In case you missed it (or if you want to see it again!), here are the slides and video from our recent webinar: our Mobile Practice Management Toolbox: Tips and Tricks for Lawyers.

Learn how lawyers can leverage mobile devices to meet their firms’ needs while enhancing their productivity.

Your Mobile Practice Management Toolbox: Tips and Tricks for Lawyers from Rocket Matter on Vimeo.

Presenters:

Terry Jarrell is a Rocket Matter Certified Expert, and teaches technology-centric CLE classes approved by the Florida Bar. He has served on the Apple Consultants Network Advisory Council for 3 terms, and is an Apple Product Professional. Terry is also a published writer, and is the current Product Review Specialist for iBusiness Magazine.

Nefra MacDonald is the Customer Success Product Manager at Rocket Matter. After working in various capacities at law firms, corporations, and non-profits, she decided to use her experience to help address the pain points that practicing lawyers feel every day. She currently co-chairs Rocket Matter’s Product Advisory Committee, which serves as a source of targeted feedback for the company’s product improvement strategy.

Program recorded February 9, 2017

 

Webinar Outline:

Which iPad is best for you?

 

  • Different Models
    • iPad mini – Small size, excellent portability
    • iPad Air 2 – Mid-sized iPad, versatile size 9.7” screen for productivity and consumption
    • iPad Pro – Two sizes, 9.7” and 12.9”. Maximum power in an iPad and top performance. Truly a ‘Pro’ device with support for Apple Pencil and Smart Connector enabled accessories such as Apple Smart Keyboard Cover

 

  • Accessories – Keyboard cases – Apple Pencil / stylus
    • Third party keyboard cases for all models from Logitech, Belkin, Targus, ClamCase and many others
    • Apple Smart Keyboard Cover for iPad Pro models from Apple – no batteries, thinnest, lightest if its kind
    • Standard stylus from Adonit and many other third parties work well with all iPads. iPad Pro supports best precision and pressure sensitivity with Apple Pencil, designed to work specifically with iPad Pr. Most realistic and natural note taking and drawing tool.

Settings:

 

  • General
    • About
      • Capacity
        • How much can your iPad hold?
      • Available
        • How much free space is available for more files, apps and other data?
      • iOS Version
        • Are you up to date?
      • Serial Number
        • Important to keep safe for future reference to identify your iPad.
      • Software Update
        • How to check for update
          • Settings -> General -> Software Update
        • How to run update
          • System will ping Apple to determine the update status of your iPad. You will be told if you are up to date or if you need to run the update. Follow the steps shown if an update is required.
        • Why it is important to update
          • The latest version of iOS maintains the latest security updates and frameworks for apps to run. Also enhances certain features and functionality.
        • Storage & iCloud Usage
          • Difference between Storage and iCloud sections
          • Manage Storage
            • Delete Apps, movies, etc (Edit)
          • Reset
            • Reset Network Settings
              • Useful if you are having trouble connecting to Wi-Fi or other networks.
            • Erase All Content and Settings
              • VERY IMPORTANT to safely clear all of your personal data before passing your old iPad down to someone else. Use caution, as this will delete all of your apps, accounts and settings and restore iPad to a factory original state.
            • Touch ID & Passcode
              • Use Touch ID For
                • Touch ID can log into your iPad but also works with certain apps that require secure authentication and have Touch ID enabled
              • Add multiple fingerprints
                • Added convenience and security
              • Turn Passcode On/Off
              • Change Passcode
              • Require Passcode
                • Immediately recommended
              • Erase Data
                • If enabled, this will erase your iPad after 10 failed log in attempts. Use caution if you enable this and be sure not to forget your passcode.

 

Apps & Services

 

  • Word / Pages
    • Excellent word processing apps from Microsoft and Apple
  • Excel / Numbers
    • Similarly comparable spreadsheet apps from Microsoft and Apple
  • Notes / Notability / One Note
    • Popular note taking apps, each offering several differences that allows you to decide which you prefer.
  • PDF Expert
    • Manage and sign PDFs right on your iPad. Fill out forms and return via email. Top choice PDF editor.
  • Scanner Pro
    • Use your iPad’s camera to scan documents. Crop and enhance your scans before printing, emailing or even faxing right from your iPad with the built-in tools.
  • TrialPad – Case presentations
    • From LIT SOFTWARE, TrialPad has become the number one choice for case presentations. Organize and present your case files quickly and easily while adding or editing exhibit stickers, marking admitted and sharing documents as applicable.
    • Security
      • Keeper – password management
        • Securely stora and sync your passwords between your iPad, iPhone and Mac. Also, store photos and documents securely with Keeper.
      • Express VPN – secure connection
        • Protect your online connection and activities with a solid VPN tool. VPN puts a shield around your internet connection to mask it from intrusion.
      • Boxcryptor – Encrypt files before sending to Dropbox, One Drive, etc
        • While cloud services have their own encryption, there is always the possibility of compromise on their end. Take control and encrypt your files BEFORE uploading to cloud servers.
      • HushMail – Email encryption
        • HushMail allows you to send secure, encrypted messages and attachments to your clients. No longer simply add attachments to unprotected email messages. Keep your communications safe with industrial quality security.
      • Online Services
        • Dropbox / One Drive / Box
          • Cloud services are essential for sharing and accessing your files. These popular services all work similarly and all work perfectly well with Boxcryptor for added security.
        • Rocket Matter
          • Modernize your practice and get work done anywhere with the industry’s leading practice management system. Manage all facets of your practice from collecting initial client information through case preparation and file management right on through invoicing. Accurately track billable time to minimize profit loss while maximizing efficiency. No longer worry about backups and data integrity as your files are professionally managed 24/7 by Rocket Matter’s experts with enterprise level systems.