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Lexis for Microsoft Office 5.2: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, August 26, 2015

Today's issue of TL NewsWire covers an software that adds legal proofreading and research tools to Microsoft Outlook and Word (see article below), case analysis software that integrates with a legal research service, and two applications that enable you to run virtual OS X and Windows machines on a Mac. Don't miss the next issue.

ADD PROOFREADING TOOLS AND MORE TO MICROSOFT OFFICE

All legal documents inevitably contain errors. As a lawyer, you're responsible for getting the law right. But you should not have to shoulder the burden of finding inconsistencies, undefined terms, and other common issues — especially because they're easy to miss. These mundane but critically important tasks are best handled by software.

Lexis for Microsoft Office 5.2 … in One Sentence

Launching this week, Lexis for Microsoft Office 5.2 brings proofreading, legal research, and drafting tools to Microsoft Word and Outlook.

The Killer Feature

The new version of Lexis for Microsoft Office includes proofreading tools for drafting and review powered by Microsystems' well-regarded EagleEye technology.

From the Microsoft Word ribbon, you can use the Terms & Phrases tool to find undefined terms and inconsistent phrases in your document. The Definitions List ensures that you don't miss any defined terms or use inconsistent definitions for the same term.

Lexis for Microsoft Office also checks your document for accuracy and completeness. Regarding the former, it finds missing quotation marks and parenthesis, inconsistent numbering, and incorrect references. Regarding the latter, you can mark items as incomplete using your own custom term such as "Review." Later, you can locate all of these items for removal/replacement before you share the document.

"Effective and efficient document review is vital to the success of litigation and transactional practitioners alike," LexisNexis vice president, Lexis Advance Jeff Pfeifer tells us. "With the integration of EagleEye tools, we are giving Lexis for Microsoft Office users powerful means to automatically scan for consistency and errors, enabling them to deliver more precise, accurate, and complete agreements, briefs, pleadings and other documents."

Other Notable Features

In addition to the EagleEye integration, Lexis for Microsoft Office now integrates with document management systems through Lexis Search Advantage. From one search box, you can search Lexis Advance, your firm's documents, and/or the open web.

The integration with Lexis Advance has grown deeper too. Most notably, your Lexis Advance Work Folders now appear within Word and Outlook so that you can save, search, and download source materials without leaving these programs. Using drag and drop, you can insert quotations from cases, phrases from Matthew Bender forms, etc. into your Word documents and email messages.

The new version of Lexis for Microsoft Office also includes enhancements to the litigation tools. When creating a table of authorities with Lexis for Microsoft Office, you can now use "passim" in place of the page numbers cited. Settings enable you to adjust when it should appear. The page numbers remain intact below the surface so you can still click for a pinpoint preview of the source. Lexis for Microsoft Office supports the 20th edition of The Bluebook.

Also new, Get Cited Documents now exists in both Word and Outlook since email messages often include citations. As its name suggests, this tool retrieves from Lexis Advance source materials cited in a Word document or email message.

What Else Should You Know?

Lexis for Microsoft Office works with Windows 7, 8.1, and 10. It requires Microsoft Office 2007 or later and a Lexis Advance subscription. Learn more about Lexis for Microsoft Office 5.2.

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 | Business Productivity/Word Processing | Email/Messaging/Telephony | Legal Research | TL NewsWire

Dragon Professional Individual 14: Read Our Exclusive Report

By Neil J. Squillante | Thursday, August 20, 2015

Today's issue of TL NewsWire covers speech recognition software for Windows PCs with hands-free editing and formatting (see article below), speech recognition software for iOS and Android, speech recognition software for Macs, and an iPad app for remotely accessing and controlling Macs and PCs. Don't miss the next issue.

HANDS-FREE WRITING, EDITING, AND FORMATTING

The allure of speech recognition software lies in its ability to cut out the middle man — your keyboard and mouse or a transcriptionist. This means the software must go beyond text entry into the realm of editing and formatting.

Dragon Professional Individual 14 … in One Sentence

Announced this week and launching soon, Nuance's Dragon Professional Individual 14 (Windows) is speech recognition software with automation tools.

The Killer Feature

Dragon Professional Individual enables you to exercise a lot of control over your documents. However, consulting a user guide or even a cheat sheet takes you away from your work. The new version addresses this by enabling you to access all possible voice commands by saying "What Can I Say."

