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Legal Writing References; Review of Amicus Cloud; CiteAdvisor Tip; Suddenly Seeking New Legal Software

By Kathryn Hughes | Thursday, November 3, 2016

Today's issue of TL Serendipity contains these articles:

Edward Zohn, The Best References On Legal Writing Best Practices

Ben Ballard, Review Of Amicus Cloud By A Former Credenza User

Neal Frishberg, Tip: CiteAdvisor For Creating Tables Of Authorities In Word

Caren Schwartz, Suddenly Seeking New Document Assembly And Practice Management Software

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: Automation/Document Assembly/Macros | Business Productivity/Word Processing | CLE/News/References | Coming Attractions | Litigation/Discovery/Trials | Practice Management/Calendars | TL Serendipity

Lexis Practice Advisor Helps Get You Started on Work Outside of Your Comfort Zone

By Neil J. Squillante | Monday, October 31, 2016

Today's issue of TL NewsWire covers a service designed to help you expand your practice by providing model forms, practice notes, checklists, etc. (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of software for managing and referencing exhibits, knowledge management software for mining your firm's work product, three practice management apps, a visual tool for identifying relevant case law faster, and much more. Don't miss the next issue.

It's amusing when a relative expresses bemusement that you're not an expert in every area of the law. But when clients ask for help, you either figure out how to deliver or leave money on the table.

Lexis Practice Advisor … in One Sentence

Lexis Practice Advisor offers model forms, practice notes, checklists, articles and other materials for lawyers, and integrates with Lexis Advance and Lexis for Microsoft Office.

The Killer Feature

Mindful of the fact that winning the trust of lawyers like you requires high-quality and updated materials, LexisNexis put together a network of more than 500 practicing lawyers from more than 230 law firms. Each lawyer has years of experience with the legal issues that pertain to the documents they contribute. In addition to reviewing the credentials of these authors, you can email LexisNexis' internal author team with questions about their documents.

Other Notable Features

Lexis Practice Advisor groups its materials by practice areas, including bankruptcy, finance, intellectual property, real estate, etc. This coverage includes business and commercial transactions for four states — California, Florida, New York, and Texas — with more in the pipeline.

Browsing these topics reveals subtopics presented in a step format designed to match your tasks. For example, drilling down to Private Mergers presents you with "Structuring and Planning Private Mergers" and "Preliminary Agreements in Private M&A Deals." If you prefer, you can start with a global search and then filter your results by practice area.

Lexis Practice Advisor groups materials by Forms, Articles, Secondary Materials, Cases, and Statutes & Regulations. The primary and secondary legal research come from Lexis Advance while the rest derives from the authors noted above. Some forms are interactive, enabling you to draft documents in Lexis Practice Advisor. Icons alert you to alternate clauses you can review and add with a click. You can also add your own clauses.

If you use Lexis for Microsoft Office, you can access Lexis Practice Advisor from within Microsoft Word, including all forms. "The integration with Lexis for Microsoft Office gives legal practitioners instantaneous access to the full breadth of Lexis Practice Advisor's on-point content and tools inside the Microsoft applications they use every day," said Sean Fitzpatrick, Managing Director of North American Research Solutions at LexisNexis. "This is a crucial step in our overarching strategy to help customers produce higher quality work in less time."

Lexis Practice Advisor offers M&A lawyers a tool called Lexis Market Tracker based on EDGAR and related data. Using Consideration Type, Target Industry, Deal Amount, and other parameters, you can research "What's Market" on more than 450 deal points for credit agreements. Lexis Market Tracker isolates specific provisions such as Collars and Ticking Fees so you can quickly find what you need for the documents you're drafting.

What Else Should You Know?

You can share materials with colleagues by placing them in Shared Folders. These work across Lexis Advance so they can also contain legal research. You can also export blank and completed forms in Word or PDF format. Learn more about Lexis Practice Advisor.

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: Automation/Document Assembly/Macros | Legal Research | TL NewsWire | Transactional Practice Areas

My DIY Document Management and Client Portal Suite; Why I Won't Buy Another Surface Pro; Four Criteria for Choosing Document Assembly Software

By Kathryn Hughes | Wednesday, October 26, 2016

Today's issue of TL Serendipity contains these articles:

Ramon Vinas, My DIY Document Management And Client Portal Suite: Reviews Of Google Drive, Storage Made Easy, Mover, Spinbackup

Merlin Lester, Why I Won't Buy Another Microsoft Surface Pro

Bob Christensen, Four Criteria For Choosing Document Assembly Software

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: Automation/Document Assembly/Macros | Backup/Media/Storage | Coming Attractions | Document Management | Laptops/Smartphones/Tablets | TL Serendipity | Utilities

ExhibitManager 5 Organizes Exhibits, Automates Exhibit References, and Creates Ebriefs

By Neil J. Squillante | Wednesday, October 19, 2016

Today's issue of TL NewsWire covers litigation software for organizing exhibits, automating exhibit references in documents, and creating ebriefs (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of software for mining your firm's work product, a practice management app for Android and iOS, a legal research service that makes it faster to find relevant cases, a Word add-in for finding common errors in the contracts you draft, and much more. Don't miss the next issue.

