join now
newsletters
topics
topics
advertise with us ABA Journal Blawg 100 Award 2009 ABA Journal Blawg 100 Award 2008
Subscribe (RSS Feed)TechnoLawyer Feed

LEAP Brings Document Automation and Forms to Practice Management Software

By TechnoLawyer | Wednesday, April 12, 2017

Today's issue of TL NewsWire covers cloud practice management software with a growing library of forms and templates, and built-in document assembly and e-filing (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of an Outlook add-in that addresses attachment headaches and reduces the risk of career-threatening errors, a due diligence and business intelligence research service with a new approach to presenting data from public filings, and much more. Don't miss the next issue.

Once a luxury, document automation has become essential in law firms. Consumers of legal services want to pay for your expertise, not for you to noodle around in Microsoft Word formatting a scanned form and manually entering data.

LEAP … in One Sentence

LEAP is a cloud practice management system with built-in document assembly and a growing library of forms and document templates.

The Killer Feature

The creators of LEAP identified an unmet need in the legal industry several years ago. Law firms store client and matter information in a practice management system, but cannot use this data to create documents without a significant investment in document assembly software. And even after such an investment, law firms still need to download forms from various courts and agencies, and buy templates from various providers.

LEAP provides all three of these components in one product — practice management, forms and templates ("forms"), and document assembly. LEAP currently contains more than 2,000 forms in more than a dozen practice areas ranging from bankruptcy to estate planning to family to real estate. "Since the start of 2017, LEAP Content has added over 600 new forms across the various states and areas of law," says Kelly Clifford, President of Content. The LEAP Forms Blog, to which you can subscribe, keeps you apprised of new additions by practice area and by jurisdiction.

In addition, LEAP recently unveiled built-in e-filing. You enter your court login credentials, choose the case file, and select the documents you want to e-file. LEAP currently supports e-filing in bankruptcy courts, USCIS (immigration), and New York and New Jersey state courts.

Other Notable Features

You can search LEAP for a form or browse by jurisdiction and practice area. Forms run in Microsoft Word, both the Windows and Online versions. Fields within forms auto-populate with data from LEAP. The form wizard identifies missing data. Once you add missing data to a case file, you can rerun the form with one click.

Customize LEAP's forms and create your own document templates using more than 25,000 fields. LEAP stores your custom templates so that you need not reinvent the wheel in the future. Without any programming, your templates can include questionnaires, calculations, Ask/Result (multiple-choice answers), and If/Then/Else statements (e.g., if a female, use female pronouns throughout the document). LEAP's content team can assist you in creating your first five templates at no charge.

You can save completed documents in Word or PDF format. If you're creating several documents, LEAP can combine them into a single PDF file. LEAP saves all versions of the documents you generate in the corresponding matter. The History of Changes provides an audit trail, while the Compare tool generates a redline of two versions.

LEAP automatically captures the time you spend creating a document for billing purposes. As we've reported previously, LEAP includes billing, document management, and practice management in addition to the document automation tools discussed above. LEAP also includes a modern, mobile-friendly website and blog for your firm.

What Else Should You Know?

LEAP runs in a dedicated native app for Windows, iOS, and Android, as well as in a web browser. The monthly subscription includes technical support and software updates. Learn more about LEAP.

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 | Practice Management/Calendars | TL NewsWire

TL NewsWire Top 25 Products of 2016 Awards

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

It's time for the TL NewsWire Top 25 Products of 2016 Awards. TL NewsWire subscribers chose the winners of these awards. When subscribers clicked for more details about a product we reported on, they passively cast a vote. Passive voting is the most meaningful type of voting for awards. The winners below genuinely attracted the most interest from TL NewsWire subscribers.

This year a word processor earned the top spot! Major themes among the winners — practice management (8 products), litigation (5 products), legal research (3 products), time capture and billing (3 products), and add-ins for Microsoft Office (3 products). Also among the winners — a smartpen and accompanying app and notebook, a project management app, a virtual desktop service, and a marketing automation app.

TL NewsWire is free — sign up now so you can choose next year's winners.

Congratulations to all the winners! Without further ado …

WINNERS OF THE TL NEWSWIRE TOP 10 PRODUCTS OF 2016 AWARD

Congratulations to the 10 hottest products of 2016!

1. WordPerfect Office X8

This first place finish may surprise some, but not longtime fans who have vowed never to use that other word processor. These fans told Corel they wanted advanced PDF tools, and Corel delivered in WordPerfect Office X8. You can now convert PDF image scans into WPD files, and use Reveal Codes to search and destroy formatting problems. Additionally, you can create your own PDF forms, including digital signatures.

2. Zola Suite

Five years ago, Fred Cohen and his team of designers and engineers set out to build cloud practice management software without compromise. In 2016, this hard work paid off with the launch heard round the legal web. Zola Suite's web, Android, and iOS apps have feature parity. With advanced technologies such as Gmail and Office 365 email integration, telephone call tracking, and a OneNote replacement, maybe you can have it all.

