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Battle of the iPhone Scanning Apps (Dropbox v. Scannable); Caren Explains CosmoLex, Tabs3 Connect, Time Matters, Cloud Storage, and More

By Kathryn Hughes | Thursday, June 23, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Review: Battle of the iPhone Scanning Apps: Dropbox v. Scannable

Caren Schwartz, Caren Explains It All: CosmoLex, Tabs3, Time Matters, Cloud Storage

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Coming Attractions | Copiers/Scanners/Printers | Laptops/Smartphones/Tablets | Online/Cloud | Practice Management/Calendars | TL Serendipity

TimesManager Legal Adjusts to Your Law Firm's Billing Practices Rather Than Try to Change Them

By Neil J. Squillante | Wednesday, June 8, 2016

Today's issue of TL NewsWire covers cloud time billing software with mobile smarts that integrates with QuickBooks and ebilling systems (see article below), software that enables you to scan to Dropbox and other cloud services, a free project management app for Office 365 users, and wireless noise-canceling headphones. Don't miss the next issue.

The less time spent capturing your billable time and expenses, the more time you can spend practicing law. That's the theory behind legal billing software, but it's really just table stakes. Your billing software must also accommodate the many fee arrangements lawyers negotiate with clients and one other, integrate with accounting systems, and support ebilling standards such as LEDES.

TimesManager Legal … in One Sentence

Launched earlier this year, JDi Data's TimesManager Legal is a cloud billing application with Android and iPhone apps.

The Killer Feature

Billable time and expenses that occur out of the office risk being forgotten if not captured immediately. The Android and iPhone TimesManager apps enable you to create a time slip with a few taps. The Android app can even interview you to ensure you haven't overlooked anything. When you create an expense, you can use your smartphone's camera to scan the receipt, store a linked copy in PDF format, and attach it to an invoice. You can search all client records and documents in the mobile app.

Other Notable Features

JDi Data has long served the insurance and legal markets with its ClaimsManager and PolicyAdministrator products. Because an increasing number of lawyers used ClaimsManager, JDi created TimesManager to serve a larger portion of the legal market. "Like many of the products we have created over the past 20 years, TimesManager was developed in response to customer needs," Founder and Chairman James DeRosa told me. "It was specifically designed to reduce recording inaccuracies and increase the productivity of legal professionals."

Setting up TimesManager involves entering or importing your existing clients and matters, timekeepers (including their access rights), and preferred billing arrangements. TimesManager accommodates the many fee arrangements law firms use nowadays. You can assign rates for timekeepers and matters, use activity and blended rates, implement ABA, LEDES, and UTBMS as well as your own custom billing codes, etc. If you don't specify a rate for a matter, you can add the rate during the first time entry.

When you're in the office, a customizable dashboard provides you with key performance indicators. TimesManager can start a timer automatically when you start work thanks to macros that integrate with Microsoft Office. You can backfill any missed time as well as override a timer if necessary. The Outlook add-in enables you to convert an email message into a time entry. As with expenses, TimesManager stores a copy of the email message in PDF format and links it to the time slip for future reference.

TimesManager supports common billing workflows. You can route pending fees and expenses electronically to those in your firm who need to approve them or print reports for review on paper. Billing partners can reject line items, apply write-offs, and split bills using dollars or a percentage with Times Manager handling the math.

TimesManager integrates with ebilling systems such as Legal Tracker (formerly Serengeti) and TyMetrix. You can alternatively email and print invoices. TimesManager integrates with QuickBooks (Windows), Tabs3, and other popular accounting systems.

What Else Should You Know?

Other features include Google-like global search, document management with built-in optical character recognition (OCR), speech recognition for data entry, customer relationship management (CRM), calendars, trust accounting, and task management. TimesManager Legal costs $29 per user per month, including unlimited telephone and email support. JDi Data offers optional back office bookkeeping and other services through its Shared Services program. Learn more about TimesManager.

How to Receive TL NewsWire
So many products, so little time. In each issue of TL NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The newsletter's innovative articles enable lawyers and law office administrators to quickly understand the function of a product, and zero in on its most important features. The TL NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | TL NewsWire

BlueStylus Seeks to Offer the Best Value in Cloud Billing Software

By Neil J. Squillante | Friday, May 6, 2016

Today's issue of TL NewsWire covers cloud billing software that might have the lowest price in its category (see article below), a service that enables you to connect cloud apps to create automated workflows, a social media scheduling app, and an iOS calendar app. Don't miss the next issue.

When law firms look at their credit card statements, they see an increasing number of software subscriptions, one of which never comes under scrutiny — their Exchange email service. For this reason, when law firms consider adding another app to their workflow, they ask, "How much will it cost, and will it integrate with my email?"

