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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.

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 | Online/Cloud | TL NewsWire

Inbox by Gmail: Read Our Exclusive Report

By Neil J. Squillante | Monday, June 1, 2015

Today's issue of TL NewsWire covers an app that uses machine learning to help you manage your email (see article below), an iPhone app that tracks your time at different locations, metadata removal software, and a stand for the Apple Watch. Don't miss the next issue.

RETURN OF THE EMAIL DISRUPTOR

You may not use Gmail, but Gmail explains why you have virtually unlimited storage, can search your email on the web, and rarely receive spam. Email before Gmail was like mobile phones before the iPhone. Never a company to rest on its laurels, Google now seeks to reinvent email again.

Inbox by Gmail … in One Sentence

Launched last week, Google's Inbox by Gmail is an email client that uses machine learning to automate routine tasks.

The Killer Feature

Transactional email messages often contain just a few key informational tidbits of interest that you have to hunt for because of a poor design or unwanted upselling. Inbox by Gmail enables you to obtain key information from these messages without opening them.

For example, when an order ships and a retailer sends you an email message, Inbox by Gmail displays the retailer, order description, and a tracking link rather than just the subject line. Just click the tracking link to find out when you can expect delivery. Similarly, Inbox by Gmail unearths key information from travel-related messages such as your flight number and check-in link.

Other Notable Features

Email nerds like to group similar messages together in folders or with labels. Inbox by Gmail automatically groups transactional messages into three "Bundles" — Promos, Purchases, and Trips — that obviate the need to open these messages. You can also create your own custom Bundles that follow rules you set up.

Inbox by Gmail contains a built-in task manager. You can convert an email message into a task and append a note. You can also create one-time or recurring reminders unrelated to email messages. Reminders appear at the top of your inbox. The Assists feature offers to help you with reminders if it can use data from your account or the web. You can also list your Google Keep and Google Now reminders in Inbox by Gmail.

This being a Google product, you can search your messages. You can snooze messages so that they reappear in your inbox later when you're ready to handle them or when you're at a certain location. You can view these messages anytime in the Snoozed list. If you choose "Someday," the app moves them to the Someday list.

What Else Should You Know?

Inbox by Gmail has a feature that all email clients should "borrow" — it delays sending messages for a few seconds and offers you an Undo button in case you forgot something, misaddressed the message, or have second thoughts. Inbox by Gmail is free. You can use it on the web as well as in the native Android and iPhone apps. Currently limited to consumer Gmail accounts, support for Google Apps for Work is en route. Learn more about Inbox by Gmail.

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

Summation 5.6: Read Our Exclusive Report

By Neil J. Squillante | Thursday, May 21, 2015

Today's issue of TL NewsWire covers a comprehensive litigation software suite that now includes a module for case analysis (see article below), a new legal research and drafting tool for corporate lawyers, a cloud application for creating online intake forms for law firms, and a database creation app for iOS and Mac. Don't miss the next issue.

SOUP-TO-NUTS LITIGATION SOFTWARE

Litigator and LitigationWorld columnist Tom Vidal recently described case analysis as "a powerful tool to educate our client, develop litigation strategy, and manage our workflow." He then lamented how few litigators analyze their cases from the outset. Holes like this typically stem from a lack of software tools.

Summation 5.6 … in One Sentence

Launched recently, AccessData's Summation 5.6 is a litigation software suite for all post-collection tasks, including discovery document processing, review, and production, transcript management, and as of this latest release case analysis.

The Killer Feature

Summation's new Case Organizer enables you to enter, organize, and search for relevant facts, events, people, testimony, legal research, notes, discovery documents, pleadings, etc. You can organize this information by issues, witnesses, and more, enabling you to find connections and develop your strategy. Case Organizer becomes increasingly valuable over the lifetime of the case as you and your team enter new information. Because Summation also manages discovery documents and transcripts, you need not switch among applications or enter data more than once.

Other Notable Features

To further help with case assessment, Summation offers Visual Analytics — illustrated charts and graphs of your case data. This enables you to gauge the volume and types of data, as well as custodian communication patterns. You can drill down to individual documents.

For large sets of ediscovery, Summation includes Technology Assisted Review (TAR). Many courts routinely approve and even endorse the use of TAR, which enables you to train Summation to find relevant documents. This eliminates the time and cost associated with having lawyers and legal assistants review every document.

The new version of Summation adds support for video transcripts in MDB and SBF formats. Your annotations of the text can therefore include the relevant video clip. You can group annotations by issue and print digest reports. Summation supports realtime technologies for live transcript monitoring during a deposition.

