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Technology in The Law Office Ebook PDF Version
Technology in The Law Office Ebook PDF Version
Technology in The Law Office Ebook PDF Version
PDF Version
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COnTEnTS vii
Continuing Cases and Exercises 384 Graphic Image File Formats 427
Building Your Professional Portfolio 384 Comparison of PDF and TIFF 427
Hidden Content in a PDF 428
Document Processing 429
ChapTer 13
Reducing ESI to Manageable Levels 430
E-Discovery—The
Document Coding 430
Process 387
Privilege Review 432
Learning Objectives 386 Conducting the Privilege Review 435
Introduction to Evidence and Discovery 387 Redaction 435
Electronic Discovery—the Process 388 Privilege Logs 436
Information Management 392 Document Authentication 438
The Cost of Saving Electronically Stored Key Terms 444
Information 394
Chapter Summary 444
Identification 395
Review Questions and Exercises 446
Locating Evidence 395
Internet and Technology Exercises 447
Using Discovery to Find Evidence of Destroyed
Chapter Opening Scenario Case Study 447
Documents 396
Continuing Cases and Exercises 447
Using Interrogatories to Find Information 397
Building Your Professional Portfolio 447
Using Rule 30 Depositions to Find Information 398
Collection 402
Search Queries 402 ChapTer 15
Other search types include: 404
The Electronic
Text Retrieval Conference 405
Courtroom 449
Sampling 405
Technology Assisted Review 407 Learning Objectives 448
Computer Forensics 409 Introduction to the Electronic Courtroom 450
Chain of Custody 411 The Electronic Courtroom 451
Resources to Support E-Discovery 411 The Wired Courtroom 455
Service Companies 411 Judge Control of Multimedia During Trial 455
Key Terms 414 Limitations on Presentation Graphics 459
Chapter Summary 414 Working with Courthouse Technology
Staff 465
Review Questions and Exercises 416
Clearing Equipment with Security 465
Internet and Technology Exercises 416
What Happens when the Lights Go Out 466
Video case studies 417
Key Terms 466
Chapter Opening Scenario Case Study 417
Chapter Summary 467
Continuing Cases and Exercises 417
Review Questions and Exercises 467
Building Your Professional Portfolio 417
Internet and Technology Exercises 468
Chapter Opening Scenario Case Study 468
ChapTer 14 Continuing Cases and Exercises 468
Analysis and Review Building Your Professional Portfolio 468
of E-Discovery 419
Learning Objectives 418
ChapTer 16
Introduction to Analysis and Review of
E-Discovery 419 Presentation and Trial
Reviewing Electronic Documents 420 Graphics 471
The Delivery of ESI 421 Learning Objectives 470
Metadata In Document Production 422 Introduction to Presentation and Trial
Obtaining Documents via Paper Discovery 426 Graphics 471
Scanning Documents 427 Graphics and Presentations in Litigation 472
COnTEnTS ix
Using Office Suite Applications 473 Using Technology to Present the Case 514
Spreadsheets 473 Presentation Programs 514
Electronic Databases 475 Bringing It All Together 517
Word Processor 475 Create A Court Presentation 517
Program Integration 477 Organizing Files in Sanction 519
Creating A Powerpoint Presentation 479 Special Features and Tools 519
Slide Transitions 480 Key Term 521
Inserting Graphics and Sound 480 Chapter Summary 521
Editing Graphic Elements 481 Review Questions and Exercises 521
PowerPoint Tutorials 481 Internet and Technology Exercises 522
Graphics Applications 482 Video case studies 522
Microsoft Visio 482 Chapter Opening Scenario
SmartDraw 482 Case Study 522
Graphic tools 484 Continuing Cases and Exercises 523
Creating a SmartDraw Graphic 486 Building Your Professional Portfolio 523
Key Terms 490 ChapTer 17 appenDix
Chapter Summary 490
Sanction Tutorial 524
Review Questions and Exercises 490
Internet and Technology Exercises 491
Video case studies 491 appenDix i
Chapter Opening Scenario Case Study 491 Chapter Opening Case Study 536
Continuing Cases and Exercises 492
appenDix ii
ChapTer 16 appenDix Comprehensive Case Studies 538
PowerPoint Tutorial 493
appenDix ii
SmartDraw Tutorial 503 Supplemental Case Studies 580
The following list describes the outcomes you should expect from completing the
course or reading this book.
1. Describe the impact and use of technology by the legal profession and the
courts.
2. Explain the ethical issues in using technology in the practice of law.
3. Describe the different types of software and hardware used by the legal team.
4. Explain the use of the Internet and cloud computing in the law office and
the courthouse.
5. Describe how to use word processing tools and specialty features.
6. Describe how to use spreadsheet programs and create specialty spreadsheets
for use in the law office.
7. Explain the functions and uses of databases in the law office.
8. Describe how technology can improve efficiency and effectiveness in the
legal workplace.
9. Explain the value of office management programs for the efficient operation
of the law office.
10. Describe the value and use of case management programs.
11. Explain how technology has changed discovery practice.
12. Describe the obligations and issues in the preservation of electronically
stored information and the potential sanctions for its spoliation.
