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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.

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

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

Uptime Practice: Read Our Exclusive Report

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

Today's issue of TL NewsWire covers a private cloud service designed for law firms on which you can run any desktop software (see article below), a gadget of sorts for voir dire, a Bluetooth iPad stylus, and a hybrid Windows tablet. Don't miss the next issue.

TAKE YOUR DESKTOP SOFTWARE TO THE CLOUD

Servers are selling like hotcakes — but not to law firms. With the growth of the cloud, data centers can't get enough of them. Meanwhile, law firms don't want to manage servers anymore. There's no joy in it, just headaches and heartache. Fortunately, you can run your favorite desktop applications in the cloud nowadays. Because of ethical considerations, you need to choose your provider carefully.

Uptime Practice … in One Sentence

Uptime Legal's Uptime Practice is a private cloud designed specifically for law firms on which you can run any Windows or Mac client/server and desktop software.

The Killer Feature

Uptime Legal coined the term "Law Practice as a Service" or LPaaS to refer to its service. This terms underscores two differentiators vis-a-vis other hosting options.

First, Uptime Legal uses multiple data centers, all of which reside in the United States. Second, while Uptime Practice accommodates any software, the company has expertise with popular legal-specific products such as Amicus Attorney, Needles, PCLaw, PracticeMaster, ProLaw, Tabs3, Time Matters, and WorldDox.

"Uptime Practice is designed exclusively for law firms to ensure business continuity, practice efficiency, and reduce out-of-pocket costs," Uptime Legal CEO Dennis Dimka tells us. "Eliminating the burden of acquiring, maintaining, monitoring, and replacing hardware while retaining the software needed to run their law firm helps legal professionals provide better service to their clients."

Other Notable Features

Uptime Practice works on any desktop or mobile computer, including Mac, Windows PC, iPad, iPhone, and Android tablets and smartphones. After you login, your virtual desktop becomes indistinguishable from your local desktop.

Uptime Practice integrates with your existing printers and scanners. Both attached and network devices appear within your virtual desktop as if your software were running locally. This means you can scan to a local or virtual folder, local or virtual desktop, and email.

You won't need to bring everything with you. Uptime Practice includes the current version of Microsoft Office and Microsoft Exchange for your email with unlimited calendars, storage, and technical support. Uptime Practice also includes Uptime Lync, a secure instant messaging system based on Skype for Business. This trio of Microsoft products eliminates the hassle of buying a license or navigating Microsoft's Office 365 offerings.

What Else Should You Know?

Uptime Practice costs $189 per user per month for 3-5 users, $149 per user per month for 6-14 users, and $129 per user per month for 15 or more users. Learn more about Uptime Practice.

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: Networking/Operating Systems | Online/Cloud | Practice Management/Calendars | TL NewsWire

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
 
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