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EstateExec: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 25, 2015

Today's issue of TL NewsWire covers a cloud application for estate settlements that all concerned can access (see article below), an iOS email app that intelligently processes your messages, another iOS email app that transforms email messages into tasks, and an enterprise-grade replacement for Dropbox with mobile apps. Don't miss the next issue.

FACILITATING ESTATE SETTLEMENTS VIA THE CLOUD

While death causes grief, it can also provide a financial cushion. Accordingly, anything that gets between beneficiaries and their inheritance becomes a problem — including probate lawyers like you. The key to contentment (and referrals) lies in keeping all concerned informed about the estate.

EstateExec … in One Sentence

Launched recently, EstateExec is a cloud application for tracking, calculating, and sharing information about trust and estate settlements, including assets, debts, expenses, and distributions.

The Killer Feature

Once you set up an estate, you can grant online access to clients, executors, beneficiaries, other lawyers, etc. You can choose limited read-only access or full administrator access. This empowers clients to obtain status updates when they want without needing to reach out to your office. Those with full access can update information such as assets they sell.

"EstateExec applies the latest cloud-based technology to the estate settlement process," EstateExec Board Member Dan Stickel tells us. "This results in an easy and affordable way to simplify the estate and trust settlement process while providing enhanced client services at the same time."

Other Notable Features

The developers of EstateExec set out to make estate and trust settlement "easier by simplifying the process even for old hands with battle-tested spreadsheet templates," says Stickel. EstateExec's central repository tracks all estate assets, debts, expenses, etc. This not only documents each transaction for record-keeping purposes, but also tracks what's left for distribution in the estate — including funds of sold assets.

Thus, if you sell Uncle Jimmy's Apple Watch Edition because that jokester left it equally to two beneficiaries, EstateExec will track the sale and the eventual distribution of the funds from the sale. Distribution planning tools can mark assets for future distribution, and then mark them complete when finalized.

You'll spend most of your time in the Assets table, which functions like a spreadsheet. It lists all assets by type, value, distribution status, and more. "It's like Quicken, but geared towards estate settlement rather than household finance," says Stickel.

On-the-fly reports via sorting and filtering enable you to answer any question you might have or receive about the estate. You can sort the Assets, Debts, and other tables by column, including secondary sorting (e.g., sort by asset type and then value). Each table column contains a search field for filtering. For example, you can find remaining assets of a certain type, at a certain location, or with a certain keyword such as "watch," the value of assets received per beneficiary, all assets worth more than a certain value, and much more.

Regardless of whether you choose to give others access, you may also want to send them saved reports. You can export reports in PDF format for a professional look, as well as in CSV format for analyzing in Excel or importing into products such as QuickBooks.

What Else Should You Know?

EstateExec runs in all major desktop and mobile browsers. It costs $79 per estate regardless of size. You can try EstateExec for free. Learn more about EstateExec.

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: Online/Cloud | TL NewsWire | Transactional Practice Areas

Adobe Document Cloud: Read Our Exclusive Report

By Neil J. Squillante | Thursday, March 19, 2015

Today's issue of TL NewsWire covers a cloud PDF service with tools for paperless workflows (see article below), practice and project management software for midsize and large law firms, a portable Bluetooth keyboard that fits in your pocket, and Windows virtualization software. Don't miss the next issue.

RETHINKING PDF SOFTWARE FOR A MULTI-DEVICE WORLD

Unlike most technologies, the PDF format becomes more powerful and downright invaluable with each new leap forward. Digital signatures, scanners, mobile devices, and of course the cloud have all made the mighty PDF even mightier. The biggest player in the PDF software world (and inventor of the format) just took the wraps off its next-generation PDF platform.

Adobe Document Cloud … in One Sentence

Announced this week and launching soon, Adobe Document Cloud is a service for creating paperless workflows.

