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How Tuesley Hall Konopa Earned Its Three-Word Slogan Plus a Solo's Story

By Kathryn Hughes | Thursday, October 30, 2014

Coming today to SmallLaw: South Bend, Indiana law firm Tuesley Hall Konopa is the proverbial big fish in a small pond. With 12 lawyers and 15 staff, it's fairly large for a small city. For this issue of SmallLaw, lawyer and journalist Marin Feldman interviewed managing partner Eric Seigel. You'll learn about the firm's marketing plan, its billing, document assembly, document management, and practice management software, and how it minimizes costs for clients without sacrificing quality. Also, don't miss the SmallLaw Pick of the Week for the story of a solo who took down his shingle.

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 | Automation/Document Assembly/Macros | Coming Attractions | Copiers/Scanners/Printers | Document Management | Law Office Management | Practice Management/Calendars | SmallLaw

MetaJure: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, October 29, 2014

Today's issue of TL NewsWire covers document management software that automatically indexes your documents and email regardless of their source (see article below), a Bluetooth keyboard case for the iPad Air 2, software for creating visual documentation such as software training guides, and a task manager for iOS. Don't miss the next issue.

CAPTURE, INDEX, AND SEARCH 100% OF YOUR FIRM'S DOCUMENTS AUTOMATICALLY

An arms race exists in law firms to keep pace with the growth of documents and email. Manual systems may work for a diligent solo but don't scale. Document management systems scale but are not completely automated (e.g., document profiles). And no search software exists specifically for the legal industry. Well, until now.

MetaJure … in One Sentence

MetaJure is automated document management and document search software designed by lawyers for the needs of law firms and legal departments.

The Killer Feature

MetaJure eschews manual document profiles and tags in favor of automation and search. It automatically captures and indexes all email and attachments, work product (documents you create in Word and other programs), and scans. MetaJure CEO Rob Arnold tells us that even law firms with a document management system tend to capture only half of their content versus MetaJure's ability to capture 100%.

Connecting to every program law firms use would be impossible. Instead, MetaJure connects at the hard drive level much like an operating system. This means you can point MetaJure at new data sources such as computers brought into your firm via a client, lateral hire, merger, etc.

MetaJure integrates with ScanSnap scanners. Thanks to the ISIS standard, it also integrates with virtually all other scanners. MetaJure uses optical character recognition (OCR) technology to make scanned documents editable and searchable.

"The powerful automation used to store and retrieve the world's knowledge on the web is the gold standard for document management," says Arnold. "Why should lawyers accept anything less inside their law firms? MetaJure eliminates the need for lawyers to be administrative clerks. It also reduces the risk of noncompliance with record retention rules, a leading cause of malpractice claims according to the ABA Standing Committee on Professional Liability."

Other Notable Features

MetaJure offers a Google-like search experience. This means that you can enter natural language searches, and rely on MetaJure to interpret what you mean. If you want more control, you can take advantage of advanced features such as Boolean operators, fuzzy logic (similar spelling), proximity (exact phrases, words and phrases within a specified distance of one another, etc.), and wildcards (similar words). No matter how you search, you can filter your results by document location, file type, and the creation date.

MetaJure is agnostic regarding other document management software. It works with NetDocuments, Worldox, and other profile-based document management systems. You point MetaJure at these data stores just as you would a hard drive. Similarly, Active Directory integration enables MetaJure to index documents in homegrown SharePoint solutions as well as in Microsoft's forthcoming Matter Center. "There's no expensive conversion to pull in legacy data from various repositories," says Arnold.

What Else Should You Know?

It copies all the documents and email it captures onto this server for both redundancy and speed. This means you can also use MetaJure as part of your document retention policy. You and your colleagues access the server via the free MetaJure client software. You can try MetaJure free for 30 days. Learn more about MetaJure.

