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My DIY Document Management and Client Portal Suite; Why I Won't Buy Another Surface Pro; Four Criteria for Choosing Document Assembly Software

By Kathryn Hughes | Wednesday, October 26, 2016

Today's issue of TL Serendipity contains these articles:

Ramon Vinas, My DIY Document Management And Client Portal Suite: Reviews Of Google Drive, Storage Made Easy, Mover, Spinbackup

Merlin Lester, Why I Won't Buy Another Microsoft Surface Pro

Bob Christensen, Four Criteria For Choosing Document Assembly Software

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: Automation/Document Assembly/Macros | Backup/Media/Storage | Coming Attractions | Document Management | Laptops/Smartphones/Tablets | TL Serendipity | Utilities

Lexis Search Advantage Adds Intelligence to Your Firm's Work Product

By Neil J. Squillante | Friday, October 14, 2016

Today's issue of TL NewsWire covers software that makes it easier to mine your firm's work product for model documents (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a new Android and iOS app for a popular practice management system, a virtual desktop service with two factor authentication, a new practice management app that launched after five years in development, case analysis software, and much more. Don't miss the next issue.

In the 1990s, document management systems revolutionized law practice. Not only could you collaborate on documents more efficiently, but you could also save time on new documents by leveraging your firm's body of work. Today's faster-paced world demands more sophisticated tools than these brute force searches through your archives. Time for another revolution.

Lexis Search Advantage … in One Sentence

Recently updated, Lexis Search Advantage is an enterprise search add-on that enhances your firm's work product with search, legal research, and drafting tools.

The Killer Feature

Lexis Search Advantage is powered by a combination of proprietary LexisNexis technology and IBM's Watson Explorer, a search platform capable of interpreting large data sets such as your firm's documents. As a result, Lexis Search Advantage can identify specific elements in the documents it searches.

For example, suppose you want to search for a legal issue in a litigation matter. You can use either a natural language search or traditional terms and connectors. And suppose your search results contain several briefs from your firm's archives. Below each brief, you'll find a Shepard's scorecard alerting you to potential problems with one or more citations in the document. These real-time Shepard's signals are always up-to-date thanks to integration with Lexis Advance.

When you open a brief, you'll find a living document. A panel along the left side lists all citations, judges, lawyers, experts, and companies within the document. The same real-time Shepard's signals are here too. Click on a citation to read that case. You can also find other documents created by your firm that cite the same case.

Click on the name of a judge, expert, or lawyer, and thanks to the new integration with LexisNexis Litigation Profile Suite you can learn more about that person and their experience. For example, charts show you how a judge has ruled on motions, the types of cases that comprise their docket, etc.

Other Notable Features

Lexis Search Advantage offers similar tools for transactional lawyers. You can search generally for transactional documents or run special searches for a Clause Title or Defined Term. The contextual snippets in the search results help you zero in on model documents. Within a document, the panel on the left side lists all sections, clause titles, and defined terms, enabling you to quickly navigate lengthy documents. You can copy a clause or defined term to your clipboard to use in the document you're drafting.

Searches often require refinement. Lexis Search Advantage enables you to refine searches. Refinements from your own document management system include authors, clients, date range, document type, and user tags. Lexis Search Advantage provides additional legal-centric refinements such as citations, jurisdictions, governing law, experts, judges, etc. When you perfect a search, you can save it in a public or private folder.

Because your colleagues don't always assign document types consistently, you can use Lexis Search Advantage's algorithm to automatically assign the document type in accordance with your firm's standard nomenclature.

"Lexis Search Advantage is a great example of the LexisNexis strategy of providing lawyers with technologies that help them work more efficiently," LexisNexis North American Research Solutions managing director Sean Fitzpatrick told me.

What Else Should You Know?

Lexis Search Advantage scales to accommodate any size document collection. One large law firm uses it with upwards of 40 million of its documents. Instead of using Watson Explorer as the search engine, you can alternatively use OpenText (formerly Recommind) or SharePoint. Learn more about Lexis Search Advantage.

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 | Legal Research | TL NewsWire

Free Research Reports for Lawyers and Others in the Legal Industry

By Neil J. Squillante | Monday, October 3, 2016

TechnoLawyer Library houses our growing collection of free research reports in PDF format. Reports of this caliber usually cost a fortune, but TechnoLawyer members can download all of them for free. TechnoLawyer membership is also free. Below you'll find links to selected research reports. Click any link to get started.

