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Zaliet Considers Building Your Law Firm Website the First Step, Not the Last

By TechnoLawyer | Wednesday, May 17, 2017

Today's issue of TL NewsWire covers a law firm website design service that includes a library of legal content to save you time (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of personal injury practice management software with specialized tools for tracking settlements, liens, medical records, and marketing, a Microsoft Word add-in that automates document creation and ensures their consistency with firm-wide rules, and much more. Don't miss the next issue.

If your law firm has an aging website or no website at all, you have an advantage. You can leapfrog the competition with a new mobile-friendly website built from the ground up to rank well in Google and integrate with social media networks. But what about all the content a website needs nowadays to rank well? Most web designers won't help you with this.

Zaliet … in One Sentence

Zaliet is a website creation and hosting service for law firms that also provides content creation and other marketing services.

The Killer Feature

Zaliet's Basic plan starts you off with up to five web pages, while the Premium and Platinum plans increase it to 15 and 50 respectively. You can write all the content for these pages (and add more pages) if you have the time and inclination. Alternatively, you can get a running start by using Zaliet's Content Library.

Included in the Premium and Platinum plans, Zaliet's Content Library contains professionally written copy for more than 35 practice areas and legal topics that you can use and edit at no additional charge. Practice areas include bankruptcy, criminal, employment, family, immigration, civil litigation, and sports. Topics range from contesting a will to powers of attorney.

The Platinum plan also includes three pages of customized content written exclusively for your firm by The Legal Writers Bureau, a group of former editors of publications such as The National Law Journal. The Legal Writers Bureau can create additional custom content if needed at a special rate for Zaliet customers.

"Your website is your opportunity to tell potential clients who you are, what you do, and why they should choose you over a competitor," says Zaliet CEO Rachel-Leanne Williams. "Good content is an integral part of successful law firm websites."

Other Notable Features

Working with Zaliet begins with a Design Brief, an interactive web questionnaire that you fill out with the help of a Zaliet Website Coach. The Design Brief asks you to upload your logo and photos, choose one of Zaliet's website design styles, create your sitemap, and add material from the Content Library. If needed, Zaliet can help you register a domain name, create a logo, take professional headshots, etc.

Most law firms complete the Design Brief in 2-3 days after which Zaliet creates your website and stages it privately for you to review before going live. Depending on the size of your site, the entire process takes 1-2 weeks. "I can't thank Zaliet enough for all the compliments I receive about the website," says Kate Ashmor, Principal of Ashmor Legal.

All three plans enable you to add features such as a contact form and a live Google Maps image of your office location. The Premium and Platinum plans offer advanced features such as blogs, email newsletters, Google Analytics integration, site translation, and more. Zaliet integrates with LawConnect for a client portal, and RapidPay for client credit card payments.

What Else Should You Know?

If your firm uses LEAP practice management software, you're in luck because LEAP users get the Premium plan for free or the Platinum plan for $115 per month (LawConnect is also included). If your firm doesn't use LEAP, the Basic, Premium, and Platinum plans cost $75, $150, and $265 per month respectively. Learn more about Zaliet.

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: Law Firm Marketing/Publications/Web Sites | Practice Management/Calendars | TL NewsWire

CASEpeer Promises a Hassle-Free Out-of-the Box Experience for Personal Injury Firms

By TechnoLawyer | Wednesday, May 10, 2017

Today's issue of TL NewsWire covers personal injury practice management software with specialized tools for tracking settlements, liens, medical records, marketing, and much more (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a Microsoft Word add-in that automates document creation and ensures their consistency with firm-wide rules, a redesigned international arbitration research service with tools such as Visual Connectors for Boolean searches, and much more. Don't miss the next issue.

Personal injury practice differs significantly from other types of litigation. Contingency fee arrangements require careful intake screening and monitoring of settlement offers. In between, you need to keep cases moving along, and manage everything from insurance policies to medical records while not missing any deadlines. This calls for specialized software.

CASEpeer … in One Sentence

CASEpeer is cloud practice management software for personal injury law firms.

