Join us for an engaging session on Vendor Management with Josh Lazar. Josh is the founder and Chief Everything Officer of TechThinkTank. After a career spanning work in private practice, legal aid, and the trial courts, he jumped ship to focus on TechThinkTank full time. Among his many accomplishments, he is a recipient of the 2020 Info-Tech CIO Award.
During the webinar, you can expect to learn what vendor management is, why it is important, and what resources are available.
This webinar was held on Thursday, April 27th, 2023 at 4 pm EDT
Finding the right vendor can seem like a daunting task. Join us to learn more about drafting Request for Proposals (RFPs) and selecting vendors. You will hear from fellow legal aid programs that have experience with the vendor selection process.
Document assembly and automation platform are key tools for legal services and nonprofits. The following is a comprehensive review of legal service-focused document assembly platforms with information included that is most improtant to an organization.
This includes a review of pricing, integrations, skills required to run these programs, etc. to create comphrensive forms. It also gives more in-depth information about what document assembly and automation is and its current place in legal services.
What are texting (SMS and MMS) platforms?
What are Voice Over Internet Protocols (VoIP)?
VoIPs use an internet connection to make calls instead of typical phone lines. Calls are forwarded to a centralized number through a process called Private Branch Exchange (PBX), hosted in the Cloud or on-premises servers. There are numerous benefits of VoIP phones, such as the ability to add multiple phones and additional features that build off of typical systems. Such features include conference calling, voicemail transcribing, and voice insights for quality monitoring.
What are case management systems (CMS)?
Case management systems allow legal aid programs to consolidate case and client information in a central and secure location. These types of software also manage client communication, accounting and billing, document assembly, compliance, etc., fostering more successful results and streamline workflow. CMS also provides added layers of up-to-date, compliant security for sensitive information.
Why are case management systems important for legal aid?
What are data sharing platforms?
Data sharing platforms allow programs to securely share information, as well as store data in the cloud and across devices. These platforms are often easy to use and customizable, creating centralized locations for documents and efficiency when sending files.
Why are data sharing platforms important for legal services?
Docassemble is a free, open-source expert system for guided interviews and document assembly. It provides a web site that conducts interviews with users. Based on the information gathered, the interviews can present users with documents in PDF, RTF, or DOCX format, which users can download or e-mail. Docassemble was created by a lawyer/computer programmer for purposes of automating the practice of law, but it is a general-purpose platform that can find applications in a variety of fields.
Speakers:
• Jonathan Pyle, Philadelphia Legal Assistance
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