This displays a menu of options that you use your voice to choose — select navigation commands, correction commands, formatting commands, punctuation commands, or the help system. When you make a choice, you drill down to a submenu with the commands written in such as way that you can insert the proper word when you speak (e.g., for the "Go Up N Lines" command, you would insert a number in place of N).

Other Notable Features

Dragon Professional Individual enables you to create custom commands for your workflow. These can include multiple steps. For example, you can email a document to a group of colleagues and also print a copy for yourself with one voice command. Also on the customization front, you can create custom word lists for legal terms, party names, etc. so that Dragon Professional Individual will understand you and use the correct spelling and capitalization. You can import and export custom commands and custom words.

Also new, you can feed audio recordings of other people such as a speech, podcast, or broadcast to Dragon Professional Individual to generate a written transcript. The software needs only a 90-second sample of the speaker's voice, and will not confuse that person's voice with yours.

Dragon Professional Individual integrates with Dragon Anywhere, Nuance's new mobile app. This means your documents sync so that you can start dictating on your PC and continue with your iPhone or Android smartphone. Your custom commands, shortcuts, and vocabularies exist in both products without having to set them up twice.

What Else Should You Know?

Dragon Professional Individual works on Windows 7, 8.1, and 10. It costs $300. Users of Dragon Professional and Dragon Premium can upgrade for $150 and $200 respectively. Learn more about Dragon Professional Individual 14.

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: Dictation/OCR/Speech Recognition | TL NewsWire

ThreadKM: Read Our Exclusive Report

By Neil J. Squillante | Thursday, August 13, 2015

Today's issue of TL NewsWire covers a secure internal messaging service that organizes your discussions and shared documents and tasks by matter (see article below), and three password managers that work on computers, tablets, and smartphones. Don't miss the next issue.

AN EMAIL REPLACEMENT FOR INTERNAL COMMUNICATION

Thanks to the app explosion of the past few years, enterprise software companies have adopted some consumer software trends — most notably messaging apps for internal communication and collaboration. This started with Yammer, which HipChat and Slack have since surpassed by offering a better user experience. But none of these tools are designed for law firms. A new product seeks to change this state of affairs.

ThreadKM … in One Sentence

Launched today, ThreadKM is a secure internal messaging and collaboration service that integrates with legal software.

The Killer Feature

ThreadKM works via native apps for Mac, Windows, iOS, and Android. You start by creating a "Workspace" for each matter. You can limit access to specific colleagues. Each Workspace can have an unlimited number of topic-specific "Threads" for group discussion (e.g., create a Thread to discuss a deposition).

In addition to text messages, you can share data such as web addresses. ThreadKM automatically displays a live hyperlink for web addresses and displays a snippet from that web page. ThreadKM stamps every message with a time stamp, and groups messages by day. You can search a specific Thread or the entire Workspace.

"Most lawyers who are overwhelmed with email have found instant messaging isn't a solution because information becomes so scattered quickly," ThreadKM CEO Dan Hauck tells us. "ThreadKM solves this problem by organizing and saving conversations in searchable, matter-centric spaces."

Other Notable Features

ThreadKM enables you to share documents (including photos) within Threads. Each Workspace contains a special area called Files where you can find all shared documents. Integrations with Clio and iManage enable you to share documents directly from those apps. ThreadKM indexes all shared documents to make them searchable — including scanned documents thanks to built-in OCR.

Each Workspace also contains an area for Tasks. ThreadKM offers a Kanban-Style task management system. This "lean" approach uses a series of columns such as "To Do," "Doing," and "Completed." Every task appears on a card within a column. The card also lists the person assigned to the task, the due date, and notes with status updates and roadblocks. This system enables you to visualize the status of a matter you're managing.

What Else Should You Know?

ThreadKM offers two configurations. Law firms with fewer than 50 users use the hosted version at $29 per month per user ($24 if paid annually). This version provides you with unlimited Workspaces, 10 GB of storage per user, and email support. Larger firms with more than 50 users must use the Enterprise version, which you can host in the cloud or on your own server. This version includes integrations with Active Directory, IntegrationBuilder, and WallBuilder as well as priority email and telephone support. You can try ThreadKM for free. Learn more about ThreadKM.