The Killer Feature

Adobe offers a cloud storage service called Acrobat.com, a digital signature service called EchoSign, and a mobile app called Adobe Reader. Adobe Document Cloud replaces all three with the mobile app renamed Acrobat DC. Acrobat XI and Microsoft Office 365 also integrate with Adobe Document Cloud.

Other Notable Features

A number of apps exist that can scan a document using the camera on your smartphone or tablet. However, these scans never look as good as the output from a dedicated scanner because of shadows and imperfect perspectives when snapping the photo. Adobe claims that Acrobat DC eliminates these imperfections so well that the resulting documents are suitable for archival purposes.

Acrobat DC supports editing of documents you scan thanks to automatic optical character recognition. If you scan a document with form fields, Acrobat DC can convert it into a form on the fly that you can fill out on your mobile device. You can also electronically sign both Word and PDF documents, the former thanks to the integration with Office 365.

Because your documents reside in the cloud, any changes you make become available everywhere, including on your Mac or PC via your web browser, Acrobat XI (PDF), and Word (DOCX). The document manager in Adobe Document Cloud supports nested folders for organization.

What Else Should You Know?

You can gain access to Adobe Document Cloud by subscribing to Acrobat XI for $14.99 per month. This also enables you to install Acrobat XI Professional on your Mac or PC. Alternatively, you can subscribe to Adobe Document Cloud alone at a lower but as of yet unannounced price. Learn more about Acrobat Document 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: Collaboration/Knowledge Management | Document Management | TL NewsWire

FactBox: Read Our Exclusive Report

By Neil J. Squillante | Thursday, March 12, 2015

Today's issue of TL NewsWire covers a cloud case analysis application (see article below), a Windows taskbar utility, cloud project and task management software, and an Outlook add-on for searching your email. Don't miss the next issue.

CASE ANALYSIS MEETS THE CLOUD

Pity the Sisyphean litigators of yesteryear who used word processing software to painstakingly create and maintain digests connecting facts and issues. And pity the clients who overpaid for this manual labor. Wait. Yesteryear? Many litigators still don't use case analysis software, which uses a database to crunch facts and issues. Perhaps the cloud and its user experience advantages can turn the tide.

FactBox … in One Sentence

Launched recently, Lynx Workflow's FactBox is a cloud application for case analysis.

The Killer Feature

Once you enter facts and connect them to issues and subissues, you can slice and dice the data in various reports.

For example, you can generate an old school chronology listing all the facts by date. This report can take the form of a memorandum or table. Similarly, you can create a digest listing all the facts associated with a given issue.

You can customize reports, choosing whether to include items such as Key Date, Title, Content, Sources, and Contributor (your colleagues). When finalized, you can export reports in Word format.

In addition to assigning one or more issues to a fact, you can also assign customizable tags. You could create a tag for a deponent after which you can generate a report for this tag with all the facts and issues to cover in the deposition.

Other Notable Features

You start using FactBox by creating a case. Facts can consist of your notes, deposition testimony, discovery documents, photographs, etc. You enter notes and testimony using FactBox's rich text editor. The text editor has tools for character formatting, highlighting, and paragraph indenting.

You link source documents to facts. FactBox handles all popular document formats such as Word and PDF. As you enter facts and documents, you apply issues and tags as well as a Key Date if applicable.

Other features include the ability to view data by any parameter, second-level sorting (e.g., sort by issue and then by date), unlimited cases, and multiple accounts (for contract lawyers).

FactBox is hosted on redundant servers in physically secure datacenters in the United States. The company routinely hires audit firms to evaluate its security with penetration tests.

What Else Should You Know?

FactBox runs in all major desktop and mobile web browsers. You can also use it via the desktop Mac and Windows apps. FactBox costs $49 per month for one user and 1 TB of data, $179 per month for up to 5 users and 3 TB of data, $329 per month for up to 15 users and 5 TB of data, and $499 per month for unlimited users and unlimited data. The company discounts annual plans. You can try FactBox for free. Learn more about FactBox.

