{"id":19541,"date":"2021-06-03T17:03:38","date_gmt":"2021-06-03T21:03:38","guid":{"rendered":"https:\/\/abovethelaw.com\/?p=764699"},"modified":"2021-06-03T17:03:38","modified_gmt":"2021-06-03T21:03:38","slug":"the-legal-tech-to-english-dictionary-law-practice-management-software","status":"publish","type":"post","link":"https:\/\/abovethelaw.com\/legal-innovation-center\/2021\/06\/03\/the-legal-tech-to-english-dictionary-law-practice-management-software\/","title":{"rendered":"The Legal Tech-To-English Dictionary: Law Practice Management Software"},"content":{"rendered":"<p><i><a href=\"https:\/\/gutenberg-atl.staging.breakingmedia.com\/legal-innovation-center\/the-legal-tech-non-event\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-758828 size-medium\" src=\"https:\/\/abovethelaw.com\/wp-content\/uploads\/sites\/4\/2021\/05\/ATL-Legal-Tech-Non-Event-Promo-Image-1-300x174.png\" alt=\"\" width=\"300\" height=\"174\" \/><\/a><u>Ed. note<\/u>: This is the second installment of The Legal Tech-to-English Dictionary, part of our <a href=\"https:\/\/gutenberg-atl.staging.breakingmedia.com\/legal-innovation-center\/the-legal-tech-non-event\/\" target=\"_blank\" rel=\"noopener noreferrer\">Non-Event for Tech-Perplexed Lawyers<\/a>. Jared Correia is the host of the Non-Eventcast.\u00a0<\/i><\/p>\n<p>There\u2019s a term for when attorneys use Latin and other arcane languages to describe legal processes to consumers: \u201clegalese.\u201d<\/p>\n<p>But there\u2019s no similar term for when vendors use technical and other arcane languages to describe their legal software operations to lawyers.<\/p>\n<p>True, this dynamic may seem unfair. But now we have The Legal Tech-to-English Dictionary to help us cope.<\/p>\n<p>Read on for the second installment, where we translate legal practice management software-related topics to plain English.<\/p>\n<p>And for more commentary on legal tech, check out the Non-Eventcast in the\u00a0<a href=\"https:\/\/gutenberg-atl.staging.breakingmedia.com\/legal-innovation-center\/legal-tech-adoption-guide-practice-management\/\">Law Practice Management Software<\/a>,\u00a0<a href=\"https:\/\/gutenberg-atl.staging.breakingmedia.com\/legal-innovation-center\/legal-tech-adoption-guide-document-management\/\">Legal Document Management Software<\/a>, and\u00a0<a href=\"https:\/\/gutenberg-atl.staging.breakingmedia.com\/legal-innovation-center\/the-legal-tech-non-event\/legal-operations-contract-automation-engagement-management\/\">Legal Operations Contract Lifecycle Management<\/a>\u00a0rooms at the Above the Law Non-Event.<\/p>\n<p><strong>Law Practice Management Software<\/strong><\/p>\n<p><span style=\"font-weight: 400\">1. A database for managing law firm clients that organizes primary case information under matter files.<br \/>\n<\/span><span style=\"font-weight: 400\">2. A platform for systematizing client data collected from integrated systems via software integrations.<br \/>\n<\/span><span style=\"font-weight: 400\">3. Client files organized by email subfolders &#8230; in 2002.<\/span><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 1:<\/span><span style=\"font-weight: 400\"> I just bought a new law practice management software, and I\u2019m spending so much less time looking for everything because it\u2019s all in one place now!<\/span><\/em><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 2:<\/span><span style=\"font-weight: 400\"> Yeah, you should see this Excel file I put together. It\u2019s <\/span><span style=\"font-weight: 400\">badass<\/span><span style=\"font-weight: 400\">.<\/span><\/em><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 2:<\/span><span style=\"font-weight: 400\"> Just &#8230; stop.<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400\">Cf. <\/span><a href=\"https:\/\/www.vice.com\/en\/article\/gy778y\/the-psychology-of-our-love-for-marie-kondo-and-organization-porn\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400\">Organization porn<\/span><\/a><span style=\"font-weight: 400\">.\u00a0<\/span><\/p>\n<p><strong>Relational Database<\/strong><\/p>\n<p><span style=\"font-weight: 400\">1. A software that recognizes relationships between segments of data.<br \/>\n<\/span>2. A system based on the relational model of data, created by <a style=\"font-family: inherit;font-size: 1rem\" href=\"https:\/\/en.wikipedia.org\/wiki\/Edgar_F._Codd\">Edgar F. Codd<\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 1:<\/span><span style=\"font-weight: 400\"> My relational database needs more custom fields.<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400\">Cf. Law practice management software<\/span><\/p>\n<p><span style=\"font-weight: 400\">Cf. <\/span><a href=\"https:\/\/oracleofbacon.org\/\"><span style=\"font-weight: 400\">The Oracle of (Kevin) Bacon<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><strong>Client Portal<\/strong><\/p>\n<p><span style=\"font-weight: 400\">1. A software system feature that allows law firms to share certain data with clients via an in-system, encrypted holding container, which clients can access using a unique password or PIN (personal identification number).<br \/>\n<\/span><span style=\"font-weight: 400\">2. The means by which unwieldy assignments can seamlessly enter your workflow.\u00a0<\/span><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 1:<\/span><span style=\"font-weight: 400\"> The good news is that my clients can send me stuff via our portal. That\u2019s also the bad news.<\/span><\/em><\/p>\n<p><i><span style=\"font-weight: 400\">Lawyer 2:<\/span><\/i> <i><span style=\"font-weight: 400\">Ba-dum-cha<\/span><\/i><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 1: <\/span><span style=\"font-weight: 400\">Thanks. <\/span><a href=\"https:\/\/www.youtube.com\/watch?v=__6P2VK-Qao\"><span style=\"font-weight: 400\">I\u2019m here \u2018til Thursday. Try the veal.