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NetDocuments ndOffice: Read Our Exclusive Report

By Neil J. Squillante | Thursday, April 17, 2014

Today's issue of TL NewsWire covers a cloud document management system that works from within Microsoft Office (see article below), a video hosting service, deposition transcript management and video editing software, and an iPad note-taking app. Don't miss the next issue.

CLOUD DOCUMENT MANAGEMENT INSIDE MICROSOFT OFFICE

Lawyers feel conflicted about document management systems. On the one hand, they recognize the advantages such as client/matter organization, document profiles, versioning, and the elimination of lost documents. Furthermore, cloud document management systems facilitate access to documents from anywhere. On the other hand, lawyers dislike having to check documents in and out.

NetDocuments ndOffice … in One Sentence

Launched this week, NetDocuments ndOffice (ndOffice) is a free add-on that integrates the NetDocuments cloud document management system into Microsoft Office.

The Killer Feature

The company refers to ndOffice as an "invisible" document management system because it eliminates the need to check Microsoft Office documents in and out of NetDocuments.

Instead, ndOffice embeds all of NetDocuments' core functionality into Microsoft Office. This means you start and finish your work within Office, not in NetDocuments. However, all Microsoft Office documents reside in NetDocuments rather than on your local hard drive, making them available on all your devices and to all your colleagues.

For example, when you save a new document, Word's regular Save function saves your document into NetDocuments. The Save As function automatically creates a new version of a document in NetDocuments so that you can preserve prior versions. Behind the scenes, ndOffice automatically checks documents into and out of NetDocuments with an audit trail as you open and close them respectively.

Other Notable Features

ndOffice adds a number of functions to Microsoft Office's Ribbon. These enable you to create document templates, fill in document profiles, search for documents, access matter folders and client workspaces, save email messages and attachments from Outlook, and more.

"ndOffice brings document management inside Word, Excel, and PowerPoint to offer end users an integrated and seamless experience," NetDocuments VP of Marketing and Product Management Leonard Johnson told us. "With no more switching back and forth between these applications and a web browser, users can now manage versions, apply profile and security templates, open recent documents, and perform global searches from within Microsoft Office. ndOffice's ability to invisibly save documents to our multi-user, multi-tenant, secure cloud service is an unprecedented convenience."

What Else Should You Know?

ndOffice works with Microsoft Office 2010 and 2013 regardless of whether you licensed it the old fashioned way or subscribe via Office 365. ndOffice is available free of charge to all NetDocuments customers. NetDocuments costs $20, $30, or $38 per user per month for the Basic, Professional, and Professional+ plans respectively. Learn more about NetDocuments ndOffice.

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 | Document Management | Online/Cloud | TL NewsWire

Thomson Reuters Solutions: Read Our Exclusive Report

By Neil J. Squillante | Friday, April 11, 2014

Today's issue of TL NewsWire covers four suites of popular legal software and services accessible from a single login (see article below), a word processor with an iPad counterpart, a cloud legal billing application, and a utility for the iPhone's Mail app. Don't miss the next issue.

INTEGRATED LEGAL TOOLS FOR INTEGRATED LAW FIRMS

Integration gave rise to today's multinational law firms. Lawyers with complementary legal and other skills teamed up beginning about a century ago and continue to team up practically every day. Each of these firms consists of a multidisciplinary group of lawyers under one global roof. If you're going to integrate lawyers on this scale, you should also integrate the tools of their trade.

Thomson Reuters Solutions … in One Sentence

Launched last month, Thomson Reuters Solutions consists of four integrated suites of software and services designed to expedite legal workflows in midsize and large law firms.

The Killer Feature

Thomson Reuters Solutions' four product suites consist of Current Awareness Solutions (services for staying on top of your practice areas, Corporate Practice Solutions (information and software for creating deal documents), Investigative Solutions (public records research), and Litigation Solutions (information and software for the entire litigation cycle). You can access one or more suites with a single login.

"The market has been demanding more product integration," Thomson Reuters Vice President of Large Law Firms Brian D. Knudsen J.D. told us. With Thomson Reuters Solutions we're providing a more holistic approach to streamlining legal workflows."

Other Notable Features

Current Awareness Solutions' Practitioner Insights "turns your inbox into a sophisticated, up-to-the minute news resource" according to Knudsen. Once you fine-tune your selections, your entire practice group and even your clients can receive these customized email newsletters with your firm's branding. Other services in this suite include several tracking tools on WestlawNext to remain apprised of active litigation and newly filed lawsuits.

