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How to Get a Free iPhone (Really) Plus More Posts on the Gear TechnoLawyers Use and Why

By Kathryn Hughes | Wednesday, September 28, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, How To Get A Free IPhone (Really) But You Need To Act Fast

Miriam Jacobson, My Tech Binge: New IPhone, IPad Pro, Surface Pro 4, And More

Peter Silberstein, My Gear: Office 365, Time Matters, IPhone 6 Plus, And More

Allan Kogon, Why We're Sticking With Windows 7 Pro And Word 2007

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 | Dictation/OCR/Speech Recognition | Laptops/Smartphones/Tablets | Networking/Operating Systems | Technology Industry/Legal Profession | TL Serendipity

Three Common Legal Technology Messes Plus Five Tips for Getting Paid

By Kathryn Hughes | Friday, September 16, 2016

Coming today to SmallLaw: Make a mess in your kitchen and you call a cleaning service. Make a mess of your law firm's technology, and you call a consultant like Morris Tabush, Debbie Foster, or Jack Schaller. Better yet, call them before making a mess. In this issue of SmallLaw, these three consultant recount common technology messes they encounter along with anecdotes and prevention tips. You'll probably nod knowling when you read about the "QuickBooks Effect." Also, don't miss the SmallLaw Pick of the Week for five tips you should know for getting paid.

How to Receive SmallLaw
Small firm, big dreams. Written by practicing lawyers who manage successful small firms and legal technology and practice management experts who have achieved rock star status, SmallLaw provides practical advice on management, marketing, and technology issues in small law firms, as well as comprehensive legal product reviews with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles (and podcasts and videos) about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Coming Attractions | Consultants/Services/Training | SmallLaw

Clio Makes It Easier to Replenish Trust Accounts and Track Marketing Efforts

By Neil J. Squillante | Friday, September 9, 2016

Today's issue of TL NewsWire covers cloud practice management software with new tools for automating client trust account replenishment and tracking marketing activities (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a virtual desktop service with two-factor authentication, an ebook law library, case analysis cloud software for litigators, an add-on for document management systems, legal project management software, and much more. Don't miss the next issue.

Many law firms require a retainer upfront during the client intake process but these funds often fail to cover the entire cost of a matter. During the twists and turns of a thorny litigation or a complex deal, clients may need to replenish their trust account several times. This process should become more automated to reduce the inherent friction of asking for money.

Clio … in One Sentence

Clio is a popular cloud practice management application that recently beefed up its trust accounting features and added tools for tracking marketing activities.

The Killer Feature

Clio's new Trust Requests feature enables you to ask clients to fund one or more of their matters or their account generally. You can specify a different amount per matter. During the approval process, you can add a note and edit any of the trust requests. Clients receive trust requests the same way they receive invoices — via the Clio Connect portal, email, or postal mail depending on your firm's preferences.

The Bills Dashboard lists all trust requests and their payment status. Clio tracks information for each payment that most jurisdictions require, including check number or wire transfer details. When you apply trust funds to a bill, Clio restricts you to funds available for that matter to prevent accounting errors. You can move funds marked for an inactive matter to a different matter upon receiving client approval. Using Clio's role-based permissions, you can restrict who has authority to move and apply trust funds.

Other Notable Features

Clio's Trust Ledger and Trust Listing reports facilitate compliance with monthly and annual trust accounting reconciliation requirements, including all activity related to trust requests. The Trust Ledger report displays trust information by practice area, clients, matters, etc. You can sort by date range and omit funds held in escrow. The Trust Listing report offers a simpler view by practice area. The reports are interactive, enabling you to drill down to individual transactions. You can export the reports in PDF or CSV formats.

Clio has partnered with LawPay for integrated credit card processing. This eliminates the $20 per month subscription LawPay charges for its highest level of service (you can transfer your existing LawPay account to Clio). When you send bills and trust requests electronically, clients can pay securely using a web browser. Clio also has a virtual terminal for processing credit card payments manually. "Clio users that accept credit cards receive same-day payment 30% of the time," Clio's lawyer-in-residence Joshua Lenon told me. "This improves cash flow and reduces time spent on collections."

