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The New Clio Experience Promises Administrative Salvation

By TechnoLawyer | Friday, March 23, 2018

Today's issue of TL NewsWire covers practice management software that reduces the time required for administrative chores such as legal billing and filing client-related email (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a Microsoft Outlook add-in that predicts where to file your email and even lets you know when a colleague has beat you to it and already filed the same message, a cloud practice management system that has added financial and trust accounting to complement its billing features, obviating third-party software such as QuickBooks, and much more. Don't miss the next issue.

They say that time is money, but not all time is equal in the legal profession. The more non-billable time you and your staff spend on administrative tasks, the less time you can devote to billable client work. A practice management pioneer has partnered with law firms to eliminate these inefficiencies.

Clio … in One Sentence

Redesigned based on observing lawyers as they work, Clio is a cloud practice management platform with a new approach to billing, email management, and other law firm workflows.

The Killer Feature

Clio's product team spent time at over 60 law firms. They discovered that moving existing billing workflows into software offers only modest improvements. Therefore, one focus of the "new Clio experience" is getting bills out and getting bills paid in minutes rather than days.

For example, Batch Billing includes new customization options such as the ability to generate detailed or aggregate invoices, treat services and expenses differently, and select unique invoice themes to make your bills easier for clients to review. The Draft Bill page has a new layout for fast reviews without scrolling. Click the Edit button on a draft bill to change the address, add or revise descriptions, change rates, apply discounts, and even add time and expenses without leaving the invoice.

You can bulk approve and deliver invoices via email or to the Clio Connect secure client portal. Clio also streamlines payment handling, allowing you to approve a bill and apply funds held in trust to that bill in a single click. You can even apply a single payment to multiple invoices.

"We've taken nine years of learnings from working with the best law firms in the world and incorporated them into the largest, most important product release in Clio's history," says Jack Newton, CEO and Co-founder of Clio. "It is a re-platforming of Clio on a new set of web technologies making it an order of magnitude faster."

Other Notable Features

Also new is Clio's Outlook add-in. With one click, you can bulk file email messages and attachments in Clio after which these messages appear in searches and on the corresponding matter's dashboard. This integration also adds a timer to Outlook, enabling you to start the clock when you read or compose a billable email message, and save these time entries to a matter.

In addition to all the new features, Clio has also improved the user experience. The menu ribbon has moved to the side and is collapsible to increase visibility. The search box is larger, searches run 10 times faster, and search results include custom fields for more precision. The "Create New" menu and Timer are now omnipresent at the top for universal access from all screens. All records in Clio with no associated billing display an "Add Time" button to ensure that you don't overlook any billable events.

"Clio is slick, fast and intuitive," says lawyer Jason Morris, Owner of Round Table Law LLP. "The parts of the interface you need most often are always there with no scrolling."

What Else Should You Know?

Clio offers more than 90 third-party integrations — far more than any other product on the market. The new App Directory categorizes these integrations by function and practice area. Clio offers three plans — Starter ($39 per user per month), Boutique ($59), and Elite ($99). Marquee integrations such as Office 365 and QuickBooks require the Boutique or Elite plans. Learn more about Clio.

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: Practice Management/Calendars | TL NewsWire

One-Click Email Filing in Outlook via Artificial Intelligence

By TechnoLawyer | Thursday, March 15, 2018

Today's issue of TL NewsWire covers a Microsoft Outlook add-in that predicts where to file your email and even lets you know when a colleague has beat you to it and already filed the same message (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a cloud practice management system that has added financial and trust accounting to complement its billing features, obviating third-party software such as QuickBooks, an online video tutorial service to help lawyers prepare clients for depositions, mediations, and trials, and much more. Don't miss the next issue.

Over the years, document management systems have adapted to include email. The companies behind these products have developed all sorts of tools for saving email messages and attachments so that everyone working on a matter can access them. However, solutions to date require too much manual labor, and don't take into account multiple recipients of the same message to prevent duplicates.

ndMail … in One Sentence

Recently launched, NetDocuments' ndMail is a Microsoft Outlook add-in that uses artificial intelligence to make saving client-related email in the correct location faster and more accurate.

