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Review: Correlate for Outlines and Flow Charts

By Sara Skiff | Monday, May 8, 2006

Sean Fosmire, Review: Correlate for Outlines and Flow Charts

TechnoLawyer member John P. Starkweather asks:
"I'm interested in creating flow charts for my practice. Ideally, it would closely resemble MindManager with its ability to incorporate Web sites and documents and its integration with Microsoft Office. However, MindManager doesn't map a process or a decision tree in the same way a flow chart can. For example, I'd like to map the process of taking a case from filed lawsuit to closure. One map could deal with service of process. We could check service by linking the chart to the court Web site. If service is effected, then the flow chart would link to our form motion to default; if not, it would link to our forms for appointing a special process server and creating an alias summons. Once service is effected, that piece of the chart would be completed. Any thoughts?"

In my opinion, an excellent candidate for this type of process is Correlate. Correlate allows you to create outlines that show relationships between things and to connect those with URLs, files on the network, or other linked items as needed. One sheet can contain one or many "trees" of outlined items, placed where you want them, so there is some degree of unstructuredness allowed.

M. Sean Fosmire
Garan Lucow Miller, P.C.
www.garanlucow.com
Marquette, Michigan

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Collaboration/Knowledge Management | Litigation/Discovery/Trials | Post

Paying Electronic Filing Fees from Trust Accounts

By Sara Skiff | Monday, April 24, 2006

Don Springmeyer, Paying Electronic Filing Fees from Trust Accounts

TechnoLawyer member Stephen M. Nipper asks:
"Does anyone know of a bank that will allow one to link a debit card/credit card directly to a trust account (why? for paying electronic filing fees)? Best regards."

If, in Nevada, we paid electronic filing fees out of our trust account, we would need to later have frequent access to the ATM at the Southern Nevada Correctional Facility. All kidding aside, and on the assumption that of course your state bar's rules would allow such a thing, which ours would not, I think Bank of America will link an ATM card to any account as requested by the account owner.

Don Springmeyer, Esq.

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Accounting/Billing/Time Capture | Post

Review: HP LaserJet 3330mfp and 3380mfp

By Sara Skiff | Monday, April 24, 2006

Todd Bair, Review: HP LaserJet 3330mfp and 3380mfp

In his TechnoFeature, "Review: HP LaserJet 3330mfp: Not the Latest But Is It the Greatest?," Gary Garland wrote:
"Hewlett Packard (HP) came out with a winner when it introduced the LaserJet 3330mfp, which you can purchase used for under $300. Before delving further, a brief history lesson ..."

I also have a 3330mfp, and have used in my office since buying it new from Office Depot over 2-1/2 years ago. Gary's article is spot-on, and though I've only tried to use the scanning software a few times it wasn't easy or flawless the first time and appeared much less intuitive than I thought it should. Earlier this year I purchased the slightly upgraded version, a 3380mfp, for home office, purchased new off eBay for $500. Again everything works great as it has on previous models. Additionally, I have used the scanning function on this one, and it seems to work much better though again I've only used it a few times.

Like many HP products, a great value for the money new or used.

Todd Richard Bair
Bair & Cummings, llp
Athens, Georgia
www.baircummings.com

About Fat Friday
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Topics: Copiers/Scanners/Printers | Post

Review: QuickFlash for Secure Intraoffice Instant Messaging

By Sara Skiff | Tuesday, April 11, 2006

Davis Foster, Review: QuickFlash for Secure Intraoffice Instant Messaging

TechnoLawyer member David Waddle asks:
"Okay, I know I may be a little late to the party but I have just discovered Instant Messaging. I use Yahoo Messenger and I am going to look at MSN Messenger; this is because different friends use one of the two types. I wondered why companies do not use these IM services for informal internal communication — or do they? Am I just out of step with the rest of the world? Or is there a major drawback that I am unaware of? I realize that IM does not replace e-mail but it does cut down on some needless e- mails and phone calls."

Manuel A. Quilichini responded:
"IM has become a very valuable tool, and I convinced the company to adopt it for higher management and some mid- level managers.  After some resistance, Microsoft's Messenger was deployed, and it has been a success.... My experience with IM is that I could not operate without it, so I recommend you give it a try. You can always deactivate this feature if you feel it does not meet your expectations."

