When you move your data into the Cloud with a SaaS (Software as a Service) provider there is the perception that you lose control of the data. Most attorneys are worried about the cloud provider going out of business, suffering a hardware failure, or the inability to move to a competing product in case of a price hike or diminished service. By sticking with traditionally installed software, all three of these concerns could be avoided.
Clio, a leading cloud based Practice Management Software has a Data Escrow feature that allows you to backup all of your data (including documents) to Amazon Web Services. This allows a law firm to have complete control of their data while still getting all the benefits of the cloud.
Setting up Data Escrow
Step 1: Sign up from Amazon Web Services. Under 5gb of storage is free
Step 2: Go to Security Credentials –> Access Credentials –> and Create an Access Key ID
Step 3: In Clio go to Settings –> Clio Settings –> Data Escrow
Take the information from Amazon Web Services and plug it in here.
Viewing Your Data
Step 1: Log into Amazon Account and go to S3
Step 2: Chose what data you want to view.
Documents contain all the Documents you have uploaded to Clio. So if you have a Word or PDF Document that you attached to a Clio File, it is here you can open or download it.
If you go into the Exports Folder, you see the following:
These are CSV’s (Comma Separated Values) of all your data. This can be viewed in Excel or imported into a new practice management system.
As you can see from above, if you use Clio or similar products with Data Escrow, you have full control of you are your client’s data while still having all the benefits of cloud computing.