John H. Roth II

Firm/Organization: Accellis
Blogs: Legal Loudspeaker Blog

Latest Articles

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As a Worldox consultant, I often get asked about what certain terms mean on the platform. Instead of keeping all this knowledge to myself, I’ve decided to compile a list of the most common terms in Worldox. Whether you’re a frequent Worlddox user or just learning the software this glossary is here to help. Glossary of Basic Worldox Terms Bookmarks: These are shortcuts to saved searches, folders, or specific lists of documents What are bookmarks useful…
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New technology means questions and concerns. Will this tech change how I work? Could this new technology eventually replace my job? In the legal field, new technology is constant. One of the latest trends is artificial intelligence (AI), and it has slowly but surely risen in popularity in the legal field. AI allows for lawyers to gain back precious time and focus on essential matters such as meeting with clients or making court appearances. What…
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Your firm has G-Suite but you may want to leave it and make the conversion to Office 365. What problems should you expect as a legal professional? Migration Basics First, we need a basic understanding of the process. There are several ways to transfer the data. The best, in my experience, is to use a tool like BitTitan or SkyKick. This will copy and sync your Google data to Office 365. This process starts…
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I’ve read many blogs claiming to manage or reduce email. But so many of them simply provide tips to manage email and fail to address the existing backlog. I’ve probably written one or two of those myself. Recently I was listening to a colleague complain about all the email and other notifications he receives. The following day I was approached by a colleague new to Accellis who wanted to work on communication policies to reduce…
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I love finding patterns and creating formulas for nontraditional situations. I want to share a pattern I’ve noticed when it comes to software. This applies at both a micro, single workstation deployment and a macro, new document management solution (DMS), level. Over time, I’ve created a list of the dangerous “D”s of software deployment. Denial This is surprisingly common. Many firms deny the cause of the actual problem. Perhaps my favorite example is that of…
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The legal pad has served lawyers and attorneys well for many years. I’ve heard people say the computer will be the death of the legal pad, but that has yet to occur. However, with recent changes in technology, touch screens, stylus’, dictation, and “the cloud” I think the legal pad is in for a real fight. OneNote: Generally Speaking All standard O365 subscriptions include OneNote. This means O365 syncs all of your notes. Put another…
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The legal pad has served lawyers and attorneys well for many years. I’ve heard people say the computer will be the death of the legal pad, but that has yet to occur. However, with recent changes in technology, touch screens, stylus’, dictation, and “the cloud” I think the legal pad is in for a real fight. OneNote: Generally Speaking All standard O365 subscriptions include OneNote. This means O365 syncs all of your notes. Put another…
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If your law firm wants to remain relevant, it’s time to understand paperless. I could speak all day about scanning, practice management, and document management, but so could everyone else. Also, you might be thinking, “I already have these tools, and I’m not paperless.” To go paperless, you must first understand what paperless means. Then, you need to look inward. After all paperless is not something you can buy, it’s something you must do. What…
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As a consultant, I have implemented many software solutions. Before my career in technology I was on the other side, the one who had new technology imposed upon him. Recently my role was reversed, and I it reminded me what it’s like to be on the other side. Through this process, I gained more clarity on the problems users face implementing new technology. I’d like to identify these problems and provide some methods to combat them.   Denial, It’s Not Just a River in Egypt A new software is not something that happens to…