The Killer Feature

NetDocuments pioneered cloud document management nearly 20 years ago. In recent years, the company modernized NetDocuments to pave the way for companion products like ndMail.

Once installed, ndMail monitors your inbox to identify where in NetDocuments you likely want to file each new message. Select a message to view these recommended locations. Check a box if you agree with a prediction and the message is stored in that NetDocuments folder, inheriting the corresponding client, matter, and other associated metadata. You can file email in multiple folders. If you're unsure about a recommendation, right-click to open that location in NetDocuments for more context.

ndMail uses the sender, recipients, subject line, attachments, etc. to make its predictions. A Signal Strength Indicator to the left of each recommendation indicates the confidence level of ndMail's Predictive Email Filing technology. If none of the recommendations is a good fit, you can search or browse NetDocuments to find the correct folder, or create a new folder (e.g., new matter). ndMail learns from your behavior to improve its future recommendations.

"ndMail is unlike other email management solutions," says NetDocuments Sr. Product Manager of ndMail Bradlee Duncan. "It comes pre-loaded with accurate filing predictions, leveraging AI technology based on existing matter content and filing behaviors. This eliminates the need for complex deployment or pre-trained models to generate its predictions. The value is immediate in time saved, helping new employees get up to speed, and preventing errors."

Other Notable Features

NetDocuments realizes you're part of a law firm, and that colleagues often receive the same email messages. Therefore, ndMail includes a Global Filing Indicator in the form of a NetDocuments column in Outlook. If a colleague has already filed a message, the Global Filing Indicator in this column lets you know before you open the message. This prevents the storage of duplicate email messages in the same NetDocuments folder.

When composing an email message, ndMail works similarly, predicting where you likely want to file the message after sending it. If a recipient works in your law firm, they will see the Global Filing Indicator in Outlook to let them know you have already filed the message in NetDocuments.

If you communicate frequently on one matter, you can use ndMail's Folder Mapping as an alternative way to save messages in NetDocuments. Folder Mapping enables you to list NetDocuments folders within Outlook's navigation panel. Drag and drop multiple messages into a mapped folder to store them in NetDocuments.

What Else Should You Know?

You can deploy ndMail centrally. Some firms create a rule in Microsoft Exchange to remove filed messages from user inboxes after a specified period of time. Alternatively, you can give users the ability to keep or delete email in Outlook after filing it in NetDocuments. Learn more about ndMail.

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 | TL NewsWire

All-in-One Accounting, Legal Billing, and Practice Management

By TechnoLawyer | Thursday, March 8, 2018

Today's issue of TL NewsWire covers a cloud practice management system that has added financial and trust accounting to complement its billing features, obviating third-party software such as QuickBooks (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of an online video tutorial service to help lawyers prepare clients for depositions, mediations, and trials, cloud billing software for small firms seeking a standalone solution without practice management bells and whistles, and much more. Don't miss the next issue.

Most cloud practice management products include billing features but require integration with third-party software such as QuickBooks Online for general ledger and trust accounting. This increases overall costs and cuts into efficiency. One company is betting big on one product doing it all for law firms.

Centerbase … in One Sentence

Centerbase is cloud billing, practice, and document management software that recently added fully integrated accounting, offering front and back office functionality in one product.

The Killer Feature

Centerbase's redesigned and customizable Dashboard now includes accounting data, providing full visibility into your firm. See your schedule, tasks, active cases, recent payments, open bills, marketing analytics, work in progress, etc. Click any data object and drill down for more details.

The navigation column on the left demonstrates Centerbase's deep feature set — Calendar, Matters, Contacts, Timekeeping, Billing, Documents, Reports, and of course Accounting. Each of these major areas has its own specialized dashboard. For example, the Accounting dashboard shows monthly income and expenses, top accounts receivable, bank accounts, and quick links to all accounting functions.

"A large segment of law firms wants to move to cloud-based practice management software but haven't made the jump because the majority of products require a third-party accounting integration," says Centerbase CEO and Founder John Forbes. "Centerbase fills this void by including legal specific accounting software right within our powerful billing and practice management software package."

