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MyCase Adds Self-Setup QuickBooks Integration to Its Practice Management Toolset

By Neil J. Squillante | Thursday, December 1, 2016

Today's issue of TL NewsWire covers practice management software with a new QuickBooks Online integration that you can setup in a few minutes (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a court dockets research service, an Outlook add-in that prevents email errors, a resource with model transactional documents and practice guides, two practice management products with apps on all platforms, and much more. Don't miss the next issue.

If you visit the QuickBooks website, you'll have a hard time finding the legacy desktop version. It's another sign of the tectonic shift underway to the cloud. It's easy to migrate from the legacy version to QuickBooks Online but that's only half the battle. What about your practice management software?

MyCase … in One Sentence

MyCase is practice management software with a recently enhanced QuickBooks Online integration.

The Killer Feature

MyCase was among the first practice management systems to integrate with QuickBooks Online. As the number of customers using the integration soared, Product Manager Zac Post began receiving feature requests. The new integration that Zac recently showed me incorporates much of this feedback. "It's now both easier to use and more robust," said Zac as he started the demo.

MyCase's App Bar lists all available integrations, including QuickBooks. The new integration is free thanks to its self-setup. "What used to cost $99 and require a one-hour implementation call now takes less than five minutes and is completely free," said Zac.

After entering your QuickBooks credentials, a series of menu-driven screens matches your QuickBooks accounts to their corresponding data sources in MyCase, including bank accounts, income, expenses, trusts, and even non-trust retainers if you use them. You can add new accounts to QuickBooks on-the-fly if necessary. You can edit these settings anytime.

Once setup, trust and non-trust retainer deposits give you the option of syncing to QuickBooks. Similarly, invoice creation and payment also give you the option to sync. Instead of syncing invoices one by one, the QuickBooks Sync button enables you select and sync multiple invoices simultaneously. This instant syncing eliminates time-consuming manual export/import procedures along with common errors such as duplicate entries and inconsistent nomenclature.

The invoices automatically created in QuickBooks exactly match those in MyCase down to every time entry and description thanks to a clever use of Items in QuickBooks. As a result, your QuickBooks file will have everything your accountant needs for tax filings.

Other Notable Features

MyCase offers all the practice management tools you would expect. On the Home dashboard, you can view recent activity and quickly add new cases, contacts, events, documents, tasks, time entries, expenses, invoices, notes, and messages.

When you add new client contacts, you can give them access to MyCase's client portal. Clients receive an email message with instructions on creating a secure portal account. Using the portal, clients can securely communicate with you, share documents, and pay bills. MyCase recently added a new feature that lists all the activity for each contact, offering you more granularity than the case activity feed.

MyCase can store both case-related documents and email. Integrations with Gmail and Outlook enable you to automatically file email messages in MyCase where you can then assign them to a case. A unique MyCase email address enables you to send any email message to MyCase from any email app.

What Else Should You Know?

MyCase costs $39 per month per attorney user and $29 per month per staff user. You can try MyCase for free for 30 days, including the new QuickBooks integration. MyCase can also build and host your firm's website for an additional charge. Learn more about MyCase.

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 | Practice Management/Calendars | TL NewsWire

CourtLink Offers Court Docket Notifications and Insights to Fuel Your Case Strategy

By Neil J. Squillante | Wednesday, November 16, 2016

Today's issue of TL NewsWire covers a court docket service to keep you apprised of your cases, obtain competitive intelligence, and identify new business opportunities (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of an Outlook add-in with tools for managing large distributions and preventing common errors, a service with model forms and practice guides for transactional lawyers, software for automating the creation of a table of exhibits in Word documents, contract analysis software, practice management software that automates trust account replenishment, and much more. Don't miss the next issue.

Court dockets contain a wealth of data. Mining this data can help you identify new business opportunities, find model briefs, and gain insights about judges and opposing counsel. And of course you should always monitor the dockets of your cases.

CourtLink … in One Sentence

LexisNexis' CourtLink enables you to monitor, search, and mine the largest collection of court dockets and documents — all federal courts and more than 1,200 state courts.

