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Synergy Tools 1.0: Read Our Exclusive Report

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

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

NINE TIMESAVERS FOR COMMON LAW OFFICE DOCUMENT TASKS

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

Synergy Tools 1.0 … in One Sentence

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

The Killer Feature

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

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

Other Notable Features

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

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

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

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

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

What Else Should You Know?

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

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

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

Soda PDF 7: Read Our Exclusive Report

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

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

MODULAR PDF SOFTWARE FOR YOUR LAW FIRM'S SPECIFIC NEEDS

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

Soda PDF 7 … in One Sentence

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

The Killer Feature

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

Other Notable Features

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

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

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

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

What Else Should You Know?

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

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

Topics: Business Productivity/Word Processing | TL NewsWire

MyCase: Read Our Exclusive Report

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

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

PUT DOCUMENT MANAGEMENT WHERE IT BELONGS

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

MyCase … in One Sentence

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

The Killer Feature

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

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

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

Other Notable Features

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

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

What Else Should You Know?

MyCase costs $39 per lawyer per month and $29 per non-lawyer staff per month. This price includes Folders and all the other new features. MyCase works in mobile and desktop web browsers. You can also use MyCase via the free apps for Android and iOS (both iPad and iPhone). Learn more about MyCase.

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

Topics: Document Management | Practice Management/Calendars | TL NewsWire

Worldox Web 2.0: Read Our Exclusive Report

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

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

DOCUMENT MANAGEMENT ON THE GO

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

Worldox Web 2.0 … in One Sentence

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

The Killer Feature

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

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

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

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

Other Notable Features

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

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

What Else Should You Know?

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

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

Topics: Document Management | Online/Cloud | TL NewsWire

CasePoint: Read Our Exclusive Report

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

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

ONE APPLICATION FOR ALL PHASES OF EDISCOVERY

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

CasePoint … in One Sentence

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

The Killer Feature

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

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

Other Notable Features

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

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

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

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

What Else Should You Know?

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

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

Topics: Litigation/Discovery/Trials | TL NewsWire

CaseMap 11: Read Our Exclusive Report

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

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

OPEN AND SHUT CASE ANALYSIS SOFTWARE

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

CaseMap 11 … in One Sentence

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

The Killer Feature

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

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

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

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

Other Notable Features

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

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

What Else Should You Know?

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

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

Amicus Premium 2015: Read Our Exclusive Report

By Neil J. Squillante | Thursday, January 15, 2015

Today's issue of TL NewsWire covers a practice management system with a new private cloud client portal (see article below), an over-the-top PACER replacement, an app that transforms your iPad or iPhone into a monitor for your Mac, and a cloud project management application. Don't miss the next issue.

IMPROVE CLIENT SERVICE WITH A CLIENT PORTAL

Communication with clients is critical for success. Some lawyers mistakenly believe that it's not worth collaborating with non-lawyer clients. On the contrary, plenty of such clients possess excellent proofreading skills. More importantly, all clients are less likely to complain about a bill if you share your work product with them throughout a matter. A client portal is the best solution for such communications.

Amicus Premium 2015 … in One Sentence

Launched last week, Gavel & Gown Software's Amicus Premium 2015 is a popular practice management system that now includes a client portal.

The Killer Feature

The new Amicus Client Portal features your law firm's brand identity. Accordingly, clients will feel like it's your software platform. Clients securely login using a web browser. All data resides on a server at your firm with end-to-end encryption when accessed.

Unlike standalone portals, Amicus Client Portal benefits from the integration with your practice management system. This enables your team to upload a client's entire file or whichever pieces you want to share — bills, court filings, correspondence, email, trust account statements, and of course final documents.

Another benefit is secure communications. Clients can exchange messages with the lawyers and staff at your firm about their matter. Amicus Premium 2015 notifies you of such communications so that you can respond promptly and bill for the time you spend doing so.

"Enhanced client service is one of the most important aspects for improving a law practice," Gavel & Gown president Ron Collins told us. "The Amicus Client Portal within Amicus Premium 2015 will delight clients by giving them 24/7 secure access to their file and their lawyer, thus keeping them in the loop."

Other Notable Features

Because Amicus Client Portal required an intuitive user experience, Gavel & Gown took the opportunity redesign Amicus Premium 2015 in its entirety. The software continues to use real-world analogues but with a more modern look.

In a recent poll conducted by Pew Research Center, knowledge workers ranked email first in importance — above the web and smartphone. Gavel & Gown has long invested in email primarily via Amicus Premium's integration with Microsoft Outlook. Amicus Premium 2015 enables you to access your email in any app while still being able to access it in both Amicus Premium and Outlook.

