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Review of Lookeen Plus 78 More Must-Reads

By Kathryn Hughes | Monday, August 24, 2015

Coming today to BlawgWorld: Our editorial team has selected and linked to 79 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.

All Mac Law Office Part 1

All Mac Law Office Part 2

Choosing a Cheap Laptop to Fit Your Needs

2015 ABA Tech Survey on iOS Usage

Congratulations to M. David Stone of PCMag.com on winning our BlawgWorld Pick of the Week award: Review of Lookeen (Desktop and Outlook Search)

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession (e.g., monitors, smartphones, scanners, the iPad, and more). 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. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Document Management | Laptops/Smartphones/Tablets | Networking/Operating Systems | Technology Industry/Legal Profession

Reviews of Chrometa; Jabra GN9350, Dragon Remote Microphone, Brother 7820N; Canon DR-C225; Outlook-Acrobat Integration

By Kathryn Hughes | Thursday, August 6, 2015

Today's issue of TL Answers contains these articles:

Mark Olberding, Review: Chrometa

Paul Harte, Review: Jabra GN9350; Dragon Remote Microphone

Bobby Abrams, Review: Brother 7820N Printer; Canon DR-C225 Scanner

Robin Meadow, Clarification: Outlook 2013 and Acrobat XI Integration

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

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

Topics: Accounting/Billing/Time Capture | Coming Attractions | Copiers/Scanners/Printers | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | TL Answers

Smokeball: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, July 29, 2015

Today's issue of TL NewsWire covers a practice management system that integrates with Microsoft Word for document assembly and Microsoft Outlook for email (see article below), an iPhone app that enables you to chat using email, a budget Android smartphone, and a dashboard for iPhone and Apple Watch. Don't miss the next issue.

WHAT SMALL LAW FIRMS REALLY WANT FROM PRACTICE MANAGEMENT

Even small law firms have many moving parts. This explains the word "system" in the term "practice management system." When shopping for these products, lawyers don't just want features. They want integrations and help setting up and using the integrations. In short, they want a "system," not just an app.

Smokeball … in One Sentence

Launched recently, Smokeball is a practice management system with integrated document assembly, document management, and email, as well as accompanying setup and training.

The Killer Feature

Smokeball integrates with Microsoft Outlook and Word via add-ins. For example, using client and matter data in Smokeball, you can auto-populate a Word template. Smokeball saves the draft and final document in the applicable matter after which you can email it to your client via Outlook. Smokeball likewise stores this email message and all future related email and attachments automatically.

"Smokeball integrates case management with sophisticated document automation," Smokeball president Jane Oxley tells us. "This means that while we help small law firms get more organized, we also genuinely empower them to get more done every day.

Other Notable Features

Every matter in Smokeball has an associated Matter Screen, a dashboard listing a snapshot, recent documents and email, upcoming appointments and tasks, and notes. Each Matter screen displays different information specific to the type of case. Smokeball offers a variety of matter layouts that get added to your account at the time of setup. For example, the snapshot for a real estate matter can list the buyer, seller, and property details. Meanwhile, a criminal DUI matter can list key information such as arresting officer, blood alcohol level, ticket numbers, and prior convinctions. You can drill down from a Matter Screen to whatever you need.

The document assembly templates in Smokeball can generate any type of document — agreements, briefs, court forms, deeds, letters, trusts, etc. The company helps you set up your first 15 templates. During this process, you learn how to create your own so that you can continue to build your library.

In addition to storing all documents it helps you create, Smokeball can store all your firm's other documents too. You can import entire folders or one document at a time. You can also scan directly into Smokeball through its integration with ScanSnap scanners.

Similarly, Smokeball can save email that originated in Outlook. You tag the email thread with the appropriate matter after which these messages and attachments appear in Smokeball along with threads that you began in Smokeball. As with email, Smokeball's calendars and tasks also integrate with Outlook via the add-in. This enables you to enter appointments and tasks just once in either application.

Other features include contact management, full-text search, and document versioning so you can revert to earlier versions.

What Else Should You Know?

Smokeball runs as a Windows desktop application with your data synced to Smokeball's cloud, enabling you to access your account from any PC as well as from your iPhone and iPad via the free iOS app. With Smokeball's cloud serving as your back end, you don't need a server in your office. Smokeball costs $69 per user per month. The cost of setup and training depends on the size of your firm. Learn more about Smokeball.

How to Receive TL NewsWire
So many products, so little time. In each issue of TL NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The newsletter's innovative articles enable lawyers and law office administrators to quickly understand the function of a product, and zero in on its most important features. The TL NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Document Management | Email/Messaging/Telephony | Practice Management/Calendars | TL NewsWire

Hidden Gems in Document Management Systems Plus Facebook Advertising Campaigns

By Kathryn Hughes | Friday, July 17, 2015

Coming today to SmallLaw: In this issue of SmallLaw, legal technology consultant Jack Schaller continues his series on hidden gems in modern legal software. This time he discusses five time-saving tools in modern document management systems. You'll learn how to eliminate duplicate documents that result from email attachments, automate the storage of incoming and outgoing invoices, receive alerts when documents change, and much more. Also, don't miss the SmallLaw Pick of the Week to learn how to use targeted advertisements on Facebook.