The Killer Feature

CourtLink Alerts can notify you via email about recently-filed cases of interest. For example, Litigant Alerts inform you about docket events relating to existing or prospective clients. You can bulk upload your entire client list, choose specific courts, and enter keyword terms and connectors to narrow the scope. The Manage My Alerts page lists all your Alerts and tools for editing and deleting them.

Alerts can also notify you about litigation work that might be in your wheelhouse. You can focus on the nature of a lawsuit such as a practice area, class action, appeal, etc. Similarly, you can create Alerts for filings by an adversary against whom you've won, a judge you've successfully persuaded, etc. With the ability to receive an email notification within an hour of a new filing, you can send a brochure to defendants and appellees faster than your competitors.

A special CourtLink Alerts tool called Breaking Complaints notifies you about notable new lawsuits filed in courts of interest to you. The CourtLink team creates these alerts based on prominent parties and other factors.

Other Notable Features

CourtLink offers a Lexis Advance-like interface for one-off, full-text terms and connectors searches with tools for refining your results by date, jurisdiction, and other parameters. CourtLink can even search PDF images in a case docket. The search results break out dockets, documents, and premium documents. Premium documents consist of model pleadings and briefs in Word format selected by the CourtLink team that you can download and edit.

Courts with their own online dockets typically offer only rudimentary tracking tools if any. The CourtLink Tracks tool enables you monitor both your own cases and other cases of interest. You can create notifications based on granular searches such as document type, new counsel, additional litigants, etc.

Data analysis has become increasingly important in many aspects of litigation. CourtLink's Strategic Profiles powered by recent acquisition Lex Machina enables you to generate charts to analyze the history of judges and opposing counsel. For example, the Nature of Suit Analysis breaks down the history by type of lawsuit, while the Judgment Analysis shows you the number of cases a party won, lost, and settled.

"Spotting threats and new business opportunities, assessing the competition's litigation history, and developing a winning case strategy are vital," said Jeff Pfeifer, vice president of product management for North American Research Solutions at LexisNexis. "CourtLink delivers this thanks to its database of nearly 200 million dockets and other court documents, and next-generation analytics insights from Lex Machina."

What Else Should You Know?

You can download any available docket document in PDF format. CourtLink has a runner service for state court documents not available for download. You can share search results and tracked dockets with colleagues using Shared Folders. Learn more about CourtLink.

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 | Legal Research | Litigation/Discovery/Trials | TL NewsWire

ReplyToSome Prevents Face-Palm Outlook Errors and Provides Email Insights

By Kathryn Hughes | Wednesday, November 9, 2016

Today's issue of TL NewsWire covers an Outlook add-in with tools for preventing email mishaps and managing email messages involving many parties (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a research service for medical malpractice lawyers, a service with model forms and practice guides for transactional lawyers, software for automating the creation of a table of exhibits in Word documents, contract analysis software, and much more. Don't miss the next issue.

Email mistakes occur all the time for various reasons. Regardless of whether the cause is sleep deprivation, multitasking, or a mischievous autocomplete, an email message sent to an unintended recipient can wreak havoc on business and relationships. Just as importantly, omissions cause problems and occur all too easily on deals involving many people. Preventing such problems seems tailor-made for software.

ReplyToSome … in One Sentence

Launched this week, Winnieware's ReplyToSome 2.0 is an Outlook add-in that prevents mishaps, simplifies distribution list creation, and provides insights into your email.

The Killer Feature

The ReplyToSome interface appears on the left side of Outlook. You can toggle it on or off. When viewing an email message, ReplyToSome lists all the recipients in individual rows, grouping them by whether they're an Insider such as a colleague or an Outsider such as opposing counsel or an unknown person. Insiders are shaded in green and Outsiders in red. ReplyToSome further groups recipients by organization, and lists whether each person is a TO or CC.