13. Explain the electronic discovery process and the issues in discovering rel-
evant electronically stored evidence.
14. Describe the ethical issues in the review of electronically stored information.
15. Describe the elements of the electronic courtroom and their uses by the legal
team.
16. Explain the value of the use of graphics in litigation and create a PowerPoint
presentation.
17. Describe the use of trial presentation programs and create an electronic trial
presentation.
x
PrefaCe
Thomas F. Goldman
xiii
OrganizaTiOn Of The bOOk
xiv
new TO The fOurTh ediTiOn
The entire text has been revised to reflect the changes in software and hardware found in the legal commu-
nity, with comparisons and references to prior versions that may still be in use in some workplaces, such as the
additional coverage of cloud-based application like Office 365, the Microsoft cloud-based software as a service,
that may be used in place of Office 2013, or previous versions like Office 2010 or even 2007. The application of
technology across the practice of law has continued to accelerate at an accelerating rate. Changes are reflected in
sources and methods of updating skills and knowledge while on the job.
For instructors, a completed revised instructor manual has been prepared using a new format to make it useful
as a classroom and lecture guide
Every chapter has been revised to reflect current technology issues and practice. Among these changes are:
ChapTer 2 eThiCs
As the use of technology has impacted the practice of law, the ethical rules guiding the practice have also changed.
Chapter 2 has been revised to reflect the changes required by the revision to the ABA ethics rules on technology
including state court requirements such as those of the Delaware courts.
xv
16. Insert footer
17. Insert watermark
Specific Tutorials with related sample files are available online for task completion with addition detailed learning
objectives on:
Create a new blank Word document
Create a settlement brochure with a table of contents
Compare Documents-Collaboration Tools
ChapTer 6 spreaDsheeTs
Revised and updated to reflect currently available versions of popular Microsoft Excel and Corel Quatro software.
Content has been revised to improve the learning flow from basic to advanced concepts.
Tutorials have been revised to include specific learning objectives for completion of common tasks:
1. Create a new Excel spreadsheet.
2. Add labels to columns.
3. Create a formula to add a column of values before values are inserted.
4. Create a formula to add values when values are already inserted.
5. Add a formula to other cells using the copy and paste function.
6. Add a formula to a row.
7. Total non-continuous rows.
8. Insert a formula to calculate an average.
9. Insert new columns.
10. Format cells with currency style.
11. Rename workbook sheets.
12. Create a summary worksheet.
13. Create link between worksheets and summary worksheet.
14. Add a table format style to a worksheet.
15. Create a chart from a range of values in a worksheet.
16. Find a spreadsheet template online.
17. Edit text using the formula bar.
18. Edit cell information containing a formula.
19. Use sample data to test formulas.
20. Align column labels.
21. Format cell contents using short date.
22. Entered date sequence using the shortcut tools.
23. Fill cells with text automatically.
24. Create sequential numbering of rows.
25. Duplicate worksheet contents.
26. Create formula in master worksheet to add totals from other worksheets.
27. Freeze row headings.
28. Sort data in columns.
29. Filter data.
xvi
Specific Tutorials with related sample files are available on line for task completion with addition detailed
learning objectives on:
xvii
10. Print CaseMap report.
11. Send facts to TimeMap to create a timeline.
12. Annotate TimeMap timeline with pictures.
13. Resize and position pictures in timeline.
14. Save TimeMap as TimeMap file.
15. Save timeline as pdf file of TimeMap visual.
16. Create PowerPoint presentation from TimeMap.
xviii
TexTbOOk feaTures
■ leGal soFTWare CoveraGe never thought about or had to worry about when I was clerking for the
He asked Mrs. Hannah if she would help him, and offered her employ-
Material covered in the book has been divided into chapters rep- ment with his new firm. She agreed to leave her current law firm—not only
for the challenge of establishing a new office, but also for a chance to work
resenting functional aspects of the use of technology. The core closer to home.
Owen’s first question to her was, “What do I need at the minimum,
programs found in legal specialty applications software, including and what tools will help me manage a practice if I am frequently out of the
office trying cases?”
word processing, electronic spreadsheets, and databases, are cov-
ered from the view of the law office application and the specific
features and applications commonly used in the legal environment. Specialty applications software is divided into
classifications and covered by class, including law office applications, case management, litigation support, and
presentation graphics. Emerging topics covered are use of the Internet, the paperless office, the electronic court-
room, and electronic research. Contemporary legal software programs are presented, where applicable, with an
overview of the software and end-of-chapter exercises utilizing real-world software. Tutorial learning modules can
be downloaded from the Technology Resources Website to ensure that the latest versions are covered and taught.
A primary learning objective of the end-of-chapter software exercises is teaching the student how to use the built-
in Help features of software programs, how to locate and use the training materials available from the software
vendor, how to learn new or rarely used features of the program, and when to call for outside assistance.
xix
Student Warning
Do not download software until told to do so by your instructor. Some of the programs are time-limited, mean-
ing that you can download them only once or twice, or that they will be active for a period of only 30, 90, or 120
days. Download too early, and you may not have access to the software when it is time to use the software in the
course.
xx
TeChnOLOgy resOurCes websiTe dOwnLOads
xxi
COurseCOnneCT OnLine COurse wiTh The virTuaL Law OffiCe
exPerienCe fOr TeChnOLOgy in The Law OffiCe
CourseConnect offers complete online courses that run on common school LMS platforms such as Blackboard,
Angel, Canvas, D2L, Sakai, and others. Courses contain interactive lessons covering core topics with assignments
and discussion board suggestions using a methodology designed to increase student retention and success in any
classroom environment.
