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Thomson Reuters Solutions: Read Our Exclusive Report

By Neil J. Squillante | Friday, April 11, 2014

Today's issue of TL NewsWire covers four suites of popular legal software and services accessible from a single login (see article below), a word processor with an iPad counterpart, a cloud legal billing application, and a utility for the iPhone's Mail app. Don't miss the next issue.


Integration gave rise to today's multinational law firms. Lawyers with complementary legal and other skills teamed up beginning about a century ago and continue to team up practically every day. Each of these firms consists of a multidisciplinary group of lawyers under one global roof. If you're going to integrate lawyers on this scale, you should also integrate the tools of their trade.

Thomson Reuters Solutions … in One Sentence

Launched last month, Thomson Reuters Solutions consists of four integrated suites of software and services designed to expedite legal workflows in midsize and large law firms.

The Killer Feature

Thomson Reuters Solutions' four product suites consist of Current Awareness Solutions (services for staying on top of your practice areas, Corporate Practice Solutions (information and software for creating deal documents), Investigative Solutions (public records research), and Litigation Solutions (information and software for the entire litigation cycle). You can access one or more suites with a single login.

"The market has been demanding more product integration," Thomson Reuters Vice President of Large Law Firms Brian D. Knudsen J.D. told us. With Thomson Reuters Solutions we're providing a more holistic approach to streamlining legal workflows."

Other Notable Features

Current Awareness Solutions' Practitioner Insights "turns your inbox into a sophisticated, up-to-the minute news resource" according to Knudsen. Once you fine-tune your selections, your entire practice group and even your clients can receive these customized email newsletters with your firm's branding. Other services in this suite include several tracking tools on WestlawNext to remain apprised of active litigation and newly filed lawsuits.

Corporate Practice Solutions includes Practical Law's checklists, forms, and model documents. You'll also find "one of the largest collections of private placement offering memoranda" in addition to public deal documents and other SEC filings. The proofreading software included in Corporate Practice Solutions helps you find and correct inconsistent use of abbreviations and other common errors in your documents.

PeopleMap on WestlawNext resides at the heart of Investigative Solutions. As reported in TL NewsWire earlier this year, this public records service now includes advanced search templates you can save, Google Maps integration, relevancy ranking, filtering tools, and a graphical display of records to help identify non-obvious connections. Investigative Solutions also provides access to Company Investigator for researching organizations.

Finally, Litigation Solutions puts WestlawNext's collection of briefs, motions, pleadings, and supporting memoranda at your fingertips. It also includes Case Notebook for creating case chronologies, and software that works within your word processor for creating tables of authorities, formatting citations, and more.

What Else Should You Know?

Pricing depends on factors such as firm size, number of users, etc. Learn more about Thomson Reuters Solutions.

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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.

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If I Show You My iPad Home Screen (And Apps) Will You Show Me Yours? Plus Recruiting Tip

By Neil J. Squillante | Tuesday, August 20, 2013

Originally published on August 20, 2013 in our free SmallLaw newsletter. Instead of reading SmallLaw here after the fact, sign up now to receive future issues in realtime.

What's on your iPad home screen? How about your iPhone? In this issue of SmallLaw, TechnoLawyer publisher Neil Squillante discusses the 28 apps on his iPad mini's home screen (plus a few on his second screen). Neil uses his iPad mini primarily for work plus he's an information architecture expert. Therefore, you'll not only learn about useful apps (including one that launched last week), but also benefit from Neil's insight into how to organize your apps for maximum efficiency. Also, don't miss the SmallLaw Pick of the Week (newsletter only) for advice on how to recruit a winner.


Lawyer and productivity guru David Sparks regularly publishes a column in his MacSparky publication called Home Screens in which he interviews people about the apps on that screen.

MacSparky is not a legal publication so David rarely interviews lawyers. He also focuses on the iPhone rather than the iPad. I thought I'd use this issue of SmallLaw to pay homage to David's clever column by discussing my iPad's home screen — both the apps I use and my organizational methodology (I have two 32 GB Verizon iPad minis, both of which I've set up identically). After reading this article, I encourage you to reply and discuss the apps on your home screen and how you organize them. Your article will have just as large an audience as this one.

