case or matter. This is especially helpfulin streamlining operations such as openingnew matters and conflict checking.“If you think <strong>of</strong> this process as a lot <strong>of</strong>paper, that’s a lot <strong>of</strong> time in trying to trackthat information,” Adkins said. “If you cando everything on a computer, then you getrid <strong>of</strong> the paper, and theworkflow system createsa checklist for thes<strong>of</strong>tware to automaticallyroute necessary informationto the appropriatedepartments.”Another challenge inthe adoption <strong>of</strong> case andpractice management technology is lack <strong>of</strong>experience with the s<strong>of</strong>tware. The key, Adkinssaid, is to reach law students early.To this end, the <strong>University</strong> <strong>of</strong> <strong>Florida</strong>is one <strong>of</strong> fewer than a dozen law schoolsaround the country that teaches a classon law practice management, which includeslessons on case and practice managementsystems.The class focuses on teaching studentsboth the technological and logistical aspects<strong>of</strong> practice management. It has beenco-taught by Adkins and Gainesville-areaattorney <strong>Law</strong>rence J. Marraffino (JD 84)since the early 2000s.“It gets the students ready for the realpractice <strong>of</strong> law coming out <strong>of</strong> school,” saidMarraffino, who volunteers his time to teachthe class. “I do it because I think it’s importantfor the students.”The class doesn’t teach students howto litigate, but rather prepares them for thetransition from the academic to the pr<strong>of</strong>essionalworld. It blends practice management,the daily ins and outs <strong>of</strong> billing andcase management, as well as record keeping,time management and marketing.Adkins teaches the technological side <strong>of</strong>practice and case management while Marraffinoinstructs students on handling differenttypes <strong>of</strong> clients and litigation, as wellas accessing resources, joining pr<strong>of</strong>essionalorganizations and getting a practice started.By the end, students develop a practicemanagement business plan as well asthe first part <strong>of</strong> filings in a practical problemin areas anywhere from estates andtrust to bankruptcy.“This is one <strong>of</strong> the joys <strong>of</strong> teaching thisclass,” Adkins said. “It’s just so cool.”Most importantly, the students presentAdkins and Marraffino with an invoice“A small firm hasgot to find a wayto do more withless and be moreproductive andefficient.”at the end <strong>of</strong> the semester. The invoicemust be formatted to include date, clientmatter, description, and bills the pr<strong>of</strong>essorsfor the amount <strong>of</strong> time spent in class,sending e-mails, attending meetings,working on the project and studying.While the students set their own rates,the mock bills remainoutstanding.“It’s really an eyeopener for them,”said Adkins <strong>of</strong> thestudents who havenever billed attorneyfees before. “Most<strong>of</strong> these kids haveworked for $10 an hour and here they arecharging $200, $300, $400 an hour.”Marraffino is no stranger to technology.The solo practitioner has built hisGainesville personal injury and civil litigationpractice around technology.“The whole reason I started my ownpractice was an excuse to buy a computer,”said Marraffino jokingly rememberingthe monochromatic monitor anddaisywheel printer he purchased whenopening his first practice over 22 yearsago. “I love technology.”The computer and printer was hislargest start-up investment, he said.In his practice, Marraffino uses Abacus<strong>Law</strong>for practice management andBest Case bankruptcy s<strong>of</strong>tware. Amongthe advantages <strong>of</strong> the s<strong>of</strong>tware, Marraffinocites its ability to automate hisresearch and filings.In addition, Marraffino has installedremote log-on technology so he can accesshis <strong>of</strong>fice computer and networkfrom anywhere. Such technology evenallowed him to complete an emergencyfiling for a bankruptcy case from an ItalianInternet café while on vacation.He has also automated his messagingservice and Dictaphone and is alsolooking into adding Voice Over InternetProtocol.Marraffino’s goal is to have a near-paperless<strong>of</strong>fice within the next year. Amongthe advantages <strong>of</strong> a paperless <strong>of</strong>fice, hecites ease <strong>of</strong> document management andaccess. Marraffino’s personal injury practiceproduces volumes <strong>of</strong> paper records,such as medical records, which he currentlyhas to haul to the court for trial.