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LegalWorks: Read Our Exclusive Report

By Neil J. Squillante | Thursday, April 9, 2015

Today's issue of TL NewsWire covers a cloud document management system that integrates with Microsoft Outlook for email capture (see article below), a utility for organizing your desktop, a SharePoint add-on for creating customized notifications, and an app to feed your need for more apps. Don't miss the next issue.

A NEW OUTLOOK ON DOCUMENT MANAGEMENT

Document management seems more like an aspiration in many law firms rather than a reality. In particular, email has become an important if not the most important document type. Some law firms just resign themselves to email being in a silo, whereas others engage in a lot of manual labor to save relevant email messages and attachments in client/matter folders on a file server alongside related documents. Law firms clearly need a better solution.

LegalWorks … in One Sentence

Uptime Legal's LegalWorks is a cloud document management system that includes email via integration with Outlook.

The Killer Feature

Regardless of whether you use Office locally or virtually, the LegalWorks Outlook add-on brings email into the document management fold. Once installed, the add-on displays your LegalWorks matters in a pane on the right side of Outlook. When you drag and drop email messages into a folder, they remain in Outlook but also become available in LegalWorks — including any attachments.

The Outlook add-on also synchronizes your Outlook calendars with the firm-wide calendar in LegalWorks. Later when using LegalWorks you'll find all the email and calendar events related to a client and matter alongside other related data such as documents, notes, and tasks.

"LegalWorks was developed to fill the void expressed by our law firm clients, Uptime Legal CEO Dennis Dimka tells us. "The Outlook add-in helps legal professionals keep all of their documents, including email, in organized client and matter folders."

Other Notable Features

Because of its modern HTML5 underpinnings, LegalWorks runs within any desktop or mobile browser. Also, it functions like desktop software. For example you need not download Microsoft Word and other documents before working on them. Instead, just locate a document in LegalWorks, open it, work on it, save your changes, and close it when finished (you can create new versions too).

Other features include firm-wide contact and task management, and hosted Microsoft Exchange. LegalWorks resides in data centers in the United States that have earned SAS 70 and the newer SSAE 16 certifications for availability, redundancy, and security.

What Else Should You Know?

LegalWorks costs $59 per user per month. Uptime Legal sets up and migrates your documents, contacts, and matters to LegalWorks for a fixed fee. You can mirror your existing folder system or start fresh. Learn more about LegalWorks.

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 | Email/Messaging/Telephony | Online/Cloud | TL NewsWire

Review of CosmoLex Plus Google's April Update

By Kathryn Hughes | Friday, April 3, 2015

Coming today to SmallLaw: CosmoLex has a bold mission — a single login for law firms that covers their accounting, billing, and practice management needs. New Jersey lawyer Ed Zohn spent six months evaluating CosmoLex, including some undercover work. The result is this comprehensive review that covers installation, user experience, bang for the buck, and of course major features such as the Dashboard, Calendar and Event Tracking, Billing and Collection, and Trust Management. Also, don't miss the SmallLaw Pick of the Week to learn how to prepare for Google's "Mobilegeddon."

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 | Coming Attractions | Online/Cloud | Practice Management/Calendars | SmallLaw

Uptime Practice: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, April 1, 2015

Today's issue of TL NewsWire covers a private cloud service designed for law firms on which you can run any desktop software (see article below), a gadget of sorts for voir dire, a Bluetooth iPad stylus, and a hybrid Windows tablet. Don't miss the next issue.

TAKE YOUR DESKTOP SOFTWARE TO THE CLOUD

Servers are selling like hotcakes — but not to law firms. With the growth of the cloud, data centers can't get enough of them. Meanwhile, law firms don't want to manage servers anymore. There's no joy in it, just headaches and heartache. Fortunately, you can run your favorite desktop applications in the cloud nowadays. Because of ethical considerations, you need to choose your provider carefully.

Uptime Practice … in One Sentence

Uptime Legal's Uptime Practice is a private cloud designed specifically for law firms on which you can run any Windows or Mac client/server and desktop software.

The Killer Feature

Uptime Legal coined the term "Law Practice as a Service" or LPaaS to refer to its service. This terms underscores two differentiators vis-a-vis other hosting options.

First, Uptime Legal uses multiple data centers, all of which reside in the United States. Second, while Uptime Practice accommodates any software, the company has expertise with popular legal-specific products such as Amicus Attorney, Needles, PCLaw, PracticeMaster, ProLaw, Tabs3, Time Matters, and WorldDox.

"Uptime Practice is designed exclusively for law firms to ensure business continuity, practice efficiency, and reduce out-of-pocket costs," Uptime Legal CEO Dennis Dimka tells us. "Eliminating the burden of acquiring, maintaining, monitoring, and replacing hardware while retaining the software needed to run their law firm helps legal professionals provide better service to their clients."