3. Smart Writing Set

Want to get a lawyer's attention? Develop a replacement for the yellow legal pad, which lawyers love to hate. Moleskine's Smart Writing Set consists of a pen with a tiny camera that digitizes your notes. This being Moleskine, the special paper notebooks that work with the pen look as sharp as you in your best suit. The free Android and iOS app stores your notes and can make them editable with its built-in OCR.

4. Contract Tools

Paper Software knows contracts. One co-founder served time in big law, the other is a programmer with machine learning expertise. The result of this dynamic duo is Contract Tools, which adds a suite of tools to Microsoft Word for use with complex contracts. Click a defined term for its definition, find all references to a specific section, locate and finalize all placeholders, and correct inconsistencies, incorrect formatting, and other errors difficult for human proofreaders to spot.

5. Exterro Project Management for Law Firms

Until you can replace your staff with robots, Exterro Project Management for Law Firms might be the next best thing. This project management and process automation software enables you to automate your workflows. When someone completes a task, the person responsible for the next task in the workflow receives a notification. Extensive reporting gives you a God-like view of all your firm's activity, which you can monitor from your beach bungalow.

6. LEAP 365

LEAP 365 easily wins the most impressive product launch of the year as it took place in a (sweet!) suite at Yankee Stadium. This largess underscored the company's significant achievement — cloud practice management software with apps for Windows, web, iPad, iPhone, and Android. During the press conference, four product specialists used LEAP on a different platform while seamlessly collaborating on document assembly and other law firm tasks. Clearly, LEAP had a much better year than the Yankees.

7. ExhibitManager 5

Given how many features Microsoft Word has, it's amazing how many it lacks. ExhibitManager fills one such gap by automatically generating a table of exhibits in a Microsoft Word document based on simple references that you insert while drafting. The software keeps this table updated when you edit your brief. ExhibitManager also manages exhibits using a spreadsheet-like interface, and can create PDF exhibit binders or ebriefs with one click.

8. LexRex

It's hard to believe but the cloud practice management pioneers are nearing their tenth birthday. This means they were originally designed for a desktop web browser. By contrast, LexRex launched this year built for a mobile world with a design that minimizes the number of different screens. The app's Case Categories offer workflow automation, while the Case Summary lists all activity for each matter in a tickler-like manner.

9. LawBase

Many software products require your firm to adapt because of their rigidity. By contrast, LawBase adapts to your law firm. This practice management software ships with templates for practice areas ranging from insurance defense to mortgage refinancing to mass tort. If one of these doesn't apply, the company can work to create a custom template that'll fit your law firm like a glove.

10. Concordance Desktop

Designed for the do-it-yourself law firm, Concordance Desktop added processing to its suite of tools this year. Now for cases involving custodians with mainstream data sources such as Outlook, Windows Explorer, and file cabinets, you can import PST files, scans, and more without a consultant or a dedicated processor like LAW PreDiscovery. You can then use Concordance Desktop's popular document review tools to find relevant documents, apply Bates numbers, and produce them in native, PDF, or TIFF formats.

WINNERS OF THE TL NEWSWIRE TOP 25 PRODUCTS OF 2016 AWARD

Congratulations to the next 15 hottest products of 2016!

11. Firm Manager 2.0

Sometimes software developers focus on user-facing features, while other times they focus on under-the-hood improvements. Firm Manager took both paths this year. Crowd pleasers such as the new templates automate client intake and other routine tasks. Meanwhile, role-based permissions, integration with the online and desktop versions of QuickBooks, and extensive data import tools help law firms switch to Firm Manager in the first place.

12. BlueStylus Time and Billing

It seems like virtually all cloud billing apps cost the same, almost as if they colluded on price. This is of course apocryphal, but if a cartel did exist BlueStylus wouldn't join. At just $7 per user per month, BlueStylus broke the price barrier this year while offering breakthrough features such as automated filing of email messages from clients. Not too long ago, only large firms could afford such technology. Now it costs less than Netflix.

13. ReplyToSome

A few years ago, Peter Norman was holed up in his office at the Singapore outpost of a large law firm where he spent many billable hours negotiating multiparty deals via email with disparate teams of opposing counsel. One misaddressed message could imperil his career. Once stateside again, he spearheaded the creation of ReplyToSome, which adds a suite of tools to Outlook that prevents such mishaps. Even if you don't need to manage large distribution lists, ReplyToSome offers other helpful tools such as SendCheck, which warns you about replying as a BCC and when you forget an attachment.

14. TimesManager Legal

James DeRosa knows a market opportunity when he sees one. With an increasing number of law firms using ClaimsManager despite it being designed for insurance companies, he and his team developed TimesManager Legal to better serve the legal industry. If you can think of a billing arrangement with your clients or partners, TimesManager can handle it — split, blended, fixed, ABA, LEDES, UTBMS, etc. TimesManager can also manage complex approval workflows, and integrates with Tabs3, QuickBooks, Legal Tracker, and TyMetrix among others.

15. CaseFleet

A mashup of client relationship management and litigation management that runs in your web browser, CaseFleet automatically builds a timeline of your cases as you enter facts, issues, witnesses, and legal research. Filters enable you to spot critical connections and build your narrative. Meanwhile, CaseFleet's Legal Calendar color codes all the critical deadlines on your cases and syncs with GCal and Outlook, while the Leads Pipeline helps you capture and convert prospects into new clients.

