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Reviews of Olympus Digital Recorders, Yola, RingCentral; Worldox Migration

By Kathryn Hughes | Friday, April 18, 2014

Today's issue of TL Answers contains these articles:

Gil Marquez, Review: Olympus DS-5000 and DS-7000

Michele Peters, Review: Yola (Law Firm Websites)

Philip Landsman, Review: RingCentral (Including Fax Lines)

Ron Fox, Dates in Document Names and Our Migration to Worldox

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: Coming Attractions | Desktop PCs/Servers | Document Management | Email/Messaging/Telephony | Law Firm Marketing/Publications/Web Sites | TL Answers

NetDocuments ndOffice: Read Our Exclusive Report

By Neil J. Squillante | Thursday, April 17, 2014

Today's issue of TL NewsWire covers a cloud document management system that works from within Microsoft Office (see article below), a video hosting service, deposition transcript management and video editing software, and an iPad note-taking app. Don't miss the next issue.

CLOUD DOCUMENT MANAGEMENT INSIDE MICROSOFT OFFICE

Lawyers feel conflicted about document management systems. On the one hand, they recognize the advantages such as client/matter organization, document profiles, versioning, and the elimination of lost documents. Furthermore, cloud document management systems facilitate access to documents from anywhere. On the other hand, lawyers dislike having to check documents in and out.

NetDocuments ndOffice … in One Sentence

Launched this week, NetDocuments ndOffice (ndOffice) is a free add-on that integrates the NetDocuments cloud document management system into Microsoft Office.

The Killer Feature

The company refers to ndOffice as an "invisible" document management system because it eliminates the need to check Microsoft Office documents in and out of NetDocuments.

Instead, ndOffice embeds all of NetDocuments' core functionality into Microsoft Office. This means you start and finish your work within Office, not in NetDocuments. However, all Microsoft Office documents reside in NetDocuments rather than on your local hard drive, making them available on all your devices and to all your colleagues.

For example, when you save a new document, Word's regular Save function saves your document into NetDocuments. The Save As function automatically creates a new version of a document in NetDocuments so that you can preserve prior versions. Behind the scenes, ndOffice automatically checks documents into and out of NetDocuments with an audit trail as you open and close them respectively.

Other Notable Features

ndOffice adds a number of functions to Microsoft Office's Ribbon. These enable you to create document templates, fill in document profiles, search for documents, access matter folders and client workspaces, save email messages and attachments from Outlook, and more.

"ndOffice brings document management inside Word, Excel, and PowerPoint to offer end users an integrated and seamless experience," NetDocuments VP of Marketing and Product Management Leonard Johnson told us. "With no more switching back and forth between these applications and a web browser, users can now manage versions, apply profile and security templates, open recent documents, and perform global searches from within Microsoft Office. ndOffice's ability to invisibly save documents to our multi-user, multi-tenant, secure cloud service is an unprecedented convenience."

What Else Should You Know?

ndOffice works with Microsoft Office 2010 and 2013 regardless of whether you licensed it the old fashioned way or subscribe via Office 365. ndOffice is available free of charge to all NetDocuments customers. NetDocuments costs $20, $30, or $38 per user per month for the Basic, Professional, and Professional+ plans respectively. Learn more about NetDocuments ndOffice.

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: Business Productivity/Word Processing | Document Management | Online/Cloud | TL NewsWire

iPad as Laptop Replacement; Don't OCR Pleadings; Document Naming; Defending ScanSnap; Word Paragraph Numbering Tip

By Kathryn Hughes | Thursday, March 27, 2014

Today's issue of TL Answers contains these articles:

William Anderson, The iPad as a Laptop Replacement for Lawyers

E. M. Osborne, Tip: Don't OCR Pleadings; Use This Method Instead

Keith Allen, A Battle Test Method for Document Naming

Jim Cronin, In Defense of Fujitsu Scanners and Software

Tim Callins, Tip: Resume Paragraph Numbering in Word After a Block Quote

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 | Coming Attractions | Copiers/Scanners/Printers | Dictation/OCR/Speech Recognition | Document Management | Laptops/Smartphones/Tablets | Legal Research | Litigation/Discovery/Trials | TL Answers

Android Rant; Best Email Archiving Method; WinZip Pro Discount; Prime iPad Real Estate

By Kathryn Hughes | Friday, March 21, 2014

Today's issue of Fat Friday contains these articles:

Timothy Morgan, An Android Rant (for A Change)

Charles Zimmerman, The Best Email Archiving Method

Manning Huske, WinZip Pro Discount Tip

John Ellis, Caselinq Launches

Question Of The Week: Which Non-Apple IPad Apps Have Earned Prime Real Estate?