Corporate Practice Solutions includes Practical Law's checklists, forms, and model documents. You'll also find "one of the largest collections of private placement offering memoranda" in addition to public deal documents and other SEC filings. The proofreading software included in Corporate Practice Solutions helps you find and correct inconsistent use of abbreviations and other common errors in your documents.

PeopleMap on WestlawNext resides at the heart of Investigative Solutions. As reported in TL NewsWire earlier this year, this public records service now includes advanced search templates you can save, Google Maps integration, relevancy ranking, filtering tools, and a graphical display of records to help identify non-obvious connections. Investigative Solutions also provides access to Company Investigator for researching organizations.

Finally, Litigation Solutions puts WestlawNext's collection of briefs, motions, pleadings, and supporting memoranda at your fingertips. It also includes Case Notebook for creating case chronologies, and software that works within your word processor for creating tables of authorities, formatting citations, and more.

What Else Should You Know?

Pricing depends on factors such as firm size, number of users, etc. Learn more about Thomson Reuters Solutions.

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 | CLE/News/References | Legal Research | Litigation/Discovery/Trials | TL NewsWire | Transactional Practice Areas

Drafting Assistant - Transactional 2.0: Read Our Exclusive Report

By Neil J. Squillante | Thursday, April 3, 2014

Today's issue of TL NewsWire covers software for drafting and proofreading transactional documents that works within Microsoft Word and WordPerfect (see article below), PDF software designed for the legal profession, a checklist creation application for your workflow processes, and a smart height adjustable desk. Don't miss the next issue.

TRANSACTIONAL DOCUMENT DRAFTING ENTERS A NEW ERA

For more than two decades, transactional document drafting has entailed a collaboration between lawyer and technology. Initially, this just meant using a word processor. But in recent years, legal proofreading software has emerged that can find inconsistencies, omissions and other errors in your documents. The next step in this evolution consists of having software help you with the substantive law in your documents.

Drafting Assistant – Transactional 2.0 … in One Sentence

Launched in March, Thomson Reuters' Drafting Assistant – Transactional 2.0 is legal proofreading software that works within Microsoft Word and WordPerfect.

The Killer Feature

Drafting Assistant – Transactional now integrates with Practical Law's Standard Documents and Clause library, if you have a Practical Law subscription. That means without leaving your document you can obtain help both drafting and proofreading your document.

Practical Law is a human-powered service that helps lawyers tap into expertise unlikely to exist within their firm. Free from the demands of working in a law firm environment, the attorney editors at Practical Law spend all their time performing research and creating continually updated checklists, model documents, clause libraries, and more for transactional practice areas.

While drafting, you click on the Practical Law icon in your word processor's ribbon. This opens up the "Viewer" in which you can search and open Practical Law's Standard Documents and Clauses. You can use Practical Law's model documents both as a base and as a benchmark for comparing your own work. And because each Standard Document includes embedded Drafting Notes, you also get clause by clause drafting guidance.

"The ability to access Practical Law from within Drafting Assistant – Transactional expedites the drafting process and mirrors the way that lawyers actually draft," General Manager of Business Law Solutions Steve Obenski told us. "You have your master document and a benchmark document side by side within your drafting screen, so you can easily crib language and compare your documents to make sure they reflect current best practices. This combination provides the only end-to-end drafting solution on the market. You get the best substance and proofreading in one place."

Other Notable Features

In addition to the Practical Law integration, Drafting Assistant – Transactional includes 300 model documents across different transactional practice areas. You can also search Westlaw or WestlawNext directly from the software via a button on the toolbar.

The heart of Drafting Assistant – Transactional remains its "Deal Proof" proofreading analyzer engine. The software reviews documents of any size for errors in definitions, cross references, inconsistencies, missing information, and more. The software then flags each potential error and enables you jump to it by creating a hyperlinked index. You can also generate a report listing all possible errors.

After more than 10 years of refining the proofreading engine to find the tiniest of errors while minimizing false positives, Thomson Reuters commissioned a study to evaluate Deal Proof. The study found that lawyers who use Drafting Assistant – Transactional reduce their review time by 60% on average and find errors that go unnoticed with other proofreading methods.

What Else Should You Know?