Courses and topics are crafted by experts from each discipline and contain a variety of interactive mul-
timedia elements, all levels of cognitive assessments, assignments, discussion questions, MP3 downloadable
lectures and detailed instructor resource guides. CourseConnect with the Virtual Law Office Experience is
your total online and blended learning solution designed to provide students with the tools they need to
confirm their mastery of legal concepts and applications, and then apply their knowledge and skills in a
workplace context.
For the instructor CourseConnect courses are accompanied by a complete set of instructor materials including
sample sylabi, lesson plans, and assignments with time-on-task estimates for all activities to assist with acredita-
tion applications.
xxii
■ Students build a comprehensive portfolio of workplace products to show potential employers.
68%3
ATTORNEY OR PARTY WITHOUT ATTORNEY 1DPH6WDWH%DUQXPEHUDQGDGGUHVV )25&285786(21/< Exhibit 9.1 Motion for Summary Judgment
UNITED STATES DISTRICT COURT - NORTHERN DISTRICT OF NEW YORK
B.K., a minor by her : No.: _________________________
TELEPHONE NO.: FAX NO. 2SWLRQDO
E-MAIL ADDRESS (Optional): Parents and guardians,
ATTORNEY FOR (Name):
Janice Knowles and :
683(5,25&28572)&$/,)251,$&2817<2)
STREET ADDRESS: Steven Knowles, DEFENDANT SMITH’S
MAILING ADDRESS:
68%3 Plaintiff : MOTION FOR
CITY AND ZIP CODE:
Re: First Matter
BRANCH NAME: PLAINTIFF/PETITIONER: CASE NUMBER:
SUMMARY JUDGMENT Deposition Schedule
PLAINTIFF/PETITIONER:
DEFENDANT/RESPONDENT: v. : Date: 0
DEFENDANT/RESPONDENT:
3522)2)6(59,&(2)'(326,7,2168%32(1$)25
Time: 0
'(326,7,2168%32(1$
CASE NUMBER:
352'8&7,212)%86,1(665(&25'6 Ronald Clemmons, : Dear,
)25352'8&7,212)%86,1(665(&25'6 1. I served this 'HSRVLWLRQ6XESRHQDIRU3URGXFWLRQRI%XVLQHVV5HFRUGV by personally delivering a copy to the person served Lower Council School District,
as follows: An appointment for your deposition has been scheduled on the time and date listed above. It would be
7+(3(23/(2)7+(67$7(2)&$/,)251,$72 QDPH DGGUHVV DQGWHOHSKRQHQXPEHU RI GHSRQHQW LINQRZQ
a. Person served QDPH : Bud Smith, and : prudent for us to meet to prepare for your deposition in my office on 0 at 0. If you have a conflict with the sug-
Ace Trucking Company, Attorney ID No. 124987 gested dates or times or would like to reschedule, please contact me as soon as possible.
1. <28$5(25'(5('72352'8&(7+(%86,1(665(&25'6GHVFULEHGLQ LWHPDVIROORZV b. Address where served:
To QDPHRIGHSRVLWLRQRIILFHU :
Defendants During our meeting, we will discuss what you can expect to take place during your deposition. I will also
On GDWH : At WLPH : arrange for another person from my office to attend our meeting who will help you prepare for the deposition
Location DGGUHVV : c. Date of delivery: by asking you a series of practice questions. The practice deposition will give you an opportunity to give your
Defendant Smith files this Motion for Summary Judgment and alleges as follows:
'RQRWUHOHDVHWKHUHTXHVWHGUHFRUGVWRWKHGHSRVLWLRQRIILFHUSULRUWRWKHGDWHDQGWLPHVWDWHGDERYH
d. Time of delivery:
deposition answers and ask questions in a controlled environment before the date of your actual deposition.
a. by delivering a true, legible, and durable FRS\ of the business records described in item 3, enclosed in a sealed inner
1. At all relevant time Smith was an employee of and under the direction and control of Ace Trucking
A deposition is often the cause of stress and trepidation, but it need not be a difficult event. In general, a
wrapper with the title and number of the action, name of witness, and date of subpoena clearly written one. it.(1)
The inner
Witness fees were paid.
wrapper shall then be enclosed in an outer envelope or wrapper, sealed, and mailed to the deposition officer at the Amount: . . . . . . . . . . . . . . $ Company. (Complaint p. 7 Answer of Smith and Ace p.7). deposition is testimony provided by you under oath. During the deposition, an opposing attorney will ask you
address in item 1. (2) Copying fees were paid. questions and you will give answers. The entire process will be recorded by a court reporter. Remember that
2. Ace Trucking supplied the truck operated by Smith and was responsible for the the replacement
by delivering a true, legible, and durable FRS\ of the business records described in item 3 to the deposition officer atAmount:
b. the . . . . . . . . . .. . . . $ parts, care, maintenance and safe operation of the truck. (Complaint p. 36 and Answer ofyou Acenever have to state facts that you do not know. If you do not know an answer, even though you think you
p. 36).
