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Legal Apps for Mobile Lawyers Plus 65 More Must-Reads

By TechnoLawyer | Monday, July 30, 2018

Coming today to BlawgWorld: Our editorial team has selected the 66 best legal technology articles, podcasts, and videos from the past week. Below you'll find a sampling from today's issue, including our BlawgWorld Pick of the Week. BlawgWorld is free so don't miss the next issue — sign up now.

Congratulations to Seth G. Rowland and Samuel Rowland of GP Solo on winning our BlawgWorld Pick of the Week award: Legal Apps for the Lawyer on the Go

That's Not the Finder, That's DocMoto v4

Lawyers Should Be Concerned About a New Gmail Security Issue: Here's How to Fix It

Cool Court Tools for the Mobile Litigator

Review of 2018 Tesla Model 3 Performance

Review of PDF Viewer for iOS

Review of Apple MacBook Pro 13-Inch (Video)

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession. 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. Subscribe now for free.

Topics: BlawgWorld Newsletter | Coming Attractions | Laptops/Smartphones/Tablets

That's Not the Finder, That's DocMoto v4

By TechnoLawyer | Thursday, July 26, 2018

Today's issue of TL NewsWire covers a Mac document management system that combines the familiarity of the Finder with legal-specific tools such as automated email capture (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a legal payments platform that enables your firm to accept payment by e-check or credit card without having to change your billing process, document assembly software that you can use within other applications such as your document or practice management system, and much more. Don't miss the next issue.

Given that tens of millions of people use Macs, Apple does not focus on the needs of law firms when it creates new versions of macOS. As a result, law firms grow increasingly frustrated with the rudimentary document management tools in the Finder as they amass more documents and client-related email.

DocMoto v4 … in One Sentence

CHL Software's DocMoto v4 is a Mac document management system with a new Finder-like interface that offers organizational and sharing tools for documents and email.

The Killer Feature

"DocMoto version 4 merges the latest thinking from Apple along with our own designs and customer feedback to produce a DMS that better serves the way lawyers really work," says Director of CHL Software Neil Cameron.

DocMoto looks like a Finder window. You'll immediately notice a side panel with three sections — DocMoto, Favorites, and Recent Documents. The DocMoto section gives you access to all documents via the nested folders your firm uses, your own private documents, and documents you've trashed. You can save frequently-used folders as Favorites for faster access, and open documents you're working on with one-click in the Recent Documents section.

You can open any folder in a new tab. "This tabs layout allows attorneys to keep multiple matters open simultaneously all in the one interface," says Cameron. Searches also open in a new tab so that you won't lose your place. Save any search as a Shared View, which updates in realtime as new documents are created that match your search criteria. Rounding out the new interface, a customizable toolbar enables you check documents in/out, list all versions of document, and much more.

Other Notable Features

Document management without email is incomplete so DocMoto now connects to email accounts such as Exchange, Office 365, and Gmail, and offers several tools to automate the capture of client-related email. One tool — Mailbox Rules — consists of customizable filters. For example, a rule could capture all email to or from a client. An administrator can maintain a set of standard rules for all users. Advanced users can create their own rules, including exclusionary rules to ignore personal email.

Mailbox Patterns give users more control of what email to store in DocMoto but still offer automation. Once created, Mailbox Patterns watch folders in connected email accounts, and copy messages and attachments that match to the correct location in DocMoto. Like the previous version, DocMoto also offers manual import of email via drag and drop.

When you open a document or email message in DocMoto, a three-pane display shows you the document's location, metadata such as who last edited it, and a thumbnail. From here you can view or edit the document, the latter of which checks it out and creates a new version.

"When we moved our documents to DocMoto, it was great to have access to all documents without syncing to a computer and eating up hard drive space," says Kelley McFarland, Lead Litigation Paralegal at Brown Law LLP. "Our colleagues quickly realized how easy it was to share documents with people inside and outside the firm by creating shared links to folders rather than putting documents on a USB drive."

What Else Should You Know?

The new version of DocMoto also features beefed up security, including a setting to throttle the number of documents users can download to prevent internal sabotage or theft. Learn more about DocMoto v4.

