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Lexis Advance Tax: Read Our Exclusive Report

By Neil J. Squillante | Thursday, July 23, 2015

Today's issue of TL NewsWire covers a new online tax research service with flat pricing for full access (see article below), a foldable Bluetooth keyboard, a wireless flash drive, and a mobile app for capturing your billable time on the go. Don't miss the next issue.

START AND FINISH YOUR TAX RESEARCH HERE

When conducting tax research, sometimes you want a simple search box while other times you want a helping hand. Most importantly, you want peace of mind that you're searching all the relevant sources you could possibly need. A new online tax research service aims to offer this at a flat, all-inclusive price.

Lexis Advance Tax … in One Sentence

Launched recently, Lexis Advance Tax is an online tax research service for tax lawyers and other tax professionals.

The Killer Feature

Lexis Advance Tax consists of nearly 1,400 sources, including primary law, treatises, and news. Regarding the latter, the service includes exclusive access to tax news and analysis from Tax Analysts. You can create customized email alerts for tax issues of interest to you. For example, you can create an alert for a section of the Internal Revenue Code (IRC), a client, etc.

Three daily publications — Tax Notes Today, State Tax Today, and Worldwide Tax Daily — enable you to monitor developments in federal, state and local, and international tax law respectively. Each publication has a corresponding daily email alert that you can elect to receive with headlines and live links to the most notable 6-8 stories.

Other Notable Features

Lexis Advance Tax enables you to search the Lexis Tax Advisor — Federal Code Reporter by IRC section. The text of the code section occupies most of the screen, while a vertical navigation bar on the left provides immediate access to key related content (both primary law and analytical sources). Related content includes proposed, temporary and final Treasury regulations, legislative history back to 1954 (including excerpts from key Congressional committee reports explaining each change), explanations of each subsection and tax-planning tips written by Matthew Bender authors, case annotations, and more.

Among the content highlights, Lexis Advance Tax includes administrative decisions and case law, Lexis Tax Advisor — Federal Topical (a 550-chapter treatise on federal taxation), Shepard's Citations Service, and a forms library with sample documents for use in estate planning, probate, and estate administration. It also includes more than 80 treatises from Matthew Bender and others covering specific areas of tax law such as Rhoades & Langer, U.S. International Tax; Federal Income Taxation of Corporations Filing Consolidated Returns; and Federal Taxation of Inventories. If needed, you can add CCH tax materials and Law360 to your Lexis Advance Tax plan.

When you conduct a search, you can restrict the results to one or more sources or search the entire federal, state and local, or international databases. Designed with the help of a committee of leading tax lawyers and beta tested by a team of 15 tax lawyers, Lexis Advance Tax works in all major desktop and mobile web browsers. Additionally, you can access it through the Lexis Advance iPad app if you prefer. Lexis Advance Tax uses the same login credentials as Lexis Advance, enabling you to seamlessly switch between the two services.

What Else Should You Know?

"Getting tax ramifications right every time is absolutely vital for a tax practitioner's success," LexisNexis Managing Director of North American Research Solutions Sean Fitzpatrick tells us. "Lexis Advance Tax gives them the confidence to deliver advice thanks to its current industry news and vast collection of federal, state, and international authorities in one convenient platform — a combination you can't find anywhere else." Learn more about Lexis Advance Tax.

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

Topics: Legal Research | TL NewsWire | Transactional Practice Areas

DocReviewPad: Read Our Exclusive Report

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

Today's issue of TL NewsWire covers an iPad app for reviewing and producing discovery documents (see article below), a virtual private network service, an app for finding someone to make a court appearance on your behalf, and a business intelligence add-on for LexisNexis InterAction. Don't miss the next issue.

DISCOVERY DOCUMENT REVIEW MEETS THE IPAD

Many PDF apps offer Bates stamping but stop there in terms of litigation support. Litigators who want more tools for reviewing and producing documents face the prospect of software that requires a subscription or a charge based on the size of the dataset. An opportunity exists between these two options that a company specializing in iPad apps seeks to address.

