Why Choose the McNeill Group
Legal Technology Consultants
Software Training for Attorneys
Programs on law practice management
What The McNeill Group has been doing
Research and Tools for Legal Software Packages
Contact The Legal Software Experts

OTB Consulting
166 Quade Drive
Cary, NC 27513
Phone:919-677-1415
info@otb-consulting.com
CLE PROGRAMS


Bob McNeill has been presenting programs on law practice management, and on leveraging technology to practice more efficiently, productively, and profitably. Contact the sponsoring groups to attend future programs, or contact us to obtain a copy of the course materials or to arrange a presentation to your firm.


"Technology to Start and Run a Law Practice"

Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 25, 2005

The Hanging Out Your Own Shingle conference shows lawyers who want to start their own law practice how to do so, with programs on marketing, ethics, business practices, and technology. Bob McNeill will discuss the technology basics you need in your law practice.


Time Matters Discovery Day

Maryland State Bar Association
May 20, 2005, 8:30 a.m. - 12:30 p.m.
Ecker Business Training Center, Columbia, MD

Get up to speed with Time Matters case management software. Learn how to:

Centralize daily activities and information - client/case management, document preparation, research, and billing. Accomplish formerly time-consuming task almost instantly or at least in much less time.
Coordinate efforts among members of the office.
Do more without relying on others.


Computerized Case Management Expo

Maryland Trial Lawyers Association
Thursday, May 19, 2005, 12:00 noon - 1:30 p.m.
MTLA Headquarters, 120 W. Fayette St., Baltimore, MD 21201

Interested in becoming more organized in your case management? Want to learn more about Time Matters or HotDocs? Here's your chance. We will demonstrate how MTLA members are using computerized case management to provide higher quality legal services to their clients, become more productive and profitable, and worry less about missing deadlines. See how MTLA members are using the Time Matters case management program and the HotDocs document assembly program to handle:

Case and index information
Rolodex Information
Firm-wide Calendar
Document, note, phone call, task, and email management
Deadlines
PI pleadings creation
Workers' comp forms creation
Management reports

Speakers:

Robert S. McNeill - Moderator
Laura G. Zois, Esq., Miller & Zois, LLC
Harry W. Blondell, Esq. - Law Office of Harry W. Blondell
John B. Tansey, Esq. - Tansey & Hall
John J. Cord, Esq. - Janet, Jenner & Suggs, LL


"What to Look for in Case Management Software"

Maryland Trial Lawyers Association 2004 Trial Advocacy Conference November 11, 2004 University of Maryland Conference Center Adelphi, MD

There are many choices available for firms deciding which case management software is best for them. Why should you invest in a case management program? What should you expect case management software to do for you? What features should you look for? How should you choose between all of the options? What kind of commitment is necessary for a successful implementation? Should you implement all of the functions at once, or spread them out over time? How much do they cost? How can you measure the benefits? What kind of training do you need? How can you get on-going support? These and other aspects of choosing the best case management software for you will be discussed.

Click here for program materials.


"How to Keep from Drowning in the Deluge of Spam and Other Email Problems"

Maryland State Bar Association
Sixth Annual Solo & Small Firm Conference
Saturday, November 6, 2004; 11:15 a.m.-12:15 p.m.

Click here for program materials.

There are practical and easy ways to cut down on email spam and protect yourself from viruses and other attacks. Before you miss an important message, or give up on using email altogether, attend this session.


"Using Technology to Leverage Your Time and Automate Your Practice"

Maryland State Bar Association
Fifth Annual Solo & Small Firm Conference
Saturday, November 15, 2003, 11:15 am. - 12:15 p.m.

http://www.msba.org/events/soloconf03/schedule.htm

All law practices should have standard procedures to handle routine tasks. From the first contact with a potential client to closing the case, technology tools can leverage your time to accomplish these tasks in less time with less effort, making your firm more productive and profitable. See how lawyers are using these tools to track deadlines, reduce paper shuffling, generate documents, keep track of the status of cases, monitor staff workloads, increase client satisfaction, and more.