The Killer Feature

"Without a doubt, CASEpeer is the most intuitive solution for plaintiff's law firms," says CEO Darren Fancher. "From lead tracking to powerful settlement tools, CASEpeer makes attorneys and staff more efficient and effective."

My demo begins with a look at these settlement tools. Essentially your firm's financial pipeline, the Settlement Management dashboard lists all Demands and Offers across all open cases. You can also view settled cases by Checks In, Pending (waiting for check), and Issues (potential collection problem). The top of the dashboard lists totals for each category and your firm's cut. Search for a specific case or client, or filter by attorney to see your cases or those of a colleague.

The firm-wide Overviews dashboard enables you to compare the performance of your team and identify bottlenecks. At the other extreme, a settlement dashboard exists for each client with the details of each demand and offer, and a running total of settlements, liens, costs, and the client's net. This is where you change the status of a demand, and enter information about attorney, health provider, and other liens.

Other Notable Features

Settlement information is just one of many data types CASEpeer stores for each client. Others include defendants, other parties, expert witnesses, photos, discovery, timeline, and much more. Each file's Home Tab contains the most salient information such as the client's photo, case age, statute of limitations, health providers, health bills, police report, lost wages, etc.

The Home Tab also lists Case Tasks and Case Notes. Case Tasks typically reside within a CASEplan, a custom workflow that automatically assigns tasks to a person when a trigger occurs (e.g., send a letter of representation to health providers after intake). You can manually create Case Notes but many are automatically generated (e.g., when you mark a demand accepted), creating an audit trail of all case activity.

CASEpeer prevents mishaps and offers deep analytics. The main dashboard lists the cases with an approaching statute of limitations, inactive cases and their "last touched" date, open tasks, unread messages, etc. The Intake report enables you to compare the value of each of your marketing channels (Internet, radio, referrals, etc.) thanks to the settlement data in CASEpeer. Every contact in CASEpeer exists as its own independent record, which enables you to identify connections. For example, you can view all cases related to an adjustor, doctor, etc.

"CASEpeer has transformed the way my firm operates," says Samuel Mirejovsky, co-founder of Bergener Mirejovsky, APC. "It is a powerful and intuitive tool for any personal injury practice. CASEpeer encourages collaboration, oversight, and accountability. Its robust features have without a doubt increased our efficiency. With CASEpeer we can plan for the future with ease."

What Else Should You Know?

CASEpeer also offers document management, email capture, expense tracking, eFax integration, and the ability to send, receive, and store text messages. The monthly subscription price ranges from $55 to $85 per user depending on the size of your firm. This includes data migration, online training, and technical support. Learn more about CASEpeer.

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: Litigation/Discovery/Trials | Practice Management/Calendars | TL NewsWire

Word LX Professional Automates Document Creation and Reinforces Firm-Wide Rules

By TechnoLawyer | Wednesday, May 3, 2017

Today's issue of TL NewsWire covers a Microsoft Word add-in that automates document creation and ensures their consistency with firm-wide rules (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a redesigned international arbitration research service with tools such as Visual Connectors for Boolean searches, a Windows application designed to handle your OCR, PDF, and document comparison needs in one product, and much more. Don't miss the next issue.

Lawyers spend a lot of time in Microsoft Word — too much of it unbillable. Tasks such as creating paragraph-numbering schemes, tables of contents, and formatting styles involve a seemingly endless number of tweaks. Even after all this formatting, documents often lack consistency across your firm.

Word LX Professional … in One Sentence

Launched recently, Infoware's Word LX Professional is a Microsoft Word add-in for law firms that enforces firm-wide standards for documents and provides timesaving automation tools.

The Killer Feature

Infoware has helped law firms with document automation for more than 30 years. Word LX Professional is its first product specifically created for small law firms. "Word LX Professional provides the editing tools and document customization that only large firms can afford, and makes these available to the solo and small law firm market," says Dan Sharp, CEO and President of Infoware. "It allows for document consistency and formatting efficiencies."

Document consistency begins with Word LX Professional's Template Designer. This administrator tool walks you through a series of steps — uploading your firm's logo, entering the names of every user at your firm, importing clients and others from Outlook or another source, and creating document templates.