“If I were paperless all I’d have to dois bring my PC to court,” he said.<strong>Florida</strong>-based company InTouchLegal specializes in legal <strong>of</strong>fice technology.When identifying the needs <strong>of</strong>her clients, InTouch Legal PresidentDebbie Foster said she <strong>of</strong>ten encounterslawyers with the misconception that themanagement system is only for the use<strong>of</strong> their assistants.She makes it clear that for managements<strong>of</strong>tware to be effective, all members<strong>of</strong> a firm must be committed to dedicatingthe time and resources to makingit work for their firm, Foster said. Inaddition, because <strong>of</strong> the time investmentrequired up front to learn the new system,many don’t take full advantage <strong>of</strong>systems they have implemented.“We are just all busy and the thought<strong>of</strong> putting the brakes on to think aboutchange and implementing new s<strong>of</strong>twareis just not an easy place to get to,”Foster said.Foster has seen an increase in smalland mid-sized firms implementing caseand practice management systems andthinks it will continue. She estimatedthe cost for a firm <strong>of</strong> implementing managements<strong>of</strong>tware ranges between $800and $1,500 per person.For small and mid-sized firms, Fostersaid the leading practice managements<strong>of</strong>tware her company installedwas Amicus Attorney and Time Mattersby LexisNexis.“A small firm has got to find a wayto do more with less and be more productiveand efficient and there is noother single investment that they canmake that will help them achieve that,”Foster said. “It’s the most bang for yourbuck when you’re looking for a wayto streamline.”Both Foster and Adkins agree it’s thenew generation <strong>of</strong> lawyers just comingout <strong>of</strong> school, those who have lived lifein Outlook, that will make the biggestpush towards adopting practice managementsystems.“Technology is always changing andthe new generations <strong>of</strong> lawyers that arecoming who grew up with technologyare starting to demand the use <strong>of</strong> technology,”Adkins said. “They are the onesthat are pushing buttons in law firmstoday. The newer crop coming in whogrew up with multitasking, cell phoneand laptops. They are not the traditionallawyers.” ■36 UF LAW
PART II:Discoveringe-discoveryBY IAN FISHERIf Abraham Lincoln were to stepinto the <strong>of</strong>fices <strong>of</strong> a modern lawfirm, chances are good he’d encountera familiar sight — youngassociates poring over reams <strong>of</strong>legal papers.“We’ve been graduating peopleout <strong>of</strong> law school who are prepared topractice law in the 19th century,” said notede-discovery writer Ralph Losey, a shareholderat Akerman Senterfitt. “They’re preparedto work with Abe Lincoln, who had apartner and an associate. They went throughpapers, and they went to a trial courtroom.”Losey said technology is driving electronicdiscovery into the most rapidlyevolvingfield in the legal pr<strong>of</strong>ession, butlaw schools and lawyers are behind thecurve in adapting. In general, law studentsare still trained to review a limited number<strong>of</strong> documents and build a case around whatis given to them. That doesn’t bode wellfor efficient management <strong>of</strong> today’s cases,which can have millions <strong>of</strong> electronic documentsin a variety <strong>of</strong> formats that must bereviewed, Losey said.“You’re not trained to deal with 5 milliondocuments. Cases now — with just 10witnesses in a corporation — they’re goingto have millions <strong>of</strong> documents,” Losey said.“You cannot look at each document. That’sthe real world; it’s not the Abe Lincoln world<strong>of</strong> just having a few paper documents.”Losey was one <strong>of</strong> a distinguished panel<strong>of</strong> experts who addressed the emerging importance<strong>of</strong> electronic discovery during an“E-Discovery Evening” held Oct. 28 at UFwhich was co-sponsored by The SedonaConference ® and the <strong>Levin</strong> <strong>College</strong> <strong>of</strong> <strong>Law</strong>.“The <strong>Levin</strong> <strong>College</strong> <strong>of</strong> <strong>Law</strong> is one <strong>of</strong>the first law schools in the nation to <strong>of</strong>fer acourse in what is being called ‘e-discovery,’”said Robert Jerry, dean and <strong>Levin</strong> Mabie and<strong>Levin</strong> pr<strong>of</strong>essor <strong>of</strong> law. “We’re very pleasedthat, thanks to Adjunct Pr<strong>of</strong>essor Bill Hamilton,we are also now the first to co-sponsora conference on the topic with the very wellrespectedSedona Conference.”Hamilton, a Holland & Knight e-discoveryexpert who organized the event, teachesan e-discovery class — one <strong>of</strong> the first in thecountry — at the <strong>Levin</strong> <strong>College</strong> <strong>of</strong> <strong>Law</strong>.Ralph Losey (right),e-discovery author, joinedPr<strong>of</strong>essor Bill Hamilton(left) in his e-discoveryclass Oct. 28.E-Discovery=$13.5 millionin billings foroutside counselin one case alone.