"Creating Order Out of Chaos: Implementing a Case Management Program"

Maryland Trial Lawyers Association Annual Convention
Wyndham Hotel, Baltimore, MD
May 30, 2003, 1:15 p.m.

Implementing a case management system is the best investment you can make in your law practice. Time is a lawyer's stock in trade, and freeing up time lets you perform other work. Having all pertinent information at your fingertips not only saves you time, but also increases client satisfaction
because it makes answering clients' questions quicker and more accurate. A well-implemented case management system makes it easy to keep track of deadlines, and makes it possible to generate routine documents with the click of a button. This program will present the Best Practices of how to
implement a case management system.


Gadgets and Gizmos a'Plenty - But I want more!

Glasser Legal Works 2003
San Francisco Hilton
http://www.legalwks.com/
Tuesday, April 22, 2004, 11:00 a.m. - 12:00 Noon

Now that commentators and techies have stopped using the word convergence, new generations of pocket-sized devices are emerging that work as cell phones, calendar and phone books, global position satellite systems, cameras, television and projector remote controls, wired and wireless email and Web devices — some or all of the above. Our panel will show you, up close and semi-personal, the best of the newest.

Moderator: Sandra Rosenzweig • Speakers: Ross Kodner, Robert S. McNeill


Dealing with the Digital Deluge of Email and Attachments

Glasser Legal Works 2003
San Francisco Hilton
http://www.legalwks.com/
Wednesday, April 23, 2004, 4:00 p.m. - 5:00 p.m.

Even in a small firm, receiving and storing the huge quantity of messages and electronic documents has become a major headache. Not only do you need the hardware to handle the inflow, you also need a carefully thought-out plan for what to save and what to destroy and how to do both. The faculty will guide you through the policies and the technologies for handling these electronic records efficiently and effectively.

Moderator: Meg Block • Speakers: Christopher J. Johnson, Robert S. McNeill


Summation for Litigators

Baltimore Hyatt Regency Inner Harbor
300 Light Street
Baltimore, MD 21202
Thursday, February 6, 2003, 10:30 a.m. - 12:30 p.m.

The McNeill Group will be hosting the experts from Summation to give you a full-scale demonstration of the power of Summation to handle all the documentary and testimonial evidence in a case, and how you can manage the litigation process from beginning to end to stay on top of the case and handle it more efficiently. To sign up, give us a call or send us an email.


Technology Roundtable: What’s Hot and What’s Not

New York Legal Tech
Hilton New York
Monday, January 27, 2003

http://www.legaltechshow.com/NY/index.htm

Join our panel of prominent PC prognosticators as they peer into an admittedly murky crystal ball to predict your firm’s computing future for 2003 and beyond.

From software to hardware to networking to hot trends like wireless technology, electronic dealrooms, smarter law firm websites, document collaboration and more.

Get the insider tips on how to spend your techno.budget most wisely next year. They may be right or they may be wrong . . . but we can guarantee we’ll get you talking, thinking and planning (and maybe even laughing!)

Ross Kodner, Moderator
Robert McNeill, The McNeill Group
Tyra Wright, Ford Motors
Debbie Foster, InTouch Bus. Consultants
Travis Lee,LexisNexis- HotDocs
Rick Osterloh, Good Technology, Inc.


CMS Shootout – Small Firms

New York Legal Tech
Hilton New York
Monday, January 27, 2003

http://www.legaltechshow.com/NY/index.htm

For small firms, you’ll want to know not only what are the market leaders, but more importantly, what are the questions you need to bring to the table when selecting CMS software. Our panel of CMS vendors and consultants will show you the strengths of these software systems and how you can incorporate them in your everyday practice.

Ross Kodner, Moderator
Robert McNeill, The McNeill Group
Debbie Foster, InTouch
Matt Heath, ProLaw Software


The Devil is in the Details: Implementing a Case Management Program

Maryland State Bar Association
Fourth Annual Solo & Small Firm Conference
Saturday, November 9, 2002

http://www.msba.org/events/soloconf02/conf4pg2.htm#Devil

Buying and installing case management software is only the first (and
easiest) step. How do you fully get everyone in your office to use it to
make certain you are getting the full benefit?