You can use Summation by itself or as part of the company's AD eDiscovery software platform. Summation also integrates with AccessData's Forensic Toolkit (FTK), enabling you to perform forensic analysis when warranted. Likewise, Summation ingests files from AccessData's Mobile Phone Examiner Plus (MPE+), which collects case data from Android, iOS, and other mobile phones and tablets.

What Else Should You Know?

AccessData sells Summation on a subscription basis. The subscription includes all modules and unlimited data so there's no upselling of advanced features or per gigabyte charges. You can deploy Summation to suit your needs, including a preconfigured appliance, standalone software on your hardware, or hosted by AccessData. Learn more about Summation 5.6.

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

Xero: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, May 13, 2015

Today's issue of TL NewsWire covers accounting software to which you can migrate from QuickBooks (see article below), a legal research service with a modern take on secondary authorities, an online forms library for New York practice, and software that assists with due diligence. Don't miss the next issue.

ESCAPE FROM QUICKBOOKS (IF YOU WANT)

QuickBooks remains as popular as ever among law firms. However, most law firms continue to use the desktop version according to legal technology consultant Caren Schwartz who specializes in financial software. Given the benefits of the cloud such as easier multiuser access, a shift seems likely to occur. Competing products must offer a QuickBooks migration tool if they hope to attract switchers.

Xero … in One Sentence

Xero is a cloud accounting system that integrates with more than 350 products, including legal applications such as Actionstep, Chrometa, and Clio.

The Killer Feature

Earlier this week, Xero began offering do-it-yourself QuickBooks migration. After signing up, you can import your QuickBooks data instead of starting with a blank slate. The conversion takes about three hours after which Xero notifies you by email. The migration tool supports QuickBooks Pro, Premier, Online, and Mac versions.

Other Notable Features

Xero takes advantage of running in a web browser in a number of ways. You can import bank and credit card statements, and then automatically reconcile them. Clients can pay the invoices you send with a credit card after which Xero enters the payment. You can give your accountant access, and also give limited access to colleagues. Android and iOS apps enable you to use Xero on your smartphone and iPad.

Xero includes integrated payroll with direct deposit and federal and state tax filings. Integrations with third-party products enable you to handle retirement plans, HSA and FSA distributions, and fringe benefits. Xero supports fixed salaries as well as timesheet-based compensation, including overtime. Your employees can update their address, withholdings, and more on their own. Xero also enables you to create and file 1099 forms for independent contractors.

Xero's core accounting features include purchase orders, bill entry and payment, expense reporting and reimbursement, and a general ledger. Reports include balance sheet, profit and loss, cash flow, and more.

Xero offers "bank-grade" security and encryption, as well as redundancy by storing your data in several locations. The company offers 24/7 email and telephone technical support. Xero contains contextual help within the app. You can take advantage of video tutorials and webinars for more in-depth training.

What Else Should You Know?

Xero offers Starter, Standard, and Premium plans for $9, $30, and $70 per user per month respectively. The Starter plan imposes limits on transactions and lacks support for payroll. The Standard plan provides payroll for up to 5 employees, while the Premium plan accommodates 10 employees and also handles multiple currencies. Learn more about Xero.

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

Topics: Accounting/Billing/Time Capture | TL NewsWire

Everlaw: Read Our Exclusive Report

By Neil J. Squillante | Thursday, May 7, 2015

Today's issue of TL NewsWire covers a cloud application for reviewing and producing discovery documents (see article below), practice management software with integrated document assembly, a time-tracking app for the Apple Watch and iPhone, and a metadata removal utility. Don't miss the next issue.

EDISCOVERY SIMPLIFIED

"Email is just a fad. Facebook, despite its 40% operating margin, is doomed. I can get everything I need from a well-coached party in a deposition." This is what litigators who fear technology say to themselves. On the other hand, smart litigators like you realize that the most fruitful discovery resides in email, social media, text messages, voicemail, etc.

Everlaw … in One Sentence

Everlaw is cloud discovery review software with tools that automate the process of finding relevant documents.

The Killer Feature

Before Google, you learned how to create complex Boolean search queries. Nowadays, you expect Google-like parsing of your intent.

Everlaw eliminates the need to memorize Boolean syntax. Instead, its Blink-Speed Search technology enables you to visually build searches by dragging the available operators into your query. Everlaw offers Boolean operators such as AND and OR. It also offers document operators such as Bates numbers, and code operators such as legal issues and witness names.

Other Notable Features

Everlaw offers a customizable dashboard through which you can assess the status of the various cases you manage. Reports help you stay on deadline and within budget. For example, Everlaw predicts when your team will complete document review based on the pace to date and the number and type of documents. You can also track the accuracy and speed of your team. This enables you to correct errors on-the-fly, and provide feedback for increased consistency.

