A simple notes tool for a lawyer on-the-go can make a real difference to productivity and performance.
Take being able to provide answers without being previously briefed; or being able to record and file documents, photos, videos and audio. Mobile technology can already do this for mobile lawyers. And once lawyers try it out, these resources will quickly be taken for granted.
One single, robust app
Lawyers able to work anywhere start with a smartphone. If longer or more comprehensive note-taking is required, a tablet or laptop is added. These devices are more than capable of meeting the demands of legal services. But keeping them organised takes planning.
Microsoft OneNote meshes together multiple note-taking methods. Typing, hand-writing, voice recording, or others. It's your choice how matters or meetings are recorded. Long used as a note-taking tool in the education sector, OneNote is gaining traction in the legal professional due to is ease-of-use, customisation and sharing features.
Law Technology Today recently featured OneNote and pointed to how was easy it is to get started.
"When I start work on a new project/matter, I create a new Notebook where I take notes and add other materials pertaining to that project/matter. For example, when I create a Notebook for a new contract negotiation with a customer it serves as my singular digital repository to capture and have easy “one-stop shop” access to all of my notes pertaining to that negotiation and key collateral like important customer background information, Word documents/PDFs of proposals and contract terms, excel spreadsheets of contract issues lists, important emails, customer contacts, the links to the LinkedIn profiles for those contacts, etc…" - Dennis Garcia, Assistant General Counsel for Microsoft
Mobile lawyers only need a phone
A tablet or laptop may appear like a requirement for lawyers on the go. But many find using a phone can cover the bases. Here are some helpful tips for getting started as a mobile lawyer:
- Scan documents by using Microsoft OneNote or Office Lens app. Documents and be added and are automatically tuned to the same standard of a high quality scanner. See Microsoft Office Lens for iOS and Android.
- How to stay safe on public Wi-FI.
Use a VPN and be self-conscious. Like treating a suspicious email, expect that someone may be watching when using public Wi-Fi. If you're transferring sensitive client data, stick to 4G.
- Simple tips for keeping your mobile secure
How to keep your device secure, even when it is lost or stolen.
- Keep your personal and work email separate
Using a mobile will blur the lines between work and personal usage. Here's why you should never use your work email for personal reasons. Otherwise risk the consequences.
Get started with help
Not sure where to begin? Started using OneNote and need a little assistance? Contact your Sentrian Client Services Manager for tips and advice on how to take your firm mobile.