This interface includes a set of tools designed to prevent addressing mistakes when you create or reply to a new email message. For example, when you receive an email message involving multiple parties, you can select specific addresses or organizations from the message for your reply. This eliminates the risky and tedious process of using Reply-All and then removing email addresses. You can also use ReplyToSome to create or edit distribution lists without having to leave the email message you're reading. You can add these lists to a new message or reply using a drag and drop action.

"Lawyers spend about 30% of their day dealing with email, often circulating confidential information among multiple parties in a fast-moving environment," Winnieware's UX Design Director Dora Fang tolds us. "Outlook does not adequately serve lawyers' needs. ReplyToSome helps lawyers safely and efficiently send and receive email."

Other Notable Features

When you receive a message, a badge at the top of ReplyToSome tells you whether the parties in the message completely or partially match a distribution list you previously saved. Clicking the badge highlights the addresses that overlap. You can also identify people added to or removed from a given list.

Along the same lines, ReplyToSome offers a Blackline feature, enabling you to compare the recipients of two email messages to identify those who received both messages versus those who received only one. You can also compare an email message to a distribution list.

ReplyToSome's SendCheck technology provides several safeguards to catch common email sending mistakes. For example, SendCheck warns you if you're a BCC and reply to a message, and when it thinks you forgot an attachment.

Most importantly, SendCheck prevents you from emailing the wrong person. Given the demo Winnieware's CEO Peter Norman gave me when he visited our office, ReplyToSome goes beyond competing add-ins that warn you about using Reply-All. Instead, when you reply to a message, ReplyToSome shows you a dialog box listing all Outsiders. You decide whom to include and exclude. Only after confirming everyone you really want to email can you send the message.

What Else Should You Know?

ReplyToSome can transform Outlook into a vehicle for sending your email newsletters and client memos thanks to its ability to send the same email message separately to each person in a distribution list. Sending individual email messages results in better deliverability than bulk sending using BCC. Learn more about ReplyToSome.

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

MedMal Navigator Adds Netter Images to Its Medical-Related Research Tools

By Neil J. Squillante | Wednesday, November 2, 2016

Today's issue of TL NewsWire covers an online resource for researching medical-related case law, images, references, standards of care, public records, experts, and more (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a collection of practice guides and forms for transactional lawyers, software for managing exhibits and creating a table of exhibits, an iPhone practice management app with one-touch access to all functions, a virtual desktop service with bank-grade security, practice management software five years in the making, and much more. Don't miss the next issue.

If you file or defend malpractice or other cases involving medical issues, your research needs invariably extend beyond case law. For example, if you need a medical image, options range from buying an expensive license to using an image from a random website and hoping it's accurate. A trusted resource with one-stop shopping would be ideal.

MedMal Navigator … in One Sentence

LexisNexis MedMal Navigator is a collection of online tools that enables you to research medical-related case law, images, references, standards of care, public records, experts, and more.

The Killer Feature

MedMal Navigator recently gained a new data source — more than 10,000 medical images from Netter Images. Many educators and doctors consider these images of medical conditions the "gold standard." They're made by the same company that publishes Gray's Anatomy, the iconic illustrated reference for doctors.

LexisNexis claims that MedMal Navigator now has 70% more medical images than its closest competitor. Additionally, you need not buy images a la carte but can instead access the entire database without any copyright hassles. You can download images in high-resolution format suitable for trial boards and HDTVs, and share images with colleagues by sending them the corresponding web links or saving them to a Lexis Advance Shared Folder.

"The addition of more than 10,000 premium medical illustrations from Netter Images opens up one-click access to compelling content that helps medical malpractice lawyers bring the complex medical issues in their cases to life with greater clarity and impact," said Sean Fitzpatrick, Managing Director of North American Research Solutions at LexisNexis. "It's also an excellent example of our commitment to offer the premier, one-stop medical malpractice resource."

Other Notable Features

MedMal Navigator organizes information in seven major categories — Case Value Assessment, Standard of Care, Legal Analysis, Expert Witness, Research Parties, Elsevier's Clinical Key, and Medical References.