If you find yourself confronting a large document set, Everlaw's Prediction Engine can guide you to relevant documents based on the documents you already reviewed. The more documents you review, the more accurate Everlaw becomes. You can further refine the results by limiting them to specific legal issues.

When you run a search, Everlaw's Context Panel lists related documents, including duplicates. Accordingly, you can batch code a group of documents instead of just one at a time. The Context Panel groups email messages and attachments by thread to further streamline your review.

Everlaw's Native Viewer eliminates the need to convert documents into PDF or TIFF format. Instead, you can view them as they would look in the original software. When preparing for a deposition, settlement conference, or trial, the StoryBuilder feature enables you to collect the documents you want to use.

What Else Should You Know?

Everlaw works in all major web browsers. You can export production sets in popular load file formats. You pay a monthly fee for the amount of storage you use. This single fee includes setup, unlimited cases and users, printing and exporting, and training. Everlaw doesn't require a contract beyond one month at a time. Learn more about Everlaw.

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

Worldox GX4: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, April 22, 2015

Today's issue of TL NewsWire covers document management software that automates the creation of document profiles (see article below), a cloud practice management application for bankruptcy lawyers, an iOS PDF app, and a help desk application for your firm's IT department. Don't miss the next issue.

EFFORTLESS DOCUMENT MANAGEMENT

Document management systems work best when everyone in your firm creates a detailed profile for every document. This enables anyone to instantly find a document hours, days, and years later. With lawyers perennially in a hurry, the document profile process should take as little time as possible. Human fingers won't get any faster anytime soon so the answer lies in intelligent automation.

Worldox GX4 … in One Sentence

Launched last week, World Software's Worldox GX4 is a document management system designed to streamline document capture and facilitate document access from any device.

The Killer Feature

Worldox features Active Profiling technology to automate the creation of document profiles. In particular, the Follow Me Favorites feature keeps track of which files you worked on recently, presenting you with these choices in the Open and Save dialog boxes. If you choose from among the options in the Save dialog box, you need only name your document and assign a document type as Worldox will enter the remaining profile information based on where you've chosen to file it.

In addition to listing recently accessed Cabinets, Follow Me Favorites also displays your designated Favorite Matters and Quick Profile tabs. These additional choices further minimize how often you'll need to create an entirely new document profile.

Other Notable Features

Worldox also automates email capture by integrating Active Profiling with Microsoft Outlook. Using a proprietary heuristics algorithm, Worldox monitors your incoming and outgoing email, assigns client/matter data, and queues these messages for your review. This enables you to batch file your email with one click. You can also have the folders for your Favorite Matters appear in Outlook, enabling you to move email into Worldox as well as access previously filed email.

You'll find similar automation in Microsoft Word and Excel thanks to a new QuickSave toolbar icon with which you can access existing documents and save new documents. This toolbar also enables you to search Worldox from Microsoft Office.

The company also enhanced the Worldox client. For example, Worldox now offers user-defined categories (tags) that you can apply to documents. You can then sort, filter, and search using these tags. This enables everyone in your firm to customize Worldox in a way that suits their personal style.

Inline searching offers another way to find documents. The new inline document viewer within search results enables you to view documents without opening them. In addition to sorting search results by categories, you can also sort them by document type, date, and other fields from document profiles.

"It's not easy to build a product that is super powerful and feature rich yet simple to use, so I applaud our development team for doing just that with Worldox GX4," World Software President Ray Zwiefelhofer tells us. "With Executive summary views, one-click saves, and active email profiling, our initial test groups have been impressed with the ease of use and productivity gains."

What Else Should You Know?

Pricing for Worldox GX4 starts at $460 per license. If you don't want to maintain a server, the company offers Worldox GX4 Cloud, which it hosts in secure data centers. Midsize and large firms can opt for Worldox GX4 Enterprise. Learn more about Worldox GX4.

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

Topics: Document Management | TL NewsWire

Capture.it Time Capture: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, April 15, 2015

Today's issue of TL NewsWire covers software that automatically captures your billable time across desktop and mobile devices and integrates with popular billing systems (see article below), an add-on that enhances paragraph numbering in Microsoft Word, an app that enables you to add client intake forms to your website, and a combination case and stand for the iPad Air 2. Don't miss the next issue.

AUTOMATIC BILLABLE TIME CAPTURE ACROSS ALL YOUR DEVICES

Most lawyers spend most of their billable time using a computer of some sort — Windows PC, iPad, iPhone, etc. Yet most of these lawyers still use old school methods of tracking their time. This is highly disruptive to your workflow, especially the deep thinking required in law practice. Given that your devices can track time, you can bridge this gap with an app that works on all the platforms you use, and which ties into your billing software.