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: Email/Messaging/Telephony | TL NewsWire

Smokeball: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, July 29, 2015

Today's issue of TL NewsWire covers a practice management system that integrates with Microsoft Word for document assembly and Microsoft Outlook for email (see article below), an iPhone app that enables you to chat using email, a budget Android smartphone, and a dashboard for iPhone and Apple Watch. Don't miss the next issue.

WHAT SMALL LAW FIRMS REALLY WANT FROM PRACTICE MANAGEMENT

Even small law firms have many moving parts. This explains the word "system" in the term "practice management system." When shopping for these products, lawyers don't just want features. They want integrations and help setting up and using the integrations. In short, they want a "system," not just an app.

Smokeball … in One Sentence

Launched recently, Smokeball is a practice management system with integrated document assembly, document management, and email, as well as accompanying setup and training.

The Killer Feature

Smokeball integrates with Microsoft Outlook and Word via add-ins. For example, using client and matter data in Smokeball, you can auto-populate a Word template. Smokeball saves the draft and final document in the applicable matter after which you can email it to your client via Outlook. Smokeball likewise stores this email message and all future related email and attachments automatically.

"Smokeball integrates case management with sophisticated document automation," Smokeball president Jane Oxley tells us. "This means that while we help small law firms get more organized, we also genuinely empower them to get more done every day.

Other Notable Features

Every matter in Smokeball has an associated Matter Screen, a dashboard listing a snapshot, recent documents and email, upcoming appointments and tasks, and notes. Each Matter screen displays different information specific to the type of case. Smokeball offers a variety of matter layouts that get added to your account at the time of setup. For example, the snapshot for a real estate matter can list the buyer, seller, and property details. Meanwhile, a criminal DUI matter can list key information such as arresting officer, blood alcohol level, ticket numbers, and prior convinctions. You can drill down from a Matter Screen to whatever you need.

The document assembly templates in Smokeball can generate any type of document — agreements, briefs, court forms, deeds, letters, trusts, etc. The company helps you set up your first 15 templates. During this process, you learn how to create your own so that you can continue to build your library.

In addition to storing all documents it helps you create, Smokeball can store all your firm's other documents too. You can import entire folders or one document at a time. You can also scan directly into Smokeball through its integration with ScanSnap scanners.

Similarly, Smokeball can save email that originated in Outlook. You tag the email thread with the appropriate matter after which these messages and attachments appear in Smokeball along with threads that you began in Smokeball. As with email, Smokeball's calendars and tasks also integrate with Outlook via the add-in. This enables you to enter appointments and tasks just once in either application.

Other features include contact management, full-text search, and document versioning so you can revert to earlier versions.

What Else Should You Know?

Smokeball runs as a Windows desktop application with your data synced to Smokeball's cloud, enabling you to access your account from any PC as well as from your iPhone and iPad via the free iOS app. With Smokeball's cloud serving as your back end, you don't need a server in your office. Smokeball costs $69 per user per month. The cost of setup and training depends on the size of your firm. Learn more about Smokeball.

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 | Document Management | Email/Messaging/Telephony | Practice Management/Calendars | TL NewsWire

Lexis Advance Tax: Read Our Exclusive Report

By Neil J. Squillante | Thursday, July 23, 2015

Today's issue of TL NewsWire covers a new online tax research service with flat pricing for full access (see article below), a foldable Bluetooth keyboard, a wireless flash drive, and a mobile app for capturing your billable time on the go. Don't miss the next issue.

START AND FINISH YOUR TAX RESEARCH HERE

When conducting tax research, sometimes you want a simple search box while other times you want a helping hand. Most importantly, you want peace of mind that you're searching all the relevant sources you could possibly need. A new online tax research service aims to offer this at a flat, all-inclusive price.

Lexis Advance Tax … in One Sentence

Launched recently, Lexis Advance Tax is an online tax research service for tax lawyers and other tax professionals.

The Killer Feature

Lexis Advance Tax consists of nearly 1,400 sources, including primary law, treatises, and news. Regarding the latter, the service includes exclusive access to tax news and analysis from Tax Analysts. You can create customized email alerts for tax issues of interest to you. For example, you can create an alert for a section of the Internal Revenue Code (IRC), a client, etc.