witness's address, on receipt of payment in cash or by check of the reasonable costs of preparing the copy, as determined
should know the answer, do not answer the question. Remember that you need not explain or justify your
under Evidence Code section 1563(b). 3. Ace Construction admitted the brakes of the truck were defective and there was no driver error
f. Fee for service: . . . . . . . . . . . . . . . . . $ answers or volunteer information that goes beyond the scope of the question. Only give information that you
c. by making the RULJLQDO business records described in item 3 available for inspection at your business address by the (Answer Ace p 36-38, Defendant Ace’s Answer Plaintiff’s Interrogatories q. 8 though 10).
attorney's representative and permitting FRS\LQJ at your business address under reasonable conditions during normal
2. I received this subpoena for service on GDWH :
have readily at hand without apology or excuse. Stay calm at all times and do not let the opposing attorney
business hours. 4. The mechanic for Ace Trucking, Chuck Dentson testified at deposition that he made the decision
get you excited or angry. Take your time in responding, tell the truth without worrying about whether it will help
2. 7KHUHFRUGVDUHWREHSURGXFHGE\WKHGDWHDQGWLPHVKRZQLQLWHP EXWQRWVRRQHUWKDQGD\VDIWHUWKHLVVXDQFHRIWKH
3. Person serving: to save the company money and purchase a lesser grade brake pad for installation on the or truck.
hurt your case, and remember that I will be there to help you through the process.
GHSRVLWLRQVXESRHQD RUGD\VDIWHUVHUYLFHZKLFKHYHUGDWHLVODWHU 5HDVRQDEOH FRVWVRIORFDWLQJUHFRUGVPDNLQJWKHP
a. Not a registered California process server.
DYDLODEOHRUFRS\LQJWKHPDQGSRVWDJHLIDQ\DUHUHFRYHUDEOHDVVHWIRUWKLQ(YLGHQFH&RGHVHFWLRQ E 7KHUHFRUGVVKDOOEH (Dentson deposition pp. 15-20)
DFFRPSDQLHGE\DQDIILGDYLWRIWKHFXVWRGLDQRURWKHUTXDOLILHGZLWQHVVSXUVXDQWWR(YLGHQFH&RGHVHFWLRQ
b. California sheriff or marshal. Feel free to contact me at your earliest convenience if you have any questions regarding your Deposition
c. Registered California process server. 5. James Kaercher, an expert in accident reconstruction with air brake failure testified at deposition thatmatter.
or any other
3. 7KHUHFRUGVWREHSURGXFHGDUHGHVFULEHGDVIROORZV
d. Employee or independent contractor of a registered California process server. the failure of the brakes, related to the over heating of sub-standard brake pads was without warning
e. Exempt from registration under Business and Professions Code section 22350(b). to the operator of the vehicle. (Kaercher deposition pp. 78-83) Sincerely,
f. Registered professional photocopier.
Continued on Attachment 3.
g. Exempt from registration under Business and Professions Code section 22451. 6. Kaercher further testified that only the mechanic conducting an inspection of the brakes would have
4. ,)<28+$9(%((16(59(':,7+7+,668%32(1$$6 $&8672',$12)&21680(525(03/2<((5(&25'681'(5
&2'(2)&,9,/352&('85(6(&7,2125$1'$027,217248$6+25$12%-(&7,21+$6%((1 h. Name, address, telephone number, and, if applicable, county of registration and number: been able to discover the defect related to brake pads. (Kaercher deposition p. 85 ll. 15-25).
6(59('21<28$&285725'(525$*5((0(172)7+(3$57,(6:,71(66(6$1' &21680(525(03/2<((
$))(&7('0867%(2%7$,1('%()25(<28$5(5(48,5('72352'8&(&21680(525(03/2<((5(&25'6
7. Kaercher stated that failure of the brakes would have been sudden allowing the driver no opportunity
to make a sudden or fast stop. The only way to stop the truck would be through a gradual slowing
',62%(',(1&(2)7+,668%32(1$0$<%(381,6+('$6&217(037%<7+,6&2857<28:,//$/62%(/,$%/(
across a long flat surface or use of an emergency truck ramp. (Kaercher deposition p. 90 ll. 1-13).