Before taking on a case or preparing a defense, you need to understand the medical problem and its potential value. With the Elsevier Clinical Key, you can quickly find and learn about a particular illness or injury. For more in-depth research, the Medical References tab enables you to search more than 1,600 medical journals published by Elsevier Science.

MedMal Navigator's Case Value Assessment tool walks you through a questionnaire about your client's case. It then uses your answers to list applicable verdicts in your jurisdiction sorted by how closely they match your case. A chart above the search results plots the verdict amounts against the Percent Fact Match.

The Standard of Care tool, works similarly by providing an interactive questionnaire for client intake. It explains the importance of each question, and provides links to medical journals for context. When you enter the answers, the Standard of Care tool alerts you to potential problems in a lawsuit.

The tools for Research Parties and Legal Analysis draw their material from Lexis Advance. This obviates the need for separate logins. The Legal Analysis tool further saves time by facilitating searches of medical malpractice case law. The Research Parties tool features a new Facebook-like interface for finding public records about a party or witness.

What Else Should You Know?

MedMal Navigator's Expert Witness tool contains more than 365,000 experts, including their curriculum vitae and testimony in prior cases. Learn more about MedMal Navigator.

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

Lexis Practice Advisor Helps Get You Started on Work Outside of Your Comfort Zone

By Neil J. Squillante | Monday, October 31, 2016

Today's issue of TL NewsWire covers a service designed to help you expand your practice by providing model forms, practice notes, checklists, etc. (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of software for managing and referencing exhibits, knowledge management software for mining your firm's work product, three practice management apps, a visual tool for identifying relevant case law faster, and much more. Don't miss the next issue.

It's amusing when a relative expresses bemusement that you're not an expert in every area of the law. But when clients ask for help, you either figure out how to deliver or leave money on the table.

Lexis Practice Advisor … in One Sentence

Lexis Practice Advisor offers model forms, practice notes, checklists, articles and other materials for lawyers, and integrates with Lexis Advance and Lexis for Microsoft Office.

The Killer Feature

Mindful of the fact that winning the trust of lawyers like you requires high-quality and updated materials, LexisNexis put together a network of more than 500 practicing lawyers from more than 230 law firms. Each lawyer has years of experience with the legal issues that pertain to the documents they contribute. In addition to reviewing the credentials of these authors, you can email LexisNexis' internal author team with questions about their documents.

Other Notable Features

Lexis Practice Advisor groups its materials by practice areas, including bankruptcy, finance, intellectual property, real estate, etc. This coverage includes business and commercial transactions for four states — California, Florida, New York, and Texas — with more in the pipeline.

Browsing these topics reveals subtopics presented in a step format designed to match your tasks. For example, drilling down to Private Mergers presents you with "Structuring and Planning Private Mergers" and "Preliminary Agreements in Private M&A Deals." If you prefer, you can start with a global search and then filter your results by practice area.

Lexis Practice Advisor groups materials by Forms, Articles, Secondary Materials, Cases, and Statutes & Regulations. The primary and secondary legal research come from Lexis Advance while the rest derives from the authors noted above. Some forms are interactive, enabling you to draft documents in Lexis Practice Advisor. Icons alert you to alternate clauses you can review and add with a click. You can also add your own clauses.

If you use Lexis for Microsoft Office, you can access Lexis Practice Advisor from within Microsoft Word, including all forms. "The integration with Lexis for Microsoft Office gives legal practitioners instantaneous access to the full breadth of Lexis Practice Advisor's on-point content and tools inside the Microsoft applications they use every day," said Sean Fitzpatrick, Managing Director of North American Research Solutions at LexisNexis. "This is a crucial step in our overarching strategy to help customers produce higher quality work in less time."

Lexis Practice Advisor offers M&A lawyers a tool called Lexis Market Tracker based on EDGAR and related data. Using Consideration Type, Target Industry, Deal Amount, and other parameters, you can research "What's Market" on more than 450 deal points for credit agreements. Lexis Market Tracker isolates specific provisions such as Collars and Ticking Fees so you can quickly find what you need for the documents you're drafting.

