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Review of PhraseExpander; Pros and Cons of Software Subscriptions; Reviews of Office 365, Asana, Acrobat DC

By TechnoLawyer | Friday, September 15, 2017

Today's issue of TL Serendipity contains these articles:

John Creahan, Review of PhraseExpander

Michael Kelly, Software Subscriptions Are Fine If the Price Is Right: Reviews of Office 365, Asana, Acrobat DC

Connie Brooks, Software Subscriptions Come in Two Varieties, One Good, One Not

Tom Trottier, Four Questions to Consider About Software Subscriptions

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 | Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Online/Cloud | Practice Management/Calendars | TL Serendipity

Review of Vonage Business Essentials, Nozbe, Time Matters; Apple Pencil Support Clarification

By TechnoLawyer | Thursday, September 7, 2017

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Review of Vonage Business Essentials Phone Service

Tom Stubbs, Review of Nozbe (Project Management)

Jim Zadeh, Review of Time Matters

Ken Laska, Apple Pencil Support Clarification

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 | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Serendipity

One Man, Two iPad Pros: The Journey Begins; Review of Cox Hosted IP Centrex VoIP Phone System; Review of Trello

By TechnoLawyer | Thursday, August 31, 2017

Today's issue of TL Serendipity contains these articles:

Neil Squillante, One Man, Two iPad Pros: The Journey Begins

Rhett Franklin, Review of Cox Hosted IP Centrex VoIP Phone System

Jen Shapiro, Review of Trello (Project Management)

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 | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | TL Serendipity

How a Litigator Uses an iPad; Reviews of Dell XPS 13, Faxaway; Defense Lawyers Held to Higher Legal Research Standard

By TechnoLawyer | Thursday, August 24, 2017

Today's issue of TL Serendipity contains these articles:

Fred Pharis, How a Litigator Uses an iPad; Reviews of TrialPad, Notability, PDF Expert, Outlook, Westlaw, and More

Kathy Carter, Review of Dell XPS 13 (Touch)

John Hightower, Defense Lawyers Held to Higher Legal Research Standard Than Plaintiffs Lawyers

Bunji Fromartz, Review of Faxaway

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 | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Legal Research | Litigation/Discovery/Trials | TL Serendipity

Using the iPad Pro in Your Law Practice; Text Messages in Windows 10; The Future of Legal Research; Using a 4K TV as a Monitor

By TechnoLawyer | Wednesday, August 23, 2017

Today's issue of TL Serendipity contains these articles:

Ken Laska, Six Tips for Using the iPad Pro in Your Law Practice

Roy Greenberg, Updates on My Use of a 10.5-Inch iPad Pro in Law Practice

Eshan Sharma, Tip: Text Messages in Windows 10 via Cortana

Leonard Benade, The Future of Legal Research

Tom Trottier, Tip: How to Use a 4K TV as a Computer Monitor

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 | Computer Accessories | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Legal Research | Monitors | TL Serendipity

Reviews of CoinBase, Telus Business Connect; Using an iPad Pro and Apple Pencil in Law Practice; Using Scans as Model Documents

By TechnoLawyer | Thursday, July 6, 2017

Today's issue of TL Serendipity contains these articles:

Neil Squillante, Review of CoinBase

Ken Laska, How I Use an iPad Pro in My Law Practice Plus Review of NoteTakerHD and Apple Pencil

Michael Osborne, Review of Telus Business Connect (RingCentral)

Douglas Thomas, Tip for Using Scans as Model Documents in Word Format

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 | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Online/Cloud | TL Serendipity

Tools of the Legal Trade: How I Work Remotely in a 12-Lawyer Firm

By TechnoLawyer | Friday, June 9, 2017

Coming today to SmallLaw: Like you, Chris Freiberg practices law in a small firm. Unlike you, he works remotely 400 miles away from the office and visits only once a year. And yet he's never out of the loop. In this issue of SmallLaw, Chris walks you through the technologies he uses to make this possible, and shares best practices on communicating with colleagues, scheduling client meetings, and using a smartphone creatively. Also, don't miss the SmallLaw Pick of the Week for tips on complying with new ABA email guidelines.