Three daily publications — Tax Notes Today, State Tax Today, and Worldwide Tax Daily — enable you to monitor developments in federal, state and local, and international tax law respectively. Each publication has a corresponding daily email alert that you can elect to receive with headlines and live links to the most notable 6-8 stories.

Other Notable Features

Lexis Advance Tax enables you to search the Lexis Tax Advisor — Federal Code Reporter by IRC section. The text of the code section occupies most of the screen, while a vertical navigation bar on the left provides immediate access to key related content (both primary law and analytical sources). Related content includes proposed, temporary and final Treasury regulations, legislative history back to 1954 (including excerpts from key Congressional committee reports explaining each change), explanations of each subsection and tax-planning tips written by Matthew Bender authors, case annotations, and more.

Among the content highlights, Lexis Advance Tax includes administrative decisions and case law, Lexis Tax Advisor — Federal Topical (a 550-chapter treatise on federal taxation), Shepard's Citations Service, and a forms library with sample documents for use in estate planning, probate, and estate administration. It also includes more than 80 treatises from Matthew Bender and others covering specific areas of tax law such as Rhoades & Langer, U.S. International Tax; Federal Income Taxation of Corporations Filing Consolidated Returns; and Federal Taxation of Inventories. If needed, you can add CCH tax materials and Law360 to your Lexis Advance Tax plan.

When you conduct a search, you can restrict the results to one or more sources or search the entire federal, state and local, or international databases. Designed with the help of a committee of leading tax lawyers and beta tested by a team of 15 tax lawyers, Lexis Advance Tax works in all major desktop and mobile web browsers. Additionally, you can access it through the Lexis Advance iPad app if you prefer. Lexis Advance Tax uses the same login credentials as Lexis Advance, enabling you to seamlessly switch between the two services.

What Else Should You Know?

"Getting tax ramifications right every time is absolutely vital for a tax practitioner's success," LexisNexis Managing Director of North American Research Solutions Sean Fitzpatrick tells us. "Lexis Advance Tax gives them the confidence to deliver advice thanks to its current industry news and vast collection of federal, state, and international authorities in one convenient platform — a combination you can't find anywhere else." Learn more about Lexis Advance Tax.

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: Legal Research | TL NewsWire | Transactional Practice Areas

DocReviewPad: Read Our Exclusive Report

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

Today's issue of TL NewsWire covers an iPad app for reviewing and producing discovery documents (see article below), a virtual private network service, an app for finding someone to make a court appearance on your behalf, and a business intelligence add-on for LexisNexis InterAction. Don't miss the next issue.

DISCOVERY DOCUMENT REVIEW MEETS THE IPAD

Many PDF apps offer Bates stamping but stop there in terms of litigation support. Litigators who want more tools for reviewing and producing documents face the prospect of software that requires a subscription or a charge based on the size of the dataset. An opportunity exists between these two options that a company specializing in iPad apps seeks to address.

DocReviewPad … in One Sentence

Launched earlier this week, Lit Software's DocReviewPad 1.0 is an iPad app for reviewing and producing discovery documents.

The Killer Feature

DocReviewPad costs just $89.99 in the App Store. You need not worry about an ongoing subscription or any in-app purchases. Once you load all the documents you need for a matter, DocReviewPad works offline such as on an airplane or in a location that would otherwise require paying roaming charges.

"We created DocReviewPad because so many lawyers were trying to use TrialPad for document review," Lit Software Founder and CEO Ian O'Flaherty tells us. "It was time for a high quality, purpose-built, mobile document review tool. DocReviewPad puts enormous power in the hands of lawyers and legal professionals, increasing their productivity and saving firms and their clients thousands of dollars."

Other Notable Features

DocReviewPad offers the same overall user experience and interface as Lit Software's TrialPad and TranscriptPad apps to flatten the learning curve. You organize matters in folders that you can color and sort.

You import documents directly from your Mac or PC, cloud services Box, Dropbox, or Citrix ShareFile, a WebDAV file server, or from a Transporter. DocReviewPad supports PDF and TIFF for documents, JPEG and PNG for photos, and TXT for deposition and trial transcripts.

You can apply Bates numbers during the import process or anytime thereafter. The settings for Bates numbers include a prefix, the starting number, a separator, three sizes, three border options, and eight page locations. A live preview enables you to assess your settings before you finalize them.