What Else Should You Know?

You can share materials with colleagues by placing them in Shared Folders. These work across Lexis Advance so they can also contain legal research. You can also export blank and completed forms in Word or PDF format. Learn more about Lexis Practice Advisor.

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 | Legal Research | TL NewsWire | Transactional Practice Areas

ExhibitManager 5 Organizes Exhibits, Automates Exhibit References, and Creates Ebriefs

By Neil J. Squillante | Wednesday, October 19, 2016

Today's issue of TL NewsWire covers litigation software for organizing exhibits, automating exhibit references in documents, and creating ebriefs (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of software for mining your firm's work product, a practice management app for Android and iOS, a legal research service that makes it faster to find relevant cases, a Word add-in for finding common errors in the contracts you draft, and much more. Don't miss the next issue.

Lots of software exists for managing citations and creating a table of authorities. But what about exhibits? In fact-intensive documents, they become just as numerous and therefore tedious to manage. This problem begs for automation.

ExhibitManager … in One Sentence

Launched recently, Causasoft's ExhibitManager 5 is litigation software that integrates with Microsoft Word for organizing, reviewing, and referencing exhibits in briefs and other documents.

The Killer Feature

ExhibitManager provides a spreadsheet-like view of the exhibits you import. With a click, you insert a reference to an exhibit in one or more Word documents as you draft. At any point, another click automatically updates the exhibit numbers across all documents so that they're in numerical or chronological order within each document. You can update exhibit numbering as often as you want.

ExhibitManager can also generate a table of exhibits that likewise gets updated to match the exhibit numbering in the document. You can customize ExhibitManager to display exhibit references to comply with the style requirements of a particular jurisdiction.

"Exhibits often have to be numbered in multiple documents such as with a brief accompanied by witness statements and/or expert reports that all refer to the same exhibits," Managing Director Simone Pestalozzi told me during an online demo. "With ExhibitManager's automation technology, lawyers have more time to concentrate on case strategy instead of time-consuming administrative work."

Other Notable Features

ExhibitManager offers bulk importing of exhibits in many common formats such as PDF, Word, Excel, etc., including OCR processing if necessary. You can also import email messages and attachments. If you know an exhibit exists but you don't have a copy yet, ExhibitManager enables you to create a placeholder that you can reference in the meantime.

The main table in ExhibitManager features sortable columns that each user can move. Columns include metadata such as the exhibit number, type description, ID, date, etc. You can also apply tags to and annotate exhibits, both of which then become visible in their own respective columns. To the right of this table is the Preview area for viewing any exhibit you select.

When you need to use exhibits at a deposition or in court or share them with a client, expert, opposing counsel, etc., ExhibitManager can export a Bundle. The Bundle Assistant walks you through the process, enabling you to select the exhibits to include, apply a stamp with the exhibit number to the first page, apply Bates stamps to every page, add pagination, etc. ExhibitManager outputs all the selected exhibits to a folder, also creates a hyperlinked reference document.

ExhibitManager also automates the creation of ebriefs, obviating the need for a service provider. The eBrief Assistant offers options such as adding hyperlinks from the exhibit references in your brief to the exhibit. If you're sending an ebrief to a client or expert for review, you can include your exhibit annotations. You can efile an ebrief as a ZIP file or submit it on a CD or flash drive depending on your jurisdiction.

What Else Should You Know?

ExhibitManager works with Word 2007 and later and runs on Windows 7 or later. It costs $295 per user per year with volume discounts available. This includes all software updates and telephone support. There's an additional one-time cost for setup. Learn more about ExhibitManager.

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 | Litigation/Discovery/Trials | TL NewsWire

Lexis Search Advantage Adds Intelligence to Your Firm's Work Product

By Neil J. Squillante | Friday, October 14, 2016

Today's issue of TL NewsWire covers software that makes it easier to mine your firm's work product for model documents (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a new Android and iOS app for a popular practice management system, a virtual desktop service with two factor authentication, a new practice management app that launched after five years in development, case analysis software, and much more. Don't miss the next issue.