How to Receive SmallLaw
Small firm, big dreams. Written by practicing lawyers who manage successful small firms and legal technology and practice management experts who have achieved rock star status, SmallLaw provides practical advice on management, marketing, and technology issues in small law firms, as well as comprehensive legal product reviews with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles (and podcasts and videos) about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Collaboration/Knowledge Management | Coming Attractions | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Practice Management/Calendars | Privacy/Security | SmallLaw

Worldox Connect Adds Secure Document Sharing and Collaboration to Worldox

By Neil J. Squillante | Thursday, June 8, 2017

Today's issue of TL NewsWire covers a document management system with a new platform for securely sharing documents with clients and others outside of your firm (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a Mac-based document management system with new technology for sharing documents externally with clients, co-counsel, and others, interactive practical legal guides that you can customize to incorporate your firm's collective knowledge and workflows, and much more. Don't miss the next issue.

Secure document sharing with clients looks like the next big thing in legal technology thanks to more stringent ethics rules and more sophisticated clients. Ideally, moving beyond email to a more secure platform should not require your firm to overhaul its existing infrastructure and workflows — including its use of Outlook.

Worldox Connect … in One Sentence

Launched recently, World Software's Worldox Connect is a secure document sharing platform that integrates with Worldox GX4, the company's popular document management system (DMS).

The Killer Feature

Sharing one or more documents or folders begins with a right click within the Worldox client, and choosing the Send File to Worldox Connect option from the contextual menu. You then set the permissions for the items you're sharing. You can prevent or allow clients to invite others, restrict files to viewing or allow downloading, and set an expiration date. Worldox Connect uses Workshare technology, but you need not be a Workshare customer to use Worldox Connect.

Clients who receive a sharing link via email for the first time create a Worldox Connect Portal account on the web, and from there can begin collaborating with you. Collaboration tools enable clients to comment on documents and compare changes between versions.

If you allow downloads, clients can edit documents and upload a new version. Worldox notifies you of the new version, which you can bring into Worldox using the Sync File From Worldox Connect function in the same contextual menu used to initiate secure sharing. You can then make your own edits, and send this version back to the portal. At anytime, you can stop syncing and remove documents from the portal.

"There's an increasing emphasis on both collaboration and security," says World Software President Ray Zwiefelhofer. "This presents today's law firm with the challenge of implementing both in such a way that documents can be shared effortlessly while still controlling access to them and protecting the security of the internal DMS. Worldox Connect does this for law firms."

Other Notable Features

In addition to sharing documents from within Worldox, you can take advantage of Worldox Connect's Outlook integration. This works similarly to sending attachments the old fashioned way except that you attach documents directly from Worldox. This triggers the Workshare Protect panel within Outlook in which you apply the same access rights discussed above.

The documents then get moved to the Worldox Connect Portal, and the message you send contains a corresponding link. If documents don't require the security of Worldox Connect, you can instead convert Word documents to PDFs on the fly, remove the metadata from the documents, compress them into a ZIP file, and send them via email.

Worldox GX4 offers a new tool called Groups to facilitate sharing. You can create a Group for a matter or other project, and then share the Group via Worldox Connect. Group members can then share documents and collaborate.

Worldox Connect works on your iPhone and iPad too. You can share documents and access shared documents on the go by using the Workshare app in conjunction with the Worldox app.

What Else Should You Know?

No matter how you use Worldox Connect, administrative tools enable you to view an audit trail of all activity, revoke access, delete users, force password resets, etc. Shared documents reside in Amazon Web Services and are encrypted at rest and in transit. You can change datacenters and other parameters for compliance purposes. Learn more about Worldox Connect.