“The <strong>University</strong> <strong>of</strong> <strong>Florida</strong> should bevery excited about its leadership in thisarea,” said Hamilton, who serves as cochair<strong>of</strong> Holland & Knight’s e-discoveryteam. “Other law schools have got to stepup to the plate and teach electronic discoverybecause it’s a critical skill out there thatjudges are looking for. It’s almost a survivalskill at this point. That’s why The SedonaConference ® has come here in recognition<strong>of</strong> <strong>Florida</strong>’s leadership in the e-discoveryeducation world for students.”E-Discovery Evening panelist PatrickOot, Verizon’s director <strong>of</strong> electronic discoveryand senior counsel,gave the example <strong>of</strong>Verizon buying out MCIto illustrate how complicatedand expensive e-discoveryissues can be. Duringthe legal preparationfor the buy-out, more than2.4 million documents — 1.3 terabytes<strong>of</strong> data — were reviewed. This required115 attorneys at one firm doing privilegereview and 110 attorneys at another firmdoing timeline review. It took four monthswith attorneys working every day for 16hours a day to finish the review, Oot said,resulting in legal billings <strong>of</strong> $13.5 millionfor outside counsel alone.Oot recently read an article indicatingonly about 200 lawyers nationwide handlee-discovery issues well. Oot said thatnumber needs to grow quickly and thatadvances in technology will streamlineelectronic discovery in the future.“As our general counsel put it whenwe first started this [e-discovery] group,he said, ‘This is the only practice withinthe company that I actually see growing,’” Oot said. “Federal regulatory, litigation,antitrust, intellectual property — he seesthose groups shrinking where we’re hiringpeople all the time.”With the e-discovery field growing sorapidly, The Sedona Conference ® has beenat the forefront <strong>of</strong> establishing best practicesin the field. One aspect <strong>of</strong> e-discoveryThe Sedona Conference ® emphasizesis cooperation with opposing counsel ondiscovery issues.“You want to be adversarial, obviously,but at the same time, I don’t thinkyou want to be adversarial on the issuespertaining to what information is available,”said Joseph P. Guglielmo, a plaintiffe-discovery expert for Whaley, Drake& Kallas.Ken Withers, a distinguished e-discoverywriter with The Sedona Conference ® ,moderated the event. Withers said twoevents have heightenedthe importance <strong>of</strong> e-discovery.The first <strong>of</strong> thesewere the amendmentsin 1983 and 1993 to theFederal Rules <strong>of</strong> CivilProcedure to facilitategreater discovery. Theother driving factor in growing influence<strong>of</strong> e-discovery is the desktop PC and theexponential increase and ease in accessinginformation the PC makes possible.“Discovery went from being a meansto an end — getting to trial — to being theend in and <strong>of</strong> itself,” he said. “The number<strong>of</strong> cases that actually go to trial decreased,and it’s now less than 3 percent <strong>of</strong> all casesfiled… . The stakes <strong>of</strong> discovery werethereby raised.”All E-Discovery Evening speakersagreed that this is the future <strong>of</strong> discoveryand students should try to learn about it.“Be smart, look at where the futureis, look at the trend,” Losey said. “Thisis where the opportunity lies. Take thesecourses on e-discovery; learn about it. Nobodyelse in the firms you go to is going toknow anything about it, trust me… Thereare a few firms, but there are very few, sothis is a time <strong>of</strong> opportunity. You’ve got tostudy this stuff.”For more information about e-discoveryand The Sedona Conference ® , visit www.law.ufl.edu/news/events/ediscovery/. ■FALL 2008 37
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- Page 49 and 50: The magic touchDerek Bruce (JD/MBA
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- Page 55 and 56: A man of firstsAlfredo Garcia (JD 8
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- Page 59 and 60: Golden opportunityEvelyn Davis Gold
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NOTAS BENEFaculty Scholarship & Act
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