The Dock

Many iPad users place the apps they use most often in the dock. That's certainly the case for me. From left to right, my dock contains:

1. Safari: No surprise here. I also use Safari on my iPhone and Macs with all my bookmarks synced via iCloud. I'm a huge fan of Safari's Reader function, which removes all the cruft from web pages and also makes virtually any web page mobile-friendly. If you've never used Reader, you'll find it a revelation.

2. Mail: My favorite email client, Mail makes managing my email accounts a breeze. I don't use Mail's VIP feature because the number of accounts I have and the filters I've set up at the server level ensure that only relevant email arrives in my inboxes. For example, we have a dedicated, shared email account for press releases from legal vendors.

3. Editorial: Here we enter the realm of third-party apps. Launched last week, Editorial just displaced WriteRoom as my text editor (I'm writing this article in Editorial). I've used Editorial for just a short time, but it's so powerful that WriteRoom may not earn back this prime real estate. I don't use a text editor only for editing and writing articles, but also for composing important and/or long email messages. This eliminates the risk of prematurely sending a sensitive email message by mistake. Like most iPad text editors, Editorial can send what you've written to the Mail app.

4. Adobe Reader: I use this app to access documents needed to create sales proposals. I used to store other PDF documents in this app too but I've since moved them elsewhere as I'll explain below.

5. Soulver: I wrote extensively about this cross between a calculator and a spreadsheet in our TL Research Guide to the iPad Mini as a Productivity Tool. I use it to add up and keep records of the checks we deposit, crunch numbers for sales proposals, and more. The developers will soon release a new version with iCloud support, which will enable me to access all of my Soulver documents on both of my iPad minis and my iPhone.

6. NewsBlur: I switched to NewsBlur for my RSS reader after the demise of Google Reader. What's an RSS reader? It's an application that enables journalists and information junkies to monitor dozens or even hundreds of web sites.

The Top Row (Portrait Orientation)

To avoid confusing you, I'll discuss the rest of my apps row by row, but I organize apps by both column and row. Apps in the left-most and right-most columns are easier to tap than apps in the interior columns so I place more important apps in the outer positions.

1. Calendar: I've tried some third-party calendar apps, but I like Apple's the best. I just wish it offered the same alert sounds that exist on the Mac for consistency.

2. Writing Folder: Yes, I use app folders and here we have our first, which contains four apps associated with writing — Notes, iA Writer, Merriam Webster Dictionary/Thesaurus, Pages, and WriteRoom. Notes syncs via iCloud and also exists on the iPhone so I use it for notes I need when I don't have my iPad with me. I use Pages for more structured documents than a text editor can handle. The two text editors in this folder serve as as backups in case a bad update temporarily makes my primary text editor unusable.

3. Productivity Folder: This folder contains apps that for me have just one function — FileMaker Pro (a homemade database with important information), GoodReader (it can access our file server), Google Drive (we're Google Apps customers so maybe this app will come in handy someday), Salesforce (our sales leads), Chrome (backup web browser), and Documents (moving documents from my computer to my iPad via WiFi).

4. Tools Folder: These lightweight apps don't need much explanation — The Weather Channel, Dark Sky, Calculator Pro, Hightail, Maps, Google Maps, Alarm Clock HD Pro, Clock, Speed Test, and Airport Utility.

The Second Row

1. Podcasts: I have a love/hate relationship with podcasts. They cover niche topics of interest to me, but the hosts remind me of Wayne and Garth. Leaving aside the interesting content delivered unprofessionally, the app itself is a gem. iCloud syncing enables you to start listening on your iPhone and pick up where you stopped on your iPad.

2. Yelp: A must for restaurants if you live in a large city. I don't trust the anonymous reviews, but I use the app on the iPad to bookmark my favorite restaurants and those I want to try. On my iPhone, I can sort my bookmarked restaurants by proximity.