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 | Document Management | TL NewsWire

WordPerfect Myths; Review of SoundLink Bluetooth Headphones; Non-Apple iPad Apps on My Dock; Windows Automation

By Kathryn Hughes | Friday, October 24, 2014

Today's issue of Fat Friday contains these articles:

Karl M. Rowe, Dispelling Myths About Today's WordPerfect

Neil Squillante, Review: Bose SoundLink On-Ear Bluetooth Headphones

Bertrand Paiement, Three Non-Apple Apps That Earned a Spot on My Dock

David O'Connell, Tip: Built-In Automation in Windows

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

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. 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 Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Document Management | Fat Friday | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Networking/Operating Systems

Reviews of Slack, ActiveWords; A Dual Cell Phone Lawyer; WordPerfect DOS Ethical Issue

By Kathryn Hughes | Friday, September 26, 2014

Today's issue of Fat Friday contains these articles:

Neil Squillante, Review: Slack

Andrew Shear, Why I Use a Feature Phone and an iPhone

Mark Olberding, WordPerfect DOS, Windows XP, and Legal Ethics

Robin Meadow, Review: ActiveWords 2.1

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

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. 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 Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets

iPad v. Surface Pro for Lawyers; Reviews of Barron Henley, Metadata Assistant; Automated Document Naming

By Kathryn Hughes | Thursday, September 25, 2014

Today's issue of TL Answers contains these articles:

David Moon, iPad v. Surface Pro for the Mobile Lawyer

Thomas F. McDow, Review: Legal Technology Consultant Barron K. Henley

Amelia Porges, Review: Metadata Assistant 4.1

Philippe Doyle Gray, My Automated Document Naming Method

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

How to Receive TL Answers
Do you believe in the wisdom of crowds? In TL Answers, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The TL Answers newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Document Management | Laptops/Smartphones/Tablets | Privacy/Security | TL Answers

Review of Westlaw Doc & Form Builder Plus Taming Email

By Kathryn Hughes | Monday, September 8, 2014

Coming today to SmallLaw: Two types of document assembly products exist — automated form libraries and applications that enable you to automate your own documents. Westlaw Doc & Form Builder offers both in the same cloud application. In this issue of SmallLaw, estate planning lawyer and software connoisseur Chandra Lewnau evaluates both components, including the depth of the forms library, PDF versus text-based forms, building your own templates, the pricing, and much more. Also, don't miss the SmallLaw Pick of the Week for four email management tips.

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: Automation/Document Assembly/Macros | Coming Attractions | SmallLaw | Transactional Practice Areas

Document Naming; Reviews of QuickBooks Professional Services, Lanlogic, RingCentral; Bates Stamping; Acrobat Alternatives

By Kathryn Hughes | Thursday, September 4, 2014

Today's issue of TL Answers contains these articles:

Jeffrey Chard, My Law Firm's Document Naming Rules

Jerry Gonzalez, Review: QuickBooks Pro Professional Services

Burton Bruggeman, Review: Lanlogic for Desktop as a Service

Ay Uaxe, Why and How You Should Bates Stamp Plus Acrobat Alternatives

Wallace Berry, Review: RingCentral

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

How to Receive TL Answers
Do you believe in the wisdom of crowds? In TL Answers, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The TL Answers newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Automation/Document Assembly/Macros | Coming Attractions | Document Management | Email/Messaging/Telephony | Litigation/Discovery/Trials | Networking/Operating Systems | Practice Management/Calendars | TL Answers

Reviews of Doxsera, ActiveWords for Worldox Users; Hardware Versus Services Flexibility

By Kathryn Hughes | Friday, August 1, 2014

Today's issue of Fat Friday contains these articles:

David O'Connell, Review: Doxsera (TheFormTool Enterprise?)

