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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

Review of Freshbooks Plus Top Four Reasons Solos Shut Down Their Law Firms

By Kathryn Hughes | Tuesday, April 15, 2014

Coming today to SmallLaw: Alabama criminal and family lawyer Clark Stewart doesn't like financial software. So naturally we asked him to review cloud billing software powerhouse FreshBooks — with an open mind. Clark obliged, putting FreshBooks through its paces in his law practice over the course of several months. In this issue of SmallLaw, you'll learn how well FreshBooks handles time tracking, time entry, and invoicing. Clark also tested the FreshBooks smartphone app. He compares its feature set to that in the core website. Also, don't miss the SmallLaw Pick of the Week for the top four reasons solos shut down their law firms.

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 | SmallLaw

Create an Elevator Pitch for Your Firm Plus 83 More Must-Reads

By Kathryn Hughes | Wednesday, April 9, 2014

Coming today to SmallLaw: Our editorial team has selected and linked to 84 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 SmallLaw Pick of the Week.

Disclosing Confidential Client Information

Increase Your Online Banking Safety

Create a Disability-Friendly Website

Online Reputation Management

Congratulations to Randolph Gaw of California Lawyer on winning our SmallLaw Pick of the Week award: How to Create an "Elevator Pitch" for Your Small Law Firm

How to Receive SmallLaw
Small law firm, big dreams. Written by successful small-firm founders, managing partners, administrators, and legal technology and practice management experts, SmallLaw provides practical advice on management, marketing, and technology issues in solo practices and small law firms. Additionally, SmallLaw features comprehensive reviews of legal products with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles, podcasts, and videos about solo practices and small law firms. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | Online/Cloud | SmallLaw

How to Use What Ifs in Cross Examination Plus 89 More Must-Reads

By Kathryn Hughes | Wednesday, April 2, 2014

Coming today to LitigationWorld: Our editorial team has selected and linked to 90 articles from the past two weeks worthy of your attention. Below you'll find a sample article from each section of today's issue, including our LitigationWorld Pick of the Week.

Use Protective Orders as Offensive Weapon

Paperless Litigation Becomes a Reality

How to Download Old Tweets

A Judge on the Ethical Perils of Social Media

Congratulations to Mitch Jackson of Trial Lawyer Communication Tips for Everyone! on winning our LitigationWorld Pick of the Week award: How to Use What Ifs in Cross Examination

How to Receive LitigationWorld
All practice areas evolve, but none faster than litigation. Written by successful litigators and other litigation experts, LitigationWorld provides you with practical tips related to electronic discovery, depositions, litigation strategy, litigation technology, and trial presentations. You'll also receive in-depth litigation product reviews as well as links to the most noteworthy articles in other online litigation publications so that you'll never miss anything. The LitigationWorld newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Litigation/Discovery/Trials | LitigationWorld | Online/Cloud

What You Need to Know About Cloud Document Assembly Plus a Bright Future in Sales

By Kathryn Hughes | Monday, March 17, 2014

Coming today to BigLaw: Certain cloud applications make sense within a large firm environment because of their effortless support for multiple users and offices. Former large firm lawyer and document assembly consultant Seth Rowland suggests you dip your firm's toe into the cloud with one of three document assembly products — ContractExpress DealBuilder, HotDocs Document Services, or XpressDox Cloud. In this issue of BigLaw, Seth compares these three products in the context of five important features. Also, don't miss the BigLaw Pick of the Week for the latest debate — whether large firms should have a professional sales team.

How to Receive BigLaw
Large and midsize law firms have achieved unprecedented success yet they still have tremendous growth potential. Written by insiders, corporate counsel, and other industry experts, BigLaw unearths best practices in leadership, marketing, strategy, and technology, and features detailed product reviews with accompanying TechnoScore ratings. BigLaw also ensures that you won't miss anything published elsewhere by linking to insightful articles (and podcasts and videos) about large and midsize law firms, as well as notable press releases issued by the world's largest law firms. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | BigLaw | Coming Attractions | Online/Cloud

LexisNexis Firm Manager: Read Our Exclusive Report

By Neil J. Squillante | Thursday, March 13, 2014

Today's issue of TL NewsWire covers a cloud billing and practice management system with a search engine (see article below), a service that enhances the security of Dropbox and other popular cloud storage services, a cloud application for scheduling depositions, and an Android dictation app. Don't miss the next issue.