The new version of Drafting Assistant – Transactional works with Microsoft Word 2013 and WordPerfect X6 as well as with earlier versions (it runs on Windows XP, Vista, 7, and 8). You can use the Deal Proof component online or offline. Learn more about Drafting Assistant – Transactional 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: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | TL NewsWire | Transactional Practice Areas

A Microsoft God Reviews Office for iPad Plus 79 More Must-Reads

By Kathryn Hughes | Monday, March 31, 2014

Coming today to BlawgWorld: Our editorial team has selected and linked to 80 articles from the past week worthy of your attention. Below you'll find a sample article from each section of today's issue, including our BlawgWorld Pick of the Week.

How to Use Word's Collaboration Tools

First Look at Word for iPad by a Lawyer

Review: Microsoft Office for iPad

Clio (Themis Solutions) Raises $20 Million

Congratulations to Paul Thurrott of Paul Thurrott's SuperSite for Windows on winning our BlawgWorld Pick of the Week award: Microsoft God Paul Thurrott Reviews Office for iPad

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession (e.g., monitors, smartphones, scanners, the iPad, and more). But not the only coverage. BlawgWorld enables you to stay on top of all the noteworthy legal and mainstream technology articles (and podcasts and videos) published elsewhere without having to hire a research assistant. Even when you're busy, you won't want to miss each issue's Pick of the Week. Please subscribe now.

Topics: BlawgWorld Newsletter | Business Productivity/Word Processing | Coming Attractions | TL NewsWire

SenditCertified for Microsoft Outlook: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 26, 2014

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

EMAIL ENCRYPTION THAT DOESN'T REQUIRE A CRYPTOGRAPHY DEGREE

Would you use regular email if you want to communicate with Edward Snowden? Unlikely. You wouldn't only have to worry about our spy agencies, but also Russia's so you'd need to use encrypted email. However, because encrypted email requires you to jump through so many hoops, you'd probably decide against emailing Snowden your Chicken Kiev recipe. But what about your clients? You need to email them. They don't want you calling. Encrypted email that works like regular email would solve this conundrum.

SenditCertified for Microsoft Outlook … in One Sentence

Launched recently, Privacy Data Systems' SenditCertified for Microsoft Outlook enables you to send secure email messages and attachments from Microsoft Outlook.

The Killer Feature

SenditCertified for Microsoft Outlook is an add-on that requires just one behavioral modification — clicking the "SendItCertified" button that the software adds to Outlook instead of the default Send button.

SenditCertified for Microsoft Outlook encrypts both your email message and any attachments. Outlook's Sent Items folder keeps a record of every message you send. Through your web account, you can access the Proof of Delivery Log that provides a complete chain-of-custody, including all actions taken by each recipient.

"With SenditCertified for Microsoft Outlook, sending secure email is easier than ever," Privacy Data Systems President and CEO Jeff Holt told us. "Simply type a message in Outlook and then send it securely with just a click. SenditCertified for Microsoft Outlook provides unprecedented convenience without sacrificing security."

Other Notable Features

SenditCertified for Microsoft Outlook solves another problem. You can send attachments of any size. It bypasses not only any attachment size limitations of the email systems your recipients use, but also those imposed by Outlook. That's because recipients download your attachment from SenditCertified's secure AES 256-bit servers — the strongest encryption available for commercial use. Thanks to end-to-end encryption, your messages remain secure in transit and at rest.

If you need to securely send a document from a device not running Outlook such as a Mac, iPad, or iPhone, you can obtain the same functionality using the SenditCertified website once you login with your credentials.

Recipients don't need any software to receive your messages and attachments — not even Outlook. However, for added security, you can require them to enter a password or fingerprint verification depending on the sensitivity of your communication. If recipients need to securely send you messages and documents, they can use the SecureInbox included with your subscription at no charge to them.

What Else Should You Know?

Other features include message recall, secure audio and video messages, and electronic signatures. SenditCertified offers several monthly and annual subscription plans depending on your needs. Learn more about SenditCertified for Microsoft 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: Collaboration/Knowledge Management | Coming Attractions | Email/Messaging/Telephony | Privacy/Security | TL NewsWire

TrialPad 4.0: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 26, 2014

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

DESKTOP-CLASS TRIAL PRESENTATIONS FROM YOUR IPAD

The iPad Air receives a lot of well-deserved attention for its dramatic weight loss vis-a-vis its predecessors. However, its 64-bit A7 processor is just as significant because it enables software companies to create more powerful apps, especially for demanding tasks like trial presentations.

TrialPad 4.0 … in One Sentence

Launched today, Lit Software's TrialPad 4.0 is a trial presentation app optimized for the iPad Air (it also works on earlier iPad models running iOS 7).