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: Collaboration/Knowledge Management | Litigation/Discovery/Trials | TL NewsWire

cleanDocs Mobile: Read Our Exclusive Report

By Neil J. Squillante | Thursday, March 5, 2015

Today's issue of TL NewsWire covers software that removes metadata from documents you email from your smartphone (see article below), a service that provides your firm with your own branded own app for client communications and referrals, an iOS keyboard for entering text snippets, and a stand for the iPhone 6 and 6 Plus. Don't miss the next issue.

A SAFER MOBILE EMAIL EXPERIENCE

Now that you live in a multi-device world, you should not have to switch to a different device to complete a task. For example, suppose you apply a few final touches to a Word document using Word for iOS. You want to email it to your client but first you need to remove the metadata. Must you wait until you get back to your PC? Not anymore.

cleanDocs Mobile … in One Sentence

Launched recently, DocsCorp's cleanDocs Mobile removes metadata from documents you email from iOS, Android, Blackberry, and Windows Phone devices.

The Killer Feature

cleanDocs Mobile integrates with your firm's Exchange server to clean email attachments before they get sent. Given this necessary intervention, speed is essential for a good user experience. DocsCorp's CEO Dean Sappey tells us that cleanDocs Mobile "cleans email at blistering speeds to minimize productivity losses and delays."

Most metadata cleaners need to open the authoring application (e.g., Microsoft Word), which can take about 10 seconds. In a large firm, significant bottlenecks can form at the server such that lawyers have no idea when their message will get sent.

By contrast, cleanDocs Mobile uses "Binary Level" and "Multi-Threaded" Processing. Binary level processing eliminates the need to use the authoring application. As an added benefit, you don't need the authoring application installed on your device. Multi-Threaded processing means that cleanDocs Mobile takes full advantage of the multi-core CPUs in today's servers. The end result is that cleanDocs Mobile removes more than 100 metadata types from documents at sub-second speeds.

Other Notable Features

cleanDocs Mobile works hand in hand with cleanDocs Desktop, the latter of which runs on the PCs in your firm. Accordingly, any documents already cleaned by one don't get cleaned by the other, further increasing the speed.

Similarly, cleanDocs Mobile gives you and your colleagues more control than server-based products. DocsCorp refers to this as "contextual cleaning." This means that cleanDocs Mobile enables you to make cleaning decisions and apply your firm's cleaning policies when warranted (e.g., you don't need to clean a document emailed internally to a colleague, or you don't want track changes or comments removed when collaborating with an external party).

Regarding the Exchange integration, cleanDocs Mobile sends messages directly through Outlook rather than through relay servers. This not only ensures that your Sent Mail is identical on all devices, but also minimizes the risk of downtime caused by problematic email messages. Outlook resolves any issues by rerouting such email.

What Else Should You Know?

"cleanDocs Mobile is more than a metadata cleaning tool," Sappey tells us. "It's a unified approach to metadata management that recognizes the need for a more flexible, secure, and user-friendly solution for both desktop and mobile users." Learn more about cleanDocs Mobile.

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 | TL NewsWire

Synergy Tools 1.0: Read Our Exclusive Report

By Neil J. Squillante | Thursday, February 26, 2015

Today's issue of TL NewsWire The feature article of today's issue of TL NewsWire covers a Windows utility that automates common law office document tasks. The Roundup section covers an online store for interactive legal forms, a virtual legal consultation and lawyer referral service, and a social news app. Also, if you missed last week's TL NewsWire feature article, you'll find an excerpt and link below.

NINE TIMESAVERS FOR COMMON LAW OFFICE DOCUMENT TASKS

Many small law firms suffer from a variety of document-related collaboration problems. For example, you email your colleague a Word document to review. Your colleague doesn't know where the original document resides on your firm's file server (or shared hard drive) so the final version ends up trapped in email instead of in its proper place.

Synergy Tools 1.0 … in One Sentence

Launched this month, Legal Matters Software's Synergy Tools 1.0 is a Windows Explorer companion utility that automates common law office document tasks.

