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SCCBA Launches “Law 3.0: Navigating Future Legal Technology”

Posted By Administration, Monday, July 8, 2013
Updated: Tuesday, May 13, 2014

by Stephen Haley, Groom & Cave, LLP
2013 SCCBA President

The Santa Clara County Bar Association (“SCCBA”) has launched its “Law 3.0:  Navigating Future Legal Technology” series of MCLE programs (“Law 3.0 Series”).

The Law 3.0 Series reflects the dedication of the SCCBA to illuminate the nature and scope of the changing paradigms for the practice of law, and to provide insights and the means by which SCCBA members can adapt to the changing environment for providing legal services.  The scope and breadth of the Law 3.0 Series is unique at a county bar association level.

Technology is driving dramatic changes in the manner in which legal services are provided by attorneys and by non-attorney service providers. Change, and the increasing pace of change, will continue to be a fact of life for all of us in the legal profession.

The Law 3.0 Series is the result of the efforts of the SCCBA 2013 President’s Project Steering Committee.  The Steering Committee members are:  Clark Stone, Chair; Jordan Becker; Christine Burdick; Jill Fox; Elena Rivkin-Franz; Josh Gilliland; John Mlnarik; John Steele; Matthew Rudy; Dianne Sweeney; Stephen Wu; and myself.

The Committee was formed in early 2013 to focus on the challenges presented to the legal profession, in particular solo and small firm practitioners, related to providing legal services in the on-line environment; to present members with an understanding of the ethical concerns involved in the virtual practice of law; and to assist members in identifying and developing the skills to allow them to utilize the advantages presented by technological developments in providing legal services.

Meeting throughout the Spring, the Committee developed three CLE programs to address these issues.  I would like express my deep gratitude to the Committee members for their dedication and enthusiasm in developing the Law 3.0 Series.

The first Law 3.0 Series program to be presented is entitled “Moving Into The Virtual World”.  The program will be presented on July 19, 2013, from Noon to 2:00 p.m.. The program is designed to familiarize attorneys with the fundamentals of virtual law practice, including cloud technologies that facilitate communication, productivity and efficiency; marketing; and ethics related issues. The presenters will present the use of this technology from the perspective of different business models: virtual-only, hybrid and multi-jurisdictional.

The presenters for this program are uniquely qualified to discuss the subject matter.  Donna Seyle will lead the discussion.  She has served as a member of the ABA’s eLawyering Task Force, and as a member of the California State Bar’s Law Practice Management - Technology Section.  She is the founder of Law Practice Strategy, and advises solo lawyers and small firms on the use and integration of cloud technology to expand their legal services delivery options.  David Goldenberg is one of the founding members of VLP Law Group, LLC, a multi-jurisdictional law practice that operates solely on a cloud-based business model.  Matthew Rudy, a solo family law practitioner, operates his practice as a hybrid business model, incorporating cloud-based services with a traditional physical office.

The second Law 3.0 Series program, “The Entrepreneurial Attorney”, will be presented on September 22, 2013, from Noon to 4:00 p.m..  This program will provide an overview of the changes and challenges in the competitive environment for attorneys presented by advances in technology, the manner in which changes in technology are being utilized by attorney and non-attorney providers to provide legal services for clients, and will provide insight for practitioners as to how to adapt to and incorporate the use of technology in building and maintaining their practices.

There will be four presenters for this program.   Raj Abhyanker, who is the founder of LegalForce, Inc., which provides an online legal technology platform to provide individuals, small businesses, law firms, and multinational corporations with the tools to automate, streamline, and simplify processes related to trademarks, corporate registrations, and domain filings.  Tom Melling is an Entrepreneur in Residence for the Stanford Law School CodeX Center for Legal Informatics.  Mr. Melling is a Co-founder and former President of Serengeti Law, an innovative and leading provider of the legal profession’s most widely used legal project management workflow tools for corporate legal departments.   Roger Royse, is a partner in Royse Law Firm, PC, and is a frequent presenter for SCCBA continuing education programs.  He will provide insight into incorporating the use of marketing strategies in the growth of a legal practice. Morgan Smith, is the Founder and President of Cogent Legal, which provides trial preparation services for attorneys, including interactive presentations related to the use of informational interactive litigation graphics and animation, and incorporating the use of technology in the courtroom as part of the trial strategy.

The third Law 3.0 Series program, “The Ethics of Legal Tech”, will be presented on December 10, 2013.  The presenters will be John Steele, of the Law Offices of John Steele, and Alison Buchanan, a shareholder in the Law Offices of Hoge, Fenton, Jones & Appel.  This program will focus on the present and anticipated ethical challenges presented by practice in the virtual world, related to the areas of providing legal services on a cloud-based format, as well as marketing and advertising of services.

The three programs will provide a cumulative 8 hours of MCLE credit, including 5.5 hours of general substantive law credit and 2.5 hours of Legal Ethics credit. All three of the programs will be presented at the SCCBA Offices, located at 31 North Second Street, 4th Floor, San Jose, California.  They will also be available as a live webcast.

The Law 3.0 Series reflects a concerted effort on the part of the SCCBA to address the multiple challenges and issues confronting experienced and new attorneys alike.  I urge all of our members to take advantage of this unique educational and informational opportunity, and to incorporate the experiences and insights of the panel participants into their practices in what has become a transformative era in providing legal services to our clients.

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