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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

TL NewsWire Top 10 and Top 25 Products of 2014 Awards

By Neil J. Squillante | Wednesday, December 10, 2014

You and your fellow TL NewsWire subscribers have done it again. You've chosen the winners of the TL NewsWire Top 10 and Top 25 Products of 2014 Awards.

Here's how you did it. We reported on nearly 200 new products in TL NewsWire this year. When you clicked to visit a product's website and learn more you also voted for that product. These clicks are more meaningful than if we subjectively chose the winners. Besides, who better to judge what's hot and what's not than lawyers and law firm administrators like you?

You'll notice several themes as you read through the winning products — document automation, document management, integrations (especially with Microsoft Office), and litigation management.

Without further ado …

WINNERS OF THE TL NEWSWIRE TOP 10 PRODUCTS OF 2014 AWARD

1. pdfDocs 4.1

The PDF format paved the way for the paperless law office, electronic filing, and the iPad as briefcase. So it's fitting that DocsCorp's pdfDocs 4.1 finds itself in first place. Designed specifically for law firms, pdfDocs 4.1 handles all the basics while also providing advanced tools such as Organizer Project and Binder Project for assembling closing books, deal books, and ebriefs.

2. MetaJure

It's not every year that new software for document management hits the scene, which explains the high level of interest in MetaJure. Unlike traditional document management systems, MetaJure eschews manually-created document profiles in favor of automatic indexing and Google-like search technology.

3. Primafact

In theory, clients pay you to focus on the facts and legal issues, not to organize their case file. Designed for litigation, Primafact keeps all case-related documents and email in a virtual binder. Integration with scanners and built-in optical character recognition (OCR) enables you to add everything that arrives on paper and make it searchable.

4. Lexis for Microsoft Office 4.2

Microsoft Word remains a fixture for legal writing, but Outlook has made inroads as clients often prefer an email message to a formal memo. Lexis for Microsoft Office works within both, enabling you to download all cited cases and other materials. It also checks your quotations and citations.

5. Digital WarRoom Express

Most lawsuits don't have a big budget. At a cost of just $99 per year, Digital WarRoom Express enables you to cull, review, and produce up to 50 GB of email and other electronic data across your cases (it handles up to 500 document formats). The Defensibility Log watches your back while you work.

6. Drafting Assistant - Transactional 2.0

Lawyers have long relied on the Deal Proof technology within Drafting Assistant - Transactional for proofreading their Word and WordPerfect documents. The new version integrates with Practical Law's Standard Documents and Clause Library to help you jump-start your drafting.

7. Timestream

Ntrepid's Timestream builds a timeline for your case as you add events and associated details (documents, issues, location, people, etc.). When it's time to discuss settlement or go to trial, you can use Timestream to give your presentation.

8. Transporter Genesis

The cloud is here to stay, but the jury has yet to return a verdict on private versus public cloud. Last year, Connected Data ranked first in the TL NewsWire Top Products Awards with Transporter, its initial private cloud product. Transporter Genesis is like Transporter on steroids, providing Dropbox-like functionality for up to 150 people.

9. MyCase Websites

Every law firm needs a mobile-friendly website so it's no surprise that MyCase Websites is in the top 10. Now just $500, marquee features include a content management system, and responsive design so that your website automatically adjusts to all screen sizes.

10. NetDocuments ndOffice

"Integration" has truly come of age this year. NetDocuments ndOffice essentially places the NetDocuments cloud document management system within Microsoft Office. This means you can open documents from and save documents to NetDocuments without leaving Microsoft Word, Excel, or PowerPoint.

WINNERS OF THE TL NEWSWIRE TOP 25 PRODUCTS OF 2014 AWARD

Congratulations to the next 15 hottest products of 2014 ranked in order by most clicks!

11. Synergy Matters

Synergy Matters combines practice management with document management and automatic time capture. Accordingly, it automatically tracks the time you spend working on your PC. Its cost recovery technology tracks copies, faxes, prints, and scans so you can cover your costs or at least bill for the time you spend at these devices.

12. Actionstep 14.7

Actionstep helped pioneer automated workflows within practice management software. The new Activity Log complements these workflows via a Facebook-style feed that keeps everyone apprised of what's happening across your firm. The new Scratch Pad captures your strokes of brilliance.

13. PhraseExpander Professional 4.0

Why let programming stand between you and document assembly? Nagarsoft's PhraseExpander Professional stores text such as clauses in groups. Using Quick Find, you then insert the material you need to build a document. PhraseExpander Professional integrates with Dropbox, Google Drive, and OneDrive.

14. Pathagoras 2014

Like the contestants on Iron Chef, lawyers can create any number of documents from the same core ingredients. Pathagoras keeps your text snippets organized in Collections. Environments further increase your speed by hiding irrelevant Collections. Pathagoras works inside Microsoft Word. It doesn't require any programming.

15. imageFORMULA DR-M160II

Most desktop scanners top out at 30 pages per minute. Canon's imageFORMULA DR-M160II doubles that speed without doubling the footprint (it measures 9.09 x 11.02 x 9.76 inches). The Kofax VRS Elite software included with the scanner removes hole punches, crops and straightens documents, notifies you about hardware problems, and even handles blueprints and other documents with a colored background.

