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Traditionally, Microsoft Office was only available for purchase. You probably don’t need a fax machine, but you can still have electronic faxing through a service like EFax. It may be more expensive, but it will be worth it. Make sure that your copier includes the ability to scan using OCR (optical character recognition). If your firm is big enough to warrant a copier, eliminate both the printer and the scanner and buy a brand name copier that will copy, print and scan. Buy a LaserJet printer (HP preferably, color if you need it) and a ScanSnap scanner.
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Buy the best computer you can, either Mac or Windows, and throw in a tablet for mobile use (iPad has the most legal apps). They will have an opinion on the subject – guaranteed. Talk to your accountant of their preference for Quickbooks Online or desktop Quickbooks (most will favor this option because it has more features).
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Better yet, consider securing someone else to do your books and figure out how to divide the financial duties from check writing and accounts receivable. It can handle both an operating and a trust account, if you need it. QuickBooks is a good alternative for first time business owners and most accountants like it.

All firms need to make sure they will get paid and this means planning your financial system. If new cabling needs to be run, the installation time can be more than six weeks. Depending on the type of access that you need, this step may take the longest to install. Choose the highest upload speed you can afford especially for a VOIP phone system.
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If an internet service provider will provide “10 by 2” pipe, it means that the download will be 10 MB/second and the upload will be 2 MB/second. The upload speed is the most important number to remember. Internet access is the key to being successful in a cloud-based law firm, so order as much bandwidth as you can afford. If you don’t, consider starting your firm at your house and using a Voice Over IP (VOIP) phone system for just you or for multiple employees in remote locations. Do you need physical office space? If you do, secure it now. If exporting data from a document management system, be sure to have the original document names included.

This step allows you to have a website and use e-mail with your firm’s name. Most of these steps can be accomplished in less than a month and you will be up and running.

I have developed a 16 step process for creating a cloud-based law firm.
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Do you need to set up a law firm but you’re not sure where to start? Would you like to take advantage of some of today’s cloud technology, but want to be sure that you are staying within the Rules of Professional Conduct? Cloud-based software has given law firms of all sizes the ability to get up and running quickly without needing to be an IT expert, but as attorneys, you need to take some precautions along the way.Ĭloud-based law firms are not right for everyone, but for many, cloud technology has leveled the playing field with the larger firms with deeper pockets.