The Killer Feature

You don't get second chances in trial. Every mistake can and will be held against you by jurors, most of whom would rather be somewhere else. A common mistake is a delay because of your inability to quickly find an exhibit, testimony, etc. you suddenly need for impeachment or other purposes.

TrialPad has a new search engine that searches everything in a case file — document names and their content as well as transcripts (scanned documents first require OCR to make their text searchable). The search box remains fixed on the screen for quick access. Search results display the number of times the word you searched exists in the document or folder searched. TrialPad highlights each instance of your search term within documents. You can access a document, and then navigate back to the search results to review another document that contains your search term.

"Law firms to which we've given a sneak peek of TrialPad 4.0 plan to buy multiple copies to replace their desktop presentation software," Lit Software Founder and CEO Ian O'Flaherty told us. "These firms are excited about the TrialPad's desktop-class features combined with the iPad's battery life and form factor."

Other Notable Features

Lit Software has added a number of other features too. For the uninitiated, TrialPad supports popular document, image, and video formats. You can create callouts of important sections, highlight and annotate certain words or paragraphs, and redact sensitive information. Other tools include video editing, video snapshots, a whiteboard, and organizational tools for issues and witnesses within each case.

The enhanced navigation system enables you to go directly to the Case Selection screen from anywhere. The company claims that you can also move move though nested folders faster.

New in TrialPad 4.0, thumbnail previews of documents enable you to find the one you want visually as well as by name. Exhibit stickers, which you can customize, automatically add letters or numbers in sequence, and now support headers and footers. You can also mark exhibits as admitted for tracking purposes during trial.

Import options include local (iTunes and WiFi) and cloud (Box, DropBox, and WebDAV). You can display TrialPad from your iPad wirelessly using an Apple TV or in a more traditional manner using one of the many adapters Apple sells.

What Else Should You Know?

TrialPad 4.0 contains an in-app quick tutorial to help you get started. The app costs $89.99. Learn more about TrialPad 4.0.

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 | Presentations/Projectors | TL NewsWire

Primafact: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 19, 2014

Today's issue of TL NewsWire covers software that helps litigation boutiques and practice groups organize all case-related documents (see article below), note-taking software from Microsoft for the Mac, transcript management software, and trial management software. Don't miss the next issue.

THE PAPERLESS LITIGATION PRACTICE BECOMES A REALITY

For decades, litigators and their teams have organized case-related documents in specialized binder systems from the likes of Bindertek and Redweld. While excellent in their heyday, these paper-based organizational systems have serious drawbacks today. If opposing counsel has gone paperless and you haven't, it's like trying to win a race against a 2014 Ferrari California with a 1966 Ferrari California.

Primafact … in One Sentence

Sandcat Software's Primafact is litigation-specific paperless office software designed to give you immediate access to case documents.

The Killer Feature

Litigation always consists of a mix of your work product, evidence, legal research, and records such as court orders and correspondence. While the amount of paper has diminished, it hasn't disappeared.

Primafact integrates with software such as Outlook and connects to scanners so that you can keep all litigation documents in the software for immediate, portable access.

Primafact's workflows aim to address the two chief problems that prevent law firms from going paperless — unreliable document input and poor interface design.

Primafact works as fast as your scanner to address the first hurdle. Thanks to direct routing, your staff can name, tag, and file scanned and imported documents into the appropriate matter. This ensures that Primafact contains all case-related documents.

A binder-style interface makes the software seem familiar to those still using the paper-based systems noted above. Primafact also features Google-style searching for those more comfortable with searching rather than browsing. You can take a case file from Primafact with you on a laptop and use it offline in settings such as airplanes and courtrooms. You can synchronize any changes when you return to your office network.

Other Notable Features

To facilitate full-text searching, Primafact has built-in OCR technology for your scans. The ability to add non-destructive annotations to documents in Primafact further enhances the search functionality.

Within a matter, you can create special-purpose binders such as for a brief, deposition, settlement meeting, trial, etc. that contain only the pertinent documents. The "Publish" feature enables you to share one or more documents, including special-purpose binders, with third parties.

"Going paperless is a fundamental shift for a document-heavy litigation practice," Sandcat Software CEO Karim Jinnah told us. "Primafact's comprehensive approach ensures that staff can easily capture and organize documents. The big payback is instant access to your case documents."

What Else Should You Know?

Primafact runs on Windows. Companion apps for the iPad and for Windows 8 tablets are in beta testing. Learn more about Primafact.