16. TrialPad 4.0

Thanks to TrialPad 4.0 (and TranscriptPad 2.0), Lit Software cemented its reputation as the leading pure play developer of legal iPad apps. The new version of TrialPad has a search box on every screen for quickly pulling up any exhibit. The search results contain thumbnail document previews.

17. Surface Pro 3

The Surface Pro 3 has a higher resolution screen than the MacBook Air, which Microsoft has targeted in its advertising campaign. You can add a detachable keyboard and powered stylus. A touch-friendly version of Office remains MIA, but it runs any existing software compatible with Windows 8.

18. Legal Publish

Blogs have gone from curiosity to mainstream to underpowered relic. Legal Publish offers a suite of tools such as role-based privileges, customizable workflows, and a media library for creating more sophisticated online publications. Legal Publish also contains tools for creating proposals, and integrates with email services, social media platforms, customer relationship management apps, and Google Analytics.

19. Worldox for Mac Version 1.15

Too many lawyers use Macs nowadays for providers of document management systems to ignore. Worldox for Mac is a client for the popular Worldox GX3 document management system. Worldox for Mac integrates with Apple Mail and Microsoft Outlook so that you can save client-related email and attachments to Worldox GX3.

20. WordPerfect Office X7 Legal Edition

The legal industry remains a stronghold for WordPerfect. Corel responded this year by including Perfect Authority with the Legal Edition for the creation of tables of authorities. Perfect Authority supports Bluebook, California Style Manual, Florida Rule 9.800, and Louisiana Public Domain formats.

21. PeopleMap on WestlawNext

Lawyers often forget their role as gumshoe. PeopleMap on WestlawNext enables you to unearth gems from blogs, chat rooms, and social networks, as well as photos and business data. Unlike other public records services, PeopleMap shows you non-obvious connections that may lead you to hidden assets. Google Maps integration literally puts these assets on the map.

22. Equil Smartpen 2

Atlantis. El Dorado. Smartpens. When a legend has such appeal, it's hard to give up on it. Ludia's Equil Smartpen 2 works on paper, stores what you write without the need for any other device, transfers your notes to your Windows PC, Mac, iPad, or Android device, and converts your handwriting to editable text.

23. Varidesk Pro Plus

You'd like to stand up for telephone calls, but you can't bear to part with your mahogany desk. Varidesk Pro Plus transforms any desk into a standup desk by adding up to 17.625 vertical inches. The two levels house your monitor and/or a laptop, and your mouse and keyboard respectively.

24. CosmoLex

CosmoLex takes a finance-centric approach to practice management. Its conflicts checking and trust accounting tools enable you to efficiently intake new clients. A cloud application that stores data only in domestic datacenters, CosmoLex also offers billing, calendars, cost recovery, task management, and time tracking.

25. Dragon NaturallySpeaking 13 Legal

The latest version of Dragon NaturallySpeaking tears down some of the remaining barriers to speech recognition. You no longer need to train the software or buy a pricy microphone. In a reversal of roles, Dragon NaturallySpeaking can read what you write back to you.

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 | Automation/Document Assembly/Macros | Business Productivity/Word Processing | Collaboration/Knowledge Management | Copiers/Scanners/Printers | Desktop PCs/Servers | Dictation/OCR/Speech Recognition | Document Management | Graphic Design/Photography/Video | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Legal Research | Litigation/Discovery/Trials | Online/Cloud | Practice Management/Calendars | Presentations/Projectors | TL NewsWire | Transactional Practice Areas

A Lawyer Two-Times on His iPad Plus 57 More Must-Reads

By Kathryn Hughes | Tuesday, November 11, 2014

Coming today to BlawgWorld: Our editorial team has selected and linked to 58 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 Way to Protect Yourself From Hackers

Review: Bamboo Stylus Fineline

A Lawyer Reviews the iPhone 6 Plus

Legal Technology Trends (Infographic)

Congratulations to Garry J. Wise of SlawTips on winning our BlawgWorld Pick of the Week award: A Lawyer Two-Times on His iPad With an Asus Windows Hybrid

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 | Laptops/Smartphones/Tablets | Online/Cloud | Technology Industry/Legal Profession

The Best Smartphones Plus 68 More Must-Reads

By Kathryn Hughes | Tuesday, November 4, 2014

Coming today to BlawgWorld: Our editorial team has selected and linked to 69 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.

OneDrive to Offer Free Unlimited Storage

iPad Buying Advice for Lawyers

12 Uses for Your Old iPad

HP's Sprout Reinvents the Desktop PC

Congratulations to Steve Kovach of Business Insider on winning our BlawgWorld Pick of the Week award: The Best Smartphones (November 2014)

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 | Technology Industry/Legal Profession

Four Cloud Practice Management Systems Compared Plus 61 More Must-Reads

By Kathryn Hughes | Tuesday, October 14, 2014

Coming today to BlawgWorld: Our editorial team has selected and linked to 62 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.

What Is a Paperless Law Office?

Review: Clio's Android App

The Best iOS Scanner App (Video)

The Story of the Greatest Keyboard Ever Made

Congratulations to Jeff Taylor of The Droid Lawyer on winning our BlawgWorld Pick of the Week award: Four Cloud Practice Management Systems Compared

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 | Computer Accessories | Document Management | Laptops/Smartphones/Tablets | Online/Cloud | Practice Management/Calendars
 
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