"Technology to Start and Run a Law Practice"
Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 22, 2002
 

The Hanging Out Your Own Shingle conference shows lawyers who want to start their own law practice how to do so, with programs on marketing, ethics, business practices, and technology.


MD-DC-VA Time Matters Users Group Meeting

Maryland State Bar Association
April 18, 2002
520 W. Fayette Street, Baltimore, MD 21201

Tom Rowe, Time Matters VP, will be the guest speaker and will discuss using
Time Matters to create a "paperless" office, monitoring the status of your
cases, other advanced applications, and future plans for Time Matters
(including Linux).


Software Technology for Elder Law Practices

National Association of Elder Law Attorneys (NAELA)
2002 Symposium
April 18, 2002, 4:00-5:00 p.m.
Baltimore Hyatt Regency

http://www.naela.com/naela/calendarnew.htm

Learn how to integrate your elder law workflow and document generation processes into a computerized practice management system, and how to link them to your time, billing, and accounting system, for automatic document creation and billing. 

Speakers: Tom Rowe, Time Matters VP Sales; Robert McNeill, Principal, The McNeill Group, Ltd.


Dealing with the Digital Deluge of Email and Attachments

6th Annual Daily Journal Legal Works 2002
April 16, 2002, 2:15-3:15 p.m.
San Francisco Marriott

http://www.legalwks.com/conferences/lwsf/track2.htm

It's difficult enough to manage all the Email and documents one lawyer accumulates for a client in one year.  This session will explore the capabilities and limits of public folders to manage Email and client data. They will also review how the newest generation of case management programs tries to channel this digital deluge in case workflow and tickler systems.

Moderator: James I. Keane
Speakers: Robert McNeill, Christopher J. Johnson, Sue Mosher


Practicing with Less Travel: Virtual Conferencing

6th Annual Daily Journal Legal Works 2002
April 15, 2002, 11:00 a.m.-12:00 noon
San Francisco Marriott

http://www.legalwks.com/conferences/lwsf/track2.htm

Although video conferencing costs less and less, establishing the base capabilities still requires preparation, investment in training and a long-term commitment to have layers function effectively with virtual conferences and hearings. This session will show the state of the art and where it needs to go to meet the needs of lawyers and clients.

Moderator: James I. Keane
Speakers: Robert McNeill, Christopher J. Montgomery, Mary Odson


"Time Matters Training for New Users"
"Time Matters Training for Experienced Users"
"Time Matters Training for Administrators"


December 17, 18, and 19, 2001

http://www.micpel.eduthe Maryland Institute for the Continuing Professional Education of Lawyers, Inc. logo

TMG has teamed up with MICPEL (the Maryland Institute for the Continuing Professional Education of Lawyers, Inc., a cooperative effort of the Maryland State Bar Association, the University of Maryland Law School, and the University of Baltimore Law School) to provide lawyers and their staffs with three levels of Time Matters training by sharing the cost of training, which may otherwise be cost-prohibitive for a small firm. These three courses are designed for (1) new Time Matters users, (2) experienced Time Matters users, and (3) Time Matters administrators. "Hands-on" training is provided on the latest version of Time Matters, which is the best way to learn any software program. We have tentative plans to broadcast this course over the Internet for those who wish to "audit" it. There is a separate registration and tuition for each course, and courseware is included. For questions, contact TMG, but contact MICPEL to register.


"60 Tips in 60 Minutes on Using Your Case Management Software Effectively";

Maryland State Bar Association
Third Annual Solo & Small Firm Conference
Saturday, November 10, 2001
http://www.msba.org/events/solo/trackinfo.htm#Software

Both practitioners and consultants will tell you how to use your case management software more effectively. Specific features of the most popular programs will be discussed.


