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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

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.

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Topics: Business Productivity/Word Processing | TL NewsWire
 
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