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

The Stuff of Case Management Dreams

By TechnoLawyer | Thursday, July 5, 2018

Today's issue of TL NewsWire covers case management software that runs on Windows, Android, and iOS with features, customization options, and integrations that acknowledge today's world (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of an online marketplace for finding contract lawyers without running afoul of ethics rules, an accounting and practice management system that automates client intake, rules-based calendaring, and document creation, and much more. Don't miss the next issue.

For many lawyers, the ideal case management software would consist of native desktop and mobile applications with options for on- or off-premises hosting of the data, and the ability to integrate with any new cloud service. One legal technology veteran spent the last five years rewriting its software from scratch to make this dream come true.

Needles 5 … in One Sentence

Launching this week at AAJ 2018, Needles 5 is a case management system renowned for customization options that can now integrate with third-party cloud software too.

The Killer Feature

Needles spent five years bringing Needles 5 to market — and I'm among the first to see it. Head of Customer Education Bryan Billig starts by running through a few before-and-after screens comparing versions 4 and 5.

Needles adapts to your window size and is optimized for widescreen monitors, which is unusual for a Windows application. "The visual changes alone make Needles far more user-friendly and, by default, more productive," says Tiffany A. Cypress, paralegal at Sutherland & Brinster, PA. The new Needles mobile app for Android and iOS provides a similarly optimized native experience for on-the-go access.

Needles manages the entire client lifecycle from lead generation to intake to settlement. The company pioneered what it calls Case Types — a collection of custom fields, forms, and checklists for specific practice areas. In version 5, customization options no longer have limits. Checklists can now handle complex dependency rules with unlimited date triggers and case assignments.

Because special use cases exist in many law firms, Needles built a web-enabled API. Translation — you can integrate with virtually any product. The forthcoming Needles App Store will feature third-party integrations you can add with a few clicks.

"With a modern feature set that includes updated functionality, a clean user interface, texting, dashboards, and more, Needles 5 has both the tenured experience and the cutting-edge functionality to transform your practice," says Ryan Pakter, the company's Managing Director. "Needles 5 continues to position the company as an industry leader, with the most customizable and robust case management software on the market."

Other Notable Features

Needles includes hundreds of reports for monitoring the health of your firm. Use filters to focus on a subset of data, and customize the look and layout to reflect your law firm identity. Previously, you would need a technician to create your own reports, but the new Report Writer offers a wizard that anyone can use. You can even create reports comparing data over two or more time periods.

Many small touches in Needles reflect today's world. Most notably, a dashboard keeps you apprised of activity on your cases. Contacts have fields for social media accounts, and you can send and store text messages in addition to email. Notes within cases support rich text and hyperlinks, and the new Timeline view in the calendar lists your events side by side with others on your team to facilitate scheduling meetings.

What Else Should You Know?

"True, role-based security in Needles covers every corner of the firm," Billig tells me, wrapping up my demo. Applying a role to an employee restricts their access to information and what they can do with it (e.g., view, add, edit, and/or delete notes). You can host Needles at your firm, in Needles' data center, or with a third-party virtual desktop provider. Learn more about Needles 5.

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: Practice Management/Calendars | TL NewsWire

Review of WhenWorks Plus 52 More Must-Reads

By TechnoLawyer | Monday, June 25, 2018

Coming today to BlawgWorld: Our editorial team has selected the 53 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 Brett Terpstra of MacStories on winning our BlawgWorld Pick of the Week award: WhenWorks Ends the Scheduling Back-and-Forth

Go Beyond the Practice Management Status Quo

How to Create a Template in Microsoft Word

The PDF Format 25 Years Ago This Week

Here's Why the Surface Book 2 Is Worth $3,000 (Video)

Intel and the Danger of Integration

Meet the AI That IBM Research Is Teaching to Debate Human Beings

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: BlawgWorld Newsletter | Coming Attractions | Laptops/Smartphones/Tablets | Practice Management/Calendars

Important Feature Missing From All Practice Management Software; Review of Time Matters AMP; Is It Now Safe to Use a Mac in Law Practice?

By TechnoLawyer | Friday, June 22, 2018

Today's issue of TL Serendipity contains these articles:

Neil Squillante, An Important Feature Missing From All Practice Management Software

Michael Caccavo, Review of Time Matters AMP

Harry Steinmetz, PCs Don't Have an Advantage Over Macs Anymore in Law Practice

Courtney Schael, Macs Are Better Than Windows PC in Desktop Search

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: Coming Attractions | Consultants/Services/Training | Document Management | Networking/Operating Systems | Practice Management/Calendars | TL Serendipity

AbacusLaw Goes Beyond the Practice Management Status Quo With Client Intake, Court Rules Calendaring, and Legal Accounting

By TechnoLawyer | Thursday, June 21, 2018

Today's issue of TL NewsWire covers an accounting and practice management system that automates client intake, rules-based calendaring, and document creation (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a corporate messaging service that automatically saves discussions and shared documents to NetDocuments, a Microsoft Word add-in that scores your briefs and offers a spellchecker-like tool which suggests corrections and stylistic improvements, and much more. Don't miss the next issue.