Lots of software exists for managing citations and creating a table of authorities. But what about exhibits? In fact-intensive documents, they become just as numerous and therefore tedious to manage. This problem begs for automation.

ExhibitManager … in One Sentence

Launched recently, Causasoft's ExhibitManager 5 is litigation software that integrates with Microsoft Word for organizing, reviewing, and referencing exhibits in briefs and other documents.

The Killer Feature

ExhibitManager provides a spreadsheet-like view of the exhibits you import. With a click, you insert a reference to an exhibit in one or more Word documents as you draft. At any point, another click automatically updates the exhibit numbers across all documents so that they're in numerical or chronological order within each document. You can update exhibit numbering as often as you want.

ExhibitManager can also generate a table of exhibits that likewise gets updated to match the exhibit numbering in the document. You can customize ExhibitManager to display exhibit references to comply with the style requirements of a particular jurisdiction.

"Exhibits often have to be numbered in multiple documents such as with a brief accompanied by witness statements and/or expert reports that all refer to the same exhibits," Managing Director Simone Pestalozzi told me during an online demo. "With ExhibitManager's automation technology, lawyers have more time to concentrate on case strategy instead of time-consuming administrative work."

Other Notable Features

ExhibitManager offers bulk importing of exhibits in many common formats such as PDF, Word, Excel, etc., including OCR processing if necessary. You can also import email messages and attachments. If you know an exhibit exists but you don't have a copy yet, ExhibitManager enables you to create a placeholder that you can reference in the meantime.

The main table in ExhibitManager features sortable columns that each user can move. Columns include metadata such as the exhibit number, type description, ID, date, etc. You can also apply tags to and annotate exhibits, both of which then become visible in their own respective columns. To the right of this table is the Preview area for viewing any exhibit you select.

When you need to use exhibits at a deposition or in court or share them with a client, expert, opposing counsel, etc., ExhibitManager can export a Bundle. The Bundle Assistant walks you through the process, enabling you to select the exhibits to include, apply a stamp with the exhibit number to the first page, apply Bates stamps to every page, add pagination, etc. ExhibitManager outputs all the selected exhibits to a folder, also creates a hyperlinked reference document.

ExhibitManager also automates the creation of ebriefs, obviating the need for a service provider. The eBrief Assistant offers options such as adding hyperlinks from the exhibit references in your brief to the exhibit. If you're sending an ebrief to a client or expert for review, you can include your exhibit annotations. You can efile an ebrief as a ZIP file or submit it on a CD or flash drive depending on your jurisdiction.

What Else Should You Know?

ExhibitManager works with Word 2007 and later and runs on Windows 7 or later. It costs $295 per user per year with volume discounts available. This includes all software updates and telephone support. There's an additional one-time cost for setup. Learn more about ExhibitManager.

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: Automation/Document Assembly/Macros | Litigation/Discovery/Trials | TL NewsWire

How We Profitably Handle Low Six Figure Cases; Review of Macrium Reflect; Solution for Time Matters WordPerfect Merge Problem

By Kathryn Hughes | Friday, October 14, 2016

Today's issue of TL Serendipity contains these articles:

Wayne Pierce, How We Profitably Handle Low Six Figure Cases

Jerry Gonzalez, Review Of Macrium Reflect For Mirror Images Plus Benefits Of RAID

Brooks Miller, Solution For Time Matters WordPerfect Merge Problem

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: Automation/Document Assembly/Macros | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Litigation/Discovery/Trials | TL Serendipity

Good and Bad Reasons for Picking Practice Management System Plus 56 More Must-Reads

By Kathryn Hughes | Monday, September 26, 2016

Coming today to BlawgWorld: Our editorial team has selected the 57 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 Charity Anastasio of NWSidebar on winning our BlawgWorld Pick of the Week award: Good and Bad Reasons for Picking Practice Management System