The Killer Feature

Synergy Tools uses your existing file structure so it resembles Windows Explorer and even contains a button that takes you to the same location in Windows Explorer.

The Email Document Link button addresses the above email collaboration issue. Instead of attaching one or more documents to an email message, you email a link to the document. When your colleague clicks the link, the original document opens. Your colleague can work on the document without needing to know its location, and can reply to your email message when finished.

Other Notable Features

Lawyers of course also need to email documents to clients and others. This means leaving Windows Explorer to start an email message, and then returning to Windows Explorer to drag the document into the email message. In Synergy Tools, you select one or more documents, and then click the Email Document button. This automatically creates an email message with the documents appended as attachments.

The PDF format has become ubiquitous in law firms. Synergy Tools contains three PDF-related features. Convert to PDF converts any documents you select into PDF format using the same file name. Merge as PDF enables you to combine all selected documents into a single PDF file in the order you specify such as for deal books and ebriefs. Number PDF Pages enables you to apply a stamp to every page in a PDF file. You can use it for Bates stamping as it accommodates any combination of letters, numbers, and other symbols in sequential order.

Lawyers often need to efile PDF documents. Instead of navigating your firm's file structure, the Copy File Path button in Synergy Tools copies a document's file path to your clipboard that you can paste into your web browser's document upload window. The similar Copy Folder Path takes your web browser to the folder with documents you want to upload.

You'll also find two document management technologies in Synergy Tools. Document Date places the creation date at the beginning of the file name for all selected documents. This enables you bulk name documents created prior to adopting this best practice. New Version creates a new version of a document with a sequential number in its file name.

Finally, Synergy Tools includes Synergy Signature, which also exists as a standalone product. Synergy Signature enables you to apply your scanned signature in a Word or PDF document.

What Else Should You Know?

"After visiting with many law firms over the years, we found that most suffer from the same document-related inefficiencies," Legal Matters Software CEO John Ryan told us. "Synergy Tools eliminates each of these, dramatically improving productivity at a pay-once price any law firm can afford." Synergy Tools runs on Windows Vista and later. It costs $24.95. Learn more about Synergy Tools 1.0.

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

Topics: Document Management | Networking/Operating Systems | TL NewsWire | Utilities

Soda PDF 7: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, February 18, 2015

Today's issue of TL NewsWire covers PDF software available in four different versions depending on the needs of each individual in your law firm (see article below), a private cloud service for law firms, a contacts manager that integrates with the major email services and social networks, and a cost recovery add-on that prevents printer security mishaps and waste. Don't miss the next issue.

MODULAR PDF SOFTWARE FOR YOUR LAW FIRM'S SPECIFIC NEEDS

PDF software has become as essential as word processing software in law firms with one key difference. A much larger choice of PDF software exists, which makes it more likely you can find a product that suits your firm's needs. Even better, you can find a product that suits the needs of each person in your firm. That's the goal of a company taking a modular approach to PDF software.

Soda PDF 7 … in One Sentence

LULU Software's Soda PDF 7 is a PDF application for Windows available in a variety of configurations at lower price points than Adobe Acrobat.

The Killer Feature

Soda PDF comes in four versions — Standard Package ($59), Professional Package ($99), PRO + OCR Package ($129), and Business Edition ($139). You can purchase any combination of licenses online or over the phone depending on the various needs of the lawyers and staff at your firm. Prices drop at 5, 10, 25, 50, 100, and 200+ licenses. The Business Edition includes all possible features. Each version includes technical support. LULU Software ships a new version of Soda PDF each year. An optional maintenance plan enables you to upgrade to new versions at a lower cost.

Other Notable Features

All four versions of Soda PDF enable you to create, view, and edit PDF and PDF/A documents, apply Bates stamps, and convert PDF documents into Microsoft Office, plain text, and HTML formats. Soda PDF integrates with scanners and can also take screenshots.

