Charity Anastasio

How to help clients help themselves. Get a roadmap of how to develop DIY products, so you can attract clients that are motivated and interested in collaborating with you. What products you could create, from books to documents, the publishers and technologies you can use, and how to test and improve the products.

I wonder sometimes if lawyers think file retention and document management policies and procedures are old-fashioned practice management notions that lawyers don’t really need to worry about anymore, especially for those paperless offices where electronic storage is cheap. Out of sight is out of mind. Some law offices have continued the tradition of many small firm practitioners of just keeping everything under the sun for the life of the firm and not worrying about it until the very end… Show more

I wonder sometimes if lawyers think file retention and document management policies and procedures are old-fashioned practice management notions that lawyers don’t really need to worry about anymore, especially for those paperless offices where electronic storage is cheap. Out of sight is out of mind. Some law offices have continued the tradition of many small firm practitioners of just keeping everything under the sun for the life of the firm and not worrying about it until the very end. That’s definitely an old-fashioned way of dealing with the issue, and it doesn’t address the cybersecurity risk and data privacy issues raised by unrestricted retention. Give your policy (or non-policy) a checkup, using these generalized parameters and your own state ethics rules and data privacy rules. Show less

File retention policies sound like old fashioned practice managment stuff. In actuality, it's an essentail part of your cybersecurity. They can't hack what you don't have, so get your retention policy in order and stop hauling around loads of dangerous, valuable data hackers want. Use this short article to figure out what can go and what must stay.

Charity Anastasio and Annette Sanders talk about the best tools for collaboration.

This month's tech tips are website fixes that take less than 30 minutes to get started.

What two factor authentication is, how to set it up on key platforms, and resources.

A solo or small law practice is not too small to have a wellness program. Evidence has shown wellness programs benefit employees and cut the business' health care costs. Even a solo lawyer can use it--a way to find some work/life balance. This article discusses the building blocks of a wellness program and sets out seven free applications that can be used to bolster the program in the law practice.

An overview of different types of client portals, benefits, tips on using them.

December is a time for predictions, for looking forward. For the solo and small firm practitioner, two surveys this year illuminated small firm pain points. Finish with solutions that create the beginnings of a 2017 game plan.

Tips to help lawyers put tech tools in their rightful place.

Twitter basics for lawyers.

Looks at three common phishing scams and ways to avoid being a victim.