Capture.it Time Capture … in One Sentence

Launching this week, Capture.it Time Capture automatically captures your billable time on your smartphone, computer, and tablet, and integrates with popular billing systems.

The Killer Feature

Capture.it consists of two components — native apps that automatically (passively) track the time you spend on your devices, and a web application for configuration and reviewing all the time captured.

The creators of Capture.it recognize that lawyers now work in a multi-device world. Accordingly, out of the gate, Capture.it offers tracking apps for Windows, iPhone, and Android with an iPad app shipping later this month.

The company also recognizes that law firms increasingly prefer the cloud to maintaining their own servers. There's nothing to install other than the applicable tracking apps. Capture.it encrypts all the data it captures, and uses a 256-bit SSL connection between its data center and your devices.

"Capture.it is revolutionizing how lawyers capture their time," Capture.it President Michael Bluestein tells us. "We provide an automated approach so that a user doesn't have to manually enter their time. We also automatically create time entries to save time and reduce unnecessary tasks. Whether you charge by the hour or offer fixed fees, Capture.it can help you to determine the exact cost and profitability of each client."

Other Notable Features

On your PC, Capture.it tracks the time you spend in each email message in Outlook and in each document in Word. Listing each message subject and document title enables you to later identify the corresponding client and matter. Capture.it also tracks the amount of time you spend in other applications. Periodically, Capture.it prompts you via a dialog box to assign the time it collects to a client and matter. You can combine or delete time entries in this dialog box.

Capture.it works similarly on your iPhone or Android phone. It prompts you after each telephone call. Using the Capture.it email app enables you to automatically capture the time you spend in every email message.

Periodically, you'll log into your account in the Capture.it web app to edit and post your time entries. The manner in which you post entries depends on which product you use for billing. For example, cloud products like Clio integrate directly with Capture.it. Desktop products like PCLaw require the company's Capture.it Sync app.

What Else Should You Know?

Other features include activity and task code support, and mileage and print tracking. Capture.it starts at $20 per timekeeper per month. Those who don't bill their time such as an office manager who finalizes invoices and sends them to clients can use Capture.it for free. Learn more about Capture.it.

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

Topics: Accounting/Billing/Time Capture | Laptops/Smartphones/Tablets | TL NewsWire

LegalWorks: Read Our Exclusive Report

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

Today's issue of TL NewsWire covers a cloud document management system that integrates with Microsoft Outlook for email capture (see article below), a utility for organizing your desktop, a SharePoint add-on for creating customized notifications, and an app to feed your need for more apps. Don't miss the next issue.

A NEW OUTLOOK ON DOCUMENT MANAGEMENT

Document management seems more like an aspiration in many law firms rather than a reality. In particular, email has become an important if not the most important document type. Some law firms just resign themselves to email being in a silo, whereas others engage in a lot of manual labor to save relevant email messages and attachments in client/matter folders on a file server alongside related documents. Law firms clearly need a better solution.

LegalWorks … in One Sentence

Uptime Legal's LegalWorks is a cloud document management system that includes email via integration with Outlook.

The Killer Feature

Regardless of whether you use Office locally or virtually, the LegalWorks Outlook add-on brings email into the document management fold. Once installed, the add-on displays your LegalWorks matters in a pane on the right side of Outlook. When you drag and drop email messages into a folder, they remain in Outlook but also become available in LegalWorks — including any attachments.

The Outlook add-on also synchronizes your Outlook calendars with the firm-wide calendar in LegalWorks. Later when using LegalWorks you'll find all the email and calendar events related to a client and matter alongside other related data such as documents, notes, and tasks.

"LegalWorks was developed to fill the void expressed by our law firm clients, Uptime Legal CEO Dennis Dimka tells us. "The Outlook add-in helps legal professionals keep all of their documents, including email, in organized client and matter folders."

Other Notable Features

Because of its modern HTML5 underpinnings, LegalWorks runs within any desktop or mobile browser. Also, it functions like desktop software. For example you need not download Microsoft Word and other documents before working on them. Instead, just locate a document in LegalWorks, open it, work on it, save your changes, and close it when finished (you can create new versions too).

Other features include firm-wide contact and task management, and hosted Microsoft Exchange. LegalWorks resides in data centers in the United States that have earned SAS 70 and the newer SSAE 16 certifications for availability, redundancy, and security.

What Else Should You Know?

LegalWorks costs $59 per user per month. Uptime Legal sets up and migrates your documents, contacts, and matters to LegalWorks for a fixed fee. You can mirror your existing folder system or start fresh. Learn more about LegalWorks.

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Topics: Document Management | Email/Messaging/Telephony | Online/Cloud | TL NewsWire
 
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