BlueStylus … in One Sentence

Launched recently, BlueStylus is cloud billing software that also offers document sharing and email integration at a comparatively low price of $7 per user per month without an annual contract commitment.

The Killer Feature

BlueStylus connects directly to your inbox or any other folder in your Exchange email account. Once connected, it can automatically file your incoming and outgoing email and attachments in the corresponding matter.

This works by placing the matter number in the subject line or anywhere else in an email message. BlueStylus recognizes this matter number and files your message and any attachments. It then captures all future replies related to this initial message. You can also manually file email messages that don't have an embedded matter number.

Other Notable Features

Upon logging into your account, the main Dashboard lists key performance indicators such as revenue, matter distribution, a summary of billings per timekeeper, etc. You can drill down into any of these items.

The intake process for new matters automatically checks for conflicts and saves a report if needed someday. Along with your email, BlueStylus stores documents. You can see who uploaded a document and when. Other practice management features include automated workflows for sequential tasks that notify the next person in line, a calendar for matter-related events, and a client portal for securely sharing documents with clients.

Matters and timekeepers can have default billing rates. You enter time by using the timer or the quick entry form at the top of the Time dashboard. Either way, you can add a note to your time entries in addition to a billing code. The Time dashboard also lists your unbilled time such as events on the calendar, completed tasks, etc.

In accordance with your internal controls, invoices can require several approvals before they're printed or emailed. An interactive Aging Report enables you to email delinquent clients. When you get paid, you apply the payment so that BlueStylus matches your accounting system.

What Else Should You Know?

BlueStylus has an on-boarding process that walks you through all the key settings such as your firm name and logo, users and their billing rates, the invoice template you want to use, billing codes (UTBMS is an option), email credentials for sending invoices (works with any email address), active matters, etc. BlueStylus works in all desktop browsers. A mobile app for iOS and Android enables you to use BlueStylus on the go. Learn more about BlueStylus.

How to Receive TL NewsWire
So many products, so little time. In each issue of TL NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The newsletter's innovative articles enable lawyers and law office administrators to quickly understand the function of a product, and zero in on its most important features. The TL NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Document Management | TL NewsWire

Mobile Technology Hellholes; Automatic Disaster Recovery; Reviews of Chrometa and Netmemo Plus; Seth Rowland Fan Mail

By Kathryn Hughes | Thursday, April 28, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Mobile Technology Hellholes

Jerry Gonzalez, Tip: Automatic Disaster Recovery System With SecondCopy And Dropbox

Frederic Wolfram, Review Of Chrometa

Steven Brower, Review Of Netmemo Plus

Jon Ladd, Praise For Seth Rowland And His Practice Management Manifesto

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Coming Attractions | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Serendipity

Why CosmoLex Is One to Watch; More Options for Replacing Time Matters

By Kathryn Hughes | Thursday, April 21, 2016

Today's issue of TL Serendipity contains these articles:

Dana Riel, Why CosmoLex Is One To Watch

Lee D. Cumbie, Amicus Attorney As A Time Matters Replacement

Harry Salavantis, PracticeMaster As A Time Matters Replacement

William Ross, Clio As A Time Matters Replacement

Stan Johnson, Amicus Cloud As A Time Matters Replacement

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Practice Management/Calendars | TL Serendipity

You'll Miss Your File Server When the Internet Collapses; How to Make Your Dragon Roar; Solo But Not Alone; Much More

By Kathryn Hughes | Thursday, April 14, 2016

Today's issue of TL Serendipity contains these articles:

Donald Coker, You'll Miss Your File Server When The Internet Collapses

Steven Polinsky, Review: Dragon Professional Individual 14

Paul Tredoux, How To Make Your Dragon Roar: A Deep Dive Into Accuracy And Proper Setup

Harold Burstyn, I'm A Solo But None Of These Categories Fit Me

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Coming Attractions | Dictation/OCR/Speech Recognition | TL Serendipity

Why Susan Cartier Liebel Is Angry at Her Lawyer Plus 39 More Must-Reads

By Kathryn Hughes | Tuesday, April 5, 2016

Coming today to SmallLaw: Our editorial team has selected and linked to 40 articles from the past week worthy of your attention. Below you'll find a sample article from each section of today's issue, including our SmallLaw Pick of the Week.

Sweat the Small Stuff

What's an Initial Consultation Worth?