<\/span><\/a><\/em><\/p>\n<p><span style=\"font-weight: 400\">Cf. Online document drives, most of which are <\/span><i><span style=\"font-weight: 400\">de facto<\/span><\/i><span style=\"font-weight: 400\"> customer portals, also allow users to share information with others in a secure format. <\/span><a href=\"https:\/\/www.google.com\/drive\/\"><span style=\"font-weight: 400\">Google Drive<\/span><\/a><span style=\"font-weight: 400\">, <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/onedrive\/online-cloud-storage\"><span style=\"font-weight: 400\">Microsoft OneDrive<\/span><\/a><span style=\"font-weight: 400\">, <\/span><a href=\"https:\/\/www.dropbox.com\/?_hp=b&amp;landing=dbv2\"><span style=\"font-weight: 400\">Dropbox<\/span><\/a><span style=\"font-weight: 400\">, et al. offer such features. These can also be connected to law practice management software via integrations.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Cf. Like how in action movies, <\/span><a href=\"https:\/\/www.youtube.com\/watch?v=1zw2k8Y9OOU\"><span style=\"font-weight: 400\">there\u2019s always a portal with all these aliens coming in to invade the planet<\/span><\/a><span style=\"font-weight: 400\">. Honestly, I don\u2019t know which portal is worse: that one, or the one that drops a 90-page contract in your lap for review.<\/span><\/p>\n<p><strong>Integration<\/strong><\/p>\n<p><span style=\"font-weight: 400\">1. Connecting two softwares via an API (application programming interface) that allows each software system to share data with the other.<br \/>\n<\/span><span style=\"font-weight: 400\">2. Connecting two softwares via an intermediary program (like <\/span><a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400\">Zapier<\/span><\/a><span style=\"font-weight: 400\">) so that the two programs can share data without the need of an API.<br \/>\n<\/span><span style=\"font-weight: 400\">3. A primary reason modern practice management software can be life-changing, particularly for those currently using a combination of dictation machines, hard-copy markups, and <\/span><a href=\"https:\/\/el.media.mit.edu\/logo-foundation\/what_is_logo\/logo_primer.html\"><span style=\"font-weight: 400\">the Logo turtle.<\/span><\/a><span style=\"font-weight: 400\">\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Cf. Linking a law practice management software to a productivity software (email, calendar) allows users to sync emails, events and tasks with client files within the law practice management software, cementing that program as a holistic solution for law firm data management. Linking an accounting program to a law practice management software allows users to push expense and invoice data into the accounting program.<\/span><\/p>\n<p><strong>Business Intelligence<\/strong><\/p>\n<p><span style=\"font-weight: 400\">1. A method for collecting and aggregating data into a digestible format that allows software users to make data-driven business decisions.<br \/>\n<\/span><span style=\"font-weight: 400\">2. Reports generated from software systems focused on specific business metrics, including key performance indicators.<br \/>\n<\/span><span style=\"font-weight: 400\">3. You know, pretty much everything your law school neglected to tell you about. But, hey: You still know what the Rule Against Perpetuities is!<\/span><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 1:<\/span><span style=\"font-weight: 400\"> How\u2019s your P&amp;L statement looking for the last quarter?<\/span><\/em><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 2:<\/span><span style=\"font-weight: 400\"> Uh. Um. <\/span><\/em><span style=\"font-weight: 400\">Res Ipsa Loquitur<\/span><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><em><span style=\"font-weight: 400\">Lawyer 1:<\/span><span style=\"font-weight: 400\"> Say what?<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400\">Cf. NOT the <\/span><a href=\"https:\/\/en.wikipedia.org\/wiki\/Edsel\"><span style=\"font-weight: 400\">Edsel<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><i>This is the second installment of The Legal Tech-to-English Dictionary, part of our <a href=\"https:\/\/gutenberg-atl.staging.breakingmedia.com\/legal-innovation-center\/the-legal-tech-non-event\/\" target=\"_blank\" rel=\"noopener noreferrer\">Non-Event for Tech-Perplexed Lawyers<\/a>. Read the <a href=\"https:\/\/abovethelaw.com\/2021\/05\/introducing-the-legal-tech-to-english-dictionary\/\" target=\"_blank\" rel=\"noopener noreferrer\">first installment here<\/a>. <\/i><\/p>\n<hr \/>\n<p><strong><em><i>Jared Correia, a consultant and legal technology expert, is the host of the Non-Eventcast, the featured podcast of the Above the Law Non-Event for Tech-Perplexed Lawyers.\u00a0<\/i><\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p class=\"summary\">Read on for the second installment, where we translate legal practice management software-related topics to plain English.<\/p>\n","protected":false},"author":136517,"featured_media":431235,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[11],"tags":[20,8456,351,3277,1292,9236,329,8849,9002,359,7],"class_list":["post-19541","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-artificial-intelligence","tag-atl-non-event","tag-automation","tag-jared-correia","tag-legal-operations","tag-legal-tech-to-english-dictionary","tag-legal-technology","tag-non-event","tag-non-eventcast","tag-practice-management","tag-technology"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - 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