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 | TL NewsWire

Review of Nozbe for Task Management and Delegation; Three Law Firms Share Their Scan Plan

By TechnoLawyer | Friday, July 20, 2018

Today's issue of TL Serendipity contains these articles:

Tom Stubbs, Review of Nozbe for Task Management and Delegation

Harry Steinmetz, Our Law Firm's Scan Plan Using Fujitsu ScanSnap and Brother MFC Equipment

David Mooney, Our Law Firm's Scan Plan Using Fujitsu ScanSnap

Douglas Evans, Our Law Firm's Five Scanner Scan Plan

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 | Collaboration/Knowledge Management | Coming Attractions | Copiers/Scanners/Printers | Dictation/OCR/Speech Recognition | TL Serendipity

Headnote Wants Your Law Firm to Get Paid Early and Often

By TechnoLawyer | Thursday, July 19, 2018

Today's issue of TL NewsWire covers a legal payments platform that enables your firm to accept payment by e-check or credit card without having to change your billing process (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of document assembly software that you can use within other applications such as your document or practice management system, case management software that runs on Windows, Android, and iOS with features, customization options, and integrations that acknowledge today's world, and much more. Don't miss the next issue.

The average law firm gets paid 60-90 days after sending an invoice. Second-generation lawyer Sarah Schaaf witnessed both of her parents start their own firms and struggle with collection issues. Sarah left an in-house role in Google's legal department to start a legal payments company to shorten the payment gap to days or even minutes in many cases.

Headnote … in One Sentence

Headnote is a trust-compliant e-check and credit card payments platform for law firms seeking to get paid faster with less follow-up.

The Killer Feature

Headnote eliminates complexity when it comes to getting paid. Headnote provides you with a hyperlink to a secure payment page that you then send to clients using your existing invoicing process by embedding the link anywhere — email message, Word or PDF document, practice management, billing, or accounting software, etc.

When your client receives the link, they click on it using any device, see your firm's letterhead and logo, and pay in seconds without needing to create a Headnote account.

Headnote enables your clients to pay by e-check, a feature that CEO Schaaf tells us is exclusive to Headnote and 100% compliant with IOLTA and the ABA's Model Rules for accepting online payment to both trust and operating accounts. Clients securely log into their bank account and authorize payment using the same instantaneous authentication process that banks use for transfers. Headnote teamed up with Silicon Valley Bank to create this e-check platform, which connects to more than 2,500 banks. This eliminates the older, days-long micro-deposit and account verification process.

"Headnote allows attorneys to easily begin accepting compliant online payments and improving realization rates without changing any internal billing or invoicing processes," says Schaaf. "It's a game changer for law firms and the legal industry as a whole."

Other Notable Features

You can sign up with Headnote in a few minutes, and there's no cost associated with having an account. Enter your email address and firm information, create a password, upload your logo, and connect your bank account.

You can accept only e-check payments or also allow credit cards. Headnote charges 1.9% of e-check and 3.5% of credit card transactions. To comply with ethics rules, Headnote doesn't take this fee from client payments but instead charges your firm separately. This enables you to connect a trust account for client payments.

Headnote also handles collections with its Automated Reminder feature, which emails the payment link to delinquent clients. Choose when and how often to send reminders, and personalize the accompanying message. Some Headnote users like solo practitioner Kimberley Spire-Oh don't need this feature. "Since starting to use Headnote, my clients pay more often and much faster without me needing to remind them," says Spire-Oh. "It's a very user-friendly system and provides huge benefits to my practice."

Several specialized tools exist for specific use cases. For example, if you charge clients a flat fee for the same work over and over, you can create automatic recurring payments at set intervals. Less tech savvy clients can keep their credit card on file and authorize you to make payments on their behalf. Also, Headnote enables law firms to add a payment page to their website to make it even easier for clients to pay (setup is free).

What Else Should You Know?

Headnote offers several reports showing all transactions, all payment links, etc. If your firm uses QuickBooks, syncing your bank accounts will automatically pull in all payments made through Headnote for fast reconciliations. Learn more about Headnote.