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: Collaboration/Knowledge Management | Document Management | TL NewsWire

SmartTask Walks You Through Legal Tasks, While SmartTask Pro Offers the Ability to Incorporate Your Firm's Own Expertise

By TechnoLawyer | Wednesday, May 24, 2017

Today's issue of TL NewsWire covers interactive practical legal guides that you can customize to incorporate your firm's collective knowledge and workflows (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a law firm website design service that includes a library of legal content to save you time, personal injury practice management software with specialized tools for tracking settlements, liens, medical records, and marketing, and much more. Don't miss the next issue.

Lawyers often perform work within their practice area but outside their comfort zone. This is especially true of junior associates. In these situations, more than two-thirds of lawyers either consult colleagues or run a Google search, neither of which is particularly efficient. Ideally, your firm should have a reference for such tasks capable of tapping into external and internal knowledge.

SmartTask and SmartTask Pro … in One Sentence

Launched recently, Wolters Kluwer's SmartTask is a growing collection of interactive practice guides, while SmartTask Pro enables you to customize these guides and create your own.

The Killer Feature

Unlike competing services, SmartTask doesn't statically list a series of steps on a web page or in a PDF. Instead, steps link to corresponding resources such as forms, government agency websites, and treatises, saving you time. You can download forms in Microsoft Word or PDF format.

SmartTask Pro takes these guides further, recognizing that every law firm's unique culture influences its work product and how it gets created. Accordingly, SmartTask Pro enables you to edit these guides to better fit your firm's workflows. For example, you may have a model document that you prefer to the one in a SmartTask guide, or you may want to add several steps and link to internal resources in your document management system or SharePoint portal.

Custom steps in an existing SmartTask guide display an icon to distinguish it from those created by Wolters Kluwer. You can also create entire SmartTask guides of your own to unlock the many informational silos that exist in your firm, and harness and share this internal knowledge in a manner that increases productivity and benefits clients.

The SmartTask Pro environment resembles a word processor with the ability to create headers, format text, and link to any reference within your firm or on the web. Organizational tools facilitate breaking up complex tasks into multiple, nested steps.

"Attorneys face increased pressure to find new ways to make their practice more efficient," says Dean Sonderegger, Vice President & General Manager, Legal Markets & Innovation. "The SmartTask Corporate Suite provides a full set of resources, including workflow tools, that enables firms to standardize common legal practices, ensuring consistency and efficiency."

Other Notable Features

For some tasks, you may only need help for a specific step. A search bar at the top of each SmartTask guide enables you to run searches. Click a search result to go directly to that step.

Each SmartTask guide is written by a practicing lawyer with applicable expertise. Currently, the SmartTask library focuses on corporate and securities law, including amending bylaws, D&O removal, D&O indemnification, forming and dissolving corporations and LLCs in various states, preparing various SEC forms, issuance of shares, dividends, redemptions, stock purchases, and transfers, and much more.

SmartTask guides in other practice areas are in the works, including cybersecurity, employment, health care, and intellectual property.

What Else Should You Know?

Wolters Kluwer has priced SmartTask and SmartTask Pro to encourage law firms to run it alongside competing solutions. Also, your summer associates can use it for free. Learn more about SmartTask and SmartTask Pro.

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: Collaboration/Knowledge Management | TL NewsWire | Transactional Practice Areas

Microsoft Launches To-Do 1.0 Plus 53 More Must-Reads

By TechnoLawyer | Monday, April 24, 2017

Coming today to BlawgWorld: Our editorial team has selected the 54 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 Jared Newman of PCWorld on winning our BlawgWorld Pick of the Week award: What's Wrong With Microsoft To-Do: 8 Things Lacking in Wunderlist's Replacement

ABBYY FineReader 14 Includes OCR, PDF, and Document Comparison Tools in One Product

The Best All-in-One Windows PCs

RIP Bob Bigelow, a True Legal Technology Pioneer

ScanSnap Cloud's New App Adds Smartphone Scanning and OCR

iThoughts: Mapping Your Thoughts Without Bullet Points (Video)

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 | Collaboration/Knowledge Management | Coming Attractions | Laptops/Smartphones/Tablets
 
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