The Professional Package adds review tools for commenting, highlighting, and document comparison. Other features include tools for creating forms and importing data (including invoice creation from your billing system), securing documents with encryption and a 256-bit password, and digitally and securely signing documents.

As its name suggests, the PRO + OCR Package enables you to make scanned and other image PDF documents editable and searchable via optical character recognition technology powered by industry leader I.R.I.S. You can automatically apply OCR when scanning documents. The Batch Recognition feature can convert a large number of documents unattended.

The Business Edition adds an Outlook plugin for email archiving, redaction, PDF to PDF/A conversion, enhanced digital signatures, online PDF creation from any device, and premium support. LULU Software offers a datasheet comparing the Business Edition to Adobe Acrobat Professional.

What Else Should You Know?

The company's complimentary Enterprise Management Console helps you centrally deploy Soda PDF throughout your firm and manage your licenses. If an employee leaves, you can use it to reassign a license to someone else. You can try Soda PDF for free. Learn more about Soda PDF 7.

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

MyCase: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, February 11, 2015

Today's issue of TL NewsWire covers a cloud practice management system that can replace OS X and Windows for document management (see article below), a cloud application for reviewing and producing ediscovery, a calendar, contacts, an email app for Android and iOS, and a bookkeeping service with its own project management software. Don't miss the next issue.

PUT DOCUMENT MANAGEMENT WHERE IT BELONGS

A practice management system should include all the information you need to manage your firm — including documents. However, many law firms still store documents in the operating system because their organizational system requires multilevel (nested) folders. This creates information silos. The new version of a leading cloud practice management application seeks to end this bifurcation.

MyCase … in One Sentence

MyCase is a cloud practice management system that this week launched Folders, which provides multilevel folders within matters for document management.

The Killer Feature

MyCase's new Folders feature enables you to mirror whatever organizational structure you've created in OS X or Windows. MyCase offers the advantage of being able to group your folders and subfolders by client and matter. This enables you to access documents as well as all the other information associated with a matter in one place. Security is another benefit as your folders reside within MyCase, which encrypts all your interactions.

Folders behave as you would expect. You can create, name, rename, and delete them, and move multiple documents into, out of, and between them. MyCase also offers tags, which you can use in addition to or instead of folders. Tags enable you to essentially place a document in two locations without having to create a duplicate.

"With Folders, MyCase customers can easily and securely organize their documents through one central system," MyCase Founder and Vice President of Product Matt Spiegel told us. "Folders was the most requested feature by our customers leading up to its release. With Folders, MyCase users can easily and securely organize their documents through one central system."

Other Notable Features

MyCase also organizes contacts, calendars, reminders, tasks, time entries, bills, trust accounts, and more by client and matter. A client portal that can send email and mobile push notifications facilitates secure communication and document sharing with clients. Your clients can also pay their bills via MyCase.

MyCase has several new features other than Folders. Evergreen trust balances technology automatically notifies you when a client's trust balance falls below a threshold you set. Also new, you can include total hours billed on invoices, export batches of invoices as a single PDF file, and calculate dates using the Date Calculator at the bottom of every screen.

What Else Should You Know?

MyCase costs $39 per lawyer per month and $29 per non-lawyer staff per month. This price includes Folders and all the other new features. MyCase works in mobile and desktop web browsers. You can also use MyCase via the free apps for Android and iOS (both iPad and iPhone). 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: Document Management | Practice Management/Calendars | TL NewsWire

Worldox Web 2.0: Read Our Exclusive Report

By Neil J. Squillante | Monday, February 9, 2015

Today's issue of TL NewsWire covers an add-on for a popular document management system that facilitates access from any web browser (see article below), a task management add-on for Outlook, PDF creation and conversion software, a note-taking app for the iPad and Mac that integrates with OneNote, and a cloud practice management system for law firms in the United Kingdom. Don't miss the next issue.