You can search across an entire matter or limit searches to a specific folder or document. The document review interface resembles email with documents listed on the left side and the selected document to the right. For each document in the list, you can view at a glance the number of pages, whether it's searchable, and the Bates number range. You can sort documents by name, Bates number, review status, or a custom parameter.

DocReviewPad offers various swipe gestures and controls for navigating documents. Review tools include tags (issue codes) and annotations. DocReviewPad includes several common issue codes such as Confidential and Privileged. Additionally, you can create an unlimited number of custom issue codes to suit your needs. Annotations can consist of highlighting and drawing. The Flag tool enables you to add a note to a document.

You use Bates numbers, issue codes, flags, etc. to generate reports and production sets. For example, you can omit all documents marked confidential or privileged. Reports generated for opposing counsel such as a list of deposition exhibits can omit your annotations and tags.

What Else Should You Know?

You can export documents to TrialPad with all of your issue codes intact. The app includes a five-minute Quick Tutorial video that you can play anytime. You can also download a free user guide specifically designed for Apple's iBooks app. Learn more about DocReviewPad 1.0.

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: Coming Attractions | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | TL NewsWire

Spark: Read Our Exclusive Report

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

Today's issue of TL NewsWire covers an email app for the iPhone with automation features and desktop-class attachment handling (see article below), a cloud practice management application for litigators, a combination battery charger and solid state drive for iPads and iPhones, and a Microsoft Word add-on for repairing documents. Don't miss the next issue.

DESKTOP-CLASS EMAIL ON YOUR IPHONE

The smartphone has become an efficient tool for reviewing email when not at your desk. This common activity prevents your inbox from getting out of control. However, Apple Mail on iOS lacks advanced features such as switching among multiple email signatures. Its attachment handling abilities also fall short. A more advanced app would enable you to clear through even more email than currently possible.

Spark … in One Sentence

Launched last month, Readdle's Spark is an email app for the iPhone with a focus on automation and attachment handling.

The Killer Feature

Spark offers desktop-class attachment handling. It can open just about any document you receive. You can search for attachments (and links) using natural language (e.g., Word documents from Joe Smith this year). Spark enables you save frequently-used searches.

Spark supports Dropbox, Box, Google Drive, iCloud Drive, and other cloud services. This means you can save attachments to these services, and also tap into them for emailing one or more documents. You can also attach any locally stored documents and photos. You need not start from the document as is the case with Apple Mail.

Thanks to Readdle's PDF pedigree, you can convert email messages into PDF format. Once converted, you can save these messages in any supported cloud service or send them to a local app such as Adobe Acrobat or Readdle's PDF Expert.

Other Notable Features

Spark's unified inbox works across all your email accounts. It groups related messages into three groups — Personal, Newsletters, and Notifications. Spark uses an algorithm to figure out which messages qualify as notifications. It should alert you to questions from clients for example.

Speaking of notifications, Spark can let you know when a recipient reads your message. You can "pin" important messages that you don't want to forget about. Pinned messages appear in their own section. Similarly, you can "snooze" messages to make them disappear now and reappear later.

Quick Replies enable you to respond to email without having to spend time writing. With one tap, you can send customizable canned responses such as "Thanks" or an emoji. Another timesaver, Spark supports multiple signatures. You swipe through them, and then tap on the signature you want to use.

Spark offers a number of widgets that you can toggle on or off. For example the calendar widget enables you to accept or reject meeting invitations. Another widget lists only attachments. Also on the customization front, you can change the function of swipe gestures much like with mouse buttons on your PC.

What Else Should You Know?

Spark supports Exchange, Gmail, iCloud, Outlook, Yahoo, and IMAP. If you have an Apple Watch, you can install the Spark extension. Once installed, you can reply to email via dictation or Quick Replies. The Spark Glance shows you how many unread messages you have and lists your most recent email message. Spark is free for now. Learn more about Spark.

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: Email/Messaging/Telephony | Laptops/Smartphones/Tablets | TL NewsWire

SWING Porter for Outlook: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, June 24, 2015

Today's issue of TL NewsWire covers an Outlook add-on that exports messages and attachments into PDF format for document management and other purposes (see article below), a legal research service with a new online publishing tool for showcasing your legal expertise, an e-ink reader with a high-resolution display, and a WiFi security camera. Don't miss the next issue.