Lawyer's Guide to a Well-Appointed iPad (Third Edition)

The Egg Theory: What Clients Really Want From Their Lawyers

Why Lawyers Need Not Fear Disruption

Three Common Productivity Tasks That an iPad Performs Better Than a PC

Chill, Grill, and Bill: Summertime Gadgets for Summer-Loving Legal Professionals

TechnoLawyer Demographics 2014

LitigationWorld Quick Start Guide to Mastering Ediscovery

TL Research Buyer's Guide to Legal Billing Software

Can Microsoft Win the Legal Industry's Mobile Race?

TL Research Buyer's Guide to Outlook Add-Ons for Law Firms

TL Research Buyer's Guide to Document Management Systems for Law Firms (Second Edition)

Topics: Accounting/Billing/Time Capture | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Practice Management/Calendars | TechnoLawyer | TechnoLawyer Library | Technology Industry/Legal Profession | TL Research

Dropbox Pros and Cons; Review of Dropbox + Viivo; Review of OneDrive

By Kathryn Hughes | Friday, August 19, 2016

Today's issue of TL Serendipity contains these articles:

Bobby Abrams, Preventing Deleted Dropbox Files From Reappearing

David O'Connell, Review Of Dropbox + Viivo Plus Thoughts On Practice Management Software

Jerald Stein, Review Of OneDrive

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

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Document Management | Online/Cloud | TL Serendipity

Equipping the High Volume, Low Margin Law Practice; Reviews of Dragon for Mac and CrashPlan; Security Tip for the Paranoid

By Kathryn Hughes | Friday, July 22, 2016

Today's issue of TL Serendipity contains these articles:

Aaron Zimmerman, The Software And Hardware Behind Our High Volume, Low Margin Law Practice

Brad Pearce, Reviews Of Dragon For Mac And CrashPlan

John Ahern, Security Tip For The Paranoid

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: Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Law Office Management | Litigation/Discovery/Trials | Monitors | Privacy/Security | TL Serendipity

MetaJure ILLUMINATE Seeks to Become Your Document Management System's BFF

By Neil J. Squillante | Wednesday, July 20, 2016

Today's issue of TL NewsWire covers knowledge management software designed to supplement your document management system (see article below), a Microsoft Word add-in with tools for drafting and proofreading contracts, a rear camera system with an accompanying smartphone app for older cars, and an iPhone app to help you achieve goals. Don't miss the next issue.

In theory, a document management system should contain all the content in your law firm, including email. In practice, this goal remains elusive. Accordingly, your firm would benefit from a tool that can find documents outside of your document management system.

MetaJure ILLUMINATE … in One Sentence

Launched this month, MetaJure ILLUMINATE is knowledge management software designed to supplement a document management system.

The Killer Feature

"In most firms, more than 50% of their knowledge is stuck in email and file shares that never make it into the document management system," MetaJure President & CEO Rob Arnold told me. Arnold and his team refer to this content as "dark data" because lawyers and staff often have trouble finding it or forget it exists.

ILLUMINATE connects to the repositories of dark data such as the firm's Exchange server and your assistant's hard drive. It also connects to popular document management systems such as iManage and Worldox. Connecting these data sources doesn't require any changes to your firm's infrastructure according to Arnold. Built-in OCR technology makes scanned documents searchable.

Once up and running, ILLUMINATE enables you to search all of your firm's accumulated knowledge from one screen. "With ILLUMINATE, firms can finish the job their document management system started and unify 100% of their knowledge into a single system that's as easy to use as Google," adds Arnold. "Firms can cost-effectively unlock email and legacy repositories, discovery files, and other sources of structured or unstructured data. That's their competitive advantage."

Other Notable Features

As Arnold notes, ILLUMINATE offers a Google-like search box that you access in a web browser. ILLUMINATE supports Boolean operators, wildcards, fuzzy searches, and proximity searches. However, most customers use natural language searches because of ILLUMINATE's algorithm and relevancy ranking. This technology removes duplicates from search results, and understands both context and content. For example, if you represent the Port Authority Trans-Hudson (PATH) and search for "path agreement," ILLUMINATE ignores generic uses of the word "path."

Along the left side, three filters enable you to narrow your searches by source, file type, and date. Search results display the document path for quick access to any folder. The built-in document viewer supports many file types and highlights your search terms. From the document viewer, you can open a document in its native application. If necessary for discovery or other purposes, you can export all the documents listed in the search results with one click.

The Sharing Center in ILLUMINATE enables users to share documents and email with individuals or groups. A dashboard displays the percentage of sharing taking place. Regarding security and privacy, ILLUMINATE honors any restrictions already in place. Additionally, you can create rules that limit users to specified data sources and create ethical walls when necessary.

What Else Should You Know?

You can deploy ILLUMINATE in your firm on your own server or on the private MetaJure cloud. MetaJure recently partnered with LexisNexis for its hosting service. Pricing for ILLUMINATE starts at $2,500 per year. Learn more about MetaJure ILLUMINATE.

