E-Lawyering in 2021: Building Automated Tools to Deliver Services Online

Level: Intermediate
Runtime: 93 minutes
Recorded Date: December 18, 2020
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• Educate
        - Create a frictionless client onboarding/intake process
        - Actionable steps to optimize client collaboration
        - Understand potential business models
        - Affordably build MVP to test your legal tech concept
• Plan
        - Develop a pricing plan
        - Market your product
        - Address data security
        - Checklist of ethical considerations
• Inspire
        - Case studies of innovative applications

Runtime: 1 hour, 33 minutes
Recorded: December 18, 2020


Over the past year, we've all learned to take part of our practices online. But what is e-lawyering, and how can we build client collaboration and technology tools into this new form of practice?

Most lawyers think of document automation as strictly an internal tool for increasing efficiency. It is that, of course; but, it's also so much more. Law firms can (and should) use client-facing tools to serve DIY-leaning clients or those clients who wouldn't otherwise hire a lawyer at all. And, since these systems can be made available to clients at any time, they can increase revenue and lead to creative revenue sources. This also poses a new gray area in ethics. As a topic on the minds of many lawyers, states are issuing new rules on how legal services can be provided across the board.

This seminar will cover what online activity can create an attorney-client relationship, what disclaimers need to be provided on consumer-facing tools, and when UPL issues may arise if you're building and selling your tech with non-lawyers.

This program was recorded on December 18th, 2020.

Provided By

American Bar Association


Joseph Schieffer

Founder & CEO
A2J Tech

Joseph Schieffer is the founder and CEO of A2J Tech Store. Joseph can be found collaborating with advocates to develop user-centered solutions. As both a project manager and a programmer, Joseph is able to efficiently design and implement technology projects. Joseph has presented at the National Legal Aid & Defender Association Conference, the Legal Services Corporation Innovations in Technology Conference, the ABA/NLADA Equal Justice Conference, and the LGBTQ Legal Aid Summit. Joseph is a co-founder of Denver Legal Hackers. ?
Joseph has earned the Project Management Professional designation from the Project Management Institute and the Certified ScrumMaster designation from Scrum Alliance. He holds a MS in Business Administration with a Concentration in Entrepreneurship from the University of Florida and a BS from the United States Air Force Academy. Joseph enjoys exploring Colorado's outdoors and coaching his kids' youth sports teams.

Dorna Moini


Dorna Moini is the CEO of Documate, a no-code software platform for turning templates and forms into intelligent workflows. Documate empowers lawyers to create powerful document automation, collect client data and build full-fledged legal applications.

Documate was born out of necessity in the legal aid community. Moini and her co-founder first helped nonprofits and pro bono attorneys at law firms build client-facing workflows for domestic violence survivors, asylum applicants and low-income tenants. They quickly realized that the software could be used by anyone in the legal community to help them build legal apps without learning how to code.

Prior to starting Documate, Moini was an associate at Sidley Austin, where she litigated retaliation and trade secret cases. Moini holds a BA in economics from NYU, magna cum laude, and a JD from the USC Gould School of Law where she was an editor on the Southern California Review of Law and Social Justice.

Moini was named to the Fastcase 50 list and chosen as a "Legal Rebel" by the American Bar Association for her work in using technology to improve access to legal services.

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