DocReviewPad … in One Sentence

Launched earlier this week, Lit Software's DocReviewPad 1.0 is an iPad app for reviewing and producing discovery documents.

The Killer Feature

DocReviewPad costs just $89.99 in the App Store. You need not worry about an ongoing subscription or any in-app purchases. Once you load all the documents you need for a matter, DocReviewPad works offline such as on an airplane or in a location that would otherwise require paying roaming charges.

"We created DocReviewPad because so many lawyers were trying to use TrialPad for document review," Lit Software Founder and CEO Ian O'Flaherty tells us. "It was time for a high quality, purpose-built, mobile document review tool. DocReviewPad puts enormous power in the hands of lawyers and legal professionals, increasing their productivity and saving firms and their clients thousands of dollars."

Other Notable Features

DocReviewPad offers the same overall user experience and interface as Lit Software's TrialPad and TranscriptPad apps to flatten the learning curve. You organize matters in folders that you can color and sort.

You import documents directly from your Mac or PC, cloud services Box, Dropbox, or Citrix ShareFile, a WebDAV file server, or from a Transporter. DocReviewPad supports PDF and TIFF for documents, JPEG and PNG for photos, and TXT for deposition and trial transcripts.

You can apply Bates numbers during the import process or anytime thereafter. The settings for Bates numbers include a prefix, the starting number, a separator, three sizes, three border options, and eight page locations. A live preview enables you to assess your settings before you finalize them.

You can search across an entire matter or limit searches to a specific folder or document. The document review interface resembles email with documents listed on the left side and the selected document to the right. For each document in the list, you can view at a glance the number of pages, whether it's searchable, and the Bates number range. You can sort documents by name, Bates number, review status, or a custom parameter.

DocReviewPad offers various swipe gestures and controls for navigating documents. Review tools include tags (issue codes) and annotations. DocReviewPad includes several common issue codes such as Confidential and Privileged. Additionally, you can create an unlimited number of custom issue codes to suit your needs. Annotations can consist of highlighting and drawing. The Flag tool enables you to add a note to a document.

You use Bates numbers, issue codes, flags, etc. to generate reports and production sets. For example, you can omit all documents marked confidential or privileged. Reports generated for opposing counsel such as a list of deposition exhibits can omit your annotations and tags.

What Else Should You Know?

You can export documents to TrialPad with all of your issue codes intact. The app includes a five-minute Quick Tutorial video that you can play anytime. You can also download a free user guide specifically designed for Apple's iBooks app. Learn more about DocReviewPad 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: Coming Attractions | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | TL NewsWire

Spark: Read Our Exclusive Report

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

Today's issue of TL NewsWire covers an email app for the iPhone with automation features and desktop-class attachment handling (see article below), a cloud practice management application for litigators, a combination battery charger and solid state drive for iPads and iPhones, and a Microsoft Word add-on for repairing documents. Don't miss the next issue.

DESKTOP-CLASS EMAIL ON YOUR IPHONE

The smartphone has become an efficient tool for reviewing email when not at your desk. This common activity prevents your inbox from getting out of control. However, Apple Mail on iOS lacks advanced features such as switching among multiple email signatures. Its attachment handling abilities also fall short. A more advanced app would enable you to clear through even more email than currently possible.

Spark … in One Sentence

Launched last month, Readdle's Spark is an email app for the iPhone with a focus on automation and attachment handling.

The Killer Feature

Spark offers desktop-class attachment handling. It can open just about any document you receive. You can search for attachments (and links) using natural language (e.g., Word documents from Joe Smith this year). Spark enables you save frequently-used searches.

Spark supports Dropbox, Box, Google Drive, iCloud Drive, and other cloud services. This means you can save attachments to these services, and also tap into them for emailing one or more documents. You can also attach any locally stored documents and photos. You need not start from the document as is the case with Apple Mail.