AN ADD-ON FOR OUTLOOK'S MISSING PDF EXPORT

Many of email's pain points no longer exist thanks to accounts accessible from multiple devices, push notifications, robust searching, and effective spam filters. However, one pain point remains for lawyers in particular -- getting email messages and attachments out of Outlook and into PDF format for archiving purposes, ediscovery, and sharing with clients.

SWING Porter for Outlook … in One Sentence

Launched recently, SWING Porter for Outlook is an add-on that automates exporting email from Outlook and converting it into PDF format.

The Killer Feature

SWING Porter for Outlook resides on the Outlook Ribbon after installation. If you have many users, you can also perform a network installation of the software. Once installed, you can export one or more messages, folders, etc. In addition to exporting email messages and their attachments to multiple PDF files, you can also export to PDF Binders or PDF Packages.

When you create a PDF Binder, SWING Porter for Outlook converts all the email messages or folders you select into a single PDF file. Inside, a table of contents mimics your organizational structure in Outlook's Navigation Pane. "In this way, you can conveniently create an electronic closing binder with just one click on the SWING Porter for Outlook export button," SWING CEO David Jakelic tells us.

A PDF Package provides an alternative method of saving multiple email messages and attachments in a single PDF file. Each message exists as an attachment within a PDF Package. A built-in navigation pane enables you to browse, search, and sort these messages by date, sender, etc. "Coupled with the ability to import Office and other types of documents, a PDF Package provides an ideal way to save your client matter data all in one place," says Jakelic.

Other Notable Features

Dynamic Conversion Profiles enable you to apply different conversion settings to each PDF export. The default profiles should cover "90% of use cases" according to Jakelic, but you can customize these defaults or create entirely new profiles. Settings include the context in which a profile should appear (e.g., single message selected, folder selected, etc.), the format of the export (multiple PDF files, Binder, or Package), the file naming convention, and the destination for the file.

File names can match whatever system your firm uses thanks to the ability to create a formula from all the data fields available in Outlook. For example, you can use date and time sent or received, the sender and/or recipient's name, the name of the folder in which the message resides, etc.

Instead of manually invoking SWING Porter for Outlook, you can automate exports by setting up a rule on a timed schedule.

What Else Should You Know?

SWING Porter for Outlook starts at $99 per user. Volume discounts exist. For example a 5-user pack costs $420. A license includes all updates for the current version and email support. You can try the software for free. Learn more about SWING Porter for Outlook.

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: Coming Attractions | Document Management | Email/Messaging/Telephony | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Legal Research | Privacy/Security | TL NewsWire

Pathagoras On Cloud: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, June 17, 2015

Today's issue of TL NewsWire covers cloud document assembly software with a built-in word processor designed for automating legal documents (see article below), an online marketing service for lawyers willing to review contracts for a flat fee, a secure portal for sharing documents with clients, and a legal dictionary app for iPad and iPhone. Don't miss the next issue.

CLOUD DOCUMENT ASSEMBLY WITHOUT PROGRAMMING

Like all technologies, document assembly has become accessible to law firms of all sizes thanks to advancements in computer power and software design. However, document assembly software has lagged behind other types of legal software in the migration to the cloud because of the complex setup typically required not to mention the need for a word processor.

Pathagoras On Cloud … in One Sentence

Launched this week, ISPV's Pathagoras On Cloud is a cloud document automation system.

The Killer Feature

Pathagoras On Cloud features a browser-based word processor designed for document automation. It runs in desktop and mobile web browsers, including Android, iPad, Mac, and Windows.

You can either create documents from scratch or upload templates in Word format. Either way, you can store an unlimited number of templates and documents in your account using a traditional folder system. You can sync your Pathagoras On Cloud folders with folders on your desktop computer (Windows available now, Mac soon).

"We listened, and have finally made our 'plain text' approach to document automation available to a larger audience," ISPV Founder and Chief Programmer Roy Lasris tells us. "With the launch of Pathagoras On Cloud, anyone anywhere from any device can create transactional and other documents for their clients. Like Pathagoras 'on Earth,' Pathagoras On Cloud doesn't require any programming skills."