In the 1990s, document management systems revolutionized law practice. Not only could you collaborate on documents more efficiently, but you could also save time on new documents by leveraging your firm's body of work. Today's faster-paced world demands more sophisticated tools than these brute force searches through your archives. Time for another revolution.

Lexis Search Advantage … in One Sentence

Recently updated, Lexis Search Advantage is an enterprise search add-on that enhances your firm's work product with search, legal research, and drafting tools.

The Killer Feature

Lexis Search Advantage is powered by a combination of proprietary LexisNexis technology and IBM's Watson Explorer, a search platform capable of interpreting large data sets such as your firm's documents. As a result, Lexis Search Advantage can identify specific elements in the documents it searches.

For example, suppose you want to search for a legal issue in a litigation matter. You can use either a natural language search or traditional terms and connectors. And suppose your search results contain several briefs from your firm's archives. Below each brief, you'll find a Shepard's scorecard alerting you to potential problems with one or more citations in the document. These real-time Shepard's signals are always up-to-date thanks to integration with Lexis Advance.

When you open a brief, you'll find a living document. A panel along the left side lists all citations, judges, lawyers, experts, and companies within the document. The same real-time Shepard's signals are here too. Click on a citation to read that case. You can also find other documents created by your firm that cite the same case.

Click on the name of a judge, expert, or lawyer, and thanks to the new integration with LexisNexis Litigation Profile Suite you can learn more about that person and their experience. For example, charts show you how a judge has ruled on motions, the types of cases that comprise their docket, etc.

Other Notable Features

Lexis Search Advantage offers similar tools for transactional lawyers. You can search generally for transactional documents or run special searches for a Clause Title or Defined Term. The contextual snippets in the search results help you zero in on model documents. Within a document, the panel on the left side lists all sections, clause titles, and defined terms, enabling you to quickly navigate lengthy documents. You can copy a clause or defined term to your clipboard to use in the document you're drafting.

Searches often require refinement. Lexis Search Advantage enables you to refine searches. Refinements from your own document management system include authors, clients, date range, document type, and user tags. Lexis Search Advantage provides additional legal-centric refinements such as citations, jurisdictions, governing law, experts, judges, etc. When you perfect a search, you can save it in a public or private folder.

Because your colleagues don't always assign document types consistently, you can use Lexis Search Advantage's algorithm to automatically assign the document type in accordance with your firm's standard nomenclature.

"Lexis Search Advantage is a great example of the LexisNexis strategy of providing lawyers with technologies that help them work more efficiently," LexisNexis North American Research Solutions managing director Sean Fitzpatrick told me.

What Else Should You Know?

Lexis Search Advantage scales to accommodate any size document collection. One large law firm uses it with upwards of 40 million of its documents. Instead of using Watson Explorer as the search engine, you can alternatively use OpenText (formerly Recommind) or SharePoint. Learn more about Lexis Search Advantage.

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 | Legal Research | TL NewsWire

Clio Mobile App Offers a New User Experience With One Tap Access to Everything

By Neil J. Squillante | Wednesday, October 12, 2016

Today's issue of TL NewsWire covers a new Android and iOS practice management app designed for fast access to information (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a legal research service that color codes your search terms to help you find relevant cases faster, three practice management apps, client relationship management software that leverages external data, a contract analysis add-in for Microsoft Word, a document management add-on, and much more. Don't miss the next issue.

Designing a practice management app for the iPhone poses several challenges. You want to maximize functionality and the amount of information displayed without clutter. You also want to minimize the number of taps required because the whole point of such an app is to use it on the go in environments like airports, courts, taxis, etc.

Clio Mobile App … in One Sentence

Launched recently, the revamped Clio Mobile App enables you to use the Clio practice management platform on your iPhone, iPad, or Android phone.

The Killer Feature

The Clio Mobile App stems from three years of user feedback and data. Clio's lawyer-in-residence Joshua Lenon told me during my demo that the app nearly matches the Clio web app in functionality, and enables you get to all of these functions faster.