Document templates include letter, memo, fax, envelope, and address label. You can also create your own custom templates for other types of documents. For each template, you can tweak settings for logo placement, margins, font, text alignment, and page numbers. Other settings give you granular control over the layout of a template such as placement of your firm's address, contact information, and author and assistant details. You can also omit specific items. For example, if you use preprinted letterhead, you can omit the logo from the letter template.

These Template Designer settings reside in a file that you install on everyone's PC. You can create multiple settings files such as for different practice groups with specific preferences. Users access the document templates from the Word LX Ribbon in Microsoft Word.

Other Notable Features

The Word LX Ribbon also contains a number of important Word functions frequently used in legal documents. Infoware configures these functions to make them foolproof versus using Word's native equivalents. According to Infoware, the ribbon saves users one hour per day on average.

Perhaps most importantly, the Word LX Ribbon enables you to create documents with multilevel numbered paragraphs without having to understand Word's numbering intricacies. Similarly, another tool automates table of contents creation. Other tools enable you to create tables, sign documents, add a document ID, apply watermarks, use firm-approved paragraph styles, and insert contact information from Outlook.

Advanced users or those who work with an administrator can create model templates (e.g., pleadings, leases, wills) that conform to your firm's formatting requirements and which contain placeholders for data. The toolbar's Prompt function walks users through each data field in the document. This eliminates the risk of reusing a document and forgetting to remove another client's data.

What Else Should You Know?

Word LX Professional costs $250 per user per year. "Word LX Professional provides us with the tools to significantly raise the consistency and quality of our documents as well as improve the efficiency of those responsible for creating them," says Elia Associates law clerk Franca Russouw. "Firm branded templates can be easily created and accessed, and documents are now being numbered and styled consistently by users across our firm. We love Word LX Professional." Learn more about Word LX Professional.

How to Receive TL NewsWire
So many products, so little time. In each issue of TL NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The newsletter's innovative articles enable lawyers and law office administrators to quickly understand the function of a product, and zero in on its most important features. The TL NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | TL NewsWire

Kluwer Arbitration Unveils New Search Tools for More Efficient International Arbitration Research

By TechnoLawyer | Wednesday, April 26, 2017

Today's issue of TL NewsWire covers a redesigned international arbitration research service with tools such as Visual Connectors for Boolean searches (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a Windows application designed to handle your OCR, PDF, and document comparison needs in one product, practice management software with a growing library of forms and templates, and built-in document assembly and e-filing, and much more. Don't miss the next issue.

Many deals nowadays involve parties in different countries. In the event of disputes, neither side relishes litigating in the other country's judicial system. As a result, international arbitration has grown dramatically, offering advantages such as multinational enforcement, arbitrators with subject matter expertise, and simpler procedural rules. As with any dispute resolution system, lawyers need a comprehensive research tool.

Kluwer Arbitration … in One Sentence

Wolters Kluwer's Kluwer Arbitration, an online international arbitration research service with exclusive material, has undergone a major redesign that launches this week.

The Killer Feature

Chief among the new features are search enhancements designed to improve accuracy and speed. When using natural language, Kluwer Arbitration predicts what you likely want to search for as you type. Instead of searching all content, you can restrict your queries using filters such as Content Type, Publication Type, or Author. Also, you can search within search results.

Visual Connectors bring Boolean searches into the 21st century. Connectors such as AND and NEAR are visually distinct from your search terms. Click and drag a connector to move its position. Click and hold a connector to make granular adjustments (e.g., NEAR 2, NEAR 10, etc.).

"The key theme coming out of our customer engagement interviews was the need for simplicity in design and function to which we responded with a clean and intuitive user interface," says Managing Director David Bartolone. "The new research experience makes it easy for novice and expert researchers alike to search and quickly zero in on the right information."

Other Notable Features

Without leaving the search results, you can preview a reference by clicking on the matching keyword (the reference opens in its own window). Kluwer Arbitration offers printing options such as font size and whether to include summary information, enabling you to comply with the specific requirements that many arbitration venues impose on exhibits. You can also export references to PDF format or email the link to a colleague.

