iPad as Laptop Replacement?

Right Tool – Right Job

I use my iPad unless I really have to …

I really wish I had my laptop when…

If only I had my iPad, I could...

My iPad got me into trouble when I…

Lauren and Her Laptop

Lauren and Her Laptop

• Read and View

• Respond

• Review and Annotate

• Edit and Create

• Research

• Network

• Present

• Meet, Note and Record

• Schedule

E-Mail

Work Product

Publications

Websites

Pictures

Video

Lauren and Her Laptop

• Read and View

• Respond

• Review and Annotate

• Edit and Create

• Research

• Network

• Present

• Meet, Note and Record

• Schedule

E-Mail

Networking

Lauren and Her Laptop

• Read and View

• Respond

• Review and Annotate

• Edit and Create

• Research

• Network

• Present

• Meet, Note and Record

• Schedule

Work Product

Lauren and Her Laptop

• Read and View

• Respond

• Review and Annotate

• Edit and Create

• Research

• Network

• Present

• Meet, Note and Record

• Schedule

Laptop Strengths

• Standard law applications

• Multitask and application

integration

• “My Documents”

• Firm access and security

• Keyboard and mouse

• Larger display

Laptop Weaknesses

• Weight

• Time to start

• Complexity

iPad Strengths

• Portability

• Simplicity

• Aesthetics

• Touch interface

• Camera, video, audio

• Work / Life

• There’s an app for that

iPad Weaknesses

• Multitasking

• Full strength editing

• Formatting documents

• File system

• Security

• There’s an app for that

iPad Ergonomics

Keyboard, Stylus, Digital AV Adapter

Who

• Partner – Hands On

• Partner – Hands Off

• Associate

• Other Time Keepers

• Management

Where

• Home Office

• Home Casual

• Commuting

• Travel

• Hotel

• Client Meeting

• Conference

• Field Work / Due Diligence

• Court

iPad vs. Laptop Round 1

Hands on Partner / Home Office

iPad vs. Laptop Round 2

Associate: Meetings and Field Work

iPad vs. Laptop Round 3

At the Hotel

Right Tool – Right Job

I use my iPad unless I really have to …

I really wish I had my laptop when…

If only I had my iPad, I could...

My iPad got me into trouble when I…

SECURITY

The “Dropbox” Problem

Online Storage

Free File Sharing

Easy, Accessible

And

More,…

With No Other Options

“Lawyers invent innovative habits for getting

things done and Dropbox is just too easy.”

Manager of Training and

Application Services

Security Risk: Reality

Security Risk: Reality

…When you upload or otherwise submit content to our

Services, you give Google (and those we work with) a

worldwide license to use, host, store, reproduce, modify,

create derivative works (such as those resulting from

translations, adaptations or other changes we make so that

your content works better with our Services), communicate,

publish, publicly perform, publicly display and distribute such

content….

Google Docs Terms of Service

Mobility Risks

• Security vulnerability

– Multiple copies

– Questionable security

– vs. secure environment

iManage Worldox NetDocuments SharePlus OpenText

Adoption

In a recent poll, 76% stated their firms are

aware of their lawyers reviewing

documents on mobile devices

Don’t take our word for it…

Server-Based Metadata Protection

Metadata Cleaning

Server

eMail Server

Legal Work Product delivered

to: clients, co-counsel, and

opposing counsel – cleaned of

unwanted metadata.

Benefits of Cleaning

Metadata on the Server

• Reduce risks, protect mobile lawyers

• Improve user experience

• Easier to deploy, train and manage

• Ensure adherence to firm wide policies

In a recent poll, 48% stated their firms

are aware of their lawyers editing

documents on mobile devices

Don’t take our word for it…

“We are already seeing the results of

documents being edited on mobile

devices and the assistants are not

prepared.” Application Analyst

Don’t take our word for it…

DOCUMENT DAMAGE

Document Damage

Pages Office2 HD QuickOffice Documents To Go

Premium*

CloudOn Onlive

That Was Then and,…

Pages QuickOffice Documents To Go

Premium

CloudOn Onlive

Office2 HD*

Quick Style Gallery reset to native OOB version Comments aren’t visible on an iPad Style Attributes lost (e.g. priority, visibility) Attached template lost Track Changes aren’t visible on an iPad Compatibility lost Document properties lost

Language / proofing Lost Document variables Lost Cross references turned to text Field codes lost (TOC, date, page number) Bookmarks lost Content controls corrupted or turned to text

Content controls lost and document corrupted Merging between endnotes and footnotes Hidden text lost Last footer becomes text at bottom of document Watermarks lost Smart Art turned to text

Headers and footers lost Page breaks lost Substituted fonts both on iPad & Word Shift-return converted to hard return or lost Styles lost or affected Formatting lost Style separators lost

Section breaks lost List templates corrupted Substituted fonts both on iPad & Word Text boxes may be lost or attributes are lost Look and feel of complex table is compromised Can't open a California pleading Line numbers lost on California Pleading

ORIGINAL DOCUMENT

Original Document

Nice automated TOC

Original Document

Alignment Tab

POST iPAD EDITING

Lost Numbering

Post iPad Editing

Lost Styles and

Numbering

Post iPad Editing

Lost Alignment Tab

Post iPad Editing

Lost TOC

Post iPad Editing

Lost Content!!!!

BEST PRODUCTS

Track changes are

visible

With ONE product,

changes are tracked

Best Case Scenario

Numbered, but not

styled!

BEST CASE SCENARIO – STILL HAS

PROBLEMS

Moved Text shows without track change

markings and it shows in both the from and to

location.

Easy to add paragraphs without setting a style.

This results in paragraphs missing from the

TOC.

HIDDEN BUT NOT LOST

Tracked moves

Styles Defined Styles

Quick Styles Gallery

Formatting Applied Styles

Shift return

Style separators

Table properties

California Pleadings Line numbers

Automation Field codes

Bookmark

Content Hidden text

Watermarks

Headers / Footers

Caution!

All are Evolving

1. Custom styles are missing

2. Numbering lost - not during a .doc to

docx conversion

3. Footers lost or moved to end of

document

4. California Pleading line numbering lost

5. TOC, date or page number fields codes

turned to text - no longer update as

expected

Top 5 Ways to Recognize iPad Editing

Recommend Steps for Triage

Run Word Compare to a prior version

Accept/reject changes as appropriate

Rebuild and restyle as appropriate

Document sharing & editing policy

Recommend Documents To Go Premium

Provide DMS iPad app

Plan for deviation

Identify documents edited on iPad

Have a process to remedy

Be prepared for ↑ document issues

Ensure metadata coverage

How Should You Prepare

Conclusion

• Don’t assume (anything)

• Train your people

• Hang on, this is moving fast

Server-based metadata removal

Various tools available

White Paper: http://www.microsystems.com/pdfs/120320-legal-ipad-adoption-risks.pdf

Laptops Versus iPads - An Obsolete Debate?

Bob Blacksberg, “Technology Property” ABA Probate & Property Magazine, September / October 2012

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