)257+(6802)),9(+81'5(''2//$56$1'$//'$0$*(65(68/7,1*)520<285)$,/85(722%(<
8. The road on which the accident occurred was a downward slope with no emergency truck ramps.
Date issued:
(Report of State Police attached as exhibit A). Exhibit 5.5 Release
(TYPE OR PRINT NAME) (SIGNATURE OF PERSON ISSUING SUBPOENA) 9. The failure of the sub-standard replacement brake pads, the failure Ace and its employees to properly RELEASE
inspect and maintain the braking system and the inability to make fast stops as a result, serve to cut
(TITLE) the nexus of causation that Smith’s negligence in the operation of the truck. I, ___________________________________________________________, for myself, my heirs, execu-
(Proof of service on reverse) Page 1 of 2 tors, successors and assigns, for and in consideration of the sum of _____________________________
Form Adopted for Mandatory Use
Judicial Council of California '(326,7,2168%32(1$)25352'8&7,21 Code of Civil Procedure, §§ 2020.410–2020.440; 10. As a matter of law Smith is entitled to judgment in this favor and against the Plaintiff. WHEREFORE
___________ dollars ($______________________) paid to me by _____________________________
2)%86,1(665(&25'6 ,GHFODUHunder
Government Code, § 68097.1
penalty of
perjury under the laws of the State of )RU&DOLIRUQLDVKHULIIRUPDUVKDOXVHRQO\
SUBP-010 [Rev. July 1, 2010] ZZZFRXUWLQIRFDJRY
California that the foregoing is true and correct. ,FHUWLI\that the foregoing is true and correct.
it is respectfully requested that judgment in favor of Smith be entered and the action against ____________
him be do hereby remise, waive and release any and all claims related to property damages or
dismissed. personal injury arising from an automobile accident which occurred on April 15, 2010 at the intersection of
Date: Date: First and Maple Streets in the City of Millstown, State of Idaho.
Respectfully submitted,
(SIGNATURE) (SIGNATURE)
In Witness whereof I have set my hand and seal this _______ day of _____________________ 20____.
Within the Virtual Law Office Experience, students can access a wealth of resources to complete assignments,
including:
AbacusLaw Tutorials,
LexisNexis CaseMap Tutorials,
SmartDraw Tutorials
Sanction Tutorials,
Microsoft Office Tutorials
xxiii
■ Forms File contains hundreds of examples of commonly used
legal documents for the major legal specialties.
Bobby Jones,
Davis Hilary, a minor, by his : No.: 24-1432
Ronald Clemmons, Parent and guardian,
Lower Council School District, Katy Hilary :
Defendants Plaintiff :
v. Attorney ID No. 124987 :
Bobby
NOTICE OF INTENT TO Jones,
SERVE A SUBPOENA TO PRODUCE DOCUMENTS
AND THINGS FOR DISCOVERY PURSUANT TO RULE 4009.21
Ronald Clemmons, :
Lower Council
Defendants intend to serve a subpoena identicalSchool District,
to the one that is attached to this notice. You have twenty
(20) days from the date listed below in which to file of record and serve upon the undersigned an objection
Defendants
to the subpoena. If no objection is made, the subpoena may be served.
Attorney ID No. 124987
Date: September 14, 2011
SUBPOENA TO PRODUCE DOCUMENTS OR THINGS FOR
John Morris DISCOVERY PURSUANT TO RULE 4009.22
John Morris
TO:
Attorney for Defendants
Downstate Medical Associates
Within twenty (20) days after service of this subpoena, you are ordered by the court to produce the follow-
ing documents or things:
All medical records and billings for the treatment of Davis Hilary, a minor.
John Morris
Attorney for Defendants
Contact your local representative to preview this and other paralegal courses.
xxiv
insTruCTOr resOurCes
The Instructor’s Manual, MyTest, and PowerPoint package are available for
download from Pearson Instructor’s Resource Center. To access supplementary
materials online, instructors need to request an instructor access code. Go to
www.pearsonhighered.com/irc, where you can register for an instructor access
code. Within forty-eight hours of registering, you will receive a confirming email
that includes an instructor access code. Once you have received your code, locate
your text in the online catalog, and click on the Instructor Resources button on
the left side of the catalog product page. Select a supplement, and a log-in page
will appear. Once you have logged in, you can access instructor material for all
Prentice Hall textbooks.
■ insTruCTor’s manual
The Instructor’s Manual, written by Thomas Goldman and Elizabeth Canabary
has been completely revised in a lesson plan format to permit interactve use by
instructors in conducting classes. Traditional content of sample syllabi, chapter
outlines and summaries, Web Resources results, answers to questions and exer-
cises, are supplemented with detailed teaching notes.
■ TesTGen
TestGen allows you to generate quizzes and tests composed of questions from the
Test Item File, modify them, and add your own.
■ soFTWare Companies
Thanks also go out to the software companies who contributed and reviewed
material for this text.
DeDiCaTon
This edition is dedicated to Bob Elliott, a good friend and mentor. Bob was
among the very first people in the software industry to see the value in providing
free software and training to students and faculty. Through the years, he has been
a resource to everyone in the education community—students, faculty, and IT—
providing cheerful, calm reassurance to all to solve problems and issues. Bob has
truly been our champion, and has set a high standard for all.
xxvi
abOuT The auThOr
1
Learning Objectives
After studying this chapter, you should be able to:
1. Explain the use of technology in the law office. 4. Describe the need to understand the language
2. Discuss the impact of the Federal Rules of Civil of technology.
Procedure on electronic documents and the 5. Identify technologies that can help the legal
use of technology in the law. team collaborate and work more efficiently.