Why is Elon Musk so focused on rocket launches? Because with space travel everything stems from the launch. Now think about your cases. They all start with intake, a process that many practice management systems ignore. But shouldn't intake be a priority?

AbacusLaw … in One Sentence

AbacusNext's AbacusLaw is a popular practice management and legal accounting system with customizable intake tools, court rules calendaring, Outlook integration, and a mobile app.

The Killer Feature

AbacusLaw has an Intake button on its toolbar, which underscores the company's reverence for this aspect of law practice. Click this menu, choose the applicable PALS or Practice Area Legal Solution, and begin entering information about your new matter. AbacusLaw offers PALS for all major practice areas. Each PALS consists of special fields, reports, document templates, and smart intake forms. You can customize a PALS to fit your needs, and create entirely new PALS for niches within your practice.

The intake forms in each PALS are "smart" because they automatically check for duplicate data and link to related information. These forms populate all areas of the software, obviating the need to enter data in multiple locations. Instead of entering all the data yourself, you can have clients, witnesses, and others securely enter information into these forms on your website. You can still take advantage of this automation even if you create a matter the old-fashioned way. Just assign a PALS to the matter and all the associated fields and forms appear for data entry.

Other Notable Features

Rules-based deadline calendaring for litigation matters is another area most practice management systems ignore. By contrast, AbacusLaw includes calendar rules for civil actions in federal courts and most state courts. The calendar rules for California even include specialty courts such as family law. You can set up the applicable rules as part of an intake form or do it later after filing a complaint. The rules calculate all deadlines, and automatically adjust them as continuances and other delays occur.

AbacusLaw also offers automation for transactional practice areas with its built-in document assembly. Choose from dozens of bundled forms and create your own (AbacusNext provides training). After choosing a form, assign it to a matter, fill it out, and generate a Word, WordPerfect, or PDF document for further editing and sharing.

In addition to managing your legal work, AbacusLaw also manages your finances with a full accounting system — general ledger, accounts payable, trust accounting, and of course billing. Every screen in AbacuLaw has a Time Tix button that can start a timer or record a time entry. Reports include all those you would expect, which you can customize. You can also create your own reports.

Because AbacusLaw is matter-centric, you can access all information related to a matter in one place, including calendar events, contacts, documents, and invoices. If you use Outlook, you can also save relevant email to a matter using AbacusLaw's add-in. With the free mobile app, you can access your matters on the go.

"Designed for lawyers, easy to use, and powerful, AbacusLaw helps me manage my practice and do my billing," says Delaware solo practitioner Thomas Shellenberger. "The calendar coordinates well with Outlook and my mobile device."

What Else Should You Know?

Most law firms use AbacusLaw via Abacus Private Cloud, AbacusNext's virtual desktop service. You can host AbacusLaw at your firm if you prefer. Learn more about AbacusLaw.

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 | Practice Management/Calendars | TL NewsWire

Reviews of TeuxDeux, Trello, Time Matters, Zola Suite, NitroPro

By TechnoLawyer | Friday, May 25, 2018

Today's issue of TL Serendipity contains these articles:

Zack Becker, Review of TeuxDeux (Task Manager)

Robert Boydstun, Review of Trello for Task Management

Debra Bruce, Review of Time Matters v. Zola Suite

Robert Rice, Review of NitroPro

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: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Dictation/OCR/Speech Recognition | Practice Management/Calendars

Reviews of Zola Suite, Smokeball, Epson WorkForce ES-500W Scanner

By TechnoLawyer | Friday, May 18, 2018

Today's issue of TL Serendipity contains these articles:

Stephen Silverberg, Review of Zola Suite for Integrated Accounting and Practice Management

Ted Alatsas, Review of Smokeball for Practice Management Plus Cloud Storage

Scott Lawson, Review of Epson WorkForce ES-500W Scanner

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 | Copiers/Scanners/Printers | Online/Cloud | Practice Management/Calendars

Amicus Attorney Update Includes New Mobile App, Document Management, Court Rules, and More

By TechnoLawyer | Friday, May 11, 2018

Today's issue of TL NewsWire covers a major practice management update, including a new Android and iOS app that automatically captures time for calls and email (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a new marketing automation and client intake platform designed for law firms, including tools for email newsletters and electronic signatures, a cloud application for paperless deposition exhibits with tools for focusing the deponent's attention and monitoring their actions, and much more. Don't miss the next issue.