"Kluwer Arbitration is an enormous database comprising some of the most influential doctrine as well as a high number of awards and jurisprudence from all around the world of international arbitration," says Dr. Christian W. Konrad, partner at international arbitration law firm Konrad & Partners. "It is, therefore, an important and valued asset to our practice and one that we use on a daily basis."

In fact, Kluwer Arbitration is the largest database of its kind. Primary source material includes 500+ arbitration laws, 2,250+ Bilateral Investment Treaties, 1,250+ rules from more than 200 institutions, and 2,250+ arbitral awards. You'll also find 10,000+ court decisions, including 500 from Chinese courts summarized in English.

Secondary sources include more than 230 treatises (nearly all exclusive), and the complete archives of 11 journals related to arbitration. The IAI Arbitrator Tool and IMI Mediator Tool enable you to find and compare potential adjudicators. The Kluwer Arbitration Blog and Kluwer Mediation Blog are free publications accessible from Kluwer Arbitration.

What Else Should You Know?

Created by multinational law firm Clifford Chance for Kluwer Arbitration, Smart Charts offer practice tips. For example, you can find model clauses for arbitration agreements, compare arbitral institutions, and get advice on arcane issues like challenging an arbitrator and sovereign immunity. Learn more about Kluwer Arbitration.

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

ABBYY FineReader 14 Includes OCR, PDF, and Document Comparison Tools in One Product

By TechnoLawyer | Wednesday, April 19, 2017

Today's issue of TL NewsWire covers a Windows application designed to handle your OCR, PDF, and document comparison needs in one product (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of practice management software with a growing library of forms and templates, and built-in document assembly and e-filing, an Outlook add-in that addresses attachment headaches and reduces the risk of career-threatening errors, and much more. Don't miss the next issue.

Every field has "professional" tools designed to improve overall performance. Golfers use "pro" clubs, musicians "pro" instruments, doctors "pro" diagnostic equipment, etc. Because lawyers create and review documents, many of which exist on paper, they need "pro" OCR, PDF, and document comparison tools — ideally in one product.

ABBYY FineReader 14 … in One Sentence

Launched recently, ABBYY FineReader 14 is all-in-one software for OCR, PDF, and document comparison.

The Killer Feature

A longtime leader in OCR — software that makes scans editable and searchable — ABBYY identified several inefficiencies in law firms. For example, because accurate OCR is essential for redlines, many firms use FineReader for OCR and then switch to a different product for the comparison. Also, up to 30% of PDF documents are effectively invisible because they don't undergo OCR when scanned.

The new version of FineReader addresses these problems by adding PDF and comparison tools alongside its popular OCR tools. "With the latest version of ABBYY FineReader, we help legal professionals easily manage and accomplish all kinds of daily tasks — editing, converting, commenting, and comparing documents, as well as making them searchable for easier access to information — using one, intuitive application," says Kristin Wagener, Director Business Unit Application Software.

Other Notable Features

FineReader prevents documents from falling through the cracks. The Hot Folder technology monitors folders connected to your scanners, performing OCR and naming documents in accordance with your rules. Also, Background Recognition automatically makes image PDF documents you open searchable.

FineReader includes what used to be sold separately as PDF Transformer, which means the PDF tools are mature. You can combine PDF files, reorganize pages, straighten and rotate pages, add bookmarks, apply stamps, and add or edit text. Annotation and commenting tools include the ability to accept/reject changes or reply. Other tools include digital signatures, redaction, and document security settings.

When accuracy is essential such as a document you want to edit, FineReader's OCR environment displays the original image on the left and the recognized document on the right with text in green, tables in blue, and images in red. Thanks to text recognition support for 192 languages plus dictionary support for 48 of them, the Verification tool enables you to review words FineReader is uncertain about and make corrections. When finished, you can export to Microsoft Word and other popular formats.

Rounding out the trio of technologies, FineReader's Comparator technology compares documents in any format (e.g., PDF to Word). The documents appear side by side with their differences highlighted. A hyperlinked index along the right side lists each change and its location. You can share a redline by exporting it as a PDF with the changes displayed as comments.

