm Craig Bayer (Cbayer@lawot.com) Louisiana Solo and Small Firm Conference

2. Firm Size 5K Law Firm ● 1 Attorney and 1 Assistant 10K Law Firm ● 2 Attorneys and 2 Assistants 25k Law Firm ● 5 Attorneys and 5 Assistants

3. Small Business Server ● Microsoft Exchange (Get Hosted) ● Automatic Patching ● Fax Server ● SQL 2005 (Premium Edition) ● Backup Solution ● Outlook 2007 to all Users ● Monitoring Reports ● Access to Workstation And Data Remotely ● Cheaper then Server 2008 ● Included in the Price of Server

4. Server ● Choose over Workstation ● Choose 64-bit Operating System ● 8GB Ram (At Least) ● Redundant Systems ● Raid 5 Configuration (3 Drives) ● Harder to Setup ● Must have Warranty PowerEdge 2900: $2500

5. ANTI-VIRUS ● Trend Micro Client Server Messaging ▸ www.trendmicro.com ▸ Includes anti-virus, anti-spam, anti-spyware ▸ Available in small office and “Corporate” editions ● Norton Anti-Virus www.symantec.com Buy corporate not Internet Security ● McAfee VirusScan: www.mcafee.com ● Microsoft Security Essentials: http://www.microsoft.com/Security_Essentials/ TrendMicro: $330

6. DESKTOP PC ● Intel Core 2 Duo ● Windows 7 Professional ● 4GB RAM ● 20 Inch Wide Monitor ● DVD-ROM ● 80 GB 7200 RPM SATA 3 ● 3 Year Warranty ● Office Starter Kit Dell OptiPlex 360: $700

7. NOTEBOOK ● Intel Core 2 Duo ● 4GB RAM ● DVD-ROM ● Encrypted Drive ● Bluetooth ● Weight/Size ● 9 Cell Battery ● Docking Station Dell Latitude E5500: $1200

14. SOFTWARE ▸ Bundled Software ▸ Adobe ▸ Billing/Accounting Software ▸ Case management Software ▸ Document management System ▸ Dictation ▸ Antivirus software

16. ADOBE ● Pro allows Bates Stamping Upgrade to Pro: $159 Best Adobe Blog: http://blogs.adobe.com/acrolaw

17. BILLING & ACCOUNTING SOFTWARE ● Most packages are becoming integrated. ● Timeslips requires you to also have an accounting package like Quickbooks or Peachtree. ● PCLaw, Tabs 3, Juris, and Billing Matters have billing and accounting functions. ● Legal specific accounting software makes it hard to commit malpractice

18. PRACTICE MANAGEMENT SOFTWARE ● Combines ▸ calendaring/docketing ▸ tickler functions ▸ case information tracking, ▸ address book functionality ▸ conflict of interest searching, ▸ document assembly capabilities ▸ Palm and laptop portability ● Turn wasted time looking for case info and documents into billable time ● Avoid malpractice ● Look at Amicus Attorney, TimeMatters, PracticeMaster, PCLaw and Clio ● Don’t Practice Law Without One!

20. DMS – Closed

21. DMS – Open

22. Pricing

23. 5k Office ▸ 1 Laptop ($1300) ▸ 1 Desktop ($700) ▸ S1500 Scanner ($400) ▸ 1 Printer ($150) ▸ Hosted Exchange ($300) ▸ Router ($100) ▸ DropBox ($120) ▸ PCLaw ($1500) TOTAL = $4570

24. 10k Office ▸ 2 Laptop ($2400) ▸ 2 Desktop ($1400) ▸ 2 S1500 Scanner ($800) ▸ 1 Server ($2500) ▸ 1 POE Switch ($350) ▸ 1 Firewall ($350) ▸ 1 Printer ($150) ▸ 2 Lacie 1TB ($280) ▸ PCLaw ($2500) TOTAL = $10,750

25. 25k Office ▸ 5 Laptop ($6000) ▸ 5 Desktop ($3500) ▸ 5 S1500 Scanner ($2500) ▸ 1 Server ($2500) ▸ 1 POE Switch ($715) ▸ 1 Firewall ($500) ▸ 2 Printers ($300) ▸ Hosted Exchange ($600) ▸ PCLaw ($5000) ▸ Worldox ($4750) TOTAL = $26,365

26. Thank You For Listening! Law Office Technology www.lawot.com Craig Bayer (Cbayer@lawot.com)