ADLI Group, a 19-lawyer firm in Los Angeles, recently switched to Centerbase for its accounting (the firm was already using Centerbase for all other aspects of its business). "Centerbase has proven to be a necessity for growth," says Director of Operations Nicolette Hachem-Sawaya. "It is user-friendly and fast, which the attorneys enjoy, yet modifiable and accurate for the business and accounting departments. It's been a pleasure working with the Centerbase team that allowed our firm a smooth transition."

Other Notable Features

Centerbase's payment processing showcases the efficiency gains from having accounting and billing in the same product. Transactions automatically debit and credit the accounts you designate during setup. Batch processing and preset rules facilitate complex procedures with one click such as applying client payments to multiple invoices or simultaneously paying a bill and replenishing a retainer. Matter-specific rules can override firm-wide rules for payment handling. LawPay integration enables clients to pay via credit card.

The trust accounting tools comply with ethics requirements, preventing mishaps such as applying funds to a client bill from your operating account or from an inadequately funded trust account. You can apply payments from trust accounts via check or ACH, and generate a Trust Transfer Report for clients.

Think of a QuickBooks feature and Centerbase has it. Securely connect your bank accounts and credit cards for faster reconciliations. Customize the layout and design of your invoices. Generate consolidated invoices showing all fees for a client across multiple matters. Add vendors and pay their bills, and simultaneously charge reimbursable expenses to clients. Post journal entries. You can even print checks designed for QuickBooks.

What Else Should You Know?

Centerbase also overhauled the Report Creator. Select fields, customize columns, and create a custom report to display any data you need to visualize. Centerbase costs $62 per user per month or $52 without accounting (Centerbase integrates with QuickBooks so you can migrate your accounting on your own timetable). Learn more about Centerbase.

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

EmpowerLegal's Online Video Series Helps Clients Perform Better at Depositions, Mediations, and Trials

By TechnoLawyer | Thursday, March 1, 2018

Today's issue of TL NewsWire covers an online video tutorial service to help lawyers prepare clients for depositions, mediations, and trials (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of cloud billing software for small firms seeking a standalone solution without practice management bells and whistles, a legal research service that helps you get up to speed in a new area with checklists, interactive forms, and practice notes, and much more. Don't miss the next issue.

Every litigator knows that client preparation can make or break a case. Yet thoroughly preparing a client for a deposition, mediation, or trial can be difficult and time-consuming. Because many people learn better by seeing realistic examples, abstract descriptions and warnings often fall on deaf ears.

EmpowerLegal Litigation Suite … in One Sentence

EmpowerLegal's Litigation Suite (EmpowerLegal) is a series of streamable video tutorials designed to help attorneys prepare clients for depositions, mediations, and trials.

The Killer Feature

You often hear that "content is king." This is especially apt for EmpowerLegal. Each video consists of professional actors in realistic legal event settings. EmpowerLegal's CEO and Founder, Alan S. Fanger, has more than 30 years of experience as a litigator. He worked with a film production team to audition professional actors and create the videos.

As the actors play out realistic situations, Fanger narrates, pointing out errors and what clients need to remember when they face similar circumstances. After each lesson, the actors reenact the scene to demonstrate the correct way to testify.

For example, the deposition video covers the importance of not explaining yourself but instead answering only the question asked. In the video, a witness in a business dispute is asked who was present when he signed the agreement. He starts his answer with unnecessary testimony about meeting with his lawyer beforehand. Fanger points this out after which the witness in the reenactment simply lists the people present at the signing and says nothing more.

"EmpowerLegal videos allow my clients to be more prepared," says attorney Mark V. Larson of Larson Law Firm P.C. "I absolutely have seen clients do a better job in mediations and depositions after viewing the videos because they know what to expect and how to answer. Using EmpowerLegal videos to prepare clients, I am getting some of the best depositions from clients that I have seen in my entire career. The videos do a bette

Other Notable Features

Your EmpowerLegal subscription includes administrative tools for sharing videos with clients and tracking which videos they view. Your clients gain access to a portal with the videos you make available. Below each video, clients can take notes and securely send you questions.