Thanks to Readdle's PDF pedigree, you can convert email messages into PDF format. Once converted, you can save these messages in any supported cloud service or send them to a local app such as Adobe Acrobat or Readdle's PDF Expert.

Other Notable Features

Spark's unified inbox works across all your email accounts. It groups related messages into three groups — Personal, Newsletters, and Notifications. Spark uses an algorithm to figure out which messages qualify as notifications. It should alert you to questions from clients for example.

Speaking of notifications, Spark can let you know when a recipient reads your message. You can "pin" important messages that you don't want to forget about. Pinned messages appear in their own section. Similarly, you can "snooze" messages to make them disappear now and reappear later.

Quick Replies enable you to respond to email without having to spend time writing. With one tap, you can send customizable canned responses such as "Thanks" or an emoji. Another timesaver, Spark supports multiple signatures. You swipe through them, and then tap on the signature you want to use.

Spark offers a number of widgets that you can toggle on or off. For example the calendar widget enables you to accept or reject meeting invitations. Another widget lists only attachments. Also on the customization front, you can change the function of swipe gestures much like with mouse buttons on your PC.

What Else Should You Know?

Spark supports Exchange, Gmail, iCloud, Outlook, Yahoo, and IMAP. If you have an Apple Watch, you can install the Spark extension. Once installed, you can reply to email via dictation or Quick Replies. The Spark Glance shows you how many unread messages you have and lists your most recent email message. Spark is free for now. Learn more about Spark.

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 | Laptops/Smartphones/Tablets | TL NewsWire

SWING Porter for Outlook: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, June 24, 2015

Today's issue of TL NewsWire covers an Outlook add-on that exports messages and attachments into PDF format for document management and other purposes (see article below), a legal research service with a new online publishing tool for showcasing your legal expertise, an e-ink reader with a high-resolution display, and a WiFi security camera. Don't miss the next issue.

AN ADD-ON FOR OUTLOOK'S MISSING PDF EXPORT

Many of email's pain points no longer exist thanks to accounts accessible from multiple devices, push notifications, robust searching, and effective spam filters. However, one pain point remains for lawyers in particular -- getting email messages and attachments out of Outlook and into PDF format for archiving purposes, ediscovery, and sharing with clients.

SWING Porter for Outlook … in One Sentence

Launched recently, SWING Porter for Outlook is an add-on that automates exporting email from Outlook and converting it into PDF format.

The Killer Feature

SWING Porter for Outlook resides on the Outlook Ribbon after installation. If you have many users, you can also perform a network installation of the software. Once installed, you can export one or more messages, folders, etc. In addition to exporting email messages and their attachments to multiple PDF files, you can also export to PDF Binders or PDF Packages.

When you create a PDF Binder, SWING Porter for Outlook converts all the email messages or folders you select into a single PDF file. Inside, a table of contents mimics your organizational structure in Outlook's Navigation Pane. "In this way, you can conveniently create an electronic closing binder with just one click on the SWING Porter for Outlook export button," SWING CEO David Jakelic tells us.

A PDF Package provides an alternative method of saving multiple email messages and attachments in a single PDF file. Each message exists as an attachment within a PDF Package. A built-in navigation pane enables you to browse, search, and sort these messages by date, sender, etc. "Coupled with the ability to import Office and other types of documents, a PDF Package provides an ideal way to save your client matter data all in one place," says Jakelic.

Other Notable Features

Dynamic Conversion Profiles enable you to apply different conversion settings to each PDF export. The default profiles should cover "90% of use cases" according to Jakelic, but you can customize these defaults or create entirely new profiles. Settings include the context in which a profile should appear (e.g., single message selected, folder selected, etc.), the format of the export (multiple PDF files, Binder, or Package), the file naming convention, and the destination for the file.

File names can match whatever system your firm uses thanks to the ability to create a formula from all the data fields available in Outlook. For example, you can use date and time sent or received, the sender and/or recipient's name, the name of the folder in which the message resides, etc.