16. Ulysses 2.5

Designed for writing long, structured documents on your Mac or iPad, Ulysses collects all your notes, research, etc. in one place. You write in chunks (such as different sections of a brief or chapters of your great American novel). When you complete a project, you can combine these disparate elements into a single document in Word, PDF, or ePub format. iCloud sync automatically makes your work available on all your devices, including the iPhone.

17. Digital WarRoom Private Cloud 8.8

Ediscovery software seems immune to the all-you-can-eat pricing revolution underway in other software markets. Digital WarRoom Private Cloud wants to change the game with its all-inclusive price of $1,995 per month. Designed for large projects, Digital WarRoom Private Cloud spans the EDRM gamut, offering tools for processing, review, and production. Advanced technologies include data visualization tools to make email easier to analyze and predictive coding.

18. Nutshell

Peter Drucker advised law firms to understand clients so well that their service sells itself. However, you still need software for the nuts and bolts of online marketing. Enter Nutshell, which captures leads from your website and routes them to your intake team, tracks telephone consultations, and enables you to send personalized email messages to hot prospects. Extensive reporting helps you analyze your marketing campaigns.

19. Amicus Attorney Premium 2016

Now part of the Abacus Next family of products as a result of the merger of the year, Amicus Attorney added enterprise-grade document management features, including check in/out and versioning to prevent lost work or duplicative effort. Also new, client-related email appears alongside documents thanks to integration with Exchange and Office 365. Amicus Attorney's client portal facilitates secure document sharing and communications with clients. You can even have clients complete forms through the portal.

19. Thomson Reuters ProView

The future of the law library finally arrived in 2016 thanks to ProView. Both an ebookstore and ebook reader, ProView is the Amazon Kindle of legal references. You can purchase and read ProView ebooks in a web browser or in the dedicated apps for Windows, Mac, iPad, and Android tablets. New editions of an ebook can import your bookmarks and highlights from the previous edition even if the location has changed. Sharing tools enable you to send a relevant section to colleagues or export it to PDF to send to a client.

20. Firm Central

Firm Central recently earned a TechnoScore of A from our SmallLaw newsletter in part because of its exclusive first-party integrations with other Thomson Reuters Legal's services such as Westlaw, Deadline Assistant, Doc & Form Builder, Case Notebook, CaseLogistix, and Practical Law. Among third-party products, Firm Central integrates with Outlook and QuickBooks. The addition of Time & Billing to Firm Central earlier this year, including trust accounting and three-way reconciliation and reporting, checks an important box on the requirements list of many small law firms.

20. Tabs3 Version 18

There's no better way to get paid than from a trust account. This year Tabs3 kicked trust accounts up a notch by automating payments. Once you create a rule in compliance with your jurisdiction, Tabs3 can apply payments to new bills or accounts receivable or both. Support for electronic funds transfer and credit card processing via ProPay further grease the wheels of commerce. The new three-way reconciliation reports provide your clients with transparency into these automated payments.

21. Boxtop

Our ace product reviewer Ed Zohn runs the products he evaluates in Boxtop to ensure fairness. "Sure beats the old Citrix I used a decade ago," he quipped in a recent email message. Boxtop provides everyone in your firm with a virtual Windows desktop. The wizards at Tabush Group help get all your legal and other software installed in this virtual environment, and can even provide you with thin client hardware that supports two monitors. Boxtop, which also runs on Macs and Windows PCs, supports Microsoft Office, PCLaw, Tabs3, Time Matters, Worldox, and other popular apps.

21. MedMal Navigator

Mention the name Frank Netter to doctors, and they'll wax poetic about his iconic medical illustrations. Now that more than 10,000 of these images reside in LexisNexis MedMal Navigator, you can use them in depositions, settlement conferences, and at trial without any copyright hassles. MedMal Navigator also offers tools for assessing the value of claims, finding expert witnesses, researching illnesses and injuries and applicable standards of care, and of course finding relevant case law in Lexis Advance.

21. MyCase

Proving that technology can save time and money, MyCase's new QuickBooks Online integration enables you to set everything up in a few minutes on your own for free versus the previous implementation that cost $99 and required a one-hour consultation. This integration somehow manages to create QuickBooks invoices that mirror those you create in MyCase right down to every time entry and description — a technological tour de force.

21. Practice Point

Thomson Reuters Legal offers a cornucopia of information services — Westlaw of course but also Reuters News, Practical Law, Westlaw Forms, Business Law Center, and Company Investigator to name just a few. Practice Point serves as your gateway to these services. Need to negotiate a joint venture? Just navigate to that section and you'll find all the resources you need from initial conversation to final agreement. If only Practice Point existed for everything in life.

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 | Business Productivity/Word Processing | Collaboration/Knowledge Management | Gadgets/Shredders/Office Gear | Legal Research | Litigation/Discovery/Trials | Practice Management/Calendars | TL NewsWire | Transactional Practice Areas

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
 
home my technolawyer search archives place classified blog login