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Legal Tech Session: Focus on PDFs

Part 2 in a Tech Series for law students of UGA's School of Law
by

Rachel Evans

on 4 March 2015

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Transcript of Legal Tech Session: Focus on PDFs

So, what is the Audit?
"…hypothesis is that lawyers in general are woefully deficient
in using the software tools at their disposal –
e.g., Word, Acrobat, Excel."

The audit tests this by providing mock assignments.

Sample tasks include:
formatting a motion in
Word
preparing motion exhibits in
PDF
creating an arbitration exhibit index in
Excel
.

The specific tasks are of little importance as they are designed to test general skills. The foregoing examples could just as easily be any of the other myriad, routine, low-value-added tasks that lawyers regularly complete on their computers (or should).
The Stats
So What Do I Need to Know?


Add/Edit/Remove
text, objects and links

Add/Extract/Remove
pages

Create Single
PDF from multiple
others

Add/Remove/Protect
Bates Numbering

Encrypt
and
Sanitize
PDFs

Create PDF
forms
and
Sign
them
Lack of Training
"It’s not incompetence, it’s lack of training."

There is a new
American Bar Association rule
for this: amendments were added in August to the ABA’s rules that govern professional competence which now expressly state a duty to be aware of and use technology.
The Legal Tech Audit
Focus on PDFs
Audit was taken
10 times by 9 firms

(1 firm took it twice)
ALL the firms failed
The audit takes 1 hour (or less) to pass
Best= 2.5 hours
Worst = 8 hours
Average pace = 5 hours
http://www.abajournal.com/legalrebels/article/could_you_pass_this_in-house_counsels_tech_test
http://www.abajournal.com/legalrebels/article/could_you_pass_this_in-house_counsels_tech_test
Bay, Monica. "Big Law Whipped for Poor Tech Training." The American Lawyer Online. ALM Media Properties, 22 May 2013. Web. 27 Oct. 2014.
First, let's take a look at the full list:
http://www.legaltechaudit.com/projects/LTA_Feature_List.pdf
Adobe Acrobat Pro
PROTECTION
Quicker
& Easier

EDITS
FORMS
Why PDFs?
standard for filing and exchanging docs in the legal setting

can be read on virtually all devices

ensures work looks right

ensures work is secure
Assessment
& Certificate
Exercise #1
Export/save a document in Word as a PDF (and back again)

Add/Edit/Remove: text, links, images

Clean up scans

Add/Extract/Delete pages

Create single PDF from multiple PDFs and/or image files

Add Bates Numbering
Exercise #2
Understand the different types of links can appear in a PDF

Remove most links easily and Edit others

Ensure that Bates Numbering cannot be altered

Remove metadata/other hidden info or objects (sanitize!)

Encrypt a PDF with passwords or certificates
Exercise #3
Understand the benefits of a form being "fillable" online or in a reader

Create a form:

auto-detect certain things like blank lines

add custom fields like radio buttons / check boxes

add signature area
Create & Edit Forms
On your handout, there is a link to the
PDF portion of our tech audit readiness assessment template and instructions.

Attend all three sessions, complete each assessment, and upload them to
http://www.law.uga.edu/legal-tech-audit

Deadline is March 27th

Next session is March 18th (Word)
passwords
encryption
sanitization
link removal
online
in reader
print
Create & Edit
Sanitize & Protect
PDF
Editors / Readers
Adobe Acrobat Reader
Preview
Foxit
CutePDF
PDF Forge
PDF Studio Pro
PDF Pen Pro
Adobe Acrobat Pro ($70 via UGA)
use Pro for free in
the law library at
the public computers
or the computer lab
Full transcript