Each video runs for about 35-40 minutes, covering all the key topics likely to arise. For example, the trial video begins with jury selection, showing how the judge and attorneys conduct voir dire. The video then cuts to trial where your clients see opening statements, how evidence is introduced, what to do when an attorney objects during testimony, what's happening during a sidebar conference, how direct testimony and cross-examination differ, closing arguments, jury instructions, jury questions, and delivery of the verdict.

"During my long career, I realized the crucial need to prepare clients for reliable performance in major legal events such as mediation, trial, and deposition," Fanger says. "The EmpowerLegal Litigation Suite of streamable video tutorials provides realistic portrayals of these events, with helpful do's and don'ts, to help clients increase their chances of a favorable outcome."

What Else Should You Know?

Subscription packages depend on the number of litigators in your firm, the videos you want to use, and whether you opt to pay monthly or annually. You can price a subscription for your firm using the simple form on the website.

Learn more about EmpowerLegal Litigation Suite.

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

Kurent Offers Billing Software Without the Complexity of Practice Management

By TechnoLawyer | Friday, January 26, 2018

Today's issue of TL NewsWire covers cloud billing software for small firms seeking a standalone solution without practice management bells and whistles (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a legal research service that helps you get up to speed in new area with checklists, interactive forms, practice notes, and a new way to mine SEC filings for agreements and clauses, and much more. Don't miss the next issue.

It's easy to get bogged down in practice management software with features you don't need. One company found that many small law firms only care about three core features — entering time, creating and sending bills, and getting paid. So, the company used its expertise to create a new product catering to these desires.

Kurent … in One Sentence

Tabs3 Software's Kurent is a cloud billing system with tools for managing hours billed, expenses, accounts receivable, receipts, and more.

The Killer Feature

"After more than 35 years of making Tabs3 billing software, we know that most solos and small firms just want a simple way to get their bills out," says President and CEO Dan Berlin. "Kurent is designed as an easy-to-use billing software without expensive practice management features that clutter the billing process, and it's made by us, the experts in legal billing."

Kurent's top navigation bar exemplifies this simplicity with always present buttons to enter a fee or cost, or create a new matter or invoice. From here, you can also search every record in Kurent.

Each major function in Kurent has a dashboard with charts showing Key Practice Indicators and one-click access to the underlying records. For example, the Home Dashboard lists your recent activity, recent matters, billable hours versus your target, and notifications about items that need your attention such as unbilled activities and overdue invoices. Click any item to drill down for more details or to make changes.

"Kurent is seamless and easy to use," says Jim Krzyminski of the Law Office of James M. Krzyminski, "Everybody's happy that we switched. It's all in the cloud, so we can safely access our files from anywhere."

Other Notable Features

Kurent's side navigation panel takes you to each dashboard - Home, Firm, Matters, Contacts, Invoices, Fees, Costs, Receipts, and Reports. The Firm Dashboard keeps you apprised of the financial state of your firm with charts showing top clients, accounts receivable, unbilled activities, cash receipts, new matters, and billing history.

As you would expect from the company behind Tabs3, Kurent supports custom rates for matter type or client, write-offs, LEDES-compliant eBills, contingency and flat fees, and batch invoicing. Choose from several invoice designs, customize invoice and fee details, and add your firm's logo.

Kurent further streamlines financial management through integrations with LawPay and QuickBooks Online. When clients use the payment portal to securely pay by credit card via LawPay, Kurent automatically updates their account when the payment posts. The QuickBooks integration keeps your accounting records in sync without having to retype anything.

Kurent's dashboards are designed to minimize your need for reports. When you do need a report, choose from accounts receivable, aged accounts, write-offs, unbilled activity, receipts, and many others. Use simple checkboxes to add columns and data to reports. You can export reports in CSV or Excel format.

What Else Should You Know?

Kurent costs $26 per user per month with an annual commitment ($29 if you pay monthly). If you switch from another product, the Kurent team can import your existing data at no charge. Kurent offers a 30-day trial with no credit card required. Learn more about Kurent.

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

Topics: Accounting/Billing/Time Capture | TL NewsWire

Get a Helping Hand With Your Legal Work When You Need It, Including Interactive Forms

By TechnoLawyer | Wednesday, December 6, 2017

Today's issue of TL NewsWire covers a legal research service that helps you get up to speed in new area with checklists, interactive forms, practice notes, and a new way to mine SEC filings for agreements and clauses (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a research service dedicated to health care regulations, including tools to keep you apprised of regulatory deadlines, holiday gift ideas for cultured geeks with good taste, and much more. Don't miss the next issue.