"Mind Your Matters: Using CaseMap to Manage All Your Matters"

Maryland State Bar Association Third Annual Solo & Small Firm Conference
Saturday, November 10, 2001
http://www.msba.org/events/solo/trackinfo.htm#Case Map
 

Keeping track of all of the facts, cast of characters, issues, and unanswered questions in a case is difficult, even in "smaller" cases. Using an easy-to-learn program, you can have keep all aspects of the case under control, and impress your clients with how you can leverage technology to save you time and them money.


"Technology to Start and Run a Law Practice"
Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 23, 2001
 

The Hanging Out Your Own Shingle conference shows lawyers who want to start their own law practice how to do so, with programs on marketing, ethics, business practices, and technology.


"Case Management for Law Firms"
Montgomery County Bar Association
Gaithersburg Hilton
May 4, 2001

Small law firms can benefit from the advantages of case management systems that provide contact and case management, firm-wide calendars, task management, document assembly, document management, and other functions.


"It’s Time to Choose: Amicus Attorney v. Time Matters"
Maryland State Bar Association
Sixth Annual Mid-Year Technology Showcase
March 3, 2001

A side-by-side comparison of the two most popular case management programs.


"Ask the Experts: What Software Makes It Hum"
Maryland State Bar Association
Sixth Annual Mid-Year Technology Showcase
March 3, 2001

Have all your questions answered about case management, litigation support, billing, accounting, e-mail, and presentations.


"Mind Your Matters: Use CaseMap to Manage All the Information in Your Case"
Maryland State Bar Association
Sixth Annual Mid-Year Technology Showcase
March 3, 2001

CaseMap is a new software program that is getting high marks for helping attorneys manage all the information related to specific cases, focusing not only on the facts, but also the cast of characters and issues in the case. This makes it easy to see how all the elements of the case relate to each other so that you can determine what facts are undisputed, what facts need to be elicited from which witness, what questions should be asked at deposition, etc.


"The Technology Yard Stick: How Does Your Firm Measure Up?"
Maryland State Bar Association
Second Annual Solo & Small Firm Conference
November 11, 2000
Annapolis Sheraton

Do you ever wonder what technology the cutting edge solos and small firms are using and how your firm stacks up with those who are ahead of the curve? Come and hear what others are using and why and see if there are changes you should consider making. You may be surprised at where you stand.


"Technology to Start and Run a Law Practice"
Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 24, 2000

The Hanging Out Your Own Shingle conference shows lawyers who want to start their own law practice how to do so, with programs on marketing, ethics, business practices, and technology.


"Practice Management Software Shoot-Out: AbacusLaw v. Amicus Attorney v. Time Matters"

Maryland State Bar Association
Fifth Annual Technology Showcase
February 18-19, 2000
BWI Marriott

A third contender has been added to the popular Practice Management Software Shoot-Out program that always draws an SRO crowd. See how practitioners use these programs in their firms, and how they save you time and money. The differences between the programs will be emphasized, so that you can make an intelligent decision on which is best for your firm.


"Best of the Case Management Software: Amicus Attorney v. Time Matters"
Maryland State Bar Association
Solo and Small Firm Conference
Saturday, November 6, 1999
Columbia Hilton

Come and see a side by side comparison of two of the best of the case management programs for solo and small firm practitioners. This is for you whether you are already using one of the programs or just trying to decide.


"The Palm Pilot vs. the Paper Calendar: Expanding the Reach of Your Palm Pilot - A Lawyer’s Reach Must Exceed His or Her Grasp, or What’s an Upgrade for?"
Maryland State Bar Association
Annual Meeting
Sheraton Fountainbleau Hotel

For several years, there have been pocket-sized electronic devices available that can hold your schedule, your to-do list, your Rolodex, and so forth. So, why do so many of us still lug around a paper organizer? This session will review the amazing capabilities of the current generation of palm-sized personal digital assistants, or PDA’s, including the 3Com Palm IIIx and Palm V, and compare and contrast with the venerable paper organizer, such as the pocket-sized Day Timer. Find out how you can take it all with you(and bring it back to the office, and share it with your colleagues), and why you really shouldn’t leave the office without one.