3. Explain the role of the technology support staff.
Technology in the
Law Office
chapter
1
Opening ScenariO
Mrs. Hannah had worked in large, center-city law firms for twenty years,
rising to the level of senior paralegal. In the course of working on a
case for which she was responsible for technical support, she met Owen
Mason, an attorney fresh out of law school. Owen had just passed the
bar, and was clerking for a federal judge. He confided in Mrs. Hannah
that after many months of sitting in on the judge’s cases and watching
the trial attorneys in action, he wanted to open his own firm and try
cases. However, he admitted that he was reluctant to go out on his own
because he was unfamiliar with managing a law practice. He realized
how much he didn’t know about setting up a law office when he started
looking around at actual law offices in the area. He said, “I can do the
law part, but the internal operations of a law office are something I
never thought about or had to worry about when I was clerking for the
judge. It certainly wasn’t something they taught in law school.”
He asked Mrs. Hannah if she would help him, and offered her employ-
ment with his new firm. She agreed to leave her current law firm—not only
for the challenge of establishing a new office, but also for a chance to work
closer to home.
Owen’s first question to her was, “What do I need at the minimum,
and what tools will help me manage a practice if I am frequently out of the
office trying cases?”
■ intrOductiOn tO technOLOgy
in the Law Office
The use of technology in the law office, the court system, and the courtroom has Learning Objective 1
changed the way many traditional procedures are performed. Paper files have Explain the use of technol-
given way to electronic documents that reside on computer servers instead of in ogy in the law office.
boxes and file cabinets. The computer and the Internet are increasingly used not
just for traditional document preparation, but also for maintaining client data-
bases, keeping office and client accounting records, researching, filing documents
with the court, presenting cases at trial, and attracting new clients through firm
websites. Communications between colleagues and clients has changed from tradi-
tional paper documents to electronic methods including e-mail, texting, postings
on social media sites, and audio and video conferencing calls using the Internet.
3
4 ChaPtER 1
VideO inTrOducTiOn
TechnOLOgy in The Law Office
after watching the video at www.pearsonhighered.com/careersresources, answer the
following questions.
1. how has technology changed the way traditional procedures are performed
in the law office?
2. What role does the Internet play in the contemporary law office?
At one time, the equipment in the average law office consisted of a type-
writer, an adding machine, and a basic duplicating machine. Paper was king,
with every document being typed, edited, retyped—and frequently retyped again.
In each instance, a paper copy was produced and delivered to the supervising
attorney for review and additional changes. It was then returned for retyping and
eventually sent to the client, to the opposing counsel, or filed with the court.
File cabinets abounded in the law office, and numerous boxes of paper files were
stored in back rooms, warehouses, and other storage locations. But now, the trend
is toward eliminating paper in the law office through the use of computer tech-
nology and software. In most law offices today, there are no typewriters; instead,
computers are used to prepare documents using word processing software. The
typical duplicating machine is now a multifunction device that can scan, print,
copy, and fax documents.
Members of the legal team frequently work from locations other than
the firm’s main office, such as a home office, satellite office, or another firm.
In some cases, they may be working in a different part of the country or world.
Face-to-face meetings are being replaced with audio and video conferencing. But
no matter where each team member works, he or she may need access to the case
data or electronic files. One solution is to have all of the files stored electronically
electronic repository in an electronic repository on a secure, protected file server that authorized users
an off-site computer used to store may access over the Internet.
records that may be accessed over
secure Internet connections.
Members of the team may also use the Internet to work together using
online collaboration software. This software allows several persons to see the
online collaboration same document simultaneously and, in some cases, to make on-screen notes
Using the Internet to conduct meetings
and share documents. and comments. A number of companies provide services and software that
converts case documents to electronic format and stores the documents on a
secure server.
ignore the role of technology in the practice of law. Everyone on the legal team
must understand the use and the role of various technologies in counseling, repre-
senting clients, and managing the law firm.
advances in technology, the growth of electronically Below, attorneys, recruiting experts, and litigation sup-
stored information, and amendments to federal and state port professionals share their insight into the pros and cons
e-discovery rules have transformed litigation support of working in the three silos of litigation support.
into one of the hottest careers in today’s legal market.
the e-discovery/litigation support industry [was] predict- Law firm Life
ed to . . . [reach] $21.8 billion by the year 2011.
as the market heats up, new positions are opening Employment within a law firm offers litigation support
within law firms, litigation support vendors, the govern- professionals many distinct advantages, including a well-
ment, and corporate legal departments across the globe. defined career path, extensive firm resources, access to the
the unprecedented number of opportunities in the liti- latest technology, a large support staff, well-developed train-
gation support marketplace has created a new market ing programs, challenging work, and a diverse client base.
dynamic as supply/demand economics fuel salary growth as the profession evolves, law firms are creating more
and lateral hiring. as a result, “litigation support profes- well-defined career paths in order to attract and retain
sionals are moving with increasing frequency between talented litigation support professionals. the typical path
what I call the three silos of the litigation support market: at a major firm with a large litigation support department
law firms, litigation support vendors and corporate legal progresses from analyst level one, analyst level two, and
departments,” says David Cowen of the Cowen group, specialist to coordinator, project manager, senior project
a global provider of e-discovery and litigation support manager, supervisor, manager, and director, according to
staffing services. Cowen. Many of these positions did not exist five years ago
these three market silos differ significantly in terms and, as the industry evolves, law firms continue to offer
of benefits, challenges, professional development oppor- significant advancement opportunities.