Other new features include improved document searches, file automation, and matter overviews (including a new chronology view). Amicus Anywhere, which enables you to access Amicus Premium 2015 from your smartphone, has a new tool for adding notes to a matter.

What Else Should You Know?

Amicus Premium 2015 has a suite of tools for capturing billable time and expenses. At your option, you can unlock Amicus Premium Billing 2015, which resides within Amicus Premium 2015. This integrated billing application adds trust accounting, bill creation and delivery, and more. The new version of Amicus Premium Billing offers split billing, alerts when retainers reach a specified threshold, more intuitive bill layouts and reports, and the ability to import costs from QuickBooks. Learn more about Amicus Premium 2015.

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

Topics: Accounting/Billing/Time Capture | Practice Management/Calendars | TL NewsWire

TL NewsWire Top 10 and Top 25 Products of 2014 Awards

By Neil J. Squillante | Wednesday, December 10, 2014

You and your fellow TL NewsWire subscribers have done it again. You've chosen the winners of the TL NewsWire Top 10 and Top 25 Products of 2014 Awards.

Here's how you did it. We reported on nearly 200 new products in TL NewsWire this year. When you clicked to visit a product's website and learn more you also voted for that product. These clicks are more meaningful than if we subjectively chose the winners. Besides, who better to judge what's hot and what's not than lawyers and law firm administrators like you?

You'll notice several themes as you read through the winning products — document automation, document management, integrations (especially with Microsoft Office), and litigation management.

Without further ado …

WINNERS OF THE TL NEWSWIRE TOP 10 PRODUCTS OF 2014 AWARD

1. pdfDocs 4.1

The PDF format paved the way for the paperless law office, electronic filing, and the iPad as briefcase. So it's fitting that DocsCorp's pdfDocs 4.1 finds itself in first place. Designed specifically for law firms, pdfDocs 4.1 handles all the basics while also providing advanced tools such as Organizer Project and Binder Project for assembling closing books, deal books, and ebriefs.

2. MetaJure

It's not every year that new software for document management hits the scene, which explains the high level of interest in MetaJure. Unlike traditional document management systems, MetaJure eschews manually-created document profiles in favor of automatic indexing and Google-like search technology.

3. Primafact

In theory, clients pay you to focus on the facts and legal issues, not to organize their case file. Designed for litigation, Primafact keeps all case-related documents and email in a virtual binder. Integration with scanners and built-in optical character recognition (OCR) enables you to add everything that arrives on paper and make it searchable.

4. Lexis for Microsoft Office 4.2

Microsoft Word remains a fixture for legal writing, but Outlook has made inroads as clients often prefer an email message to a formal memo. Lexis for Microsoft Office works within both, enabling you to download all cited cases and other materials. It also checks your quotations and citations.

5. Digital WarRoom Express

Most lawsuits don't have a big budget. At a cost of just $99 per year, Digital WarRoom Express enables you to cull, review, and produce up to 50 GB of email and other electronic data across your cases (it handles up to 500 document formats). The Defensibility Log watches your back while you work.

6. Drafting Assistant - Transactional 2.0

Lawyers have long relied on the Deal Proof technology within Drafting Assistant - Transactional for proofreading their Word and WordPerfect documents. The new version integrates with Practical Law's Standard Documents and Clause Library to help you jump-start your drafting.

7. Timestream

Ntrepid's Timestream builds a timeline for your case as you add events and associated details (documents, issues, location, people, etc.). When it's time to discuss settlement or go to trial, you can use Timestream to give your presentation.

8. Transporter Genesis

The cloud is here to stay, but the jury has yet to return a verdict on private versus public cloud. Last year, Connected Data ranked first in the TL NewsWire Top Products Awards with Transporter, its initial private cloud product. Transporter Genesis is like Transporter on steroids, providing Dropbox-like functionality for up to 150 people.

9. MyCase Websites

Every law firm needs a mobile-friendly website so it's no surprise that MyCase Websites is in the top 10. Now just $500, marquee features include a content management system, and responsive design so that your website automatically adjusts to all screen sizes.

10. NetDocuments ndOffice

"Integration" has truly come of age this year. NetDocuments ndOffice essentially places the NetDocuments cloud document management system within Microsoft Office. This means you can open documents from and save documents to NetDocuments without leaving Microsoft Word, Excel, or PowerPoint.