"ABBYY FineReader has enabled our department to achieve greater efficiencies in our day to day work, and helps us to better support our lawyers and their clients," says Tim Connop, IT Manager, Eversheds. "We have been impressed with the accuracy and reliability of this forward thinking product."

What Else Should You Know?

FineReader requires Windows 7 or later. The Corporate Edition ($399.99) includes all functionality and Hot Folder processing of 5,000 scanned pages per month. The Enterprise Edition ($599.99) doubles Hot Folder processing to 10,000 pages per month. The Standard Edition ($199.99) doesn't include the Hot Folder or redlining tools. ABBYY offers volume discounts. Learn more about ABBYY FineReader 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: Business Productivity/Word Processing | Dictation/OCR/Speech Recognition | TL NewsWire

LEAP Brings Document Automation and Forms to Practice Management Software

By TechnoLawyer | Wednesday, April 12, 2017

Today's issue of TL NewsWire covers cloud practice management software with a growing library of forms and templates, and built-in document assembly and e-filing (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of an Outlook add-in that addresses attachment headaches and reduces the risk of career-threatening errors, a due diligence and business intelligence research service with a new approach to presenting data from public filings, and much more. Don't miss the next issue.

Once a luxury, document automation has become essential in law firms. Consumers of legal services want to pay for your expertise, not for you to noodle around in Microsoft Word formatting a scanned form and manually entering data.

LEAP … in One Sentence

LEAP is a cloud practice management system with built-in document assembly and a growing library of forms and document templates.

The Killer Feature

The creators of LEAP identified an unmet need in the legal industry several years ago. Law firms store client and matter information in a practice management system, but cannot use this data to create documents without a significant investment in document assembly software. And even after such an investment, law firms still need to download forms from various courts and agencies, and buy templates from various providers.

LEAP provides all three of these components in one product — practice management, forms and templates ("forms"), and document assembly. LEAP currently contains more than 2,000 forms in more than a dozen practice areas ranging from bankruptcy to estate planning to family to real estate. "Since the start of 2017, LEAP Content has added over 600 new forms across the various states and areas of law," says Kelly Clifford, President of Content. The LEAP Forms Blog, to which you can subscribe, keeps you apprised of new additions by practice area and by jurisdiction.

In addition, LEAP recently unveiled built-in e-filing. You enter your court login credentials, choose the case file, and select the documents you want to e-file. LEAP currently supports e-filing in bankruptcy courts, USCIS (immigration), and New York and New Jersey state courts.

Other Notable Features

You can search LEAP for a form or browse by jurisdiction and practice area. Forms run in Microsoft Word, both the Windows and Online versions. Fields within forms auto-populate with data from LEAP. The form wizard identifies missing data. Once you add missing data to a case file, you can rerun the form with one click.

Customize LEAP's forms and create your own document templates using more than 25,000 fields. LEAP stores your custom templates so that you need not reinvent the wheel in the future. Without any programming, your templates can include questionnaires, calculations, Ask/Result (multiple-choice answers), and If/Then/Else statements (e.g., if a female, use female pronouns throughout the document). LEAP's content team can assist you in creating your first five templates at no charge.

You can save completed documents in Word or PDF format. If you're creating several documents, LEAP can combine them into a single PDF file. LEAP saves all versions of the documents you generate in the corresponding matter. The History of Changes provides an audit trail, while the Compare tool generates a redline of two versions.

LEAP automatically captures the time you spend creating a document for billing purposes. As we've reported previously, LEAP includes billing, document management, and practice management in addition to the document automation tools discussed above. LEAP also includes a modern, mobile-friendly website and blog for your firm.

What Else Should You Know?

LEAP runs in a dedicated native app for Windows, iOS, and Android, as well as in a web browser. The monthly subscription includes technical support and software updates. Learn more about LEAP.

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 | Practice Management/Calendars | TL NewsWire

Litéra Smart Send Adds Attachment and Security Tools to Outlook

By TechnoLawyer | Wednesday, April 5, 2017

Today's issue of TL NewsWire covers an Outlook add-in that addresses attachment headaches and reduces the risk of career-threatening errors (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a due diligence and business intelligence research service with a new approach to presenting data from public filings, a cloud software platform that automates entity formation and compliance tasks, and enables you to offer these services under your own brand, and much more. Don't miss the next issue.