"Back to the Future with Microsoft's Terminal Server!"
How Microsoft’s Thin Client Technology Makes Networking Simpler and Less Expensive"
May 13, 1999
Microsoft Office, Washington, DC

NT Server 4.0-Terminal Server Edition and Citrix MetaFrame: Thin Client server technology for Windows from Microsoft and Citrix Systems saves you time and money. Thin Client technology takes the mainframe concept from the past and puts it to work in the present. Instead of expensive, smart computers on every desktop, "dumb terminals" are used with a "smart" Terminal Server, from which all applications are run.


"Case Management Software Shootout: Amicus Attorney v. Time Matters"
Maryland State Bar Association
Technology Showcase
February 20, 1999
BWI Marriott

Law firms of all sizes can benefit from using a case management program. The purpose of this program is to introduce attorneys not familiar with case management programs to the features and functions that are available from two of the leading programs in the field: Amicus Attorney and Time Matters. Among the topics will be: personal and group calendars, information entry and retrieval, deadline tracking and assignment, single point of entry, document assembly and management, and security.


"Who’s Afraid of Y2k?"
Loyola College MBA Alumni Association
February 11, 1999
Loyola College Graduate Center

What aggravation awaits you and your business when you arrive for work on January 3, 2000? This non-technical seminar will define the Year 2000 problem, explain how to identify potential problems in your company, and suggest a variety of ways to resolve them. Major equipment and software vendors’ Year 20000 warranty policies will also be reviewed. The seminar will be offered at Loyola’s new Timonium Graduate Center, conveniently located off I-83.



"Corel WordPerfect Legal Suite 8"
 and
"How to Resolve Your Year 2000 Problems"

Presently jointly with Corel WordPerfect on two occasions:

Tuesday, September 1, 1998
Corel D.C. Headquarters

Wednesday, September 2, 1998
Omni Inner Harbor Hotel

WordPerfect and the WordPerfect Legal Suite 8 were chosen as the favorite word processor and suite in a reader survey in the Aug./Sept. issue of Law Office Computing. See the new, legal-specific features of Corel’s WordPerfect Legal Suite 8, such as Dragon NaturallySpeaking speech recognition, HotDocs document assembly, legal dictionary, compatibility with previous versions, document comparison, table of authorities, hyperlink to WestLaw, pleadings expert, and multiple clipboards. Learn how you can increase the productivity of your firm with these new tools developed especially for law firms by creating documents faster and more accurately.


"Effective Use of the Internet"
Thursday, June 25, 1998

This seminar will cover the use of the Internet for Legal Research, E-Mail, Document Transfers, and access of your network from remote locations.

 
"Year 2000 Compliance Issues"

Thursday, May 21, 1998

This program will discuss the potential pitfalls faced by law firms in dealing with the Year 2000 problem. Many computers and programs were designed for keeping dates only until the year 2000. The program will discuss how you can prevent your system from being affected at the start of the new millennium, and how to advise your clients with regard to avoiding or resolving the legal problems they may encounter due to Y2000 issues. Because of the popularity of this topic, places for the seminar are expected to fill quickly, so please call soon.


"Case Management Systems"
April 23, 1998

This seminar will cover the STI PracticeMaster Program, Time Matters, and the Amicus Attorney program included in the Corel Legal Suite 8.


"Novell NetWare for Small Business and the Corel Legal Suite"
March 23, 1998

The new Novell Network software for Small Business is designed for networks of up to 25 work stations and includes all of the common functions most users require.


"Case Management Systems"
March 7, 1998
The MSBA Law Practice Management Section
Frederick, MD

Bob McNeill is presenting a seminar on practice management programs, including Time Matters, Amicus Attorney and STI PracticeMaster.


"Corel WordPerfect Legal Suite"
Maryland State Bar Association
Mid-Year Meeting and Technology Showcase
February 21, 1998
BWI Marriott
 

We will introduce Corel’s new Legal Suite, features of which include the most popular word processor among law firms, WordPerfect, and Quattro Pro, Paradox, and Presentations.
 


 
 

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