PRACTICE MANAGEMENT SOFTWARE THAT HAS YOUR BACK

Practice management software has evolved over the years to encompass more and more of your law firm's key functions — billing, calendars, contacts, documents, intake, tasks, trust accounts, etc. Aspirational 20 years ago, the label "practice management" has become a reality. This wealth of data has resulted in two problems — learning how your practice management software works, and quickly finding the information you need.

LexisNexis Firm Manager … in One Sentence

Launched last month, LexisNexis Firm Manager is a cloud practice management application with a global search engine, and built with input from solo and small-firm attorneys.

The Killer Feature

When lawyer and LexisNexis Firm Manager product manager Christopher T. Anderson and his team set out to rebuild the product from the ground up about a year ago, they understood the importance of finding information quickly.

As a result, LexisNexis Firm Manager features Global Search, which searches everything as its name suggests — even within documents. According to Christopher, this "makes finding literally anything within the program fast and simple." Like popular search engines, it begins searching as you type, narrowing the results by relevancy. For added convenience, Global Search works contextually. For example, when in the Matters tab, Global Search lists Matters first since that's what you likely want.

Firm Manager uses this same search technology for finding conflicts of interest. You can send the results of a conflict search to a colleague for their input. When you or a colleague clears a prospective client, LexisNexis Firm Manager saves and time stamps your search and the results. This gives you a defensible record if needed.

Other Notable Features

In addition to managing contacts, calendars, and matters, LexisNexis Firm Manager also handles billing, trust accounting, documents, and tasks.

Regarding billing, a contemporaneous timer records time in any increment on any device from which you access LexisNexis Firm Manager. Additionally, you can create a time entry from within a matter or the Time & Expenses tab. LexisNexis Firm Manager also provides expense tracking. To help your firm bills clients as quickly as possible, you can choose from professionally-designed templates your invoices.

Trust accounting enables you to accept retainers while abiding by ethics rules. For example, it prevents co-mingling of funds. LexisNexis Firm Manager even alerts you if you take an action that may violate a rule. You can view balances and generate statements for clients.

Document management works via drag and drop. You can move multiple documents into a matter simultaneously. The application will automatically scan documents for malware and clean them if necessary (useful for documents received from clients and others outside your firm).

"LexisNexis Firm Manager has all the functionality a law firm needs but it's also easy to use," Christopher told us. This intuitiveness is the result of input from hundreds of independent attorneys who ensured that it works the way they work — without forcing them to adapt."

What Else Should You Know?

As a cloud application, LexisNexis Firm Manager works in all modern web browsers, including on tablets and smartphones. It costs $44.99 per month for the first user and $29.99 per month for each additional user. Learn more about LexisNexis Firm Manager.

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 | Online/Cloud | Practice Management/Calendars | TL NewsWire

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

Legal Hub: Read Our Exclusive Report

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

Originally published in our free TL NewsWire newsletter. Instead of reading TL NewsWire here, sign up now to receive future issues via email.

SHARING IS THE POINT OF DOCUMENT AND PRACTICE MANAGEMENT

Traditional practice management systems limit access to those who work at your law firm. This results in using email to send documents to clients and others. Email suffers from several problems such as the risk of misaddressing your message, the inability to track receipt and activity by recipients, and limits on attachment size. Instead of using email or implementing a separate solution such as SharePoint, practice management systems should have built-in collaboration tools.

Legal Hub by PBworks … in One Sentence

PBworks' Legal Hub is a document and practice management system and client portal for managing matters and documents, and securely collaborating with clients, co-counsel, and others.