Other Notable Features

The core tools of Pathagoras On Cloud consist of Variables and Conditional Text. Variables substitute client-specific data throughout a document (e.g., client name). Conditional Text ranges from words, phrases, and clauses to whole paragraphs that you choose to include or omit. You create Variables by enclosing your own descriptive text in brackets, while you create Conditional Text by enclosing text within curly braces. Hence, the billing of Pathagoras On Cloud as using plain keyboard characters with which legal professionals are already familiar.

The Instant Database in Pathagoras On Cloud stores all the data required by your documents. Customizable fields enable you to enter anything you'll need in a document.

Unique to Pathagoras On Cloud according to Lasris is live testing -- editing and reviewing occur in the same environment. This obviates having to process your document periodically to ensure the desired output. Instead, you can preview your document as you draft with changes instantly displayed.

When you complete a document, you can download, store, and email it in Word, PDF, or plain text formats.

What Else Should You Know?

If you use the desktop version of Pathagoras, you can transfer your templates and instant database records to Pathagoras On Cloud to minimize setup. Pathagoras On Cloud costs $30 per month for the first user and $10 per month for each additional user. Discounts exist for volume purchases and also for Pathagoras desktop users. You can try Pathagoras On Cloud free for 30 days. Learn more about Pathagoras On Cloud.

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 | Online/Cloud | TL NewsWire

Nitro Pro+ 10: Read Our Exclusive Report

By Neil J. Squillante | Friday, June 12, 2015

Today's issue of TL NewsWire covers PDF software with a cloud component for electronic signatures and collaboration (see article below), a daily journal for iOS and OS X, a contact management app for Gmail, and social media marketing software for law firms. Don't miss the next issue.

PDF SOFTWARE WITH CLOUD COLLABORATION

Getting documents signed by your clients and others seems archaic compared to technology advancements in other areas. Because most people have a computer connected the Internet, you can obtain signatures more efficiently than the print-scan-email technique that remains dominant by dint of (bad) habit. Ideally, such a service should integrate with your PDF software.

Nitro Pro+ 10 … in One Sentence

Launching this week, Nitro Pro+ 10 is PDF software with a cloud component for electronic signatures, collaboration, and storage.

The Killer Feature

Nitro Pro+ 10 integrates with the company's Nitro Cloud service, which includes electronic signatures. Starting on your desktop, you use Nitro Pro+ to convert the document into PDF format. Then you "send" it to the signatory by entering their email address. Nitro Pro+ uploads it to Nitro Cloud, and emails a secure link to the signatory. The signatory clicks the link, logs in, and electronically signs the document. Nitro Cloud provides an audit trail, and notifies you of signed documents ready for download.

Nitro Cloud also offers storage for your documents as well as annotation tools that work within a web browser so that you can collaborate on PDF documents with anyone. Nitro Pro+ also integrates with Dropbox, OneDrive, and Google Drive. You can save documents directly to these services from the File menu.

Other Notable Features

The new version of Nitro Pro+ runs 40% faster than the previous version, and features improved optical character recognition. New tools enable you to clean up and straighten low-quality scans for the best possible output.

Batch processing now exists for virtually every function in Nitro Pro+. For example, you can convert, password protect, print, etc. multiple files simultaneously, including entire folders.

Nitro Pro+ now supports the creation of PDF portfolios, which enable you to combine documents of any file type into a single PDF file. The documents in the portfolio remain in their native format. You can use this tool to archive email from a case in native Outlook format, provide a client with all the documents from their matter, etc.

You'll find all the "Pro" level features you would expect in PDF software, including the ability to convert more 300 file types into PDF format, integration with the toolbar in Microsoft Office, and tools for merging, splitting, stamping, editing, annotating, commenting, and adding your own secure signature. The company guarantees that Nitro Pro+ creates 100% industry-standard PDF and PDF/A documents that anyone can view on virtually any device.

What Else Should You Know?

Nitro Pro+ costs $7.99 per month, significantly less than Acrobat DC. If you don't need Nitro Cloud (electronic signatures, online collaboration, and online storage) and/or you don't want a subscription, you can buy a traditional license of Nitro Pro for $159.99. Nitro Pro+ runs on Windows Vista and later. Learn more about Nitro Pro+ 10.

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Topics: Business Productivity/Word Processing | Online/Cloud | TL NewsWire
 
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