Also new in Clio is the Campaigns feature for tracking your marketing efforts. You can generate trackable phone numbers that forward to your firm's number. When you use one of these phone numbers in an advertisement, you can precisely track the number of leads and clients it generates. Similarly, Clio can track the number of leads from landing pages on your website.

What Else Should You Know?

Clio runs in all desktop and mobile web browsers, and in native apps for Android and iOS. You can choose from three plans — Starter ($39 per user per month), Boutique ($59 per user per month), or Elite ($99 per user per month). Trust Requests and integrated credit card billing require the Boutique or Elite plan. Learn more about Clio.

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 | Practice Management/Calendars | TL NewsWire

iPhone 7, Apple Watch Series 2, AirPods; File Sharing Tips; Reviews of Classic Shell, PracticeMaster, Tabs3 Connect

By Kathryn Hughes | Thursday, September 8, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Thoughts on iPhone 7, Apple Watch Series 2, and AirPods

Paul Pinkerton, Options for Sharing Files Between Two Computers

Mark Olberding, Review: Classic Shell for Windows 10

James Degnan, Review of PracticeMaster and Tabs3 Connect

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 | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Serendipity

Finding Nebo (Review of MyScript's Nebo); Reviews of RingCentral, Dragon; PracticeMaster Cost for 18-User Firm

By Kathryn Hughes | Friday, September 2, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Finding Nebo: Review of MyScript's Nebo Note-Taking App

David Scott Heier, Review: RingCentral Via PC and Smartphone

Edie Owsley-Zimmerman, PracticeMaster as a Time Matters Replacement, Including Cost

R. Wagoner, My Dragon Premium Experience

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 | Dictation/OCR/Speech Recognition | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Serendipity

Free Research Reports for Lawyers and Others in the Legal Industry

By Neil J. Squillante | Wednesday, July 27, 2016

TechnoLawyer Library houses our growing collection of free research reports in PDF format. Reports of this caliber usually cost a fortune, but TechnoLawyer members can download all of them for free. TechnoLawyer membership is also free. Below you'll find links to selected research reports. Click any link to get started.

The Egg Theory: What Clients Really Want From Their Lawyers

Why Lawyers Need Not Fear Disruption

Three Common Productivity Tasks That an iPad Performs Better Than a PC

Chill, Grill, and Bill: Summertime Gadgets for Summer-Loving Legal Professionals

TechnoLawyer Demographics 2014

LitigationWorld Quick Start Guide to Mastering Ediscovery

TL Research Buyer's Guide to Legal Billing Software

Can Microsoft Win the Legal Industry's Mobile Race?

TL Research Buyer's Guide to Outlook Add-Ons for Law Firms

TL Research Buyer's Guide to Document Management Systems for Law Firms (Second Edition)

Topics: Accounting/Billing/Time Capture | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Practice Management/Calendars | TechnoLawyer | TechnoLawyer Library | Technology Industry/Legal Profession | TL Research

What the CaseRails Failure Says About Lawyers; Equipping a 30-Person Law Firm; Reviews of Midwest Legal Technology Consultancies

By Kathryn Hughes | Thursday, July 21, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, What The CaseRails Failure Says About Lawyers And Legal Technology

Donald Coker, Tips On Modernizing The Software In A 30-Person Law Firm

Benita Dansby, Review: Keno Kozie (Midwest Legal Technology Consultancy)

Thomas F. McDow, Review: Barron Henley Of Affinity (Midwest Legal Technology Consultant)

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 | Automation/Document Assembly/Macros | Coming Attractions | Consultants/Services/Training | Practice Management/Calendars | TL Serendipity

The Lie of Technology; Email and Security at My Law Firm; Why Our Law Firm Provisions 2 Monitors Per Person; Much More

By Kathryn Hughes | Friday, July 8, 2016

Today's issue of TL Serendipity contains these articles:

David O'Connell, The Lie Of Technology And Productivity Plus

Email And Security At My Law Firm

Carol Baker, Why Our Law Firm Provisions 2 Monitors Per Person

Burton Bruggeman, How To Use A ScanSnap S510 With Windows 10

Jerald Stein, Great TechnoRelease But This Feature Isn't Exclusive

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 | Document Management | Email/Messaging/Telephony | Monitors | Online/Cloud | Practice Management/Calendars | Privacy/Security | TL Serendipity

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
 
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