3. App Store: The source of all apps so I've got to have it front and center.

4. Reminders: Although it's not perfect, Reminders helps me manage my tasks better than anything else I've tried thanks to its simplicity (no user guide required) and iCloud syncing. I use it for my three categories of tasks — long-term projects that could take weeks, months, or years, short-term projects such as a sales proposal, and alarms for ephemeral tasks that I dictate via Siri (e.g., remind me to buy a hard drive tonight at 9:00 pm).

The Third Row

1. NoteSuite: Shortly after reporting on NoteSuite in TL NewsWire, I began using it to store PDF documents I need to reference, annotate PDF documents, and take handwritten and typed notes. This app replaced Remarks for note-taking and saved me from buying an subscription thanks to its iCloud syncing. I have the Mac version too. There's no iPhone version yet, but if that ever surfaces I will no longer need to use Apple's Notes for notes I need when I only have my iPhone with me. NoteSuite has some quirks, but it's an impressive 1.0 release.

2. Music: Back in 2010, I poked fun at my neighbor behind his back because he listened to music on his first-generation iPad. Well, I don't walk around Manhattan listening to music on my iPad mini (nor do I take photos with it), but I use the Music app with headphones at home often enough that I moved it to my home screen.

3. Settings: I dig into this app every day to connect to my Beats Pill, turn on/off my cellular data, make sure a new magazine subscription doesn't auto-renew, etc.

4. Remote: I use this app at home to play music from my Mac through my Apple TV.

The Fourth Row and Page 2

1. Messages: This is a killer app. Because everyone in our company and most people with whom I frequently communicate use an iPhone, their text messages go not only to my iPhone but also to both of my iPad minis. So convenient.

And that's it for my home screen. I don't currently use the rest of the fourth row or any of the fifth row. But I have a second page of apps, all of which are in folders. I won't discuss the apps, but I'll share the folders with you — Newsstand, Books, Periodicals (publications not in Newsstand), Multimedia, Photography, Services (e.g., ETrade and Verizon), Games, Shopping, Social Media, and Communications (Bria, GoToMeeting, FaceTime, Skype, and WebEx).

Now Show Us Your Home Screen

Think I'm missing out on some important apps? Got better apps for certain tasks than the apps I use? Please reply to this issue of SmallLaw to discuss the apps on the home screen of your iPad and/or iPhone.

Neil J. Squillante is the publisher of TechnoLawyer.

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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, this newsletter provides practical advice on management, marketing, and technology issues in small law firms, as well as comprehensive legal product reviews with accompanying TechnoScore ratings. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | CLE/News/References | Collaboration/Knowledge Management | Document Management | Email/Messaging/Telephony | Entertainment/Hobbies/Recreation | Laptops/Smartphones/Tablets | SmallLaw | Utilities

Smartphone Tips for Lengthy Power Outages — Plus Analyzing Law Firm Leaders

By Jeff Richardson | Wednesday, August 7, 2013

Originally published on November 11, 2012 in our free BigLaw newsletter. Instead of reading BigLaw here after the fact, sign up now to receive future issues in realtime.

Once upon a time, the only hurricanes in Manhattan were served in bars. Not anymore. In this issue of BigLaw, large firm partner and iPhone for lawyers expert Jeff Richardson provides invaluable disaster planning tips for your smartphone (with some special tips for iPhones). As a resident of New Orleans, Jeff has far more experience than the average lawyer so listen up and stay charged up and in charge when disaster strikes. Also, don't miss the BigLaw Pick of the Week (newsletter only) for an analysis of law firm leaders.


On August 29, 2012, the seven year anniversary of Hurricane Katrina, the power went out at my home in New Orleans and remained off for four days as a result of Hurricane Isaac. Recently, many homes and businesses in the tristate area lost power for even longer as a result of Hurricane Sandy, including TechnoLawyer's office in TriBeca and many law firms. See Liz Kurtz, A Midsize Law Firm Battles Super Storm Sandy at the Southern Tip of Manhattan, BigLaw (November 6, 2012).