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 | Litigation/Discovery/Trials | TL NewsWire

LexisNexis Firm Manager: Read Our Exclusive Report

By Neil J. Squillante | Thursday, March 13, 2014

Today's issue of TL NewsWire covers a cloud billing and practice management system with a search engine (see article below), a service that enhances the security of Dropbox and other popular cloud storage services, a cloud application for scheduling depositions, and an Android dictation app. Don't miss the next issue.

PRACTICE MANAGEMENT SOFTWARE THAT HAS YOUR BACK

Practice management software has evolved over the years to encompass more and more of your law firm's key functions — billing, calendars, contacts, documents, intake, tasks, trust accounts, etc. Aspirational 20 years ago, the label "practice management" has become a reality. This wealth of data has resulted in two problems — learning how your practice management software works, and quickly finding the information you need.

LexisNexis Firm Manager … in One Sentence

Launched last month, LexisNexis Firm Manager is a cloud practice management application with a global search engine, and built with input from solo and small-firm attorneys.

The Killer Feature

When lawyer and LexisNexis Firm Manager product manager Christopher T. Anderson and his team set out to rebuild the product from the ground up about a year ago, they understood the importance of finding information quickly.

As a result, LexisNexis Firm Manager features Global Search, which searches everything as its name suggests — even within documents. According to Christopher, this "makes finding literally anything within the program fast and simple." Like popular search engines, it begins searching as you type, narrowing the results by relevancy. For added convenience, Global Search works contextually. For example, when in the Matters tab, Global Search lists Matters first since that's what you likely want.

Firm Manager uses this same search technology for finding conflicts of interest. You can send the results of a conflict search to a colleague for their input. When you or a colleague clears a prospective client, LexisNexis Firm Manager saves and time stamps your search and the results. This gives you a defensible record if needed.

Other Notable Features

In addition to managing contacts, calendars, and matters, LexisNexis Firm Manager also handles billing, trust accounting, documents, and tasks.

Regarding billing, a contemporaneous timer records time in any increment on any device from which you access LexisNexis Firm Manager. Additionally, you can create a time entry from within a matter or the Time & Expenses tab. LexisNexis Firm Manager also provides expense tracking. To help your firm bills clients as quickly as possible, you can choose from professionally-designed templates your invoices.

Trust accounting enables you to accept retainers while abiding by ethics rules. For example, it prevents co-mingling of funds. LexisNexis Firm Manager even alerts you if you take an action that may violate a rule. You can view balances and generate statements for clients.

Document management works via drag and drop. You can move multiple documents into a matter simultaneously. The application will automatically scan documents for malware and clean them if necessary (useful for documents received from clients and others outside your firm).

"LexisNexis Firm Manager has all the functionality a law firm needs but it's also easy to use," Christopher told us. This intuitiveness is the result of input from hundreds of independent attorneys who ensured that it works the way they work — without forcing them to adapt."

What Else Should You Know?

As a cloud application, LexisNexis Firm Manager works in all modern web browsers, including on tablets and smartphones. It costs $44.99 per month for the first user and $29.99 per month for each additional user. Learn more about LexisNexis Firm Manager.

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 | Online/Cloud | Practice Management/Calendars | TL NewsWire

Tabs3 and PracticeMaster Version 17: Read Our Exclusive Report

By Neil J. Squillante | Friday, March 7, 2014

Today's issue of TL NewsWire covers a billing and practice management system with a new document management component (see article below), an iPhone contacts automation app, backup software for popular cloud storage services, and speech recognition software. Don't miss the next issue.

MANAGING YOUR PRACTICE INCLUDES MANAGING YOUR DOCUMENTS

It may seem to you like your law firm is organized until you take a step back to realize it's an illusion. This is especially true of so-called document management systems, most of which rely on a combination of Windows Explorer and rules for how to name documents and where to store them that everyone in your firm follows — except when they don't.

Tabs3 and PracticeMaster Version 17 … in One Sentence

Launched last month, Tabs3 and PracticeMaster Version 17 is integrated practice management and billing software with a new document management component.

The Killer Feature

A slew of products claim to have document management but really don't. Classic document management software eliminates human error and saves time through automation.

For example, every document stored in PracticeMaster has a corresponding Document Management Record containing the client, matter, document type, and other fields of your choosing. These profiles enable you to find every brief, contract, deposition, etc. associated with a specific matter. PracticeMaster also provides full-text searching.