For years you've heard about so-called email killers but nothing has come of all the hype. Email reigns supreme for internal and external law firm communications. Instead of trying to kill email, how about improving it?

Litéra Smart Send … in One Sentence

Litéra Smart Send is an Outlook add-in that offers tools for managing attachments and preventing email mishaps.

The Killer Feature

Many of your email messages don't say much. All the action is in the attachments, which can slow you down. For example, your document management system (DMS) may use naming conventions you don't want to disclose or which may cause confusion. Also, instead of sending many attachments, you may want to send a single PDF or ZIP file. "Experts have shown that there are up to 27 disjointed steps in the process of managing email attachments," Litéra President Paul Domnick tells me. "With Litéra Smart Send there is one."

Domnick's talking about Litéra Smart Send's recently enhanced Attachment Manager. It enables you to attach documents from any repository — local hard drive, network share, DMS, etc. Add entire folders with a click. Instead of sending attachments using their original name, you can rename them. These name changes only affect the copies you send, not the originals.

Perfection isn't required. If you forget a document, you can return to the Attachment Manager and add it. You can also change the order of attachments. When you finalize the order, Litéra Smart Send can enter the name of each document into the body of your email message to provide the recipient with a table of contents.

The Attachment Manager provides a number of document handling options. You can send selected documents in PDF format instead of the original format, combine selected documents into a PDF binder with a cover page and table of contents, or compress selected documents into a ZIP archive.

Litéra Smart Send applies all these settings when you send the message. If you need to send the same message over and over again, Litéra Smart Send can save everything locally or in your DMS for one-click reuse. This obviates having to redo the settings each time

Other Notable Features

In addition to easing your workflow, Litéra Smart Send also prevents career-ending errors. Examples of such faux pas include replying to all (especially when you're a BCC recipient), exposing an internal thread to an outsider, and misaddressing a message.

Litéra Smart Send gives you three options for restricting Reply-All — warn users who click the Reply-All button, disable the button when the number of recipients reaches a certain threshold, or disable it completely. When disabled, you can give advanced users a keyboard shortcut for Reply-All.

To prevent revealing internal discussions, Litéra Smart Send can warn you when the number of replies in a thread reaches a certain threshold. Other security settings enable you to disable Outlook's autocomplete, alert BCC recipients when they click Forward or Reply-All, and append a stamp when sending privileged email.

What Else Should You Know?

Litéra Smart Send integrates with the Litéra Metadact-e utility to remove metadata from the attachments you send. DMS integrations include iManage, NetDocuments, and Worldox. An API enables you to create your own custom integrations. Pricing for Litéra Smart Send starts at $33 per user with volume discounts available. Learn more about Litéra Smart Send.

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 | Email/Messaging/Telephony | TL NewsWire

Clarion Delivers Due Diligence Insights in Minutes, Not Hours

By TechnoLawyer | Wednesday, March 29, 2017

Today's issue of TL NewsWire covers a due diligence and business intelligence research service with a new approach to presenting data from public filings (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a cloud software platform that automates entity formation and compliance tasks, and enables you to offer these services under your own brand, do-it-yourself ediscovery collection software at a price point far below the industry average, and much more. Don't miss the next issue.

Due diligence for M&A and other securities deals is a necessary evil. Lawyers like you are best equipped to assess materiality so you cannot completely delegate it. However, if you could significantly reduce the time it takes to find material data, it would no longer seem so evil, just critically important. You might even use this data for business development opportunities too.

Clarion … in One Sentence

Launched recently, Wolters Kluwer's Clarion is an online due diligence and business intelligence research tool with a new approach to organizing and presenting data.

The Killer Feature

Clarion encompasses more than 22,000 public companies world wide as well as 60,000 private companies. But it's not a mere collection of public filings, requiring you to comb through 10-Ks and the like. Instead, the relevant data from public filings has been categorized and organized in a series of dashboards that match the attorney's workflow. The goal is to present targeted information in public data so that you can get answers in minutes, not hours or days.