If you work for a large law firm, you likely represent clients located in other parts of the country or the world. I hope that your clients are sympathetic to your problems during a disaster, but you remain their attorney and should strive to protect their interests even during tough times. This means that you need to keep your lines of communications open and maintain the ability to get work done. Our large size is both an advantage and disadvantage regarding disaster planning as we have more resources than smaller firms but also more complex systems and more lawyers and staff. By the time an emergency arises, it's often too late to take precautions. Thus, law firms should plan for the next disaster now.

In this issue of BigLaw, I'll focus on one piece of the disaster planning puzzle — your smartphone (I use an iPhone but most of my tips also apply to Android, BlackBerry, Windows Phone, etc.). Your smartphone is likely your most important tool during a power outage. It's more portable and power efficient than an iPad. As long as the cell towers remain working (even during Hurricane Katrina, they worked to a certain degree), your smartphone gives you a way to communicate with colleagues, clients, other counsel, courts, etc. — and enables you to assess your own situation and plan for recovery.

1. Backup Power Options

An iPhone 5 and many modern smartphones usually last all day long, but when the power is out and you depend on your smartphone for communications with clients, friends, and family members plus news updates (plus maybe even occasional entertainment), you are going to drain your battery more quickly.

If you receive advance notice of a possible power outage (often the case with storms), plug your smartphone into an outlet so that you can at least start the power outage with a 100% charge.

I have heard of some people using a small gasoline-powered generator to recharge their smartphone and other devices. This seems like a bit much to me though I recommend keeping a smartphone charger in your car. Using your car to deliver enough charge to your smartphone so that you can make a critical phone call can help you in many situations, not just during power outages.

I also recommend purchasing a large external battery designed to work with your smartphone such as the iSound Portable Power Max 16,000 mAh Backup Battery (which I reviewed last month on iPhone J.D.) or the Just Mobile Gum Max 10,400 mAh battery.

These batteries cost around $100 or so and can completely recharge a smartphone many times. This is valuable during an emergency, but is also handy when you are in that all-day meeting without easy access to a power outlet and you want to keep your iPad or smartphone charged.

Also, remember that you can use any laptop as a large external battery to charge your smartphone through its USB port.

2. Minimize Radio Use During an Outage

Once the lights go out, even if you know that you have a recharging option, you will still want to be efficient when you use your smartphone. First, turn down your brightness to the lowest acceptable level to slow battery drain. With the lights out, it's not like you need much brightness anyway.

Second, turn off your Bluetooth and WiFi radios and Location Services (on an iPhone you'll find these in the Settings app) so that your smartphone doesn't waste power with those connections.

Third, considering keeping your smartphone in Airplane Mode when not using it. Turn that mode off to receive new email and to check news updates, and then turn it back on when you finish. You won't get instant notification of new text messages nor will you receive phone calls as they come in, but you will maximize your battery life if you stay in Airplane Mode part of the time.

3. How to Stay Informed and in Touch

Although you can get a lot of information during a power outage by accessing web sites of local news organizations, you'll get better and more timely information using Twitter. If you don't already have a Twitter account, set one up now so that you can access it during an emergency. You need never post anything to Twitter to derive enormous benefit from it.

During Hurricane Isaac, Twitter was my best source for the most up-to-date information on storm activity, power restoration, restaurants, and stores that were open, and streets to avoid. I followed the Twitter accounts of local newspapers, the news desks of local TV stations, and the official emergency preparedness account for the City of New Orleans.

During the storm I noticed retweets from individuals who were doing a great job sharing information, such as one local politician who decided to drive around and constantly update what was open or closed and provide block-by-block updates of power restoration. When you find those people, follow them on Twitter. Tweetbot (iPhone only) is my favorite Twitter app, but the free app from Twitter will get the job done on virtually any device.