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 | Coming Attractions | Document Management | TL NewsWire

The Lie of Technology; Email and Security at My Law Firm; Why Our Law Firm Provisions 2 Monitors Per Person; Much More

By Kathryn Hughes | Friday, July 8, 2016

Today's issue of TL Serendipity contains these articles:

David O'Connell, The Lie Of Technology And Productivity Plus

Email And Security At My Law Firm

Carol Baker, Why Our Law Firm Provisions 2 Monitors Per Person

Burton Bruggeman, How To Use A ScanSnap S510 With Windows 10

Jerald Stein, Great TechnoRelease But This Feature Isn't Exclusive

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 | Backup/Media/Storage | Coming Attractions | Copiers/Scanners/Printers | Document Management | Email/Messaging/Telephony | Monitors | Online/Cloud | Practice Management/Calendars | Privacy/Security | TL Serendipity

Dropbox Project Infinite Controversy Plus 58 More Must-Reads

By Kathryn Hughes | Wednesday, June 1, 2016

Coming today to BlawgWorld: Our editorial team has selected and linked to 59 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.

Six Software Platforms Worth Investing In

Cloud-Based Subscription Software or Desktop Version?

Review: iAnnotate (Video)

A Cure for Digital Addicts' "Text Neck"?

Dinner is Shipped

Congratulations to Mariella Moon of Engadget on winning our BlawgWorld Pick of the Week award: Dropbox Project Infinite Controversy

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 | Entertainment/Hobbies/Recreation | Laptops/Smartphones/Tablets | Online/Cloud | Technology Industry/Legal Profession

Review of TrialWorks; Tables of Contents Tips; Filing Client Email in Active and Closed Matters

By Kathryn Hughes | Friday, May 13, 2016

Today's issue of TL Serendipity contains these articles:

David Rapoport, Review Of TrialWorks

Tom Trottier, Tips For Creating A Table Of Contents In Word

Fredric Gruder, How I File Client Email For Active And Closed Matters

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

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Coming Attractions | Document Management | Practice Management/Calendars | TL Serendipity

BlueStylus Seeks to Offer the Best Value in Cloud Billing Software

By Neil J. Squillante | Friday, May 6, 2016

Today's issue of TL NewsWire covers cloud billing software that might have the lowest price in its category (see article below), a service that enables you to connect cloud apps to create automated workflows, a social media scheduling app, and an iOS calendar app. Don't miss the next issue.

When law firms look at their credit card statements, they see an increasing number of software subscriptions, one of which never comes under scrutiny — their Exchange email service. For this reason, when law firms consider adding another app to their workflow, they ask, "How much will it cost, and will it integrate with my email?"

BlueStylus … in One Sentence

Launched recently, BlueStylus is cloud billing software that also offers document sharing and email integration at a comparatively low price of $7 per user per month without an annual contract commitment.

The Killer Feature

BlueStylus connects directly to your inbox or any other folder in your Exchange email account. Once connected, it can automatically file your incoming and outgoing email and attachments in the corresponding matter.

This works by placing the matter number in the subject line or anywhere else in an email message. BlueStylus recognizes this matter number and files your message and any attachments. It then captures all future replies related to this initial message. You can also manually file email messages that don't have an embedded matter number.

Other Notable Features

Upon logging into your account, the main Dashboard lists key performance indicators such as revenue, matter distribution, a summary of billings per timekeeper, etc. You can drill down into any of these items.

The intake process for new matters automatically checks for conflicts and saves a report if needed someday. Along with your email, BlueStylus stores documents. You can see who uploaded a document and when. Other practice management features include automated workflows for sequential tasks that notify the next person in line, a calendar for matter-related events, and a client portal for securely sharing documents with clients.

Matters and timekeepers can have default billing rates. You enter time by using the timer or the quick entry form at the top of the Time dashboard. Either way, you can add a note to your time entries in addition to a billing code. The Time dashboard also lists your unbilled time such as events on the calendar, completed tasks, etc.

In accordance with your internal controls, invoices can require several approvals before they're printed or emailed. An interactive Aging Report enables you to email delinquent clients. When you get paid, you apply the payment so that BlueStylus matches your accounting system.

What Else Should You Know?

BlueStylus has an on-boarding process that walks you through all the key settings such as your firm name and logo, users and their billing rates, the invoice template you want to use, billing codes (UTBMS is an option), email credentials for sending invoices (works with any email address), active matters, etc. BlueStylus works in all desktop browsers. A mobile app for iOS and Android enables you to use BlueStylus on the go. Learn more about BlueStylus.

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 | TL NewsWire
 
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