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 | Coming Attractions | Document Management | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Utilities

Equipping a Midsize Law Firm; Synchronizing Email; Multiple Monitors; Date Created; Three New Questions

By Kathryn Hughes | Thursday, March 20, 2014

Today's issue of TL Answers contains these articles:

Mark Chernoff, Equipping a Midsize Law Firm

Aaron Craft, Tip: How to Synchronize Your Email Across All Your Devices

Andrew Willinger, How to Bring Your Email Into the 21st Century

D. Paul Dalton, How Multiple Monitors Work

John Peters, Try Date Created Work for Your DIY Document Management System

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 | Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Document Management | Email/Messaging/Telephony | Monitors | Networking/Operating Systems | Practice Management/Calendars | TL Answers

Primafact: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 19, 2014

Today's issue of TL NewsWire covers software that helps litigation boutiques and practice groups organize all case-related documents (see article below), note-taking software from Microsoft for the Mac, transcript management software, and trial management software. Don't miss the next issue.

THE PAPERLESS LITIGATION PRACTICE BECOMES A REALITY

For decades, litigators and their teams have organized case-related documents in specialized binder systems from the likes of Bindertek and Redweld. While excellent in their heyday, these paper-based organizational systems have serious drawbacks today. If opposing counsel has gone paperless and you haven't, it's like trying to win a race against a 2014 Ferrari California with a 1966 Ferrari California.

Primafact … in One Sentence

Sandcat Software's Primafact is litigation-specific paperless office software designed to give you immediate access to case documents.

The Killer Feature

Litigation always consists of a mix of your work product, evidence, legal research, and records such as court orders and correspondence. While the amount of paper has diminished, it hasn't disappeared.

Primafact integrates with software such as Outlook and connects to scanners so that you can keep all litigation documents in the software for immediate, portable access.

Primafact's workflows aim to address the two chief problems that prevent law firms from going paperless — unreliable document input and poor interface design.

Primafact works as fast as your scanner to address the first hurdle. Thanks to direct routing, your staff can name, tag, and file scanned and imported documents into the appropriate matter. This ensures that Primafact contains all case-related documents.

A binder-style interface makes the software seem familiar to those still using the paper-based systems noted above. Primafact also features Google-style searching for those more comfortable with searching rather than browsing. You can take a case file from Primafact with you on a laptop and use it offline in settings such as airplanes and courtrooms. You can synchronize any changes when you return to your office network.

Other Notable Features

To facilitate full-text searching, Primafact has built-in OCR technology for your scans. The ability to add non-destructive annotations to documents in Primafact further enhances the search functionality.

Within a matter, you can create special-purpose binders such as for a brief, deposition, settlement meeting, trial, etc. that contain only the pertinent documents. The "Publish" feature enables you to share one or more documents, including special-purpose binders, with third parties.

"Going paperless is a fundamental shift for a document-heavy litigation practice," Sandcat Software CEO Karim Jinnah told us. "Primafact's comprehensive approach ensures that staff can easily capture and organize documents. The big payback is instant access to your case documents."

What Else Should You Know?

Primafact runs on Windows. Companion apps for the iPad and for Windows 8 tablets are in beta testing. Learn more about Primafact.

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: Document Management | Litigation/Discovery/Trials | TL NewsWire

PDF OCR Tip; Automating a 25-Lawyer Firm; Review of Directory List & Print; NSA; Microsoft Word; Email Syncing

By Kathryn Hughes | Thursday, March 13, 2014

Today's issue of TL Answers contains these articles:

Joshua Gordon, How to OCR Only Part of a Page in a PDF Scan

Michael O'Neill, What It Costs to Automate a 25-Lawyer Firm

Michael Flanagan, Review: Directory List & Print

Mark Olberding, Embrace Your Insecurity (Don't Fear James Bond)

Harold Dye, More Reasons Why Law Firms Use Word Despite Its Flaws

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 | Coming Attractions | Consultants/Services/Training | Desktop PCs/Servers | Document Management | Privacy/Security | TL Answers | Utilities

Tabs3 and PracticeMaster Version 17: Read Our Exclusive Report

By Neil J. Squillante | Friday, March 7, 2014

Today's issue of TL NewsWire covers a billing and practice management system with a new document management component (see article below), an iPhone contacts automation app, backup software for popular cloud storage services, and speech recognition software. Don't miss the next issue.