To stay in touch with people, text messaging is often more reliable and power efficient than calling. Many home phones will not work without power, and many cell phones are turned off to save power. If your text message does not go through using Apple's iMessage (messages in blue), you'll get an error message (a red exclamation point). Tap your message to resend it using your cellular provider (messages in green). If you don't have text messages on your data plan you'll have to pay a small amount for each message (about 25 cents each).

Jeff Richardson practices law in New Orleans and publishes iPhone J.D., the oldest and largest website for attorneys who use the iPhone and iPad.

How to Receive BigLaw
Large and midsize law firms have achieved unprecedented success yet they still have tremendous growth potential. Written by insiders, corporate counsel, and other industry experts, BigLaw unearths best practices in leadership, marketing, strategy, and technology, and features detailed product reviews with accompanying TechnoScore ratings. BigLaw also ensures that you won't miss anything published elsewhere by linking to insightful articles (and podcasts and videos) about large and midsize law firms, as well as notable press releases issued by the world's largest law firms. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BigLaw | CLE/News/References | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets

PowerPoint on the iPad Plus 166 More Must-Reads

By Kathryn Hughes | Monday, April 8, 2013

Coming today to BlawgWorld: Our editorial team has selected and linked to 167 articles from the past week worthy of your attention. Below you'll find a sample article from each section of today's issue, including our BlawgWorld Pick of the Week.

Bill Your Time Everywhere Your Practice Takes You

A Scanner at Home in Your Bag and in Your Office

The Mandatory CLE Question No One Wants to Ask

Law Firm Mobile Web Sites 101

Congratulations to Joe Kissell of Macworld on winning our BlawgWorld Pick of the Week award: How to Edit PowerPoint Documents on an iPad

Don't miss today's issue or any future issues of BlawgWorld.

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Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. BlawgWorld enables you to stay on top of all the noteworthy articles (and podcasts) published online 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. The BlawgWorld newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | CLE/News/References | Coming Attractions | Copiers/Scanners/Printers | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management

Why I Couldn't Switch From WordPerfect; Review of Metrofax; Tips on Google Calendar, Document Naming

By Kathryn Hughes | Thursday, February 14, 2013

Today's issue of TL Answers contains these articles:

Thomas F. McDow, Why I Couldn't Switch Plus Using Word and WordPerfect Side by Side

Nathan Davis, Review: Metrofax

Fred Hopengarten, How I Name My Documents

Andrew Willinger, Tip: How to Backup and Sync Your Google Calendar

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: Business Productivity/Word Processing | CLE/News/References | Coming Attractions | Document Management | Email/Messaging/Telephony | Online/Cloud | Practice Management/Calendars | TL Answers

Review of Aereo, TextAloud; Google Drive Warning; Document Formatting; From Palm to Modernity

By Kathryn Hughes | Friday, February 8, 2013

Today's issue of Fat Friday contains these articles:

Neil Squillante, Review of Aereo as an Emergency Television Service

Scott Bassett, Review: TextAloud (Plus First Look at Speak It)

Lawrence Husick, Google Drive: Lawyers Beware

Steven Schwaber, Formatting Existing Documents: WordPerfect v. Word

Jonathan Warshay, How to Migrate Data From a Palm to a Modern Smartphone

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: Backup/Media/Storage | Business Productivity/Word Processing | CLE/News/References | Coming Attractions | Dictation/OCR/Speech Recognition | Entertainment/Hobbies/Recreation | Fat Friday | Online/Cloud | Privacy/Security

How to Find Almost Anyone's Email Address Plus Law Firm Compensation Systems

By Kathryn Hughes | Thursday, December 20, 2012

Originally published in the March 16, 2012 issue of SmallLaw: The world's largest social network — email — got a slow start 40 years ago, but it's way ahead of Facebook and LinkedIn. If you want to contact someone you don't know, email is your best bet as it's much less intrusive than trying to "friend" the person. But what if you don't know that person's email address? In this issue of SmallLaw, email expert Neil Squillante explains his secret techniques for obtaining just about anyone's email address. Also, don't miss the SmallLaw Pick of the Week for a rundown of the pros and cons of the various law firm compensation systems.