tunities, career paths, work/life balance, compensation, Brian Stempel, firm-wide litigation services manager
and career growth. . . . So, how does employment in a for Kirkland & Ellis, llP, notes that one of the primary
law firm compare with employment with litigation sup- advantages of working for a law firm over other practice
port vendor[s] or corporate legal department[s]? Who is environments is the big-picture perspective and insight
paying top dollar? What is the best career move for you into the entire litigation life cycle. “It’s where the rubber
right now? meets the road,” Stempel says. “you see the actual legal
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DANCE ON STILTS AT THE GIRLS’ UNYAGO, NIUCHI
I see increasing reason to believe that the view formed some time
back as to the origin of the Makonde bush is the correct one. I have
no doubt that it is not a natural product, but the result of human
occupation. Those parts of the high country where man—as a very
slight amount of practice enables the eye to perceive at once—has not
yet penetrated with axe and hoe, are still occupied by a splendid
timber forest quite able to sustain a comparison with our mixed
forests in Germany. But wherever man has once built his hut or tilled
his field, this horrible bush springs up. Every phase of this process
may be seen in the course of a couple of hours’ walk along the main
road. From the bush to right or left, one hears the sound of the axe—
not from one spot only, but from several directions at once. A few
steps further on, we can see what is taking place. The brush has been
cut down and piled up in heaps to the height of a yard or more,
between which the trunks of the large trees stand up like the last
pillars of a magnificent ruined building. These, too, present a
melancholy spectacle: the destructive Makonde have ringed them—
cut a broad strip of bark all round to ensure their dying off—and also
piled up pyramids of brush round them. Father and son, mother and
son-in-law, are chopping away perseveringly in the background—too
busy, almost, to look round at the white stranger, who usually excites
so much interest. If you pass by the same place a week later, the piles
of brushwood have disappeared and a thick layer of ashes has taken
the place of the green forest. The large trees stretch their
smouldering trunks and branches in dumb accusation to heaven—if
they have not already fallen and been more or less reduced to ashes,
perhaps only showing as a white stripe on the dark ground.
This work of destruction is carried out by the Makonde alike on the
virgin forest and on the bush which has sprung up on sites already
cultivated and deserted. In the second case they are saved the trouble
of burning the large trees, these being entirely absent in the
secondary bush.
After burning this piece of forest ground and loosening it with the
hoe, the native sows his corn and plants his vegetables. All over the
country, he goes in for bed-culture, which requires, and, in fact,
receives, the most careful attention. Weeds are nowhere tolerated in
the south of German East Africa. The crops may fail on the plains,
where droughts are frequent, but never on the plateau with its
abundant rains and heavy dews. Its fortunate inhabitants even have
the satisfaction of seeing the proud Wayao and Wamakua working
for them as labourers, driven by hunger to serve where they were
accustomed to rule.
But the light, sandy soil is soon exhausted, and would yield no
harvest the second year if cultivated twice running. This fact has
been familiar to the native for ages; consequently he provides in
time, and, while his crop is growing, prepares the next plot with axe
and firebrand. Next year he plants this with his various crops and
lets the first piece lie fallow. For a short time it remains waste and
desolate; then nature steps in to repair the destruction wrought by
man; a thousand new growths spring out of the exhausted soil, and
even the old stumps put forth fresh shoots. Next year the new growth
is up to one’s knees, and in a few years more it is that terrible,
impenetrable bush, which maintains its position till the black
occupier of the land has made the round of all the available sites and
come back to his starting point.
The Makonde are, body and soul, so to speak, one with this bush.
According to my Yao informants, indeed, their name means nothing
else but “bush people.” Their own tradition says that they have been
settled up here for a very long time, but to my surprise they laid great
stress on an original immigration. Their old homes were in the
south-east, near Mikindani and the mouth of the Rovuma, whence
their peaceful forefathers were driven by the continual raids of the
Sakalavas from Madagascar and the warlike Shirazis[47] of the coast,
to take refuge on the almost inaccessible plateau. I have studied
African ethnology for twenty years, but the fact that changes of
population in this apparently quiet and peaceable corner of the earth
could have been occasioned by outside enterprises taking place on
the high seas, was completely new to me. It is, no doubt, however,
correct.
The charming tribal legend of the Makonde—besides informing us
of other interesting matters—explains why they have to live in the
thickest of the bush and a long way from the edge of the plateau,
instead of making their permanent homes beside the purling brooks
and springs of the low country.
“The place where the tribe originated is Mahuta, on the southern
side of the plateau towards the Rovuma, where of old time there was
nothing but thick bush. Out of this bush came a man who never
washed himself or shaved his head, and who ate and drank but little.