Five Ways Lawyers Can Boost Their Call to Action Performance

How Attorneys Can Use Remarketing to Get More Leads

Congratulations to Susan Cartier Liebel of Solo Practice University on winning our SmallLaw Pick of the Week award: Why Susan Cartier Liebel Is Angry at Her Lawyer

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | Practice Management/Calendars | SmallLaw | Technology Industry/Legal Profession

Onit Enterprise Legal Management Takes a "Process" Approach to Ebilling and Matter Management

By Neil J. Squillante | Wednesday, March 23, 2016

Today's issue of TL NewsWire covers enterprise legal management software for corporate legal departments that goes beyond ebilling and matter management (see article below), an app for scheduling meetings (including paid consultations), case analysis software with document review capabilities, and a virtual desktop service for law firms. Don't miss the next issue.

Traditional enterprise legal management software enables corporate legal departments to manage and track the spending of legal work they outsource to law firms. This is important, but it's just one of hundreds of tasks corporate counsel need to manage.

Onit Enterprise Legal Management … in One Sentence

Onit Enterprise Legal Management is an integrated suite of ebilling and matter management apps designed to tackle the routine tasks of corporate legal departments.

The Killer Feature

There's a saying that every spreadsheet would be better expressed as a software program. Onit co-founder and CEO Eric Elfman found that lawyers in legal departments used a combination of spreadsheets and email to track processes ranging from board minutes to contract review and approval to legal matter assignments and much more.

This explains why Onit goes beyond traditional matter and spend tracking. Onit itself offers what Elfman calls a "process platform" that you can use as your primary system or as a means to augment your core software, including for the tasks noted above. Additionally, your department can create its own custom Onit Apps to fulfill specific needs.

"Traditional process management initiatives take between nine to 12 months to implement," adds Elfman. "By contrast, Onit Apps are configured and implemented in weeks so you can reap the financial and operational savings faster."

Other Notable Features

Onit features a configurable Dashboard comprised of widgets such as Pending, Disputed, and Overdue Invoices, Inactive Matters, Pending Vendor Evaluations, etc. Your view depends on your role in the department.

You create a new matter by entering the name, type, and lawyer managing the matter. You can add metadata such as whether it involves litigation and is a major matter. Selecting the type of matter (e.g., bankruptcy, investigation, real estate, etc.) can automatically add resources such as a paralegal, outside counsel, and vendors. You can upload documents, and set a budget or alternative fee arrangement.

Onit offers an ebilling workflow that adjusts to whatever business rules you have in place. You can create different workflows for special matters such as those involving more than $1M in fees. The workflows you create can proceed in a linear or parallel flow.

Law firms use Onit's BillingPoint service to submit invoices in a LEDES format. The use of a separate Onit App ensures that law firms cannot gain access to your data. Once ebills are submitted, Onit can format them so to look like a traditional invoice. Onit automatically alerts you if an invoice violates a preset requirement. In addition, you can reject invoices, add comments, adjust line items, etc.

Onit includes all the reports you would expect as well as the ability to export the data in Excel format. For richer reports with bubble charts and other data visualizations, Onit integrates with Tableau.

What Else Should You Know?

Onit runs in all web browsers. It also integrates with Outlook via an add-in. When you receive an email alert such as for a new matter, contract or legal service request, you can securely log into Onit from inside the email message to view the details. Learn more about Onit Enterprise Legal Management.

How to Receive TL NewsWire
So many products, so little time. In each issue of TL NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The newsletter's innovative articles enable lawyers and law office administrators to quickly understand the function of a product, and zero in on its most important features. The TL NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Practice Management/Calendars | TL NewsWire

The Biggest Health Problem Solos Face Plus 37 More Must-Reads

By Kathryn Hughes | Tuesday, March 22, 2016

Coming today to SmallLaw: Our editorial team has selected and linked to 38 articles from the past week worthy of your attention. Below you'll find a sample article from each section of today's issue, including our SmallLaw Pick of the Week.

Don't Discount Your Fee: Use This Alternative

Passing on Credit Card Surcharges to Clients

Is Your Blog Destroying Your Website's Performance?

How Lawyers Can Perform an SEO Audit and the Tools to Do It

Congratulations to Karen Caffrey of Solo Practice University on winning our SmallLaw Pick of the Week award: The Biggest Health Problem Solos Face

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw | Technology Industry/Legal Profession

Tech Tips for New Law Firms; Roundup of Advice on Converting Paper to Word Format

By Kathryn Hughes | Thursday, March 17, 2016

Today's issue of TL Serendipity contains these articles:

Mary Brooksby, Technology Tips for the New Law Firm

John Hightower, Two Options for Converting Paper to Word Format

Mark Peneguy, How to Convert PDF to Word Using Acrobat Pro

Ben Ballard, Converting Paper to Word Format Easier Than Ever but Try This First

Cynthia Zook, Tip: Word and WordPerfect Can Convert a PDF Document

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Coming Attractions | Copiers/Scanners/Printers | Dictation/OCR/Speech Recognition | Law Office Management | TL Serendipity
 
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