Other Notable Features

Uptime Practice works on any desktop or mobile computer, including Mac, Windows PC, iPad, iPhone, and Android tablets and smartphones. After you login, your virtual desktop becomes indistinguishable from your local desktop.

Uptime Practice integrates with your existing printers and scanners. Both attached and network devices appear within your virtual desktop as if your software were running locally. This means you can scan to a local or virtual folder, local or virtual desktop, and email.

You won't need to bring everything with you. Uptime Practice includes the current version of Microsoft Office and Microsoft Exchange for your email with unlimited calendars, storage, and technical support. Uptime Practice also includes Uptime Lync, a secure instant messaging system based on Skype for Business. This trio of Microsoft products eliminates the hassle of buying a license or navigating Microsoft's Office 365 offerings.

What Else Should You Know?

Uptime Practice costs $189 per user per month for 3-5 users, $149 per user per month for 6-14 users, and $129 per user per month for 15 or more users. Learn more about Uptime Practice.

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: Networking/Operating Systems | Online/Cloud | Practice Management/Calendars | TL NewsWire

Word Formatting Secret; Review of Digits; Private Cloud; Online Abuse; Hillary Clinton and Email Security

By Kathryn Hughes | Monday, March 30, 2015

Today's issue of TL Serendipity contains these articles:

Steve Long, The Secret To Formatting In Microsoft Word

Phyllis Dubrow, Review: Digits (iPad Calculator)

Chris Raesz, My "Private Cloud" Versus The Public Cloud

Nick Lockett, The Right To Not Be Abused Online

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 | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Online/Cloud | Privacy/Security | Technology Industry/Legal Profession | TL Serendipity | Utilities

EstateExec: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 25, 2015

Today's issue of TL NewsWire covers a cloud application for estate settlements that all concerned can access (see article below), an iOS email app that intelligently processes your messages, another iOS email app that transforms email messages into tasks, and an enterprise-grade replacement for Dropbox with mobile apps. Don't miss the next issue.

FACILITATING ESTATE SETTLEMENTS VIA THE CLOUD

While death causes grief, it can also provide a financial cushion. Accordingly, anything that gets between beneficiaries and their inheritance becomes a problem — including probate lawyers like you. The key to contentment (and referrals) lies in keeping all concerned informed about the estate.

EstateExec … in One Sentence

Launched recently, EstateExec is a cloud application for tracking, calculating, and sharing information about trust and estate settlements, including assets, debts, expenses, and distributions.

The Killer Feature

Once you set up an estate, you can grant online access to clients, executors, beneficiaries, other lawyers, etc. You can choose limited read-only access or full administrator access. This empowers clients to obtain status updates when they want without needing to reach out to your office. Those with full access can update information such as assets they sell.

"EstateExec applies the latest cloud-based technology to the estate settlement process," EstateExec Board Member Dan Stickel tells us. "This results in an easy and affordable way to simplify the estate and trust settlement process while providing enhanced client services at the same time."

Other Notable Features

The developers of EstateExec set out to make estate and trust settlement "easier by simplifying the process even for old hands with battle-tested spreadsheet templates," says Stickel. EstateExec's central repository tracks all estate assets, debts, expenses, etc. This not only documents each transaction for record-keeping purposes, but also tracks what's left for distribution in the estate — including funds of sold assets.

Thus, if you sell Uncle Jimmy's Apple Watch Edition because that jokester left it equally to two beneficiaries, EstateExec will track the sale and the eventual distribution of the funds from the sale. Distribution planning tools can mark assets for future distribution, and then mark them complete when finalized.

You'll spend most of your time in the Assets table, which functions like a spreadsheet. It lists all assets by type, value, distribution status, and more. "It's like Quicken, but geared towards estate settlement rather than household finance," says Stickel.

On-the-fly reports via sorting and filtering enable you to answer any question you might have or receive about the estate. You can sort the Assets, Debts, and other tables by column, including secondary sorting (e.g., sort by asset type and then value). Each table column contains a search field for filtering. For example, you can find remaining assets of a certain type, at a certain location, or with a certain keyword such as "watch," the value of assets received per beneficiary, all assets worth more than a certain value, and much more.

Regardless of whether you choose to give others access, you may also want to send them saved reports. You can export reports in PDF format for a professional look, as well as in CSV format for analyzing in Excel or importing into products such as QuickBooks.

What Else Should You Know?

EstateExec runs in all major desktop and mobile browsers. It costs $79 per estate regardless of size. You can try EstateExec for free. Learn more about EstateExec.