Instead of manually invoking SWING Porter for Outlook, you can automate exports by setting up a rule on a timed schedule.

What Else Should You Know?

SWING Porter for Outlook starts at $99 per user. Volume discounts exist. For example a 5-user pack costs $420. A license includes all updates for the current version and email support. You can try the software for free. Learn more about SWING Porter for Outlook.

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

Topics: Coming Attractions | Document Management | Email/Messaging/Telephony | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Legal Research | Privacy/Security | TL NewsWire

Pathagoras On Cloud: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, June 17, 2015

Today's issue of TL NewsWire covers cloud document assembly software with a built-in word processor designed for automating legal documents (see article below), an online marketing service for lawyers willing to review contracts for a flat fee, a secure portal for sharing documents with clients, and a legal dictionary app for iPad and iPhone. Don't miss the next issue.

CLOUD DOCUMENT ASSEMBLY WITHOUT PROGRAMMING

Like all technologies, document assembly has become accessible to law firms of all sizes thanks to advancements in computer power and software design. However, document assembly software has lagged behind other types of legal software in the migration to the cloud because of the complex setup typically required not to mention the need for a word processor.

Pathagoras On Cloud … in One Sentence

Launched this week, ISPV's Pathagoras On Cloud is a cloud document automation system.

The Killer Feature

Pathagoras On Cloud features a browser-based word processor designed for document automation. It runs in desktop and mobile web browsers, including Android, iPad, Mac, and Windows.

You can either create documents from scratch or upload templates in Word format. Either way, you can store an unlimited number of templates and documents in your account using a traditional folder system. You can sync your Pathagoras On Cloud folders with folders on your desktop computer (Windows available now, Mac soon).

"We listened, and have finally made our 'plain text' approach to document automation available to a larger audience," ISPV Founder and Chief Programmer Roy Lasris tells us. "With the launch of Pathagoras On Cloud, anyone anywhere from any device can create transactional and other documents for their clients. Like Pathagoras 'on Earth,' Pathagoras On Cloud doesn't require any programming skills."

Other Notable Features

The core tools of Pathagoras On Cloud consist of Variables and Conditional Text. Variables substitute client-specific data throughout a document (e.g., client name). Conditional Text ranges from words, phrases, and clauses to whole paragraphs that you choose to include or omit. You create Variables by enclosing your own descriptive text in brackets, while you create Conditional Text by enclosing text within curly braces. Hence, the billing of Pathagoras On Cloud as using plain keyboard characters with which legal professionals are already familiar.

The Instant Database in Pathagoras On Cloud stores all the data required by your documents. Customizable fields enable you to enter anything you'll need in a document.

Unique to Pathagoras On Cloud according to Lasris is live testing -- editing and reviewing occur in the same environment. This obviates having to process your document periodically to ensure the desired output. Instead, you can preview your document as you draft with changes instantly displayed.

When you complete a document, you can download, store, and email it in Word, PDF, or plain text formats.

What Else Should You Know?

If you use the desktop version of Pathagoras, you can transfer your templates and instant database records to Pathagoras On Cloud to minimize setup. Pathagoras On Cloud costs $30 per month for the first user and $10 per month for each additional user. Discounts exist for volume purchases and also for Pathagoras desktop users. You can try Pathagoras On Cloud free for 30 days. Learn more about Pathagoras On Cloud.

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

Topics: Automation/Document Assembly/Macros | Online/Cloud | TL NewsWire

Nitro Pro+ 10: Read Our Exclusive Report

By Neil J. Squillante | Friday, June 12, 2015

Today's issue of TL NewsWire covers PDF software with a cloud component for electronic signatures and collaboration (see article below), a daily journal for iOS and OS X, a contact management app for Gmail, and social media marketing software for law firms. Don't miss the next issue.