Kurt L. Schoettler wrote:
"There are some companies that do provide messaging software that can be installed and run on a network for internal communications.  However, keep in mind if you are using programs like Yahoo, AIM, MSN Messenger or similar public IM software these conversations are going outside your firm (unlike an internal e-mail that stays on your internal servers). Would you want — or better yet can you afford — the potential of someone eavesdropping or the service provider having access to what could be considered confidential communications?..."

At this 5 person office we use a program called QuickFlash by Arm.  This provides an internal alternative to IM services, along with some other functionalities (Do Not Disturb, as an example).  I have used this software for well over 5 years.  A check of the task manager shows that it uses 1,304 kb of RAM, so has no real impact on the available RAM.  I have always been pleased with its features, and simplicity, and like the idea of keeping the communications in house.

Davis Foster

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Email/Messaging/Telephony | Post

Including Dates in File Names: A Contrarian View

By Sara Skiff | Monday, April 10, 2006

Dean Birch, Including Dates in File Names: A Contrarian View

In his TechnoFeature, Where Are My Files?, Jeffrey Lisson writes:
"The best electronic file system should mimic the paper file, so no one has to learn a new way of doing things. The goal is simplicity and ease of use. So each client would have his or her own folder. Each folder would have subfolders for discrete matters. Each matter would have subfolders for the documents involved. Sound complicated? It's not...."

Anthony Cary responded:
"I concur generally with Lisson's recommendations, but the routine inclusion of document dates in file names is also very important: .... I feel strongly that every file produced should have its production date appended at the end of its file name."

Sam B. Craig wrote:
"In our client files we use a document naming structure as follows: [Date of doc][Type of doc][subject].  For example "05-0121 LTR Smith counteroffer." This sorts documents by date within the folder, which allows the file to reflect the advancement of the case. We prefer this to having the date last, which does not allow for easy date sorting. By having 3-letter codes capitalized (e.g., LTR, MOT, COM, ANS, etc.) the doc types are easily discerned as well. This coding also leaves more room for descriptive terms...."

In brief response to attorney Craig's comment on file names, why include the date in the name when almost all software can sort by file date if you so desire?  All you do is click on the date column.  That way certain types of documents are left together (Client letters, etc.), regardless of date, but can be easily sorted by file date.  This works fine unless you make a change to the document.  Then the date will be changed to the date of the modification.  But we don't change documents after they've been prepared and sent out.  We typically name files "Client.ltr-1.wpd" and "Client.ltr-2.wpd, so they are grouped together, and then in order of preparation within that subcategory.  We also use names like "Sales Contract-Draft-1.wpd" and "Sales Contract-Draft-2.wpd".  I concede, however, that using the date at the end would be more accurate, but I just don't like the extra typing!  I prefer names that contain the type of document I am looking for, rather than a date.  Although a date sort does come in handy once in a while.

Dean W. Birch, Esq.
Gatlin & Birch, P.A.
Tampa, FL

[Publisher's Note: Dean makes a good point, but placing the date in a file name is a good idea for files associated with a particular date. For example, we include the date of publication in the name of our newsletter files. Sometimes people do make changes to documents after the fact so relying on the operating system or even a document management system has its limitations. — Neil J. Squillante]

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Document Management | Post

Review: Xerox Documate 252 Scanner

By Neil J. Squillante | Tuesday, March 28, 2006

Tony Geiger, Review: Xerox Documate 252 Scanner

TechnoLawyer member Michael W. Carroll asks:
"Can anyone recommend a good desktop-sized scanner?  I expect to scan 10-100 pages daily, (occasionally more) and will need a reliable, easy to use machine, with an ADF.  I am looking primarily at the Fujitsu ScanSnap FI-5110EOX (approximately $450), but also at the Xerox Documate 510 Flatbed Scanner (approximately $350).  Any guidance would be appreciated.  Thanks."