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 links to helpful articles in other publications about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: CLE/News/References | Email/Messaging/Telephony | Law Firm Marketing/Publications/Web Sites | SmallLaw

The SmallLaw 2012 Summer Reading List Part 1: Technology and Marketing Books With More Than an Article's Worth of Good Stuff — Plus a Truly Virtual Law Firm

By Neil J. Squillante | Wednesday, June 20, 2012

Originally published in our free SmallLaw newsletter. Instead of reading SmallLaw here after the fact, sign up now to receive future issues in realtime.

Many authors stretch an idea best suited for an article into a book. In putting together our first ever SmallLaw Summer Reading List, we searched for quality books with more than an article's worth of helpful ideas and tips. Also, we asked each author to explain why their book is worth your valuable time. Thus, you'll find our recommended books and links as well as each author's response to our question. To ensure that our SmallLaw Summer Reading List has something for everyone in the solo and small firm world, it spans two issues of SmallLaw. Part 1 today features books on legal technology and law firm marketing. Also, don't miss the SmallLaw Pick of the Week (subscribers only) to read about an in-house lawyer accused of creating and hiring a fake law firm.


Have you ever read a book and thought that the author could have made his points in an article? Books don't cost much money in the grand scheme of things. But they sure cost time. Publishing an article isn't considered as prestigious as publishing a book. Thus, many authors stretch an idea best suited for an article into a book.

To combat this problem and compile our first ever summer reading list for you and other SmallLaw subscribers, we conducted research to find books with more than an article's worth of material. We also tried to find relatively concise books so that you could read more than one. And we asked each author to answer this question:

"The obstacle books face is not their cost but the investment of time they require. What will those who work in small law firms learn from your book that they cannot learn from an article or some other shorter resource?"

Thus, our SmallLaw 2012 Summer Reading List contains not only quality books, but each author's answer to our question.

If you read any of these books, please reply to this issue of SmallLaw to post a review, which we'll publish in Fat Friday.

Tom Mighell, iPad Apps in One Hour for Lawyers (2012)

The great thing about a "One Hour" book is that the investment of time to read it is not great. You can get up to speed on a topic over your lunch break.

While many articles out there discuss the best iPad apps, you're unlikely to find as much helpful information in one place about iPad apps specifically vetted for lawyers. The book presents a curated collection of apps lawyers are most likely to find useful in the areas of productivity, document creation and editing, and news and research — plus utilities for your iPad, and travel resources.

With more than 200,000 apps currently available for the iPad, it's hard for busy lawyers to cut through all the noise and focus on the apps that matter — but with iPad in One Hour for Lawyers, the work is already done for you.

iPad/iPhone Version ($17.99)

Print Version ($34.95; $19.95 for ABA LPM Members)

David Sparks, Paperless (2012)

Paperless offers a holistic approach to transitioning your law practice to a paperless workflow, explaning the nuances of capturing paper (and digital) records, and processing, naming, and storing the files. The book also explains the best strategies for backing up and accessing your digital documents using an iPad.

Paperless stretches the definition of the word "book." In addition to over 26,000 words, it features 32 screencasts and four movies. That is over an 90 minutes of video. The book not only tells you about the best paperless workflow but also shows you.

Having written two books for a major publisher in the past, Paperless really is something new entirely. You'll need an iPad to view the book in the preferred iBooks Author format. You can also purchase it as a PDF file with the videos in a separate folder.

iPad Version ($4.99)

PDF Version ($4.99)

Jan Berinstein, Formatting Legal Documents With Microsoft Word 2010: Tips and Tricks for Working With Pleadings, Contracts, Mailings, and Other Complex Documents (2d Edition 2012)

Obviously, any book contains much more information than a single article. But technical books aren't necessarily "linear," so individuals can learn a tremendous amount without having to read the entire book from cover to cover.