DOCUMENT MANAGEMENT ON THE GO

Advances in technology have freed software and thus lawyers from being chained to a single PC. Instead, modern software works on any device. Just login and resume your work. Your document management system in particular should function in this manner so that you need not worry about your ability to access and work on a document.

Worldox Web 2.0 … in One Sentence

Announced last week, World Software's Worldox Web 2.0 enables you to access your firm's Worldox document management system from any desktop or mobile web browser or the Worldox iOS app.

The Killer Feature

The new version of Worldox Web works with Worldox GX4 (also announced yesterday). It enables you to take advantage of Worldox GX4's new "Active Profiling" technology that simplifies saving and profiling of your documents.

Active Profiling creates a real-time profile of every Worldox user at your firm. Accordingly, when you log into your account using Worldox Web via a desktop or mobile web browser or Worldox iOS app, you'll find a navigation panel that provides quick access to the documents you most recently used. Specifically, this panel lists your Bookmarks, Favorite Matters, Favorite Files, and Workspaces.

With Workspaces, you can view Projects — groups of files from anywhere in Worldox, including across different clients and matters. For example, if you're working on two agreements during a particular week, you can add the files for both to a Project after which you can access them from the WorkSpaces Worldox Web navigation panel.

"We are pleased to announce the latest version or our mobile platform, World Software President Ray Zwiefelhofer told us. "Attorneys are more mobile than ever and expect efficient access to their content, wherever they may be. Many of our customers prefer their documents to remain on premise on a local server. Our new version of Worldox Web allows customers to enjoy speedy onsite document access while enjoying seamless access to their content while traveling or working remote."

Other Notable Features

If you need to dig deeper than the navigation panel, Worldox Web provides a search box on your dashboard. The Advanced Search page is one click away if you want to run a more specific query. Worldox Web also supports direct access to cabinets and documents — namely, drilling down your firm's folder structure manually to find a specific document.

Other tools include document sharing via email, document preview, download/upload, check in/check out and document statistics. The latter enables you to review metadata, read comments from colleagues, and access any version of a document.

What Else Should You Know?

Worldox Web sports a redesigned user interface that improves the user experience and facilitates faster access to key functions. Pricing for Worldox Web starts as low as $25 per month. Learn more about Worldox Web 2.0.

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

Topics: Document Management | Online/Cloud | TL NewsWire

CasePoint: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, January 28, 2015

Today's issue of TL NewsWire covers a unified ediscovery platform that can collect responsive documents from cloud services in a manner that preserves privacy (see article below), an email service that seeks to challenge Microsoft Exchange, document comparison and collaboration software, and a virtual assistant service. Don't miss the next issue.

ONE APPLICATION FOR ALL PHASES OF EDISCOVERY

Parties and witnesses in litigation (custodians) no longer store all relevant evidence in file cabinets and on their hard drives. Instead, you also need to search for relevant documents in their cloud accounts. However, these custodians understandably feel reluctant to disclose their login credentials even to their own lawyer. A popular ediscovery platform has created a new technology that solves this problem.

CasePoint … in One Sentence

@Legal Discovery's CasePoint is a unified ediscovery software platform that also automates collecting cloud data.

The Killer Feature

The new version of CasePoint enables you to collect evidence from cloud sources without custodians having to disclose their login and password. Instead, custodians receive a link via email that when clicked authorizes CasePoint to collect data from their respective cloud accounts. This authorization is encrypted and secure — and verifiable in court because CasePoint uses the official protocol for each cloud service.

Supported services include Dropbox, Gmail, Google Drive, Office 365, OneDrive, and more. Custodians can continue to use these accounts during collection. When the litigation hold ends, custodians can remove their CasePoint authorization.

Other Notable Features

CasePoint offers tools for every phase of ediscovery — collection, early case assessment, culling, analysis, review, and production. @Legal Discovery's advanced research and development team built all of these tools from the ground up.

These tools include near duplication, email threading, predictive coding (a.k.a. technology assisted review), clustering, support for image and native document formats, and more. The new version opens documents 30 to 50 percent faster, which can add up to significant savings for document reviews.