The faster and more efficiently you provide quality legal services to your clients, the more work they'll send you. As requests increase so does the likelihood that they will involve issues you don't handle often. But that's no excuse for not continuing to exceed client expectations.

Lexis Practice Advisor … in One Sentence

Recently redesigned, Lexis Practice Advisor offers analytics, checklists, forms, practice notes, and other guidance on a growing number of practice areas.

The Killer Feature

Lexis Practice Advisor's new Transactions Search is powered by Intelligize — the securities law analytics company LexisNexis recently acquired. Transactions Search enables you to search agreements and clauses in SEC filings. Search by keyword, document type, transaction type, date, deal size, acquiring company, target company, law firm, key M&A deal terms such as termination fees, etc.

Transactions Search gives you access to more than 15,000 M&A transactions, and a similar number of registered offerings and exempt offerings filed since 2008 as well as a broad range of agreements from other practice areas. New filings become available within 24 hours. Lexis Practice Advisor users can use Transactions Search at no extra cost.

"Our goal for Lexis Practice Advisor has always been to create a product that is as intuitive and user-friendly as possible, while providing attorneys with the high-value, easy-to-digest content needed to complete any legal task quickly and efficiently," said Rachel Travers, vice president of Lexis Practice Advisor and Analytical. "With the new refreshed Lexis Practice Advisor interface as well as the recent integration with Intelligize, we deliver an improved user experience and provide easier access to vital information."

Other Notable Features

LexisNexis Corporate and Securities Subject Matter Advisor Ben Knuth visited our office to show us Lexis Practice Advisor's new interface, which incorporates feedback from users. You now have three ways to drill down through the available material — practice area, content type, or jurisdiction. Or you can enter a keyword search.

Lexis Practice Advisor offers several new practice areas in an ongoing effort to expand its coverage of important niche topics, including employee benefits and executive compensation. Each practice area has a home page you can bookmark. Home pages list common tasks, your recently browsed documents, the latest Law360 News articles, and the above-discussed Transactions Search if available.

When you select a task, you'll find practice notes, checklists, forms, and clauses. Forms are interactive with appended drafting notes, fields you can fill with your matter-specific data, and alternate and optional clauses you can insert (you can also insert your own clauses). For practice areas such as labor and employment that differ among jurisdictions, Lexis Practice Advisor offers comparison charts.

LexisNexis recruits top practitioners to create the content in Lexis Practice Advisor. You can also submit questions to authors about their contributions, and the Lexis Practice Advisor staff will get an answer for you.

In addition to these core materials, you'll also find related cases, statutes, regulations, Matthew Bender treatise excerpts, etc. from Lexis Advance. You can download forms and other materials in Word or PDF format, email them, and save them to a Lexis Advance Folder or your Dropbox account.

What Else Should You Know?

Lexis Practice Advisor Journal is a quarterly magazine for Lexis Practice Advisor users with tips across all the practice areas covered by Lexis Practice Advisor. The weekly Practice Insights email newsletter keeps you apprised of new content and features in Lexis Practice Advisor. Learn more about Lexis Practice Advisor.

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

Topics: Legal Research | TL NewsWire | Transactional Practice Areas

Health Reform Knowledge Center Offers a Single Point of Reference for Your Research

By TechnoLawyer | Wednesday, November 29, 2017

Today's issue of TL NewsWire covers a research service dedicated to health care regulations, including tools to keep you apprised of regulatory deadlines (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of holiday gift ideas for cultured geeks with good taste, a specialized legal research service for trademark law, including tools for quickly obtaining answers across different circuit courts and international jurisdictions, and much more. Don't miss the next issue.

The Affordable Care Act added to an already rich regulatory environment in the health care industry. Perhaps no other practice area offers lawyers as much opportunity to stay gainfully employed — provided you can stay on top of the torrent of information and find answers fast. A single point of reference is the best option for doing so.

