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A DAY IN THE LIFE OF A PDA-ENABLED LAWYER by Barry Neil Shrum, Esq

A Day in the Life of a PDA-Enabled Lawyer by Barry Neil Shrum, Esq.

 

Since my first exposure to computers, the Texas Instruments 99-4a, I have been fascinated with the potential use of this fascinating technology to make our lives easier and more efficient. 

 

My first job out of undergrad was as an mutual fund/insurance salesman with John Hancock Mutual Life.  I remember sitting in front of my TI hammering in the information grid of my company’s rate card and writing a program to calculate the life insurance rates.  It worked great!  I’d plug in the age of the potential client and the coverage amount, and it would spit out the amount.  Success.

 

Of course, after all that work, it occurred to me that most of the calculations were on the spot in peoples’s homes and where they worked.  I couldn’t very well lug around my television and the wedge that was my CPU.   So, from the very beginning, I longed for a portable solution for my technology.

 

I also started using my computer from the beginning to keep calendar and contact information.  As I moved from my TI-99-4A to the first laptop, the Toshiba T1000, I was able to export all my contacts into ASCII and import them into the new system.  This is great, I thought!  Again, however, though the Toshiba was a laptop and very cool at the time, it too was somewhat cumbersome (although I was the envy of all of those people who lugged around the “portable” Osbourne suitcases!).  So, even though things were improving, I still encountered the problem of portability.

 

Years went by.  Computer after computer, desktop after desktop, I longed for some device that was really portable.  Something that would allow me somehow get the information from my desktop into  my pocket.  I looked at the Sharps.  I looked at the Newtons.  None of those seemed “right,” at least to me.  I wasn’t until the mid-nineties that I walked into an electronics store and saw it.  The Palm  Pilot 5000, the one with extra memory.  Whoa.  Eureka!  That was it.

 

That was about ten years ago.  Now, I’m an entertainment attorney in Nashville, Tennessee and I’ve been through over half a dozen PDA’s now, working with my Tungsten T3, which I still refer to as my Palm Pilot.  Of course, everyone and their mothers are now carrying around some type of PalmOS device or PocketPC, regardless of whether they use it as a glorified Franklin Day Planner or REALLY use it to improve their life and increase efficiency.

 

Which brings me to the somewhat rambling point of this article.  As a lawyer, I realize that I may have a unique perspective on how to use the PDA.  There are other articles available on the Internet that summarize software and such.  One good example is Susan E. Wilson’s article on Palmsource (http://www.palmsource.com/interests/legal/).  These articles, while providing valuable reference points for those seeking software, really do not juxtapose the workings of a lawyer with the applications that are available for the PalmOS.  So, that’s why I call this article “A Day in the Life of a PDA-Enabled Lawyer.”  In this article, I am seeking to isolate certain functions of a lawyer, shed light on how I use the PDA to accomplish those functions or make my performance of them more efficient, and share other ideas and resources for accomplishing those functions.

 

Before I move into that topic, however, it is important that I share a bit about my background and job functions, as that does affect what types of software and resources I select.  I am an intellectual property attorney, specializing in entertainment, trademark and computer/internet law.  Much of my job function is transactional in nature, that is to say I negotiate, review and draft contracts and agreements for entertainers, songwriters, music publishers, web designers and webmasters, record labels, personal managers and the like.  I also am active in the application and prosecution of trademarks and service marks.  Finally, I also am a litigator specializing in copyright and trademark infringement, although a smaller percentage of my time is spent doing this, about 20%.  If you’re interested, you can check me out at www.rowlaw.org.

 

I give you this picture of my job functions to provide a context.   Most attorneys, regardless of their specialty, spend a great deal of time doing very similar things.  However, some attorneys might spend very little time performing some of the tasks I routinely perform.  A real estate closing attorney or an attorney who defends drunk drivers, for example, might choose to work on a flat-fee basis and never bill a client.  Those people would have no use for time-keeping software.  But basically, the job functions of an attorney can be divided into categories:

 

(1)    Docketing/Calendaring: All attorneys must spend a great deal of time organizing and tracking their commitments.  That requires docketing and calendaring software that goes beyond the simplistic and allows for both long term and short term tracking;

 

(2)   Timekeeping & Task Management: Like most professionals, all attorneys also have tasks which require tracking and completion.  But unlike most other professions, most transactional attorneys must keep extremely accurate records of the time spent on those various projects.  This need, of course, varies greatly depending on the complexity of one’s chosen specialty.  Some specialties may be able to suffice with the built-in to do list of a PDA while others will require the use of sophisticated project management software.  In addition, some attorneys will need billing software with which to track and allocate their time, while others may not;

 

(3)   Contact & Task Management: Since the tools of trade for an attorney are his words, he or she must spend a great deal of the time communicating with not only their clients but with opposing counsel, judges and other third parties.  This necessitates good communication skills and contact management.  That, in turn, requires good tools with which to communicate. 

 

(4)   Research, Reference & Retrieval of Information.  Regardless of their specialties, attorneys also deal extensively with information.  They often conduct intensive research.  This requires the use of vocation specific reference works as well as database-type programs that allow the attorney to retrieve the information in the future so that the wheel does not have to be reinvented.  Thus, because the issues can sometimes be duplicative for a practicing attorney,  the ability to store and retrieve the information is paramount.  So, an attorney needs tools to help him or her discover, store, reference and retrieve valued information.

 

So, with these broad categories in mind, I’ll take you on a whirlwind tour of a day in the life of a PDA-enabled lawyer.     

 

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