Written in HTML5, the new version of CasePoint is "responsive," which means it runs in both desktop and mobile web browsers. Unlike competing cloud applications, CasePoint doesn't require any plugins. iPad users can alternatively use the CasePoint app, available for free on the App Store. The iPad app facilitates offline review (annotations and other work syncs with your CasePoint account when you're back online).

"We developed CasePoint to address and exceed all the ediscovery needs of legal professionals," Chief Executive Officer of @Legal Discovery Haresh Bhungalia told us. "As a result, CasePoint is a one-of-a-kind unified ediscovery platform that saves users time, enables them to conduct review on desktops, laptops, and mobile devices, and provides them with predictable pricing."

What Else Should You Know?

@Legal Discovery owns the datacenters in which CasePoint runs — a so-called "private cloud" infrastructure that results in greater security and scalability because of the physical control. CasePoint can handle cases of any size and accommodate hundreds of simultaneous users. You need not commit to a long-term contract. Pricing depends on how much data storage you need, and which value-added professional services you use. Learn more about CasePoint.

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

CaseMap 11: Read Our Exclusive Report

By Neil J. Squillante | Tuesday, January 27, 2015

Today's issue of TL NewsWire covers litigation case analysis software that reduces the learning curve through user experience design (see article below), desktop search software with an Outlook add-on, an iOS scanning app that doesn't require precise alignment, and a nonfiction book summary service. Don't miss the next issue.

OPEN AND SHUT CASE ANALYSIS SOFTWARE

Imagine having to turn a crank in the front of your car to start it, and having to decide between a foot pedal and a hand lever for braking. This describes the Model T, a revolutionary car at the time but now unusable. Few people know about the discipline of user experience, but everyone can distinguish between good and bad (or outdated) design. User experience is especially important in software development. The legal industry has lagged in this area, but the Litigation Solutions group at LexisNexis seeks to change this trend.

CaseMap 11 … in One Sentence

Launched this month, LexisNexis' CaseMap 11 is a popular case analysis application for litigators and their teams that has received a design overhaul.

The Killer Feature

CaseMap 11 doesn't just have a new interface. In addition, LexisNexis' user experience designers have brought the most important features to the surface to make them easier to discover and require fewer clicks use. The designers also rebuilt the help system, and simplified the process of printing reports.

For example, the Getting Started screen lists your recent cases if any, links to new online video tutorials and written documentation, and features a wizard that walks you through setting up a new case.

A Microsoft Office-like ribbon across the top of the screen groups CaseMap's most important features within five tabs — File, Home, Reports, Case Tools, and View. The left side of the screen contains a search box, as well as your Favorites and Shortcuts.

"Well-designed software disappears so that you can work more efficiently," LexisNexis' Director of Product Management Nadine Weiskopf told us. "CaseMap 11 achieves this thanks to our team of user experience designers. Both longtime and new users will immediately notice how easy it is to set up and analyze their cases."

Other Notable Features

The design team also added a significant new feature for power users — the ability to customize the ribbon. You can add, remove, and reposition items in the five tabs noted above. You can also create entirely new tabs. For example, you could create a tab with all the tools you use for a certain type of case. You can restore the defaults with one click so you can experiment with abandon.

CaseMap's primary workspace consists of a spreadsheet-like tables listing all the key facts, people, documents, and issues with sortable columns such as Date & Time, Source(s), and Status. Thanks to the new layout, even CaseMap veterans may find tools they never knew existed such as importing email from Outlook, Bates stamping, clipping relevant material from documents, verifying document links, changing the color of your annotations and highlights, rotating documents, and more.

What Else Should You Know?

CaseMap 11 integrates with Lexis.com, enabling you to add research materials to your cases with one click. A similar integration with Lexis Advance is in the works. Learn more about CaseMap 11.

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Topics: Litigation/Discovery/Trials | TL NewsWire
 
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