Health Reform KnowlEDGE Center … in One Sentence

Wolters Kluwer's Health Reform KnowlEDGE Center is an online health care law research solution, offering primary and secondary sources as well as specialized tools.

The Killer Feature

Regulations and deadlines go hand in hand. The Health Reform Law and Regulatory Calendar Tracker in Health Reform KnowlEDGE Center enables you to find all applicable deadlines.

Select a source such as a C.F.R. section, a time frame, or one or more topics (e.g., Health Insurers, Medicare, Tax Impact, etc.). This generates a table listing all the effective dates related to your query. Each effective date is accompanied by the source, topic, and instructions written by the lawyer editors who maintain Health Reform KnowlEDGE Center. Click a source to view it. To stay on top of items of interest, you can receive email alerts. You can also export deadlines and related information in a variety of formats, including iCal for importing into a calendar such as Outlook.

Other Notable Features

More than 30 additional Practice Tools exist that work similarly to the Calendar Tracker. For example, Health Reform Navigators enable you to generate summaries on particular topics, including the date the regulation last changed, expert analysis, and links to primary sources. Other tools include Checklists, Decision Trees, and Wolters Kluwer's popular Smart Charts. These tools can reduce the time required to complete a memo or survey.

Among the more popular features of Health Reform KnowlEDGE Center is the Health Reform WK-EDGE news feed comprised of exclusive articles that keep you apprised of new developments related to health care reform. Search the archives back to 2013. Stay on top of breaking news by subscribing to the Health Reform WK-EDGE email newsletter or using the Android or iPhone app of the same name. You can customize the newsletter and app by jurisdiction, topic, and document type. For areas of intense interest, receive an email alert upon publication of a matching article.

You access Health Reform KnowlEDGE Center via a dashboard that you can customize with the references and tools you use most often. Also, you can search through all materials or a subset of content. Primary sources include state and federal cases, administrative decisions, statutes, proposed and final rules, notices, agency documents such as CMS Letters and OIG Reports, and much more.

What Else Should You Know?

"The Health Reform KnowlEDGE Center migration to the Cheetah platform is timely," says Paul Clark, Managing Editor, Health Law, Wolters Kluwer Legal & Regulatory U.S. "Congress is still attempting to repeal and replace the ACA, while the Trump administration is using its executive power to scale back regulation of the law. In this time of uncertainty and change, having a single source like Health Reform KnowlEDGE Center for news, analysis, primary source and tools remains important." Learn more about Health Reform KnowlEDGE Center.

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

One-Stop Resource for Domestic and International Trademark Research, Checklists, and Forms

By TechnoLawyer | Wednesday, November 8, 2017

Today's issue of TL NewsWire covers a specialized legal research service for trademark law, including tools for quickly obtaining answers across different circuit courts and international jurisdictions (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a Microsoft Word add-in that enforces firm standards through automated document creation, including data connections to Outlook, document management systems, and other software, a legal research service that automatically locates statements of law in cases and directs you to the best authority for each of them, and much more. Don't miss the next issue.

When you conduct trademark research, it can take a maddening amount of time just to get your bearings. You switch back and forth among several browser tabs, grapple with poorly designed government websites, try to recall which treatise to consult, etc. A better alternative is a single platform with everything you need.

WK Trademark Navigator … in One Sentence

Wolters Kluwer's WK Trademark Navigator is a research service for trademark practitioners, offering single-point access to case law, news, secondary sources, forms, and more.

The Killer Feature

WK Trademark Navigator now runs on the Cheetah platform, offering a modern user experience. A global search bar enables you to search all available references. Beneath the search bar is a dashboard with one-click access to all references and tools.

Case law includes published and unpublished TTAB opinions from 1993 to present. Search by case number, party, or keywords. WK Trademark Navigator also offers more than 160 forms available for download, the ability to search secondary sources such as Allen's Trademark Digest and Manual of Industrial Property (Brown Book), a daily news feed to keep you apprised of the latest trademark cases, and tools for analyzing and comparing requirements and costs in the United States and more than 230 international jurisdictions.

"Regardless of where you are in the process — research, search, application, appeal, or foreign registration — you'll find exactly what you need with WK Trademark Navigator," says Michelle Virzi, Product Manager, Intellectual Property, Wolters Kluwer. "We designed it as a single solution for a multifaceted process."

