Friday, October 7, 2016

Cloud Migration: What's Driving the Move to the Cloud?

, Legaltech News

Although offerings have expanded exponentially, cost, scalability and security still drive most decisions around cloud-based solutions.


"The cloud" remains among the most popular yet mystifying elements of a modern legal technology strategy. Cloud computing, which stores increasing amounts of data and services on servers accessible via the internet, has flipped traditional notions of data security and efficiency on their heads.


But while cloud computing raises concerns for attorneys, law firms and legal departments are adopting the technology at growing rates. Fifty-six percent of Am Law 200 firms polled in the "Partnership Perspectives Survey" use some form of cloud technology, and 47 percent of those polled in the "2016 ILTA/InsideLegal Technology Purchasing Survey" predicted that over a quarter of their firm's software and service offerings could be cloud-based in the next one to three years.

Smaller firms remain some of the most enthusiastic cloud adopters. Sixty-one percent of small firms polled in the 2016 ILTA survey said that over half of their firm's software could be cloud-based in the next one to three years.

As cloud options expand, attorneys are looking at the choices they have for cloud-based services and thinking through what things to consider before they adopt or expand their cloud hosting.

Cloud Technology Options

The number of types of cloud-based tools are growing, and attorneys can theoretically use cloud-based services for nearly all of their office work.

Natalie Kelly, director of the State Bar of Georgia's Law Practice Management Section, helps firms navigate, implement and organize their office management systems. After a lull in the early 2000s, law firms, she says, are trending back towards cloud adoption, enticed by vast improvements in speed, data storage and integration with other software. "I think most firms are starting to really understand that they have to look to the cloud, because that's what's coming and that's what's there," she says.

Document management tools are one service starting to move toward the cloud. These tools generally take relational database or other file structures law firms previously hosted on internal networks and store files in the cloud space. 

Some, like NetDocuments and iManage, count the legal market as a specific focus, while other consumer-facing products, like Dropbox or Box, can also house work product.

Additionally, some firms are making use of cloud-based practice or matter management software. Also using a relational database structure, these products store case information online and can generally tailor databases to specific content areas.

Kelly says she commonly hears frustrations from law firms who want the accessibility of cloud technology in their practice management tools, but struggle to get the same level of customization and feature integration they had in internally hosted practice management databases.

Of these tools, Kelly says, "Cloud-based practice management tends to be all over the place, and because those systems are constantly being developed, it's kind of hard to wade through."

More recently, big software staples like Microsoft's Office suite and Adobe Creative Cloud have begun making their way to the cloud as well. Microsoft's cloud-based Office 365 runs Microsoft's software online rather than directly on users' machines, and the company has been pushing hard to get businesses to adopt their cloud-first approach.

John Jelderks, director of information technology at Barack Ferrazzano Kirschbaum & Nagelberg, says that Microsoft's tools are so ubiquitously used at their firm that it's hard to resist the company's push to migrate their services to a SaaS-based cloud-hosting model.

"A lot of it really comes down to following where Microsoft is leading," he says. 

"What we need to do as a law firm is we need to look at Microsoft as one of the main drivers of this, and we need to look at the partners who work with those applications."

Other tools certainly exist—e-billing, task management, and accounting software have all started to make headway in the cloud sphere. Overall, however, the reasons firms choose to adopt or avoid cloud technology are generally not service-specific, but rather revolve around cost, scalability and security.

Questions of Cost

Steven Ayr, business counsel at Fort Point Legal, started his law career right at the peak of the recession and was forced immediately into private practice. As a solo practitioner, Ayr found that the starting price of cloud technology allowed him to set up a full functioning practice on a tight budget. "There was no money with which to start a practice, so I started looking for the cheapest solution to act bigger than I was," he said.

Ayr was able to parlay cloud technology, notably popular systems Dropbox and Asana, into a fairly successful solo practice. The strategy was so cost-effective that Fort Point Legal adopted it when he joined their team.

David Melczer, director of information technology at LeClairRyan, similarly says that cost was the primary driver in the firm's decision to adopt a cloud-first strategy. Before transitioning to a cloud-based provider for document management, the firm employed a nearline storage strategy, renting server space from a private cloud provider. Because the firm has data and files for about 750 users to manage, storing the data with a cloud-hosted vendor translated to significant savings in IT support and server space.

"Cloud storage by comparison to nearline storage is much, much cheaper," Melczer says. Though he considered upgrading the firm's server storage to accommodate their data, the IT costs of setting up, maintaining and securing data far outweighed the costs of hosting data with a cloud-based vendor. "When I ran the numbers, it didn't make sense to do it ourselves."

Cloud-hosted vendors are trending towards SaaS pricing models, meaning that firms and legal departments often need to budget for monthly, per user costs. These regular costs tend to be lower than standard fees for maintaining or renting internal servers.