WINNERS OF THE TL NEWSWIRE TOP 25 PRODUCTS OF 2014 AWARD

Congratulations to the next 15 hottest products of 2014 ranked in order by most clicks!

11. Synergy Matters

Synergy Matters combines practice management with document management and automatic time capture. Accordingly, it automatically tracks the time you spend working on your PC. Its cost recovery technology tracks copies, faxes, prints, and scans so you can cover your costs or at least bill for the time you spend at these devices.

12. Actionstep 14.7

Actionstep helped pioneer automated workflows within practice management software. The new Activity Log complements these workflows via a Facebook-style feed that keeps everyone apprised of what's happening across your firm. The new Scratch Pad captures your strokes of brilliance.

13. PhraseExpander Professional 4.0

Why let programming stand between you and document assembly? Nagarsoft's PhraseExpander Professional stores text such as clauses in groups. Using Quick Find, you then insert the material you need to build a document. PhraseExpander Professional integrates with Dropbox, Google Drive, and OneDrive.

14. Pathagoras 2014

Like the contestants on Iron Chef, lawyers can create any number of documents from the same core ingredients. Pathagoras keeps your text snippets organized in Collections. Environments further increase your speed by hiding irrelevant Collections. Pathagoras works inside Microsoft Word. It doesn't require any programming.

15. imageFORMULA DR-M160II

Most desktop scanners top out at 30 pages per minute. Canon's imageFORMULA DR-M160II doubles that speed without doubling the footprint (it measures 9.09 x 11.02 x 9.76 inches). The Kofax VRS Elite software included with the scanner removes hole punches, crops and straightens documents, notifies you about hardware problems, and even handles blueprints and other documents with a colored background.

16. TrialPad 4.0

Thanks to TrialPad 4.0 (and TranscriptPad 2.0), Lit Software cemented its reputation as the leading pure play developer of legal iPad apps. The new version of TrialPad has a search box on every screen for quickly pulling up any exhibit. The search results contain thumbnail document previews.

17. Surface Pro 3

The Surface Pro 3 has a higher resolution screen than the MacBook Air, which Microsoft has targeted in its advertising campaign. You can add a detachable keyboard and powered stylus. A touch-friendly version of Office remains MIA, but it runs any existing software compatible with Windows 8.

18. Legal Publish

Blogs have gone from curiosity to mainstream to underpowered relic. Legal Publish offers a suite of tools such as role-based privileges, customizable workflows, and a media library for creating more sophisticated online publications. Legal Publish also contains tools for creating proposals, and integrates with email services, social media platforms, customer relationship management apps, and Google Analytics.

19. Worldox for Mac Version 1.15

Too many lawyers use Macs nowadays for providers of document management systems to ignore. Worldox for Mac is a client for the popular Worldox GX3 document management system. Worldox for Mac integrates with Apple Mail and Microsoft Outlook so that you can save client-related email and attachments to Worldox GX3.

20. WordPerfect Office X7 Legal Edition

The legal industry remains a stronghold for WordPerfect. Corel responded this year by including Perfect Authority with the Legal Edition for the creation of tables of authorities. Perfect Authority supports Bluebook, California Style Manual, Florida Rule 9.800, and Louisiana Public Domain formats.

21. PeopleMap on WestlawNext

Lawyers often forget their role as gumshoe. PeopleMap on WestlawNext enables you to unearth gems from blogs, chat rooms, and social networks, as well as photos and business data. Unlike other public records services, PeopleMap shows you non-obvious connections that may lead you to hidden assets. Google Maps integration literally puts these assets on the map.

22. Equil Smartpen 2

Atlantis. El Dorado. Smartpens. When a legend has such appeal, it's hard to give up on it. Ludia's Equil Smartpen 2 works on paper, stores what you write without the need for any other device, transfers your notes to your Windows PC, Mac, iPad, or Android device, and converts your handwriting to editable text.

23. Varidesk Pro Plus

You'd like to stand up for telephone calls, but you can't bear to part with your mahogany desk. Varidesk Pro Plus transforms any desk into a standup desk by adding up to 17.625 vertical inches. The two levels house your monitor and/or a laptop, and your mouse and keyboard respectively.

24. CosmoLex

CosmoLex takes a finance-centric approach to practice management. Its conflicts checking and trust accounting tools enable you to efficiently intake new clients. A cloud application that stores data only in domestic datacenters, CosmoLex also offers billing, calendars, cost recovery, task management, and time tracking.