For example, the redesigned Home screen lists your next five events, your next five most important tasks, and a list of matters you've most recently accessed. This reduces the need to access multiple screens. When you need to dig deeper, See All buttons list all tasks and all matters. Also, a new Global Search resides at the top right of every screen, taking you to whatever you need.

The bottom of every screen contains three tabs for fast access to the Home screen, Calendar, and Matters (the iPad app offers more of these defined tabs thanks to its larger display). Another tab labeled More brings up a menu for one tap access to all other functions such as bills and tasks.

The last tab displays a + symbol. This is the new Global Create function. Tap it to create a new contact, matter, event, task, document, time entry, expense, etc. Clio prepopulates fields with data where it can to save you time. A banner across the bottom of your screen confirms the creation of this new record and enables you to view it.

Other Notable Features

Lenon pointed out that this focus on user experience permeates the entire app. For example, the Tasks home screen groups your tasks into six categories. At a glance, you can see your total number of tasks as well as the number due today, in the next seven days, overdue, without a due date, and completed. Similarly, each Matter offers a Timeline view that shows all activities in reverse chronological order — a modern day tickler file. Colors connote the type of activity — blue for time entries, red for calendar entries, etc.

Also new in the Clio Mobile App is a document scanner. Tap Global Create to create a new document, and then choose the scanner option. You can also use the scanner function to record video and store it in a matter.

Given the sensitive information in the Clio Mobile App, you can add an extra layer of security by requiring a PIN for access. On iOS devices, you can use Touch ID.

What Else Should You Know?

Clio offers three plans, all of which enable you to use the Clio Mobile App at no additional cost. When billed annually, Starter costs $39 per month, Boutique costs $59 per month, and Elite costs $99 per month (add $10 for monthly billing). Learn more about Clio Mobile App.

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: Laptops/Smartphones/Tablets | Practice Management/Calendars | TL NewsWire

Lexis Advance Search Term Maps Speeds Up Case Law Relevance Assessment

By Neil J. Squillante | Thursday, September 29, 2016

Today's issue of TL NewsWire covers a legal research service with a new data visualization tool that makes it faster to assess a case's relevance (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of four practice management systems, CRM software that integrates external data sources, a virtual desktop service, case analysis software, contract management software, and much more. Don't miss the next issue.

The initial stage of case law research involves trying to divine the relevance of the cases in your search results as quickly as possible. Lawyers complain so much about this time-consuming process that LexisNexis decided to take action.

Lexis Advance Search Term Maps … in One Sentence

Launched this month, Lexis Advance Search Term Maps uses color mapping to help you process case law search results more efficiently.

The Killer Feature

Search Term Maps stems from scientific studies showing that our brain processes visual information up to 60,000 times faster than text.

When you enter a Boolean or natural language search with up to five terms, Lexis Advance displays the new Graphical View with a Search Term Location Bar above each case in the search results. Using a different color for each search term, this bar shows a summary view of where your search terms reside in the case (searches with six or more terms use one color). You’ll also know whether search terms reside in the summary, headnotes, opinion, dissent, etc. A legend above the Search Term Location Bar lists each search term in its designated color.

The density of colors in the Search Term Location Bar indicates the overall relevance of the case. An asterisk directs you to the location in the case likely to be the most important. Clicking on a colored area in the Search Term Location Bar displays the corresponding document snippet with your search terms highlighted in their respective color. You can turn off less important search terms to focus on those with greater importance. This updates the search terms shown in the Search Term Location Bar.

Other Notable Features

When you’re ready to read a case, you’ll find a similar Search Term Location Bar in the full document view, except this bar displays every hit in the case. You can visually see the density and location of your search terms. Additionally, the Search Term Location Bar has an interactive slider that enables you to scroll through the case faster than using a vertical scroll bar.

Hovering over a color marker displays the corresponding search terms. Click to jump to that location. For more data, the Navigate All Terms menu lists each keyword and the number of hits. From this menu, you can select just one search term to display in the Search Term Location Bar and in the case.