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 | TL NewsWire

Best Email Marketing Software for Law Firms Plus 45 More Must-Reads

By TechnoLawyer | Tuesday, July 17, 2018

Coming today to SmallLaw: Our editorial team has selected and linked to the 46 best articles, podcasts, and videos from the past week worthy of your attention. Below you'll find a sampling from today's issue, including our SmallLaw Pick of the Week. SmallLaw is free so don't miss the next issue — sign up now.

Congratulations to Andrew Cabasso of JurisPage Blog on winning our SmallLaw Pick of the Week award: Email Marketing Software for Lawyers

Being Smart Isn't as Admirable as You May Think (Read the Comments)

Time to Quit, but Don't Want to?

How to Ensure Your Law Firm Website Isn't Flattened by Rollout of Google's Mobile-First Index

Dozens of Creative Law Firm Logos

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. Subscribe now for free.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | SmallLaw

Litigation Boutique Salaries Start at $215K Plus Lateral Moves and Promotions (Jul 9 to Jul 15)

By TechnoLawyer | Tuesday, July 17, 2018

Coming today to BiglawWorld: Our editorial team has assembled links to all the partner promotions and lateral moves announced by America's largest law firms during the past week in an easy-to-scan format. You'll also find must-read analysis, rankings, trends, etc. about large law firms.

We'd like to congratulate everyone who leveled up this week. Here's a sampling:

Lori D. Bauer Named Office Managing Principal of Jackson Lewis’ New York City Office

Corporate Attorney Rich Hudock Joins McCarter & English as Philadelphia Partner

Mayer Brown Continues Expansion of Private Credit Group With Partner Beth Vogel in Chicago

Former Deputy Attorney General and Bankruptcy Litigator Thomas J. Francella Jr. Joins Cozen O’Connor’s Wilmington, Delaware Office

Congratulations to Staci Zaretsky of Above the Law on winning our BiglawWorld Pick of the Week award: Elite Firm Eviscerates Going Market Rate, Offers Starting Salaries of $215K.

How to Receive BiglawWorld
BiglawWorld keeps you apprised of lateral hires, internal promotions, mergers, new offices, accolades, and other inside baseball at America's largest law firms. Because we organize this self-reported news by practice area and law firm, BiglawWorld takes just a few minutes to scan yet its comprehensiveness makes it the only source you need. Each issue of BiglawWorld also links to insightful articles, statistical reports, rankings, podcasts, and videos about large law firms. Subscribe now for free.

Topics: BiglawWorld | Coming Attractions | Law Office Management | Technology Industry/Legal Profession

Document Automation That Resides Where You Work and Store Data

By TechnoLawyer | Tuesday, July 17, 2018

Today's issue of TL NewsWire covers document assembly software that you can use within other applications such as your document or practice management system (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of case management software that runs on Windows, Android, and iOS with features, customization options, and integrations that acknowledge today's world, an online marketplace for finding contract lawyers without running afoul of ethics rules, and much more. Don't miss the next issue.

Document automation software should be as common in law firms as word processing software. It solves several once intractable problems — creating documents faster, reducing errors, using data that already resides in other systems and ensuring regulatory compliance when applicable. One company believes what's preventing wider adoption is where users access it.

HotDocs Hub and HotDocs Developer 11 … in One Sentence

AbacusNext's HotDocs Hub and HotDocs Developer 11, the new version of the granddaddy of document assembly platforms with 60% market share, focuses on making template authoring and third-party integrations easier.

The Killer Feature

Traditionally, when you needed to generate a document from a HotDocs template, you would open HotDocs on the desktop. You can still do this but HotDocs' new integration tools (a "REST API") enable you to incorporate it into applications that house your client data. With HotDocs serving as middleware, users at your firm may not even realize they're using HotDocs.

The most obvious front end for your HotDocs templates is your practice management system, which can autofill fields such as client name and address, opposing counsel, etc. AbacusNext's practice management products — Amicus Attorney and AbacusLaw — integrate with minimal setup. But as Global Sales Director Gary Eunson stresses, you can incorporate HotDocs into many third-party practice management systems not to mention document management systems.

