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How One Law Firm Uses Citrix ShareFile and GoToMeeting to Meet Clients’ Legal and Security Needs around the Globe

Written by on June 20, 2014 in Business, Product - No comments

Ever since Nick Critelli started his firm CritelliLaw in 1967, he has strived to keep his practice at the intersection of tradition and technology. The technology has changed over the years, as have the challenges of keeping client information secure. But Critelli’s goal remains the same: leverage the power of technology to provide clients with a more effective and economic legal product. After all, Critelli credits technology for allowing his highly-focused boutique law firm to compete on an equal playing field with the profession’s largest firms.

“No matter how large the firm, when you stand up in court, you stand alone. When I stand, I want the power of technology behind me, “ he said. And he credits ShareFile and GoToMeeting for giving him the advantage.

Since adopting ShareFile, CritelliLaw’s offices in England and the United States have become nearly paperless, dramatically reducing spending on paper and postage.

But saving money is only one benefit.

“What I like about ShareFile is that it passes the test for my ethical obligation to make all reasonable efforts to make sure my data is secure,” said Critelli, who also chairs the Iowa Bar Association’s Ethics Committee.

Now, every document that leaves his office is sent with ShareFile, so he knows the files are secure. Critelli has even used ShareFile’s reporting and notification features to his advantage in court cases.

“If I sent just a letter to an opponent , I don’t know who has it or if they read it. If I send that letter with ShareFile, I see who downloads it, when they forward it and if the general counsel has the file,” said Critelli. “I can prove with real data in court that someone who says they never received a file actually has it.”

Critelli finds similar value with another favorite Citrix product, GoToMeeting.

“The two best modern tools for the legal profession are online legal research and GoToMeeting,” he said. “By using GoToMeeting, we have conquered geography, and I can have face-to-face meetings with my clients and witnesses around the world. And because we have consensual recordings of all of our meetings, the potential for misunderstandings has been eliminated. ”

Critelli uses ShareFile and GoToMeeting together to protect his attorneys and his clients. He records every meeting with GoToMeeting and sends the files to all parties involved via ShareFile. It’s technology like this, he believes, that gives his firm a way to show more value to clients.

“This,” he said, “is technology working under the rules of the profession.”

About the Author

Caitlin Russell (@caitlin_russell) is a writer and editor for Citrix, where she contributes to a wide variety of marketing initiatives, including the website, blog and product-related collateral. A journalism graduate of the University of North Carolina at Chapel Hill, she worked in public relations prior to joining Citrix in July 2013.