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How to Turn Web Apps Into First-Class Desktop Citizens Plus 60 More Must-Reads

By Kathryn Hughes | Monday, December 5, 2016

Coming today to BlawgWorld: Our editorial team has selected the 61 best legal technology articles, podcasts, and videos from the past week. Below you'll find a sampling from today's issue, including our BlawgWorld Pick of the Week. BlawgWorld is free so don't miss the next issue — sign up now.

Congratulations to Chris Hoffman and Cameron Summerson of How-To Geek on winning our BlawgWorld Pick of the Week award: How to Turn Web Apps Into First-Class Desktop Citizens

MyCase Adds Self-Setup QuickBooks Integration to Its Practice Management Toolset

Email Attachments vs. Client Portals

What We'll Be Looking for in Laptops for 2017

Free WiFi but No Coffee

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession. But not the only coverage. BlawgWorld enables you to stay on top of all the noteworthy legal and mainstream technology articles (and podcasts and videos) published elsewhere without having to hire a research assistant. Even when you're busy, you won't want to miss each issue's Pick of the Week. Subscribe now for free.

Topics: Accounting/Billing/Time Capture | BlawgWorld Newsletter | Business Productivity/Word Processing | Coming Attractions | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Online/Cloud | Technology Industry/Legal Profession

MyCase Adds Self-Setup QuickBooks Integration to Its Practice Management Toolset

By Neil J. Squillante | Thursday, December 1, 2016

Today's issue of TL NewsWire covers practice management software with a new QuickBooks Online integration that you can setup in a few minutes (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a court dockets research service, an Outlook add-in that prevents email errors, a resource with model transactional documents and practice guides, two practice management products with apps on all platforms, and much more. Don't miss the next issue.

If you visit the QuickBooks website, you'll have a hard time finding the legacy desktop version. It's another sign of the tectonic shift underway to the cloud. It's easy to migrate from the legacy version to QuickBooks Online but that's only half the battle. What about your practice management software?

MyCase … in One Sentence

MyCase is practice management software with a recently enhanced QuickBooks Online integration.

The Killer Feature

MyCase was among the first practice management systems to integrate with QuickBooks Online. As the number of customers using the integration soared, Product Manager Zac Post began receiving feature requests. The new integration that Zac recently showed me incorporates much of this feedback. "It's now both easier to use and more robust," said Zac as he started the demo.

MyCase's App Bar lists all available integrations, including QuickBooks. The new integration is free thanks to its self-setup. "What used to cost $99 and require a one-hour implementation call now takes less than five minutes and is completely free," said Zac.

After entering your QuickBooks credentials, a series of menu-driven screens matches your QuickBooks accounts to their corresponding data sources in MyCase, including bank accounts, income, expenses, trusts, and even non-trust retainers if you use them. You can add new accounts to QuickBooks on-the-fly if necessary. You can edit these settings anytime.

Once setup, trust and non-trust retainer deposits give you the option of syncing to QuickBooks. Similarly, invoice creation and payment also give you the option to sync. Instead of syncing invoices one by one, the QuickBooks Sync button enables you select and sync multiple invoices simultaneously. This instant syncing eliminates time-consuming manual export/import procedures along with common errors such as duplicate entries and inconsistent nomenclature.

The invoices automatically created in QuickBooks exactly match those in MyCase down to every time entry and description thanks to a clever use of Items in QuickBooks. As a result, your QuickBooks file will have everything your accountant needs for tax filings.

Other Notable Features

MyCase offers all the practice management tools you would expect. On the Home dashboard, you can view recent activity and quickly add new cases, contacts, events, documents, tasks, time entries, expenses, invoices, notes, and messages.

When you add new client contacts, you can give them access to MyCase's client portal. Clients receive an email message with instructions on creating a secure portal account. Using the portal, clients can securely communicate with you, share documents, and pay bills. MyCase recently added a new feature that lists all the activity for each contact, offering you more granularity than the case activity feed.

MyCase can store both case-related documents and email. Integrations with Gmail and Outlook enable you to automatically file email messages in MyCase where you can then assign them to a case. A unique MyCase email address enables you to send any email message to MyCase from any email app.

What Else Should You Know?

MyCase costs $39 per month per attorney user and $29 per month per staff user. You can try MyCase for free for 30 days, including the new QuickBooks integration. MyCase can also build and host your firm's website for an additional charge. Learn more about MyCase.

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

Battle of the WiFi Mesh Systems Plus 54 More Must-Reads

By Kathryn Hughes | Monday, November 28, 2016

Coming today to BlawgWorld: Our editorial team has selected the 55 best legal technology articles, podcasts, and videos from the past week. Below you'll find a sampling from today's issue, including our BlawgWorld Pick of the Week. BlawgWorld is free so don't miss the next issue — sign up now.

Congratulations to Dave Hamilton of The Mac Observer on winning our BlawgWorld Pick of the Week award: Battle of the WiFi Mesh Systems

Review: Amplifi HD Home Wi-Fi System

The Best Small Business Accounting Software of 2016

The Best Mobile Scanning Apps of 2016

How Satya Nadella Is Making Microsoft Cool Again, and Taking on Apple and Amazon

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession. But not the only coverage. BlawgWorld enables you to stay on top of all the noteworthy legal and mainstream technology articles (and podcasts and videos) published elsewhere without having to hire a research assistant. Even when you're busy, you won't want to miss each issue's Pick of the Week. Subscribe now for free.

Topics: Accounting/Billing/Time Capture | BlawgWorld Newsletter | Coming Attractions | Copiers/Scanners/Printers | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Networking/Operating Systems

On the Road With the iPad Pro and No Laptop Safety Net; Solutions Aplenty for Exporting Bills to Excel Format

By Kathryn Hughes | Friday, October 21, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, On The Road With The IPad Pro And No Laptop Safety Net

Bill Moritz, How To Export PCLaw Bills To Excel Format

Caren Schwartz, Options For Exporting PCLaw Bills To Excel Format

Donald Coker, Tip: Tabs3 Can Export Bills In Excel Format

Nancy Duhon, Tip: Timeslips Can Export Bills In Excel Format

Bryan Sims, Tip: Use Power PDF Advanced To Convert PDF Bills Into Excel

Tatiana Melnik, Tip: Use Acrobat To Convert PDF Bills Into Excel Format

Paul Billings, Time59 Excel Export Options

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 | Laptops/Smartphones/Tablets | Presentations/Projectors | TL Serendipity

Why Our New iPad Ebook Is Not Your Father's Ebook Plus More Posts on the Gear TechnoLawyers Use and Why

By Kathryn Hughes | Thursday, October 6, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Why Our New iPad Ebook Is Not Your Father's Ebook

Scott Bassett, What I Use And Why: Windows 10 Pro, Galaxy Note, DocReviewPad, And More

Lloyd Snook, The Technology That Fuels Our 4-Person Firm: PCLaw, PDF Converter, And More

Mark Olberding, No Kool-Aid At My Firm: Android, WordPerfect X8, Surface Pro 4, And More

Deb Tesser, Review: Chicago Bar Association's Law Practice Management & Technology Center

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 | Consultants/Services/Training | Laptops/Smartphones/Tablets | LitigationWorld | Networking/Operating Systems | TL Serendipity

Free Research Reports for Lawyers and Others in the Legal Industry

By Neil J. Squillante | Monday, October 3, 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.

Lawyer's Guide to a Well-Appointed iPad (Third Edition)

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

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
 
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