PDF SOFTWARE WITH CLOUD COLLABORATION

Getting documents signed by your clients and others seems archaic compared to technology advancements in other areas. Because most people have a computer connected the Internet, you can obtain signatures more efficiently than the print-scan-email technique that remains dominant by dint of (bad) habit. Ideally, such a service should integrate with your PDF software.

Nitro Pro+ 10 … in One Sentence

Launching this week, Nitro Pro+ 10 is PDF software with a cloud component for electronic signatures, collaboration, and storage.

The Killer Feature

Nitro Pro+ 10 integrates with the company's Nitro Cloud service, which includes electronic signatures. Starting on your desktop, you use Nitro Pro+ to convert the document into PDF format. Then you "send" it to the signatory by entering their email address. Nitro Pro+ uploads it to Nitro Cloud, and emails a secure link to the signatory. The signatory clicks the link, logs in, and electronically signs the document. Nitro Cloud provides an audit trail, and notifies you of signed documents ready for download.

Nitro Cloud also offers storage for your documents as well as annotation tools that work within a web browser so that you can collaborate on PDF documents with anyone. Nitro Pro+ also integrates with Dropbox, OneDrive, and Google Drive. You can save documents directly to these services from the File menu.

Other Notable Features

The new version of Nitro Pro+ runs 40% faster than the previous version, and features improved optical character recognition. New tools enable you to clean up and straighten low-quality scans for the best possible output.

Batch processing now exists for virtually every function in Nitro Pro+. For example, you can convert, password protect, print, etc. multiple files simultaneously, including entire folders.

Nitro Pro+ now supports the creation of PDF portfolios, which enable you to combine documents of any file type into a single PDF file. The documents in the portfolio remain in their native format. You can use this tool to archive email from a case in native Outlook format, provide a client with all the documents from their matter, etc.

You'll find all the "Pro" level features you would expect in PDF software, including the ability to convert more 300 file types into PDF format, integration with the toolbar in Microsoft Office, and tools for merging, splitting, stamping, editing, annotating, commenting, and adding your own secure signature. The company guarantees that Nitro Pro+ creates 100% industry-standard PDF and PDF/A documents that anyone can view on virtually any device.

What Else Should You Know?

Nitro Pro+ costs $7.99 per month, significantly less than Acrobat DC. If you don't need Nitro Cloud (electronic signatures, online collaboration, and online storage) and/or you don't want a subscription, you can buy a traditional license of Nitro Pro for $159.99. Nitro Pro+ runs on Windows Vista and later. Learn more about Nitro Pro+ 10.

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

Topics: Business Productivity/Word Processing | Online/Cloud | TL NewsWire

Inbox by Gmail: Read Our Exclusive Report

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

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

RETURN OF THE EMAIL DISRUPTOR

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

Inbox by Gmail … in One Sentence

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

The Killer Feature

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

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

Other Notable Features

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

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

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

What Else Should You Know?

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

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

Topics: Email/Messaging/Telephony | TL NewsWire

Summation 5.6: Read Our Exclusive Report

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

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

SOUP-TO-NUTS LITIGATION SOFTWARE

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

Summation 5.6 … in One Sentence

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

The Killer Feature

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

Other Notable Features

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

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

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

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

What Else Should You Know?

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

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

Topics: Litigation/Discovery/Trials | TL NewsWire

Xero: Read Our Exclusive Report

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

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

ESCAPE FROM QUICKBOOKS (IF YOU WANT)

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

Xero … in One Sentence

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

The Killer Feature

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

Other Notable Features

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

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

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

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

What Else Should You Know?

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

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

Topics: Accounting/Billing/Time Capture | TL NewsWire

Everlaw: Read Our Exclusive Report

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

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

EDISCOVERY SIMPLIFIED

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

Everlaw … in One Sentence

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

The Killer Feature

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

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

Other Notable Features

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

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

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

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

What Else Should You Know?

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

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Topics: Litigation/Discovery/Trials | TL NewsWire
 
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