We recently purchased a Xerox Documate 252 (about $730) based on the recommendation of a legal technology consultant and are very pleased with it. It has an ADF. We use it for approximately the same volume referenced in the question.  It comes with OCR software and was easy to install. It has 9 programmable function keys which allow you to automate different scanning functions and results. It fits very comfortably on the secretary's work table. This is our first scanner and we are still learning the ins and outs of the PDF world, but the manual is pretty good. We looked at Fujitsu Scan Snap, but went with the Xerox based on the consultant's recommendation. You should do some research to understand the issue of TWAIN compliance, as that (apparently) affects the ability to do a word search of scanned documents, which may be important if you are going to archive a large amount of scanned documents.  As the budget will allow, I hope to be able to get another one for my desk.

Anthony L. Geiger
Law Director
City of Lima, Ohio
Lima, OH

[Publisher's Note: Learn more about the Xerox Documate 252. — Sara Skiff]

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Copiers/Scanners/Printers | Post

Review: Copernic Desktop Search

By Sara Skiff | Monday, March 27, 2006

John Dorst, Review: Copernic Desktop Search

TechnoLawyer member Benjamin Martin asks:
"Many times, some of our lawyers will come across a name, place or event knowing they researched it once before. However, they can't jog their memory to recall exactly which case it was a part.

"This is where a nice program that can search their folder on the server by keyword. Unfortunately, I can't find a program that suits my needs, however, I may just not be looking in the right place.

"This search program must be able to search within file formats as.txt,.doc, .wpd, .html and .pdf. The hard part, I feel, is the fact that many of our pdf files that are scanned are simply image files that have not been OCR'd to editable text. I know it's still possible to search those types of pdf files, though.

"Can anyone recommend a program that already does this or a direction I can possibly go? I've already gotten a quote from a coder in Russia for $3,000 and well, that's way over our price limit on this.

"Any help would be appreciated.
"

There are several good search programs, Google probably being the most recognizable one. We've taken up Copernicus Desktop Search by Copernic Technologies, Inc. and we love it. It is one of those tools that you can't take away from our attorneys now that they have it. Those familiar with the Mac and the heralded Spotlight in OS X 10.4 (Tiger), this is a similar program, though probably more limited in the number of types of files it can index. The version we're using indexes Word, Excel, WordPerfect, pdf, txt, html, Outlook and PowerPoint files (plus many other types) including the text within each document, though a newer version may cover more file types. One advantage over Spotlight is that it will also index networked drives should you choose. By default it excludes directories such as cache and cookies. Give it a look.

John Dorst
Business Manager
Serving The People Who Build America
HERRIG, VOGT & STOLL, LLP
Granite Bay, CA
www.hvslaw.com

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Business Productivity/Word Processing | Document Management | Post

Why I Will Continue Using WordPerfect Over Word

By Sara Skiff | Monday, February 27, 2006

James Siver, Why I Will Continue Using WordPerfect Over Word

TechnoLawyer member Jon Calhoun asks:
"I think for most of us that swear by WordPerfect it is the Reveal Codes feature that always puts it head and shoulders above Word. I've not worked with Microsoft Word's Reveal Formatting that Kim described as "similar to" Reveal Codes." I'd appreciate further comments from those who use Word 2002, who also are familiar with WP, as to the ease of use and other characteristics of the Reveal Formatting."

Alan D. Garber responded:
"The issue really is how do you fix problems in a document, because in a perfect document, nobody would need to reveal codes or formatting...."

Barron K. Henley wrote:
"As someone who has taught Word AND WordPerfect to law firms for over 10 years, I can verify everything that Mr. Garber states in his post. The mastery of styles in Word eliminates and avoids about 90% of the formatting issues one may otherwise encounter...."

Nathaniel Barber responded:
"I couldn't agree more with Barron Henley.  There's nothing I can do in WordPerfect that I can't do faster, more elegantly, and with less code in Word.  WordPerfect, in my view, is an "enabler" (in the pejorative, behavioral science sense) of clutter and inefficiency.  It enables people to fail to think strategically about their document's format; it enables people to format their documents ad hoc — line by line.  How? By putting line-by-line formatting front and center, which creates the illusion that one is getting a finer degree of control than offered by Word.  But Word can do everything WordPerfect can, format-wise.  Instead, what you're getting is a lot of "code clutter"...."