Capturing billable time on the go is significantly more challenging than doing so from the comfort of your office. Only a mobile app connected to your practice management and billing system can bridge this gap — and the more automated the better.

Amicus Attorney … in One Sentence

AbacusNext's Amicus Attorney (Amicus) is a popular practice management and billing system with a new Android and iOS app launching this week that automates time capture.

The Killer Feature

Open the new Amicus mobile app, and you'll see a list of recently-accessed case files. Above this list you can search for a file not listed. Within a file, tap on a client's telephone number to place a call. Amicus hands off the call to the Phone app. Email works the same way. Amicus even creates a subject for the email message and adds a salutation and your signature to save you time.

When you finish the call or send the email message, your phone reverts back to the Amicus mobile app, which shows you the elapsed time in a pop-up and asks if you want to record the details for a time entry. After tapping "Yes" to capture the time, Amicus automatically fills in the client and matter, date, time, and duration of the call or email, and a description. You can make edits if necessary. This time entry syncs back to the Amicus server.

"Practicing law is complicated, but your practice management software doesn't have to be," says Chris Cardinal, Executive VP, Software Development. "Amicus Attorney makes it easy to stay on top of a busy practice, and with the new mobile app your mission critical data is always at your fingertips."

Other Notable Features

Amicus now integrates with Abacus Payment Exchange (APX), enabling you to process ACH and credit card payments. You create an APX account within Amicus. Once approved, you can enter credit cards manually or your clients can access and pay bills directly via the secure Amicus Client Portal. APX charges a flat fee of 3% of each credit card transaction. ACH payments are free and there's no monthly fee for having an APX account.

The Amicus team also focused on making you more productive. The enhanced document management system adds technologies typically found only in dedicated systems. For example, you can "check out" documents to prevent others from working them. Amicus automatically creates a new version of a document when someone make changes, enabling you to revert back to any prior version. An import tool migrates documents from existing locations to Amicus to get you started.

You'll likely create many documents using Precedent Workflows. This tool captures your processes, automatically assigning tasks and making any applicable templates available within the task. Autofill blanks to assemble documents and automatically create a time or fee entry with the ebilling task code required by your client.

If you practice litigation, the recently introduced integration with Abacus Court Rules calculates all deadlines based on a trigger such as the trial date. Coverage includes federal courts and courts in 10 states. You can add these deadlines to the firm calendar and to personal calendars.

What Else Should You Know?

You can run Amicus in your firm or in Abacus Private Cloud, the latter of which frees you from having to maintain a server and prevent security threats. "Amicus gives me the ability to be a great advocate for my clients, and still have a life outside the office," says Peter C. Merani, founder of Law Offices of Peter C. Merani P.C. Learn more about Amicus Attorney.

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 | Online/Cloud | Practice Management/Calendars | TL NewsWire

Review of Dell Inspiron 13 7000, Time Matters AMP; Fed Up With Task Managers

By TechnoLawyer | Friday, May 11, 2018

Today's issue of TL Serendipity contains these articles:

Silvio Nardoni, Review of Dell Inspiron 13 7000

Mark Olberding, Why I'm Fed Up With Task Managers

Bobby Abrams, Review of Time Matters AMP (Why I Subscribe)

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: Collaboration/Knowledge Management | Coming Attractions | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Serendipity

Reviews of National Data Support, Power PDF, Soda PDF, Xerox WorkCentre 2465, Epson GT-S50, Amicus Attorney, Amicus Anywhere

By TechnoLawyer | Friday, May 4, 2018

Today's issue of TL Serendipity contains these articles:

Robin Meadow, Review of National Data Support for Outsourced Scanning

Silvio Nardoni, Review of Power PDF and Soda PDF

Mark Olberding, Review of Xerox WorkCentre 2465 and Epson GT-S50 Scanners

Bill Booth, Review of Amicus Attorney

Robert Rice, Review of Amicus Anywhere

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: Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Copiers/Scanners/Printers | Online/Cloud | Practice Management/Calendars | TL Serendipity

TechnoLawyer eBay Auctions With Free Extras; iPad Pro Paradox; Reviews of Amicus Online, Time Matters AMP

By TechnoLawyer | Friday, April 27, 2018

Today's issue of TL Serendipity contains these articles:

Neil Squillante, TechnoLawyer eBay Auctions With Free Extras for TechnoLawyer Members

Roy Greenberg, The iPad Pro Paradox: Amazing but Useless

Jon Ladd, Review of Amicus Online

Ben Ballard, Review of Amicus Online

Jordan Gordon, Thoughts on the Time Matters AMP

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: Coming Attractions | Desktop PCs/Servers | Laptops/Smartphones/Tablets | Online/Cloud | Practice Management/Calendars | TL Serendipity
 
home my technolawyer search archives place classified blog login