“Our customers’ response to Search Term Maps has been very positive,” said Sean Fitzpatrick, Managing Director of North American Research Solutions at LexisNexis Legal & Professional. “They immediately understand the power of data visualization and the resulting professional productivity gains. The ability to quickly spot term hit density as well as the location and co-occurrence of terms within their search results allows users to easily identify patterns, judge the relevance of their search results and navigate individual documents with unprecedented speed.”

What Else Should You Know?

In both the search results and document views, a search within your original search displays the new search terms in the color teal to distinguish them from your original search terms. Also, you can use only one color for the Search Term Location Bar if you prefer. At anytime, you can switch from the Graphical View with Search Term Maps to traditional Lexis Advance views and back again. You can also choose which view to make the default. Search Term Maps is available for all case law in Lexis Advance. Learn more about Lexis Advance Search Term Maps.

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Topics: Legal Research | TL NewsWire

LEAP 365 Offers Practice Management and Document Assembly Everywhere You Go

By Neil J. Squillante | Thursday, September 22, 2016

Today's issue of TL NewsWire covers cloud practice management and document assembly software that runs on Windows PCs, Macs, iPhones, iPads, and Android devices (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of proofreading software for contracts, four cloud practice management apps, an ebook law library, an add-on for document management systems, litigation case management software, and much more. Don't miss the next issue.

Staying on top of your practice during idle time such as air travel, waiting in line, etc. obviates the need to spend time catching up when you return to the office. This level of productivity requires software that works on any device.

LEAP 365 … in One Sentence

Released at an event at Yankee Stadium on September 12, 2016, LEAP 365 is law practice management software designed for a multi-device world.

The Killer Feature

LEAP started in Australia and grew to become the practice management leader there after which it launched in the U.K. and U.S. In 2010, LEAP moved to the cloud in a unique manner, combing the speed of a Windows desktop app with the convenience of the cloud for back-end data storage. This eliminated the need to maintain a local server.

The new LEAP 365 recognizes that lawyers now use multiple devices, and that Macs have made inroads in small firms. The new web app brings LEAP 365 to Macs. The Windows app remains available along with the iOS and Android apps for using LEAP 365 on iPhone, iPad, and Android devices.

During the Yankee Stadium event (which I attended), four LEAP product specialists respectively operated an iPhone, Windows PC, Mac, and iPad, handing off work to each other "seamlessly."

"We challenge ourselves to make the most innovative legal practice management software on the market, so lawyers have the freedom to work when and where they want," LEAP USA CEO Chris Stock told me.

Other Notable Features

LEAP 365 also offers a first — an integration with Microsoft Word Online for document assembly. The LEAP Windows app has long integrated with the Windows version of Word for document assembly. The company worked with Microsoft to bring this functionality to the new web app. LEAP 365 stores the documents you create in the corresponding matter, and enables you to create a time or fee entry. Documents created in Word Online work with all other versions of Word.

LEAP offers complimentary setup of your firm's templates so that you can take full advantage of its document assembly technology. In addition, LEAP 365 offers a growing library of state and federal forms. Along with document assembly, LEAP 365 includes document management with advanced features such as document comparison and versioning.

The web and iPhone apps mirror the functionality of the other LEAP 365 apps but also offer additional functionality. The web app contains a suite of reports for law firm owners. With the iPhone app, you can initiate a call from a client's contact card, automatically track the length of the call, and then dictate additional details to complete the time entry. The iPhone app also has a document scanner, enabling you to scan documents directly into a matter using the iPhone's camera.

What Else Should You Know?

LEAP announced three other key integrations at its event — QuickBooks Online for accounting, Office 365 for email, and RapidPay (powered by LawPay) for credit card processing. LEAP 365 costs $129 per user per month. This includes setup, training, and technical support. It also includes a modern website for your law firm. Learn more about LEAP 365.

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 | Coming Attractions | TL NewsWire
 
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