He went out and made a human figure from the wood of a tree
growing in the open country, which he took home to his abode in the
bush and there set it upright. In the night this image came to life and
was a woman. The man and woman went down together to the
Rovuma to wash themselves. Here the woman gave birth to a still-
born child. They left that place and passed over the high land into the
valley of the Mbemkuru, where the woman had another child, which
was also born dead. Then they returned to the high bush country of
Mahuta, where the third child was born, which lived and grew up. In
course of time, the couple had many more children, and called
themselves Wamatanda. These were the ancestral stock of the
Makonde, also called Wamakonde,[48] i.e., aborigines. Their
forefather, the man from the bush, gave his children the command to
bury their dead upright, in memory of the mother of their race who
was cut out of wood and awoke to life when standing upright. He also
warned them against settling in the valleys and near large streams,
for sickness and death dwelt there. They were to make it a rule to
have their huts at least an hour’s walk from the nearest watering-
place; then their children would thrive and escape illness.”
The explanation of the name Makonde given by my informants is
somewhat different from that contained in the above legend, which I
extract from a little book (small, but packed with information), by
Pater Adams, entitled Lindi und sein Hinterland. Otherwise, my
results agree exactly with the statements of the legend. Washing?
Hapana—there is no such thing. Why should they do so? As it is, the
supply of water scarcely suffices for cooking and drinking; other
people do not wash, so why should the Makonde distinguish himself
by such needless eccentricity? As for shaving the head, the short,
woolly crop scarcely needs it,[49] so the second ancestral precept is
likewise easy enough to follow. Beyond this, however, there is
nothing ridiculous in the ancestor’s advice. I have obtained from
various local artists a fairly large number of figures carved in wood,
ranging from fifteen to twenty-three inches in height, and
representing women belonging to the great group of the Mavia,
Makonde, and Matambwe tribes. The carving is remarkably well
done and renders the female type with great accuracy, especially the
keloid ornamentation, to be described later on. As to the object and
meaning of their works the sculptors either could or (more probably)
would tell me nothing, and I was forced to content myself with the
scanty information vouchsafed by one man, who said that the figures
were merely intended to represent the nembo—the artificial
deformations of pelele, ear-discs, and keloids. The legend recorded
by Pater Adams places these figures in a new light. They must surely
be more than mere dolls; and we may even venture to assume that
they are—though the majority of present-day Makonde are probably
unaware of the fact—representations of the tribal ancestress.
The references in the legend to the descent from Mahuta to the
Rovuma, and to a journey across the highlands into the Mbekuru
valley, undoubtedly indicate the previous history of the tribe, the
travels of the ancestral pair typifying the migrations of their
descendants. The descent to the neighbouring Rovuma valley, with
its extraordinary fertility and great abundance of game, is intelligible
at a glance—but the crossing of the Lukuledi depression, the ascent
to the Rondo Plateau and the descent to the Mbemkuru, also lie
within the bounds of probability, for all these districts have exactly
the same character as the extreme south. Now, however, comes a
point of especial interest for our bacteriological age. The primitive
Makonde did not enjoy their lives in the marshy river-valleys.
Disease raged among them, and many died. It was only after they
had returned to their original home near Mahuta, that the health
conditions of these people improved. We are very apt to think of the
African as a stupid person whose ignorance of nature is only equalled
by his fear of it, and who looks on all mishaps as caused by evil
spirits and malignant natural powers. It is much more correct to
assume in this case that the people very early learnt to distinguish
districts infested with malaria from those where it is absent.
This knowledge is crystallized in the
ancestral warning against settling in the
valleys and near the great waters, the
dwelling-places of disease and death. At the
same time, for security against the hostile
Mavia south of the Rovuma, it was enacted
that every settlement must be not less than a
certain distance from the southern edge of the
plateau. Such in fact is their mode of life at the
present day. It is not such a bad one, and
certainly they are both safer and more
comfortable than the Makua, the recent
intruders from the south, who have made USUAL METHOD OF
good their footing on the western edge of the CLOSING HUT-DOOR
plateau, extending over a fairly wide belt of
country. Neither Makua nor Makonde show in their dwellings
anything of the size and comeliness of the Yao houses in the plain,
especially at Masasi, Chingulungulu and Zuza’s. Jumbe Chauro, a
Makonde hamlet not far from Newala, on the road to Mahuta, is the
most important settlement of the tribe I have yet seen, and has fairly
spacious huts. But how slovenly is their construction compared with
the palatial residences of the elephant-hunters living in the plain.
The roofs are still more untidy than in the general run of huts during
the dry season, the walls show here and there the scanty beginnings
or the lamentable remains of the mud plastering, and the interior is a
veritable dog-kennel; dirt, dust and disorder everywhere. A few huts
only show any attempt at division into rooms, and this consists
merely of very roughly-made bamboo partitions. In one point alone
have I noticed any indication of progress—in the method of fastening
the door. Houses all over the south are secured in a simple but
ingenious manner. The door consists of a set of stout pieces of wood
or bamboo, tied with bark-string to two cross-pieces, and moving in
two grooves round one of the door-posts, so as to open inwards. If
the owner wishes to leave home, he takes two logs as thick as a man’s
upper arm and about a yard long. One of these is placed obliquely
against the middle of the door from the inside, so as to form an angle
of from 60° to 75° with the ground. He then places the second piece
horizontally across the first, pressing it downward with all his might.
It is kept in place by two strong posts planted in the ground a few
inches inside the door. This fastening is absolutely safe, but of course
cannot be applied to both doors at once, otherwise how could the
owner leave or enter his house? I have not yet succeeded in finding
out how the back door is fastened.