My Word 2010 book, for example, consists of dozens of tutorials that can stand on their own. Readers can jump directly to a specific lesson to master one feature of the program that they find challenging. The modular nature of the lessons is especially useful for members of a firm who are at different skill levels or who need to learn disparate aspects of Word. For example, a secretary might want to brush up on creating and generating a Table of Contents and a Table of Authorities, whereas an attorney may want to look up how to format indented quotes or how to ensure that the text aligns with pleading line numbers.

Another benefit of the book is that it includes a number of "sidebars" that provide helpful how-to and troubleshooting tips. Incidentally, all of the tutorials and tips in the book derive from my real-world experience as a legal word processor.

Print Version ($41.95)

Ben M. Schorr, the Lawyer's Guide to Microsoft Outlook 2010 (2012)

The reality is that there are a lot of resources out there for Microsoft Outlook, including my monthly column here in SmallLaw. Microsoft itself provides hundreds of thousands of pages of content, including videos, about Outlook. I maintain a site myself that has a lot of articles on Outlook. Google lists more than 22 million pages for Microsoft Outlook.

The Lawyer's Guide to Microsoft Outlook 2010 saves you time and effort by collecting nearly all of the Outlook information an attorney needs in one place, and in a format written specifically for attorneys. You can spend hours searching for your answer and wondering which source to trust, or you can save a lot of time and effort by just flipping through one book written just for you.

iPad/iPhone Version ($32.99)

Print Version ($69.95; $41.95 for ABA LPM Members)

Gerry Oginski, Secrets of Lawyer Video Marketing in the Age of YouTube (2012)

The answer is simple. You'll learn tips, strategies, and tactics that will take your video marketing far and beyond the videos of 99% of other lawyers.

The book contains key strategies that you can apply not only to your video marketing, but also to every aspect of your online and offline marketing. In essence, you can multi-purpose these powerful techniques.

For example, learn how to convert a viewer into a caller. Find out why quality counts and why your viewer's thoughts are much more important than yours.

Being a great attorney means knowing not just what to do, but importantly, what not to do. This book helps you understand exactly what you should never do when creating online videos to market your law firm. Video is the key to connecting with prospective clients. Learn why and how to use those opportunities to your advantage.

Kindle Version ($12.56)

Print Version ($13.22)

Read Part 2

Read The SmallLaw 2012 Summer Reading List Part 2 now.

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, this newsletter provides practical advice on management, marketing, and technology issues in small law firms, as well as comprehensive legal product reviews with accompanying TechnoScore ratings. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | CLE/News/References | Copiers/Scanners/Printers | Document Management | Email/Messaging/Telephony | Graphic Design/Photography/Video | Laptops/Smartphones/Tablets | SmallLaw

Smartphone GPS Apps and Data Usage; Reviews of Best Authority, TimeSolv; Business Card Scanning; Client Screening

By Kathryn Hughes | Friday, January 27, 2012

Today's issue of Fat Friday contains these articles:

Cynthia Zook, Tips For Migrating From DOCS Open To Worldox GX2

John Peters, How To Add Hidden Searchable Terms To Documents

Colm Carberry, Review: Olympus Digital Recorders (Two Little-Known Features)

Jennifer Stiller, Review: MaxEmail For Fax-to-Email Plus Number Porting

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 | Business Productivity/Word Processing | CLE/News/References | Coming Attractions | Copiers/Scanners/Printers | Fat Friday | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Law Office Management | Litigation/Discovery/Trials | Online/Cloud

BigLaw: Upgrading Your Large Law Firm to Office 2010 and Getting Everyone Trained in Three Easy Steps

By Matt Berg | Thursday, December 1, 2011

Originally published on August 9, 2011 in our free BigLaw newsletter. Instead of reading BigLaw here after the fact, sign up now to receive future issues in realtime.

If you were one of the brave few law firms to make the transition to Office 2007 at some point in the last four years, you'll find that the move to Office 2010 is an easy one. In fact, your users will probably welcome the return of the File Menu, and the many small improvements to the Ribbon — especially its customizability. Let's face it — the Quick Access Toolbar (QAT) is nice, but it's just not the same as the visually-accessible Ribbon.