Ayr found that mimicking the technology the firm's clients use in their businesses can give them a competitive edge in getting and keeping clients. "It's as much marketing as anything else. We can say, 'We use the same tools as you,'" he says.

Though these services have free versions, Ayr stresses that the data security you can leverage through cloud services is something worth investing in.

"Don't use the free services," Ayr warns. Dropbox, for example, only keeps free account data encrypted when it's at rest on their servers, not when it's in transit, which could put attorneys at risk for violating their duties of confidentiality to clients. "If you're not paying for it, you are the product. They're mining you for information."

Scalability and Mobility

Given the number of different products and services now available in the cloud, firms are open to adopt as much or as little cloud hosting as they'd like. Many have taken advantage of the adaptability of cloud technology to design systems that are easily scaled as firms shrink or expand.

Melvin Baskin, director of information governance for architectural professional services firm Dewberry, looked at migrating the firm's law department to a cloud-based system in stages.

"One of the things we were looking for was a document management system to manage records that would be a platform we could roll out incrementally over time to the entire firm," Baskin says.

Around half of the respondents to the 2016 ILTA survey found flexibility to be a compelling reason to take on cloud computing technology, while an additional 44 percent cited versatility and mobility of cloud solutions as additional reasons for adoption.

Ayr similarly found the cloud strategies he adopted easily adapted to a bigger practice. Because he started off on popular cloud-based providers like Dropbox and Google Apps, Ayr said he's been able to maintain the same structure and functionality in his technology set-up, even while expanding the number of users and amount of data produced.

"I like using larger, more mature providers rather than the brand new guys, even if the brand new guy is doing something cool. You want to make sure they're going to be around and their structure isn't going to pivot," he says.

Kelly says that to take full advantage of this versatility, it can be important to make sure you research potential integrations among document and practice management software with tools like Office 365, e-billing and accounting services, and communications tools.

"What's being provided in the practice management world can kind of constrain you," she warns, especially in retaining features from earlier, hardware-bound technology strategies.

Not only are users finding cloud technologies to be easily scaled across a firm, but individual attorneys also get flexibility to take a more mobile office approach. When accessing work product requires only an internet connection, attorneys are free to take work home, on the go, or even reach it via tablets and smart phones.

Jelderks notes that this was a primary consideration for him in working toward a cloud-first solution for his firm. Though perpetual access to work product can prompt a 24/7 workday, Jelderks explains that clients are already demanding this level of access and engagement from attorneys.

"Attorneys are already expected to work on information when we have client deadlines; they're expected to get the work done. They already work at odd hours from home. They already work from hotels when they're on the road or on vacation. We're really trying to help them get their work done, because the expectation is already there," he says.

Although cloud technology can make data and apps far more readily accessible than machine-bound software, internet access can be a limiting factor. Though internet connectivity is much less troublesome than it has been in the past, Kelly notes that practitioners outside and even within metro areas may still have unreliable service.

"When it goes down, then what? You've got to be able to answer that question. Can you afford that?" Kelly cautions.

A Secure System

Security looms large in discussions around cloud technology, and many attorneys are concerned about hacking threats to cloud-hosted data.

"Security is still a very, very big question mark," Kelly says. "As long as there are major corporations who suffer from hacks, that kind of keeps that level of skepticism there, but it also hopefully drives vigilance."

Whether these concerns are founded or not, they certainly represent a wide cross-section of the legal market. Fifty-five percent of those surveyed in the most recent ILTA/InsideLegal purchasing report, for example, found security concerns to be the most compelling reason to avoid cloud computing.

Those who have switched to cloud services, however, say that they generally benefit from the security that cloud-based services can provide, especially when third party providers host data.

Jelderks says that for the medium-sized firm, cloud-based document hosting provides better security assurances than the firm can produce in-house.

"It's really a way for us to provide a more secure experience for our clients than we could for our clients using a small IT staff," he says. Furthermore, he adds that using a vetted vendor with a dedicated security assurance can give clients more piece of mind regarding their data security than the firm's IT support may offer.

Dewberry's Baskin and LeClairRyan's Melczer echo Jelderks, saying that the security they can create with a cloud-based vendor is both stronger and cheaper to produce than they can provide internally. But while many firms may find cloud vendors to be more secure, only 25 percent of respondents in ILTA's survey found security to be the most compelling reason to adopt cloud technology.

Kelly suggests that attorneys may simply be responding to a lack of tangible control of data. "Simply the idea that lawyers don't have control of their information, it can be problematic," she says.

Though there are an increasing number of cloud-based products that law practitioners can choose from, Ayr chose to stick to products from large enterprises, with massive data security needs have already vetted for use.

"As a small user, you get the benefit of the larger users who have gone through and taken a company to task and are making sure they're using things properly," Ayr says.
Barack Ferrazzano, LeClair Ryan and Dewberry all use iManage Cloud. 

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