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: Online/Cloud | TL NewsWire | Transactional Practice Areas

Reviews of Bitcasa Personal, Scalar; Document Management Recommendation; Laptop Buying Advice

By Kathryn Hughes | Friday, March 13, 2015

Today's issue of TL Serendipity contains these articles:

Fredric Gruder, Review: Bitcasa Personal for Secure Cloud Storage

Derrick Jackson, Review: Scalar iPad Calculator App

Matthew Appleton, Two Document Management Systems for Law Firms

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 | Coming Attractions | Document Management | Laptops/Smartphones/Tablets | Online/Cloud | TL Serendipity | Utilities

Build Your Own Cloud Plus 58 More Must-Reads

By Kathryn Hughes | Monday, March 9, 2015

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.

First Look at Word 2016

Official Apple Watch Sizing Chart

How to Take Your Laptop to Another Country

Anatomy of a Hack

Congratulations to Joanna Stern of The Wall Street Journal on winning our BlawgWorld Pick of the Week award: Build Your Own Cloud: Reviews of My Cloud and Personal Cloud

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: Backup/Media/Storage | BlawgWorld Newsletter | Coming Attractions | Laptops/Smartphones/Tablets | Online/Cloud

Reviews of iPad Calculators, TranscriptPad; The True Purpose of ActiveWords; The State of Your Cloud

By Kathryn Hughes | Friday, March 6, 2015

Today's issue of TL Serendipity contains these articles:

Neil Squillante, The Best iPad Calculator Apps

Kenneth Curtis, Review: TranscriptPad

Emmett Raitt, The True Purpose of ActiveWords

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 | Coming Attractions | Document Management | Laptops/Smartphones/Tablets | Online/Cloud | TL Serendipity

A Lawyer Reviews Outlook for iOS Plus 52 More Must-Reads

By Kathryn Hughes | Monday, February 9, 2015

Coming today to BlawgWorld: Our editorial team has selected and linked to 53 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.

The Best Paper Shredders

Why the iPad Became My Main Computer

Another Review of Microsoft Outlook for iOS

How Lawyers Use Dropbox

Congratulations to Jeff Richardson of iPhone J.D. on winning our BlawgWorld Pick of the Week award: A Lawyer Reviews the New Outlook App for iOS

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: Backup/Media/Storage | BlawgWorld Newsletter | Coming Attractions | Copiers/Scanners/Printers | Laptops/Smartphones/Tablets | Online/Cloud | Technology Industry/Legal Profession

Worldox Web 2.0: Read Our Exclusive Report

By Neil J. Squillante | Monday, February 9, 2015

Today's issue of TL NewsWire covers an add-on for a popular document management system that facilitates access from any web browser (see article below), a task management add-on for Outlook, PDF creation and conversion software, a note-taking app for the iPad and Mac that integrates with OneNote, and a cloud practice management system for law firms in the United Kingdom. Don't miss the next issue.

DOCUMENT MANAGEMENT ON THE GO

Advances in technology have freed software and thus lawyers from being chained to a single PC. Instead, modern software works on any device. Just login and resume your work. Your document management system in particular should function in this manner so that you need not worry about your ability to access and work on a document.

Worldox Web 2.0 … in One Sentence

Announced last week, World Software's Worldox Web 2.0 enables you to access your firm's Worldox document management system from any desktop or mobile web browser or the Worldox iOS app.

The Killer Feature

The new version of Worldox Web works with Worldox GX4 (also announced yesterday). It enables you to take advantage of Worldox GX4's new "Active Profiling" technology that simplifies saving and profiling of your documents.

Active Profiling creates a real-time profile of every Worldox user at your firm. Accordingly, when you log into your account using Worldox Web via a desktop or mobile web browser or Worldox iOS app, you'll find a navigation panel that provides quick access to the documents you most recently used. Specifically, this panel lists your Bookmarks, Favorite Matters, Favorite Files, and Workspaces.

With Workspaces, you can view Projects — groups of files from anywhere in Worldox, including across different clients and matters. For example, if you're working on two agreements during a particular week, you can add the files for both to a Project after which you can access them from the WorkSpaces Worldox Web navigation panel.

"We are pleased to announce the latest version or our mobile platform, World Software President Ray Zwiefelhofer told us. "Attorneys are more mobile than ever and expect efficient access to their content, wherever they may be. Many of our customers prefer their documents to remain on premise on a local server. Our new version of Worldox Web allows customers to enjoy speedy onsite document access while enjoying seamless access to their content while traveling or working remote."

Other Notable Features

If you need to dig deeper than the navigation panel, Worldox Web provides a search box on your dashboard. The Advanced Search page is one click away if you want to run a more specific query. Worldox Web also supports direct access to cabinets and documents — namely, drilling down your firm's folder structure manually to find a specific document.

Other tools include document sharing via email, document preview, download/upload, check in/check out and document statistics. The latter enables you to review metadata, read comments from colleagues, and access any version of a document.

What Else Should You Know?

Worldox Web sports a redesigned user interface that improves the user experience and facilitates faster access to key functions. Pricing for Worldox Web starts as low as $25 per month. Learn more about Worldox Web 2.0.

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 | Online/Cloud | TL NewsWire
 
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