As a long time WordPerfect user, who has considered moving to Word, you have successfully convinced me that WordPerfect is a far more versatile program than Word. Apparently, what Mr. Barber and others are saying is that Word styles the entire document, and you cannot change the style without changing the style of the entire document. How archaic is that? Yes, WP puts a lot of codes in ... but, you can put them where you want them. But WP certainly allows you the oppurtunity to change the styles on a line by line basis within the document, as you see fit. That is certainly important when creating many of the legal documents that we use in the day to day operations of the practice of law. When one has to take 4 or 5 paragraphs to try to make arguments for Word, against WP, I am reminded of the saying that "one doth protest to much."

Thank you, you have convinced me NOT to change from WP 12 to Word 2003.

James Anthony Siver
Attorney at Law

[Publisher's Note: Word's Styles work on a paragraph by paragraph basis. You can create as many Styles as you need. Once you set them up, formatting documents is a breeze. Within paragraphs, you can certainly apply bold, italics, etc. to words and phrases. Also, with Sections, you can create as many different page layouts as you wish within the same document. Word has its share of weaknesses, but formatting is one of its strong points. — Neil J. Squillante]

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Business Productivity/Word Processing | Post

Review: QuickBooks v. PCLaw in a Law Firm

By Sara Skiff | Tuesday, February 14, 2006

Tony Mankus, Review: QuickBooks v. PCLaw in a Law Firm

TechnoLawyer member David Marcelino asks:
"Does anyone out there use QuickBooks for both billing and time entry? I am currently using Timeslips for time entry. Timeslips has frustrated my office. We are tired of the instability."

We used QuickBooks Pro for a number of years for accounting and time-billing. It's accounting and payroll features and interface are intuitive, simple to use, and generally excellent; the time-billing feature was not as good. A number of steps were required to accomplish what we wanted.

It's a generic program written for any type of small businesses and not law firms specifically. (Although a law firm specific version came out about a year ago which we did not try out.) Also their technical support was non-existent, unless you were prepared to pay a hefty support fee.

We switched back to PCLaw which has a better time-billing feature for law firms, though the accounting and payroll features are not as good. Their technical support is excellent. LexisNexis recently purchased PCLaw and we're hoping that their bigger budget will help to make needed improvements.

Tony Mankus, Esq.
Mankus & Marchan, Ltd.
Lisle, IL

[Publisher's Note: Learn more about QuickBooks and PCLaw. — Sara Skiff]

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Accounting/Billing/Time Capture | Post

Tip: Possible Solution for Dragon Installation Issue

By Sara Skiff | Monday, February 13, 2006

Wandal Winn, Tip: Possible Solution for Dragon Installation Issue

TechnoLawyer member Robert Bass asks:
"Howdy: I bought Dragon 8 to upgrade from Version 6. The install seemed to go well until the very end, when I got this message: "Error-1607. Unable to install Install Shield Scripting Runtime"

"I called tech support. They said it wasn't a Dragon problem, it's an Install Shield problem. They referred me to the Install Shield Web site. There I found a multi-page list of very confusing instructions that I tried, but failed to successfully complete. I finally threw up my hands and decided to stick with Version 6, only to realize that Dragon 6 doesn't live here anymore. It seems to have been eaten by this now-dead Version 8 monster.

"So here I sit, having bought and paid for Dragon twice, I've wasted several hours, and I can't use the program at all. I feel like an orphan nobody wants to take care of!

"I call upon my TechnoLawyer brethren and sisterthren for help! Do I have to pay some high-priced tech to figure out why there is a conflict between these two programs, or is there some common sense fix?
"

Hi, Bob. Saw your post and have a comment. Note that I do not have Dragon but have used it in the past and have colleagues using it. What you describe is a black mark on Dragon's Cust/Tech Support so I hope others take heed. Your problem could relate to things you do not mention such as what OS you are using, what other software is installed (esp memory resident apps), etc.

Suggestion:

1. Uninstall all Dragon software using Dragon's Uninstall or the OS's Start -> Control Panel -> Add/Remove Software.

2. Do a full virus scan of your system.

3. Shut down mem res virus and spyware software.

4. Reinstall Dragon V8.

Should work ... I hope so and good luck!

Wandal Winn
Anchorage, Alaska

About Answers to Questions
Posts like the one above appear exclusively in Answers to Questions, a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. You can subscribe here.

Topics: Dictation/OCR/Speech Recognition | Post | Utilities
 
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