Fred Kruck, Review: ActiveWords for Worldox Users

Scott Bassett, Using Multiple Platforms: Hardware Flexibility Versus Services Flexibility

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

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. 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 Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Document Management | Fat Friday | Laptops/Smartphones/Tablets | Utilities

Actionstep 14.7: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, July 30, 2014

Today's issue of TL NewsWire covers a cloud accounting, billing, and practice management application with a new technology for the fast pace and unpredictable nature of law firm work (see article below), a website that creates a printer version of web articles, a cloud application to ensure consistent use of your firm's templates, and an application that mirrors your iOS device onto your computer or Android device. Don't miss the next issue.

LEGAL PRACTICE MANAGEMENT THAT REFLECTS LAW FIRM REALITY

Lawyers have an unpredictable job. For example, clients — some of them from the distant past — will contact you out of the blue with questions. This makes it challenging to enter time and other information into the structured fields of practice management systems. You just don't have the time in the heat of the moment so instead you use a scrap of paper that you inevitably forget about or lose. A new technology promises to break this vicious cycle.

Actionstep 14.7 … in One Sentence

Launched today, Actionstep 14.7 is a cloud accounting, billing, and practice management application that automates tasks via workflows.

The Killer Feature

Like other practice management applications, Actionstep stores structured data. This is a necessity so that for example an email address resides in a designated place and acts the way it should when clicked.

However, the new version of Actionstep has a "Scratch Pad" for quickly entering unstructured information when you're in a rush. Later when your day calms down, you can convert these notes into structured data such as calendar events, contacts, tasks, time entries, etc.

Actionstep can remind you to revisit your notes so that you don't fall behind. Each user's Scratch Pad is private, enabling you to brain dump without worrying about anyone else reading your unpolished notes.

The company spent a lot of time testing Scratch Pad with volunteer lawyers to optimize the user experience. "Scratch Pad is a great example of how we are shaping the software to match the way lawyers instinctively think and work," Actionstep CEO Ted Jordan told us.

Other Notable Features

Also new, the Activity Log provides a Facebook-style news feed of what you and your colleagues have done recently — new matters, updates on existing matters, task assignments, etc.

The Activity Log complements Actionstep's signature Workflows technology, which guides users through each step of complex yet routine tasks such as client intake, court-specific litigation deadlines, checklists for specific types of documents, etc. Workflows essentially tell everyone "what's next" (and who should handle it) while the Activity Log tells everyone "what happened" (including new steps added to Workflows). Together, these two technologies aim to provide quality control throughout your firm.

A step in a Workflow may involve creating a document. Thanks to Actionstep's built-in document assembly engine and integration with Microsoft Office, you can store Word templates within Actionstep, fill in merge fields with data from a client's record, and store the final document in a specific matter. The document assembly technology also enables you to create web templates for clients to fill out, and send personalized bulk email messages such as for billing. Actionstep integrates with HotDocs for more advanced document assembly.

Other features include Outlook and Gmail plugins for saving email and attachments within a matter, and general ledger and trust accounting so that you need not pay for a separate accounting solution or deal with integration and duplicate data hassles.

What Else Should You Know?

Actionstep costs $60 per user per month. It works in all desktop and mobile web browsers. You can try it for free. The company offers a growing library of preconfigured and customizable Workflows in its online store such as its popular U.S. Litigation Pack. Learn more about Actionstep 14.7.

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 | Automation/Document Assembly/Macros | Coming Attractions | Practice Management/Calendars | TL NewsWire

TrialPad 4.0 Pricing Policy; PDF E-Filing Security Risks; Reviews of ActiveWords, Bose SoundLink Mini

By Kathryn Hughes | Friday, July 11, 2014

Today's issue of Fat Friday contains these articles:

Ian O'Flaherty, Rebuttal: TrialPad 4.0 Pricing Straight From the Source

Philip Olenick, The PDF E-Filing Risk That No One Talks About

Meg Spencer Dixon, Review: ActiveWords (Triggering Multiple Actions)

Bruce Peabody, Review: Bose SoundLink Mini and Travel Bag

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

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. 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 Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Fat Friday | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Presentations/Projectors | Privacy/Security | Utilities
 
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