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: Coming Attractions | Document Management | SmallLaw

Review of Worldox; Consultants Versus Technical Support; Calculating Judgment Balances

By Kathryn Hughes | Thursday, July 2, 2015

Today's issue of TL Answers contains these articles:

Cynthia Zook, Review of Worldox: Document Types, Customization, and More

Colleen Heine, Certified Consultants Versus Technical Support

Robert Price, Tip: Calculating Judgement Balances

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

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

Topics: Accounting/Billing/Time Capture | Coming Attractions | Consultants/Services/Training | Document Management | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Answers

Battle Tested Backup Plan for Law Firms; Integrating PCLaw and Time Matters; Paragraph Numbering in Word; Review of Everything

By Kathryn Hughes | Friday, June 26, 2015

Today's issue of TL Answers contains these articles:

Karen McCormick, A Battle Tested Backup Plan for Law Firms

Caren Schwartz, Tips for Integrating PCLaw and Time Matters

Terese Driscoll, Simple Paragraph Numbering in Word (Yes It's Possible)

Tom Trottier, Review: Everything for Filename Searches

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

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

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Document Management | Practice Management/Calendars | TL Answers

SWING Porter for Outlook: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, June 24, 2015

Today's issue of TL NewsWire covers an Outlook add-on that exports messages and attachments into PDF format for document management and other purposes (see article below), a legal research service with a new online publishing tool for showcasing your legal expertise, an e-ink reader with a high-resolution display, and a WiFi security camera. Don't miss the next issue.

AN ADD-ON FOR OUTLOOK'S MISSING PDF EXPORT

Many of email's pain points no longer exist thanks to accounts accessible from multiple devices, push notifications, robust searching, and effective spam filters. However, one pain point remains for lawyers in particular -- getting email messages and attachments out of Outlook and into PDF format for archiving purposes, ediscovery, and sharing with clients.

SWING Porter for Outlook … in One Sentence

Launched recently, SWING Porter for Outlook is an add-on that automates exporting email from Outlook and converting it into PDF format.

The Killer Feature

SWING Porter for Outlook resides on the Outlook Ribbon after installation. If you have many users, you can also perform a network installation of the software. Once installed, you can export one or more messages, folders, etc. In addition to exporting email messages and their attachments to multiple PDF files, you can also export to PDF Binders or PDF Packages.

When you create a PDF Binder, SWING Porter for Outlook converts all the email messages or folders you select into a single PDF file. Inside, a table of contents mimics your organizational structure in Outlook's Navigation Pane. "In this way, you can conveniently create an electronic closing binder with just one click on the SWING Porter for Outlook export button," SWING CEO David Jakelic tells us.

A PDF Package provides an alternative method of saving multiple email messages and attachments in a single PDF file. Each message exists as an attachment within a PDF Package. A built-in navigation pane enables you to browse, search, and sort these messages by date, sender, etc. "Coupled with the ability to import Office and other types of documents, a PDF Package provides an ideal way to save your client matter data all in one place," says Jakelic.

Other Notable Features

Dynamic Conversion Profiles enable you to apply different conversion settings to each PDF export. The default profiles should cover "90% of use cases" according to Jakelic, but you can customize these defaults or create entirely new profiles. Settings include the context in which a profile should appear (e.g., single message selected, folder selected, etc.), the format of the export (multiple PDF files, Binder, or Package), the file naming convention, and the destination for the file.

File names can match whatever system your firm uses thanks to the ability to create a formula from all the data fields available in Outlook. For example, you can use date and time sent or received, the sender and/or recipient's name, the name of the folder in which the message resides, etc.

Instead of manually invoking SWING Porter for Outlook, you can automate exports by setting up a rule on a timed schedule.

What Else Should You Know?

SWING Porter for Outlook starts at $99 per user. Volume discounts exist. For example a 5-user pack costs $420. A license includes all updates for the current version and email support. You can try the software for free. Learn more about SWING Porter for Outlook.

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: Coming Attractions | Document Management | Email/Messaging/Telephony | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Legal Research | Privacy/Security | TL NewsWire

Reviews of Dragon, Tabs3 Connect, Everything; Surface Pro at Trial; Storing Client-Related Email

By Kathryn Hughes | Thursday, June 11, 2015

Today's issue of TL Answers contains these articles:

Roy Greenberg, Review of Dragon NaturallySpeaking Plus Headsets

Donald Coker, Review: Tabs3 Connect for Mobile Time Entry

Miriam Jacobson, Storing Client-Related Email; Review of Everything

Nancy Chausow Shafer, Using a Surface Pro 2 at Trial

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

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

Topics: Accounting/Billing/Time Capture | Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Laptops/Smartphones/Tablets | Presentations/Projectors | TL Answers

Review of QuickFile 5 and SimplyFile 5 Plus Better Introductions

By Kathryn Hughes | Monday, May 18, 2015

Coming today to SmallLaw: New Jersey lawyer Ed Zohn is an aficionado of both Outlook and document management so we asked him to write a comparative review of QuickFile 5 and SimplyFile 4. These Outlook add-ons enable you to file incoming and outgoing email into the correct folder with one click. Ed covers setup, core functionality, and pricing. He also explores advanced features such as snoozing an email message to make it disappear until a later time. Don't miss Ed's verdict. Also, don't miss the SmallLaw Pick of the Week for nine tips on how to write introductions that keep readers engaged.

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: Coming Attractions | Document Management | Email/Messaging/Telephony | SmallLaw | Utilities

Reviews of PracticeMaster and Tabs3, Cleanup Duplicate Contacts; Windows Desktop Search; Acrobat and Outlook Integration

By Kathryn Hughes | Thursday, May 7, 2015

Today's issue of TL Answers contains these articles:

Ken Laska, Review: PracticeMaster and Tabs3

Brian Peterson, Windows Desktop Search Tips

Colleen Heine, Review: Cleanup Duplicate Contacts

Scott Collins, Acrobat and Outlook No Longer Integrate

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

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

Topics: Accounting/Billing/Time Capture | Coming Attractions | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Networking/Operating Systems | Practice Management/Calendars | TL Answers
 
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