25. Dragon NaturallySpeaking 13 Legal

The latest version of Dragon NaturallySpeaking tears down some of the remaining barriers to speech recognition. You no longer need to train the software or buy a pricy microphone. In a reversal of roles, Dragon NaturallySpeaking can read what you write back to you.

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.

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Transporter Genesis: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, December 3, 2014

Today's issue of TL NewsWire covers a network appliance that offers Dropbox-like cloud storage with better security (see article below), a smart email app that works its magic on your device, software that helps you fine-tune patent applications, and a desktop scanner that can transform into a network scanner. Don't miss the next issue.

ROLL YOUR OWN CLOUD

Once upon a time, law firms paid a consultant to buy a PC and configure it as a file server. When that file server died, they repeated the cycle. In recent years, many firms understandably switched to Dropbox or one of its public cloud competitors. Even firms that continue to operate their own file server often find that their employees use public cloud services on the sly. It's the age old convenience trumping security conundrum at work.

Transporter Genesis … in One Sentence

Launched earlier this month, Connected Data's Transporter Genesis is a network appliance for creating a private cloud.

The Killer Feature

Unlike file servers and traditional Network Attached Storage (NAS) appliances, Transporter Genesis looks like Dropbox to end users. In Mac and Windows, you navigate through files and folders in the operating system. On Android and iOS devices, you use the free File Transporter app from which you can send documents to other apps.

Other Notable Features

Unlike public cloud services, you control the location of Transporter Genesis (e.g., your office most likely or a data center of your choosing). Owning the actual box gives you other forms of control. Most notably, there's no subscription to pay. You just buy the hardware configured to your specifications.

If you have two offices, you can house a Transporter Genesis in both locations and automatically keep them synced, thus providing redundancy if you lose power or suffer some other connectivity problem in one of the offices.

Transporter Genesis offers a number of administrator tools. You can create users and assign them to groups to enforce restrictions. You'll find support for Microsoft Active Directory. Even users can exercise some control by accessing all prior versions of their documents and creating read-only versions of documents they share.

What Else Should You Know?

You can choose from two models — the Genesis 75 and Genesis 150. The Genesis 75 offers up to 12 TB of storage and supports up to 75 users. The Genesis 150 offers up to 24 TB or storage and supports up to 150 users. Both have dual Gigabit Ethernet connectors and fit in a rack mount. Despite being hardware, you can try Transporter Genesis for free. Learn more about Genesis Transporter.

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: Desktop PCs/Servers | TL NewsWire

Equil Smartpen 2: Read Our Exclusive Report

By Neil J. Squillante | Friday, November 21, 2014

Originally published in our free TL NewsWire newsletter. Instead of reading TL NewsWire here, sign up now to receive future issues via email.

YOUR DIGITAL PAPER MATE

Handwritten notes remain a fixture of legal practice. They have largely remained insulated from the software world much like grocery stores. But it's only a matter of time until software eats every task and every industry. In the case of handwritten notes, software needs a hardware accomplice.

Equil Smartpen 2 … in One Sentence

Announced in September and shipping this month, Ludia's Equil Smartpen 2 is a Bluetooth ballpoint pen that captures your handwritten notes and illustrations in its corresponding apps.

The Killer Feature

An arms race exists between powered ink pens like the Equil Smartpen 2 used on paper and powered styli used directly on a tablet's screen. Previously, both required the presence of your tablet. Powered styli cannot escape this requirement.

However, the Equil Smartpen 2 stores your writing in its onboard memory. You need not have the Equil apps up and running (though you can). Instead, you just need the Smartpen, the Receiver clip, and any paper.

Other Notable Features

Equil Smartpen 2 sidesteps the need for special paper thanks to the aforementioned Receiver. Measuring 3 x 0.5 x 0.9 inches, the Receiver clips to the top of any notebook so that it can record what you write. The pen measures 5.9 x 0.5 inches, and runs for up to eight hours. Both items fit into the included charging case. A full charge takes two hours.

The Smartpen transmits your notes to your choice of Equil Note or Equil Sketch (both free). Equil Note runs on Mac, Windows, Android, and iOS. The app's handwriting recognition technology can convert your notes into editable and searchable text. Equil Note connects to iCloud, Dropbox, and Evernote. You can export notes in a variety of standard formats for use elsewhere.

What Else Should You Know?

The Smartpen is pressure sensitive, and supports gestures for controlling functions in the apps. Adding to its portability, the Smartpen uses standard ballpoint cartridges that you can buy in an office supplies store. Equil Smartpen 2 costs $169.99. Learn more about Equil Smartpen 2.

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: Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | TL NewsWire
 
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