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i n t e g r i t y e x c e l l e n c e p a r t n e r s h i p r e s p e c t i n n o v a t i o n f u n g e n e r o s i t y
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The Evolving Role of the Legal Secretary
Joe Buser, Director of Business Development
February 12, 2014
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of attorneys no longer delegate work to their secretary
on a daily basis
27%
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of associates create the first draft of their documents
73%
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methodology
BES
T P
RA
CTI
CES
#
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Quick Facts & Info
Founded in 1995 in Dallas, TX
Partner to 74 of the Am Law 100
1,000 law firm and legal department clients
ILTA 2012 Consultant of the Year and Vendor Thought Leader and 2013 Innovative Solution Provider awards
Named one of the fastest growing privately-held companies in America by Inc. 5,000
100% Women-owned business
Passionate about all things User Adoption
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We help users understand, accept and embrace change.
USERS EXPERIENCE CHANGE. WE CHANGE THE EXPERIENCE.
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What’s driving the evolution?
New technologies
Client service needs
Changes in expectations
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What’s driving the evolution?
New technologies
Client service needs
Changes in expectations
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The evolution of technology
Centralized document storage
Mobile devices
VOIP systems
Video conferencing
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The evolution of technology
Centralized document storage
Mobile devices
VOIP systems
Video conferencing
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The next evolution of technology
Online Collaboration
Social Media
Personalization
The Cloud
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The next evolution of technology
Online Collaboration
Social Media
Personalization
The Cloud
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Why new technologies matter
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Why new technologies matter
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Changing client needs
Accessibility
Speed
Reduce costs while increasing efficiency
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Changing client needs
Accessibility
Speed
Reduce costs while increasing efficiency
i n t e g r i t y e x c e l l e n c e p a r t n e r s h i p r e s p e c t i n n o v a t i o n f u n g e n e r o s i t y
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The New Legal Secretary Lawyers’ changing expectations
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Lawyers’ changing expectations
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Knowledge management
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Knowledge management
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Initiative and problem solving skills
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Initiative and problem solving skills
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Research skills
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Research skills
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Writing skills
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Writing skills
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Communication and collaboration skills
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Communication and collaboration skills
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Broad range of technology proficiencies
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Broad range of technology proficiencies
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Security
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Security
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An interesting side note…
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Calendaring and schedule management
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Calendaring and schedule management
i n t e g r i t y e x c e l l e n c e p a r t n e r s h i p r e s p e c t i n n o v a t i o n f u n g e n e r o s i t y
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What Secretaries Need Secretaries’ changing expectations
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Secretaries’ changing expectations
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Learning opportunities
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Learning opportunities
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Open and ongoing communication
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Open and ongoing communication
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Respect for institutional knowledge and experience
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Respect for institutional knowledge and experience
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“My associates who have just gotten out of law school are very computer-literate. So I'm basically teaching them how a law firm operates.”
Bonnie Rae 30-year Legal Secretary veteran
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Opportunities for personal growth and professional development
i n t e g r i t y e x c e l l e n c e p a r t n e r s h i p r e s p e c t i n n o v a t i o n f u n g e n e r o s i t y
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What the future holds What the future might hold
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Shifting ratios
Reimagining the team
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It’s more than just skills….
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Where do we go from here?
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Questions?
Thank you!
Joe Buser Director of Business Development
www.linkedin.com/in/JoeBuser