The Killer Feature

Legal Hub has catered to large law firms for years. The new version released this month caters to solos and small law firms as well. Some solos and small law firms may find that they never need to pay for LegalHub. That's because it's free for up to 15 internal users, up to five external users, up to five clients and matters, and up to 50 MB of storage. This free plan also includes email technical support. You need not provide a credit card to get started.

"For years, leading law firms from the AmLaw 100 to solo practitioners have used Legal Hub to manage key client relationships and matters," PBworks CEO Jim Groff told us. "Now any law firm can sign up and try it for free."

Other Notable Features

Legal Hub describes itself as a SharePoint alternative built specifically for law firms. Because Legal Hub is a cloud application, law firms need not contend with SharePoint's complexity and hardware requirements.

You begin by setting up your clients and their respective matters, and then granting access rights to the matters you create. Each Matter has a summary page listing the Matter Number, status, the internal team, key external contacts, etc. From this page, you can drill down to access related documents, email, meetings, notes, and tasks. Legal Hub features a system-wide Google-style search so that you quickly find anything across all clients and matters.

You add documents and email messages to a matter using drag and drop. One-click sharing enables you to give clients and others access to select documents such as a draft agreement, pleadings, discovery documents, etc. You can see when someone accesses what you share and receive a notification via email (you can receive notifications for virtually any activity in Legal Hub).

Within each matter, you can focus on specific projects such as an upcoming closing or deposition. Each matter "workspace" contains relevant documents and email as well as tasks and deadlines. You can assign tasks to others and track their progress using a variety of reports.

Given the sensitivity of client-related information, Legal Hub uses enterprise-level encryption and security. Access rights extend all the way down to specific documents. Audit tracking logs all activity with date and time stamps.

What Else Should You Know?

If your firm exceeds the limits of the free version of Legal Hub, you can upgrade to unlimited clients and matters, as well as 100 GB of storage, for $40 per user per month. PBworks offers volume discounts beginning as 20 users. Learn more about Legal Hub.

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 | Online/Cloud | Practice Management/Calendars | TL NewsWire

Review of Lexbe Online Plus Review of New PACER iOS App

By Kathryn Hughes | Friday, February 14, 2014

Coming today to LitigationWorld: There's no better way to evaluate a document review application than with the Burney-LitigationWorld Discovery Dataset, which provides for an apples-to-apples comparison to competing products. In this issue of LitigationWorld, Brett Burney, the ediscovery consultant who created this dataset, reviews Lexbe Online. Brett walks you through Lexbe Online's interface, document import capabilities, search technology and document review tools, other features such as case analysis, and document production wizard. After this exhaustive analysis, Brett gives Lexbe Online a TechnoScore. Also, don't miss the LitigationWorld Pick of the Week for a review of DkT, a new PACER app for iOS.

How to Receive LitigationWorld
All practice areas evolve, but none faster than litigation. Written by successful litigators and other litigation experts, LitigationWorld provides you with practical tips related to electronic discovery, depositions, litigation strategy, litigation technology, and trial presentations. LitigationWorld also features in-depth litigation product reviews with accompanying TechnoScore ratings, as well as links to the most noteworthy litigation articles in other publications so that you'll never miss anything. The LitigationWorld newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Litigation/Discovery/Trials | LitigationWorld | Online/Cloud

How to Safely Use Windows XP Plus 78 More Must-Reads

By Kathryn Hughes | Monday, February 10, 2014

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.

Dropbox Tips for Lawyers

Recommended iPad Apps for Lawyers

Where to Find Legal Technology Innovation

Why 2014 Is the Year of the Cloud for Lawyers

Congratulations to Lincoln Spector of PCWorld on winning our BlawgWorld Pick of the Week award: How to Safely Use Windows XP

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 | Coming Attractions | Laptops/Smartphones/Tablets | Networking/Operating Systems | Online/Cloud | Privacy/Security | Technology Industry/Legal Profession
 
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