The HotDocs Professional Services group can assist you with integrations and create templates for you. "Operational efficiency is still a critical issue for law firms of all sizes," says Eunson. "Creating legal documents using our market leading document automation technology provides value, not only for the law firm, but for the clients it serves."

Other Notable Features

Getting started involves a Content Author (someone at your firm or a consultant) using HotDocs Developer to create templates for all the documents your firm regularly creates. You build templates using elements such as text fields, date variables, true/false and multiple-choice dialogs, clause selectors, math formulas, etc.

Completed templates then reside in the new HotDocs Hub cloud repository, which also offers tools for user management. Version control enables you to keep all template versions and rollback changes. Template Groups collect related templates such as those for a practice group in your firm. Integration with Active Directory and other identity systems enable users to access templates. You can host HotDocs Hub behind your firewall, through HotDocs' hosting services, or with Abacus Private Cloud.

Users access templates via their browser. The main tab contains the "interview" as HotDocs calls it — essentially a form. The middle tab offers a realtime preview of the document being built. The third tab lists all the data entered into the interview. When finished, choose from formats such as Word, WordPerfect, PDF, etc., and HotDocs automatically saves the document to your practice or document management system per the integrations discussed above.

What Else Should You Know?

"HotDocs is the quintessential software for document automation," says Michael Savage, operations manager at Baugher Law Firm PLLC. "It's very robust and the possibilities are endless. Generating documents and pleadings now take a fraction of the time they normally would using any other software. I highly recommend this product." Learn more about HotDocs Hub and HotDocs Developer 11.

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: Automation/Document Assembly/Macros | TL NewsWire

Is the New Surface Go an iPad Killer? Plus 62 More Must-Reads

By TechnoLawyer | Monday, July 16, 2018

Coming today to BlawgWorld: Our editorial team has selected the 63 best legal technology articles, podcasts, and videos from the past week. Below you'll find a sampling from today's issue, including our BlawgWorld Pick of the Week. BlawgWorld is free so don't miss the next issue — sign up now.

Congratulations to Mark Spoonauer of Laptop Mag on winning our BlawgWorld Pick of the Week award: Surface Go Hands on: Meet the $399 iPad Killer

The Stuff of Case Management Dreams

Best PDF Editors Reviewed and Rated

By Going Free, Microsoft Teams Is Taking on Slack More Directly

Fastcase 50 (2018)

Hands-on With Microsoft Surface Go

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession. 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. Subscribe now for free.

Topics: BlawgWorld Newsletter | Coming Attractions | Laptops/Smartphones/Tablets

Lawyer Ethics and Credit Card Rewards; 3 Favorite Credit Card Rewards Programs; Review of Nuance Power PDF; My Retirement Investments

By TechnoLawyer | Friday, July 13, 2018

Today's issue of TL Serendipity contains these articles:

Robert Pennell, Lawyer Ethics and Credit Card Rewards

Steve Loewy, My Three Favorite Credit Card Rewards Programs

Scott Curnutte, Review of Nuance Power PDF

Government Employee, My Best and Worst Retirement Investments

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 | Technology Industry/Legal Profession | TL Serendipity

Empirical SCOTUS on Judge Brett Kavanaugh Plus 47 More Must-Reads

By TechnoLawyer | Wednesday, July 11, 2018

Coming today to LitigationWorld: Our editorial team has selected and linked to 48 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.

President Trump Announces the Nomination of Judge Brett Kavanaugh to SCOTUS (Video)

Judge Brett Kavanaugh's Majority Opinions

Judge Brett Kavanaugh's Concurring Opinions

Judge Brett Kavanaugh's Dissenting Opinions

David Lat on Judge Brett Kavanaugh

Go to the Scene and Go the Extra Mile

"Private" Facebook Posts Are Discoverable

Congratulations to Dr. Adam Feldman of Empirical SCOTUS on winning our LitigationWorld Pick of the Week award: Expect Kavanaugh To Shift the Court Right. How Far No One Knows.

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
 
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