MANAGING YOUR PRACTICE INCLUDES MANAGING YOUR DOCUMENTS

It may seem to you like your law firm is organized until you take a step back to realize it's an illusion. This is especially true of so-called document management systems, most of which rely on a combination of Windows Explorer and rules for how to name documents and where to store them that everyone in your firm follows — except when they don't.

Tabs3 and PracticeMaster Version 17 … in One Sentence

Launched last month, Tabs3 and PracticeMaster Version 17 is integrated practice management and billing software with a new document management component.

The Killer Feature

A slew of products claim to have document management but really don't. Classic document management software eliminates human error and saves time through automation.

For example, every document stored in PracticeMaster has a corresponding Document Management Record containing the client, matter, document type, and other fields of your choosing. These profiles enable you to find every brief, contract, deposition, etc. associated with a specific matter. PracticeMaster also provides full-text searching.

You can automatically save documents from Microsoft Office (including email and their attachments). PracticeMaster automatically names and saves these documents using the policies you specify during setup. You can also bulk import documents during the setup process. The Verify Documents utility identifies documents that have moved or been renamed, possibly incorrectly.

When someone edits a document, you can require them to check it out, which prevents others from editing it. You can also have the software nudge people to check in a document after a specified period of time. Upon check in, PracticeMaster can create a new version. Document comparison technology enables you to generate a redline. Every document has a "History" so that you can see who accessed it and when.

Because PracticeMaster's document management system resides in the same software as the Tabs3 billing system, you can create a time entry from a Document Management Record.

"Law firms that use version 17 of Tabs3 and PracticeMaster will appreciate how easily they can organize their documents and other information, bill for their work, and present it in a manner their clients can understand," Software Technology President Dan Berlin told us.

Other Notable Features

Continuing with the theme of automation, PracticeMaster's new QuickViews enable you to more easily find information in all areas of the software by creating filters. For example, when viewing contacts, calendar events, documents, etc. a QuickView might list only those items associated with a specific practice area. At the bottom of every list of records you'll find Smart Tabs for filtering your list even further. You can save QuickViews and Smart Tabs, customize their colors, and share them with others in your firm.

Long known for handling virtually any billing scenario, Tabs3 has enhanced its Split Billing for situations in which two or more clients pay for a matter. Now you can split hours and have the amounts calculated based on predefined rates, use percentages with up to four decimal places to round fees with more precision, display either the pre-split or post-split value on statements along with a summary of what was split, and much more.

What Else Should You Know?

Notwithstanding its new document management functionality, PracticeMaster also features tight integration with Worldox GX3. In all, PracticeMaster and Tabs3 contains more than 100 new features and improvements to existing features. Learn more about Tabs3 Software Version 17.

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 | Document Management | Practice Management/Calendars | TL NewsWire

Reviews of LogMeIn Pro, DS5000; iPad Remote Control; Outlook Add-Ons for Client Email; Date Modified Traps

By Kathryn Hughes | Thursday, March 6, 2014

Today's issue of TL Answers contains these articles:

Maxine Aaronson, Review: LogMeIn Pro Plus iPad Remote Access

Neal Frishberg, Review: Olympus DS5000

Richard Schafer, The Case for Outlook Add-Ons That Save Client Email

Philippe Doyle Gray, Another Date Modified Trap

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: Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Networking/Operating Systems | TL Answers

Essential Software for Law Firms on a Tight, Moderate, or Large Budget Plus Picking Partners

By Kathryn Hughes | Wednesday, March 5, 2014

Coming today to SmallLaw: Many lawyers dream of the starting their own law firm. When they take the plunge, they tend to have one of three types of budgets for software — tight, moderate, or large. In this issue of SmallLaw, legal technology consultant Jack Schaller discusses the six essential categories of software for law firms, and then makes recommendations for each of these three budgets. His advice isn't just for startup law firms, but also for established firms that have outgrown their software. Also, don't miss the SmallLaw Pick of the Week for tips on how to pick partners when starting or growing a law firm.

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: Accounting/Billing/Time Capture | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Document Management | Online/Cloud | Practice Management/Calendars | SmallLaw
 
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