For example, one important aspect of due diligence involves identifying a company's revenue by region within specific industries. With just a few clicks, Clarion displays this data for any public company. Bar charts for each region compare the company's total revenue with its revenue for a specific industry and the average for that industry. A trends graph indicates the sales trajectory over the last three years in each region. A map to the right offers a visual of the company's operational regions.

"Clarion was developed exclusively for legal practitioners," says Dean Sonderegger, Vice President & General Manager, Legal Markets & Innovation. "With unique, actionable data points and an intuitive point and click dashboard, Clarion efficiently gives attorneys greater control over research to enhance their ability to provide strategic counsel."

Other Notable Features

You begin using Clarion by either searching for a company or an industry. The latter is useful for finding new clients and new business among existing clients. When you find the company you want to analyze, a dashboard gives you a snapshot of revenue by industry and region as well as its customers, suppliers, competitors, and partners. You can then drill down into any of these categories to display an ever more focused series of dashboards.

Because SIC codes don't provide sufficient granularity, Clarion offers more precision. For example, instead of stopping at "Jewelry Apparel," Clarion goes further with smaller categories such as "Sunglasses and Prescription Frames." This granular taxonomy of industries exists throughout Clarion, enabling you to more thoroughly analyze a company's revenue, customers, competitors, suppliers, and partners.

When viewing a list of related companies, you can filter the list by industry as noted above. Other contextual filters also exist. For customers and suppliers, you can filter by relationship duration. For partners, you can filter by relationship type such as In-Licensing, Investors, and Joint Ventures. You can also search for a specific company to see if a relationship exists with the company you're analyzing. For each relationship, Clarion tells you whether it was mutually or unilaterally disclosed and by whom.

What Else Should You Know?

Every page in Clarion contains a Download button at the top right. Clicking this button generates an Excel file containing the corresponding data for use in a report. Learn more about Clarion.

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

Legalinc Modernizes Entity Formation and Compliance Through Practice Automation

By TechnoLawyer | Thursday, March 23, 2017

Today's issue of TL NewsWire covers a cloud software platform that automates entity formation and compliance tasks, and enables you to offer these services under your own brand (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of do-it-yourself ediscovery collection software at a price point far below the industry average, cloud practice management software for law firms that crave the billing and automation features of legacy software, and much more. Don't miss the next issue.

Entity formation and ongoing management can seem like Dante's Inferno with each secretary of state a figurative Circle of Hell thanks to archaic websites, inconsistent compliance notifications, and manual, paper-based processes. How about some modernization and uniformity?

Legalinc … in One Sentence

Launched recently, Legalinc automates tasks related to business formation, entity management, and registered agent services, and enables you to offer these services under your own brand.

The Killer Feature

You can use Legalinc's services directly from its website. Alternatively, you can incorporate LINC, a private-label (white-label) version of Legalinc, into your own website. LINC is free, including complete integration assistance.

With LINC powering your website, you can offer do-it-yourself business formation services. Prospects can choose from several packages. For example, you could charge extra for registered agent services, an online entity management dashboard, etc. Also, these new businesses may need additional legal services that your firm can provide — trademark filings, lease negotiations, private placements, etc.

"Legalinc is an incredible partner for us, says Kevin Vela, co-founder of Vela Wood P.C. in Texas. "We leverage their LINC technology platform to better and more efficiently service our clients. I can't imagine using anyone else for state filing matters."

Other Notable Features

Legalinc CEO and Founder Erik Treutlein describes Legalinc as a "practice automation software company." "By leveraging the power of software to navigate thorny requirements across all U.S. jurisdictions, Legalinc outshines the clunky, antiquated processes offered today," says Treutlein. "We are committed to automating mission-critical legal services through secure, scalable software."

When forming a new entity, Legalinc displays all state fees, including options for expedited processing. Legalinc can create C and S corporations, LLCs, nonprofits, DBAs, and more in all 50 states. Legalinc can serve as the entity's registered agent.

Legalinc's Compliance Calendar lists deadlines for the entities you manage, enabling you to identify and address compliance challenges. Legalinc can send you and your clients email alerts (on your behalf) for upcoming filing deadlines, status changes, and so forth. If you need a document such as Good Standing that's not available online, Legalinc can retrieve it quickly from the state and upload it to your account.