But if your law firm still uses Office 2003 or an earlier version still, you'll need to take the training aspect of the new Office suite very seriously. Is it harder to use? Worse or scarier than previous versions in some way? Well, no. Office 2010 offers a much better interface. And once you acclimate, you'll never want to go back.

But if you don't manage user expectations, your rollout may not go smoothly to say the least. You could have a full-scale staff revolt on your hands and many long nights in the office.

So how can you increase the odds of a successful upgrade? Follow the three steps discussed in this issue of BigLaw, and you'll come out on the other side of the rollout feeling better than you can ever remember after such an intimidating change management challenge.

Step 1: Promote the Benefits Early

Six months before the rollout starts …

Market the rollout. Provide an early warning. Give everyone time to adjust to the idea, and to accept that it's coming. No pre-learning at the early stages (and let's be honest: you won't be organized enough yet at this point to provide it anyway). Just some marketing and some positive bullets to put a good spin on the upgrade from the get-go: "faster", "more efficient," "greater compatibility with clients," etc.

Step 2: Pre-Learning

Start the pre-learning process about 30 to 60 days before users receive their upgraded systems.

Buy professional materials. Don't try to pull it together yourself. Could you? Even if you have sufficient bench depth at your firm to create the media, collateral, manuals and reference guides, why bother when you can buy products like Traveling Coaches' Office 2010 Rollout Kit at a very reasonable price (based upon the number of employees at your firm)?

Traveling Coaches' Rollout Kit includes the following materials:

• Detailed learning plans for staff, attorneys, paralegals.

• Videos that announce the coming of Office 2010 (essentially commercials).

• An interactive flash application that reveals the top productivity gains in Office 2010.

• Pre-learning lessons (for your intranet). Short and on-point interactive "how tos."

• Training materials (sample documents, training guides, quick reference cards, etc.).

• Floor support aids.

You can also supplement these materials as you see fit with some of the free content that Microsoft provides to help you with the transition. For example:

Interactive "Then and Now" Guides. (I used to insert a footer in Excel 2003 by going to View/Header/Footer. Where is that now?)

The "Menu to Ribbon" reference guides.

Office Migration Guides

The key takeaway here is that you didn't spend any time preparing and assembling these materials. Someone else did it for you. And whether you elect to engage outside trainers or use internal trainers, these materials are still hugely helpful to wrapping your brain around what is involved in the effort, how to structure it, and exactly how to execute on the training aspects of the rollout.

Step 3: Training

Start the actual training itself as close to the time of your users receiving their upgraded systems as possible. Ideally, arrange the training to occur while their system is being upgraded/swapped out.

A lot goes into determining exactly how much training you need for Office 2010. Are you also upgrading any non-Microsoft products at the time? How many "power users" do you have? What third-party applications do you use and how do they integrate with Office 2010? Etc.

If you needed a wild but sophisticated guess as to how much training each user will require for Office 2010, I would suggest that you plan on about three hours of training per user for a basic level of introductory training when coming from an Office suite of 2003 or earlier (or from alternative suites such as WordPerfect).

If you've purchased the Rollout Kit mentioned above, by the way, the included learning plans contain a minute-by-minute breakdown of the training topics broken down in a very granular manner. If you're going to train this material with in-house staff, Traveling Coaches ensures that you can customize its training guide to coincide with the topic selections your firm identifies in the learning plan(s). For large firms with permanent staff dedicated to systems training, the Rollout Kit is really all you'll need to feel confident about the challenge in front of you. And more important perhaps than even your team's confidence, the included materials will make a lasting impression on your user base.


Why build it yourself when somebody has already done the heavy lifting? There are many freely or cheaply available resources out there that can help you achieve success with your Office 2010 rollout. And not only will they save your technology team from excess sweat and tears, but many of these resources are top notch, and will ensure that your Office 2010 rollout is a smashing success.

Written by Matthew Berg, Director of IT at Wolf, Greenfield & Sacks, P.C..

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