Practice Management and Document Assembly Everywhere You Go

What to Do When You Hate Windows 10

How to Use Safari's New Split View on the iPad in iOS 10

Wearables Don't Help You Lose Weight

Clio Cloud Recap and News of Clio's Data Report on Legal Trends

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: Automation/Document Assembly/Macros | BlawgWorld Newsletter | Coming Attractions | Laptops/Smartphones/Tablets | Practice Management/Calendars | Technology Industry/Legal Profession

LEAP 365 Offers Practice Management and Document Assembly Everywhere You Go

By Neil J. Squillante | Thursday, September 22, 2016

Today's issue of TL NewsWire covers cloud practice management and document assembly software that runs on Windows PCs, Macs, iPhones, iPads, and Android devices (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of proofreading software for contracts, four cloud practice management apps, an ebook law library, an add-on for document management systems, litigation case management software, and much more. Don't miss the next issue.

Staying on top of your practice during idle time such as air travel, waiting in line, etc. obviates the need to spend time catching up when you return to the office. This level of productivity requires software that works on any device.

LEAP 365 … in One Sentence

Released at an event at Yankee Stadium on September 12, 2016, LEAP 365 is law practice management software designed for a multi-device world.

The Killer Feature

LEAP started in Australia and grew to become the practice management leader there after which it launched in the U.K. and U.S. In 2010, LEAP moved to the cloud in a unique manner, combing the speed of a Windows desktop app with the convenience of the cloud for back-end data storage. This eliminated the need to maintain a local server.

The new LEAP 365 recognizes that lawyers now use multiple devices, and that Macs have made inroads in small firms. The new web app brings LEAP 365 to Macs. The Windows app remains available along with the iOS and Android apps for using LEAP 365 on iPhone, iPad, and Android devices.

During the Yankee Stadium event (which I attended), four LEAP product specialists respectively operated an iPhone, Windows PC, Mac, and iPad, handing off work to each other "seamlessly."

"We challenge ourselves to make the most innovative legal practice management software on the market, so lawyers have the freedom to work when and where they want," LEAP USA CEO Chris Stock told me.

Other Notable Features

LEAP 365 also offers a first — an integration with Microsoft Word Online for document assembly. The LEAP Windows app has long integrated with the Windows version of Word for document assembly. The company worked with Microsoft to bring this functionality to the new web app. LEAP 365 stores the documents you create in the corresponding matter, and enables you to create a time or fee entry. Documents created in Word Online work with all other versions of Word.

LEAP offers complimentary setup of your firm's templates so that you can take full advantage of its document assembly technology. In addition, LEAP 365 offers a growing library of state and federal forms. Along with document assembly, LEAP 365 includes document management with advanced features such as document comparison and versioning.

The web and iPhone apps mirror the functionality of the other LEAP 365 apps but also offer additional functionality. The web app contains a suite of reports for law firm owners. With the iPhone app, you can initiate a call from a client's contact card, automatically track the length of the call, and then dictate additional details to complete the time entry. The iPhone app also has a document scanner, enabling you to scan documents directly into a matter using the iPhone's camera.

What Else Should You Know?

LEAP announced three other key integrations at its event — QuickBooks Online for accounting, Office 365 for email, and RapidPay (powered by LawPay) for credit card processing. LEAP 365 costs $129 per user per month. This includes setup, training, and technical support. It also includes a modern website for your law firm. Learn more about LEAP 365.

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: Automation/Document Assembly/Macros | Coming Attractions | TL NewsWire

You Were Right and I Was Wrong; What I Use and Why; Review of Everything; Why I Use WordPerfect

By Kathryn Hughes | Thursday, September 15, 2016

Today's issue of TL Serendipity contains these articles:

Neil Squillante, The Multiple Monitor Advocates Are Right And I Was Wrong

Brad Pearce, What I Use And Why: Office 365, OneNote, 9.7-Inch IPad Pro, And Much More

Tom Trottier, Review Of Everything Search Engine By Voidtools

Miriam Jacobson, Why I Use WordPerfect

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: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Laptops/Smartphones/Tablets | Monitors | Networking/Operating Systems | TL Serendipity

Security Precautions Law Firms Should Take but Don't; Reviews of Mozy, Macrium Reflect; HotDocs Rebirth

By Kathryn Hughes | Thursday, July 28, 2016

Today's issue of TL Serendipity contains these articles:

Tom Trottier, Security Precautions Law Firms Should Take But Don't

Philip Franckel, Review: Mozy Restore After Cryptolocker

Jerry Gonzalez, Review: Macrium Reflect (Free Edition)

Douglas Simpson, The Case For A HotDocs "Rebirth" Versus Switching Products

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: Automation/Document Assembly/Macros | Backup/Media/Storage | Coming Attractions | Privacy/Security | TL Serendipity

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
 
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