The Entity Dashboard lists the formation and all subsequent orders as well as the accompanying documents — incorporation, annual reports, state advices, and tax filings. Not all states have gone digital so Legalinc scans and uploads mail received from such states. Similarly, you can upload documents created outside of Legalinc's purview such as board minutes. Accordingly, every compliance document associated with the entity resides in Legalinc. If you're using LINC, you can provide access to this dashboard under your own brand to your clients.

What Else Should You Know?

Legalinc can transfer all the entities your firm currently manages to its platform for free. Legalinc charges an annual fee per entity plus any applicable state filing fees. Treutlein tells me that Legalinc charges significantly less than industry giants like CT Corporation. This gives you more latitude when pricing the services powered by Legalinc that you offer clients. Learn more about Legalinc.

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: TL NewsWire | Transactional Practice Areas

Actevis Collection Wizard Offers Affordable Do-It-Yourself Ediscovery Collection for Small Cases

By TechnoLawyer | Wednesday, March 15, 2017

Today's issue of TL NewsWire covers do-it-yourself ediscovery collection software at a price point far below the industry average(see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of cloud practice management software for law firms that crave the billing and automation features of legacy software, a federal tax law research tool that facilitates point-in-time analysis and redlines showing changes, and much more. Don't miss the next issue.

Most litigators work in firms with fewer than five lawyers and handle disputes with a relatively small number of witnesses. However, most ediscovery software for collecting potential evidence — electronically stored information (ESI) — from custodian computers is cost prohibitive.

Actevis Collection Wizard … in One Sentence

Launched recently, Actevis Collection Wizard is forensically defensible, do-it-yourself ediscovery collection software at a low price point.

The Killer Feature

Before starting his demo, Actevis Systems' Chief Software Architect Martin Reich tells me about what I'll call the "ediscovery collection gap." Hiring a consultant to run collection software such as industry giant EnCase costs about $2,000 per custodian.

Accordingly, many litigators omit custodians to save money. Or they may forego using such software altogether, and instead instruct custodians to self-collect from their computers using drag and drop to an external drive. These litigators run the risk of being called as a witness if opposing counsel challenges the chain of custody or completeness of the collection. Mistakes can result in sanctions.

Actevis Collection Wizard offers forensically-sound do-it-yourself collection for $100 per custodian computer. "Actevis Collection Wizard already complies with proposed FRE 902(14) on data collection audit trails expected to become final this year," says Reich. "As a lawyer, you shouldn't collect evidence in a haphazard manner," adds co-founder David Golden. "You don't want your evidence and your competency in ediscovery challenged by opposing counsel."

Other Notable Features

Actevis Collection Wizard runs on Windows PCs. Once downloaded, it walks you through three steps. First, you select the target drive or folder (the C drive is the default). Second, you select the output format such as the native files in the folder structure on the custodian machine or a small set of ZIP files. Third, you select where to save the copy. When configuring the settings, you can exclude file types such as images, restrict the collection to a specific date range, etc.

Email often trips up collection projects. For example, web-based ediscovery tools cannot collect email when Outlook is running according to Reich. Also, many custodians don't know how to export PST files from Outlook. Actevis Collection Wizard collects email from Outlook regardless of its state and without the need to create a PST file. The Recycle Bin likewise can pose collection challenges but not for Actevis Collection Wizard.

To ensure that each copy is identical to its original counterpart and that no tampering has occurred, Actevis Collection Wizard uses the latest file verification protocols — known as "hashing." A group of automatically generated reports provides a defensible audit trail if challenged. For example, the reports list all your settings and all collected files and their corresponding hashes. An expert can use these reports to authenticate the files you produce to opposing counsel. You can have the Collection Summary report emailed to you when the collection process concludes.

What Else Should You Know?

You can run Actevis Collection Wizard an unlimited number of times on a custodian PC for 90 days. This enables you to export in native file format for early case assessment, and then again later for importing into your ediscovery review software. Learn more about Actevis Collection Wizard.

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: Litigation/Discovery/Trials | TL NewsWire
 
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