You can automatically save documents from Microsoft Office (including email and their attachments). PracticeMaster automatically names and saves these documents using the policies you specify during setup. You can also bulk import documents during the setup process. The Verify Documents utility identifies documents that have moved or been renamed, possibly incorrectly.

When someone edits a document, you can require them to check it out, which prevents others from editing it. You can also have the software nudge people to check in a document after a specified period of time. Upon check in, PracticeMaster can create a new version. Document comparison technology enables you to generate a redline. Every document has a "History" so that you can see who accessed it and when.

Because PracticeMaster's document management system resides in the same software as the Tabs3 billing system, you can create a time entry from a Document Management Record.

"Law firms that use version 17 of Tabs3 and PracticeMaster will appreciate how easily they can organize their documents and other information, bill for their work, and present it in a manner their clients can understand," Software Technology President Dan Berlin told us.

Other Notable Features

Continuing with the theme of automation, PracticeMaster's new QuickViews enable you to more easily find information in all areas of the software by creating filters. For example, when viewing contacts, calendar events, documents, etc. a QuickView might list only those items associated with a specific practice area. At the bottom of every list of records you'll find Smart Tabs for filtering your list even further. You can save QuickViews and Smart Tabs, customize their colors, and share them with others in your firm.

Long known for handling virtually any billing scenario, Tabs3 has enhanced its Split Billing for situations in which two or more clients pay for a matter. Now you can split hours and have the amounts calculated based on predefined rates, use percentages with up to four decimal places to round fees with more precision, display either the pre-split or post-split value on statements along with a summary of what was split, and much more.

What Else Should You Know?

Notwithstanding its new document management functionality, PracticeMaster also features tight integration with Worldox GX3. In all, PracticeMaster and Tabs3 contains more than 100 new features and improvements to existing features. Learn more about Tabs3 Software Version 17.

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 | Document Management | Practice Management/Calendars | TL NewsWire

PeopleMap on WestlawNext: Read Our Exclusive Report

By Neil J. Squillante | Friday, February 28, 2014

Today's issue of TL NewsWire covers a new public records research service that includes material from social media and integrates with Google Maps (see article below), a metadata removal utility, an Android app for working with Microsoft Office and PDF documents, and an on-demand narration service for creating audio recordings of your client memos and other articles. Don't miss the next issue.

MAKE YOUR NEXT PUBLIC RECORDS SEARCH THE ONLY ONE YOU NEED

Public records research has long posed a challenge for lawyers because information exists in a wide variety of sources, some more trustworthy than others. While online public records research can save you from physical travel, locating someone can feel like finding a needle in a haystack. Additionally, researching public records often occurs within a larger legal research workflow. A new service enables you to perform all your research in one place.

PeopleMap on WestlawNext … in One Sentence

Launched this month, Thomson Reuters' PeopleMap on WestlawNext (PeopleMap) is a public records research tool that enables you to quickly locate relevant information about people and their connections to assets, entities, and other people.

The Killer Feature

PeopleMap enables you to search public records as part of a global search on WestlawNext, which means you'll find relevant public records results along with case law, statutes, and other primary research. This integration eliminates the need to go elsewhere for your legal research.

Other Notable Features

PeopleMap has many new features for finding and analyzing public records. For example, it now integrates with Google Maps. You can use Street View to see what a property of interest looks like. You'll also find information from the web related to the person you're researching, including material from blogs, chat rooms, and social networks, as well as photos and business data. As always, you'll find all names associated with a person (AKAs) and entities (DBAs), current and previous addresses, email addresses, telephone numbers, assets, and much more.

The new Advanced Search template enables you to search by name, social security number, telephone number, business information, and/or location. You'll find 25 other search templates in addition to this one. You can save the search templates you use most frequently to your Favorites for fast access.

PeopleMap leverages WestlawNext's relevancy ranking technology, which lists the most pertinent results to the top of your search result list. Filtering tools enable you to further focus on the information you seek. The Update feature provides real-time information on an individual such as their most current telephone number and street address.

An enhanced graphical view displays non-obvious connections that you may not know about. This is the feature behind PeopleMap's name. One click toggles between the two different views. From either view, you can explore entities connected to the person you're researching, and from there documents and other data connected to these entities.

What Else Should You Know?

When you complete your research, you can generate a report with the relevant information. You can choose from one of two report templates or create and save your own template. You can save reports with a time stamp so that you can see what has changed when you update the report in the future. Learn more about PeopleMap on WestlawNext.

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
 
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