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New Pennsylvania Policy Will Require Litigants to Remove Confidential Information From Filed Documents

The Pennsylvania Supreme Court has adopted a new public access policy for court records that will dramatically change how lawyers file and access documents in all courts in the state. Attorney Daniel J. Siegel, President of Integrated Technology Services, LLC, was a member of the working group whose proposal the Court adopted. The policy, which goes into effect on January 8, 2018, will require litigants to remove confidential and sensitive information from documents filed with the courts in civil, criminal and family law cases. Click here to read the policy. The policy outlines how requests for access are to be handled, establishes a limit on copying fees and delineates what […]

Coming Soon – The CaseMap Book (Second Edition)

We are pleased to announce that the second edition of the CaseMap book by attorney Daniel J. Siegel will be going to press shortly. Two years in the making, this book is a major revision of the first edition, The Lawyer’s Guide to LexisNexis CaseMap, and focuses not only on how to use CaseMap, but also includes numerous tips to get better results. The book covers CaseMap 12, the latest version of the litigation/case analysis program, and will be published by LexisNexis as an e-book. The manuscript is in LexisNexis’ hands, and includes 155 illustrations/screenshots as well as more than 50 sidebars/productivity tips, all designed to assure that every user can […]

Lawyers – even those who aren’t techie – can make some changes to their software – and save time

When Allison Shields and I authored How to Do More in Less Time: The Complete Guide to Increasing Your Productivity and Improving Your Bottom Line, we included tips for being more productive in how lawyers manage our days, and our staff, etc. We also included tips for improving a lawyer’s (and really anyone’s) use of technology. After all to be productive, we all must manage our time. While we’re at it, saving time with technology also means that if you learn to use your computer (and the many programs on it) more efficiently, you save time on each step. Just saving one minute a day saves you over four hours […]

Dan Siegel to Discuss Social Media & Ethics in Pittsburgh & Philadelphia

Need a CLE credit? Or perhaps you have a concern about your use and your clients’ use of social media? Then Dan Siegel’s upcoming program, “Current Issues in Technology, Social Media & Ethics” is for you. Dan will present this one-hour program at PBI’s Pittsburgh center on Thursday, August 25, 2016 at 3 p.m. Click here for registration and other information. Dan will also present this one-hour program at PBI’s Philadelphia center on Tuesday, August 30, 2016 at 3 p.m. Click here for registration and other information. These programs are part of PBI’s Ethics Potpourri program, a full day of ethics continuing legal education. For more information, go to www.pbi.org. Of […]

Social Media Matters! And thank you to SEPTA!

Just this morning, I was speaking with an attorney whose firm consults with us about technology. He insisted that social media really wasn’t relevant and that people really don’t pay attention to it. No matter what I said, he simply was in denial mode. Sorry, but social media matters, and law firms and all businesses need to be aware of its impact and the need to actively use sites like Facebook, Twitter and LinkedIn. Fast forward to lunchtime. We were on our way to a meeting at the Philadelphia Bar Association. As usual, we boarded a Market-Frankford El train at the Milbourne station. The heat hit us like we were […]

Passwords & Security – It’s Truly Time to Think About Them

Passwords – we all hate having to deal with them. After all, we’re supposed to have different passwords for every website. Plus, they must be complicated. How in the world can we create all of these passwords and still remember them? Instead, it’s easy to just use ABC123 or Password or some other generic phrase. The problem is that those among us with less than stellar motives can easily hack those passwords and access all of our confidential information. If that weren’t enough, now the government is reminding us. I read an advertisement today for the U.S. Department of Homeland Security – you know, the agency that reminds us of […]

Plagued by Outlook Crashes After November 10, 2015 Windows Updates?

Are you plagued by Outlook crashing after you installed the various Microsoft updates released on November 10, 2015? If so, there is a solution. You need to uninstall updates 3097877 and 3101746. Then reboot your computer and, hopefully, all is well. These updates wreaked havoc in our office. In fact, in order to fix all of the problems they created, we had to uninstall and reinstall Office 365. While we don’t normally comment on such “mundane” things as Windows Automatic Updates, and focus on improving office workflow, we made an exception, especially since office workflow grinds to a halt when you can’t use Outlook, Word or other Office products.

Yes – You Can Have Readable PDFs

When we work with law firms and courts to help them digitize their files – such as court filings – central to that work is to assure that they use the PDF format and that the PDFs are of a high quality. Unfortunately, many people don’t realize how easy it is to create high quality readable PDFs. When you do so, the PDFs can be OCRed – made into searchable text – that facilitates easy searching, and easy copying and pasting into other documents, like briefs and opinions. Well, there is another benefit to high quality PDFs. They can OCRed and then persons with visual impairments can have the text […]

Pa. Bar Association Ethics Committee Provides Guidance to Lawyers About Social Media

The Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility has released an Ethics Opinion on Social Media, explaining to lawyers what they can and cannot do when posting or responding to information and comments on social media websites such as Facebook, LinkedIn, Avvo and others. The Opinion, one of the first in the country to broadly address these issues, explains (1) the issues confronting attorneys who use social media, (2) the ethical obligations of attorneys using social media, and (3) what attorneys and their staff may and may not do when dealing with information that their clients post on social networking websites. I am proud to be one […]

Just Because You Have an IPad Doesn’t Mean You Need to Use It

Technology – such as iPads – can help attorneys be more effective advocates. But like any tool, you need to use it correctly, not just because you have it. Otherwise, the technology can actually weaken your position, and frustrate the judge, jury or arbitrator you are trying to convince. I sat as an arbitrator today in a relatively routine car accident case, involving a side swipe at an intersection – I think. The reason I say “I think” is because the plaintiff’s attorney was so enamored of his iPad that he never asked his client, “Tell the panel, how did the accident occur?” Instead, he fixated on using his iPad […]

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