Other Notable Features

WK Trademark Navigator's news feed has become so popular you can receive the headlines via the Trademark Daily News email newsletter. Unlike competing services, case summaries are written by lawyers. Each case summary links to the court opinion for further investigation.

When clients have questions, WK Trademark Navigator's Smart Charts enable you to provide answers more quickly than a keyword search. For example, the Manual IP Trademark Smart Chart is based on Manual for the Handling of Applications for Patents, Designs and Trademarks throughout the World. After selecting a topic such as registrability of colors and one or more jurisdictions, the Smart Chart provides the answer for each selected jurisdiction with a link to the originating reference.

Other Smart Charts include Likelihood of Confusion by Circuit and TTAB Precedential Decisions. The Likelihood of Confusion by Circuit Smart Chart summarizes the test and factors for the circuit courts you choose. The TTAB Precedential Decisions Smart Chart provides the case citation, case summary, goods and services at issue, marks at issue, and year for the topics you choose.

Like Smart Charts, Checklists and Strategy Guides can save you time. One set of checklists walks you through the entire cancellation process before the TTAB. An accompany strategy guide provides insights and tips for both petitioners and respondents. Other checklists and strategy guides cover trademark filings, classification, and office actions.

What Else Should You Know?

WK Trademark Navigator links to three popular services — Alt Legal for filing domestic applications and responding to office actions, Corsearch for trademark screening and monitoring, and ktMINE for analyzing intellectual property data. Learn more about WK Trademark Navigator.

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

Improve the Consistency of Your Firm's Documents and Reduce the Time It Takes to Create Them

By TechnoLawyer | Thursday, November 2, 2017

Today's issue of TL NewsWire covers a Microsoft Word add-in that enforces firm standards through automated document creation, including data connections to Outlook, document management systems, and other software (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a legal research service that automatically locates statements of law in cases and directs you to the best authority for each of them, a specialized legal research service for trade secrets, including coverage of the Defend Trade Secrets Act of 2016 and tools for comparing jurisdictions, and much more. Don't miss the next issue.

The larger your firm, the more difficult it becomes to maintain efficiency and document quality. This relates both to the time it takes to create certain document types and the way they look. The secret is to enhance Microsoft Word and better integrate it with your other software.

Word LX Enterprise … in One Sentence

Infoware's Word LX Enterprise is a Microsoft Word add-in that automates document drafting tasks, and enforces your firm's work product guidelines.

The Killer Feature

When your firm pulls the trigger on Word LX, Infoware works closely with your implementation team to create all the document templates you'll need at the outset. Just as importantly, Infoware integrates Word LX with your existing software to further enhance document automation. For example, Word LX can retrieve contact information from practice management software and Document IDs from your document management system.

Out of the box integrations include Active Directory, Outlook (including Office 365 and Exchange), InterAction, iManage, OpenText, Amicus Attorney, PCLaw, and Time Matters. If you use products for which an integration doesn't exist, Infoware can build one using its API.

"Any law firm that wants to improve their document creation process should take a close look at Word LX," says Ivaylo Nikolov, Director, Information Technology at Davies Ward Phillips & Vineberg. "For many years, we've relied on it for increasing the efficiency of our staff and lawyers, and maintaining the accuracy of our documents."

Other Notable Features

Word LX resides in Microsoft Word's Ribbon. Click the LX New Docs button to view a customized dialog box, the top left of which lists templates for the most common document types — typically Letter, Memo, Envelope, Labels, etc. Use one of these or search for more specific template such as one related to a practice area (Word LX calls these "precedents").

Selecting a template or precedent unfurls additional options. These variations can accommodate different practice groups, offices, languages, paper size requirements, etc. Thanks to the Active Directory integration, users can create documents on behalf of others such as their boss. Personal settings enable you to control the zoom level and other niceties.

Once you finalize these options, a custom form appears. Here you can import data from connected applications per the integrations noted above. You also choose from a number of predefined options. For example, the Letter template offers choices for delivery method, salutation, cc/bcc, closing, and more.

When you need to print a document, Word LX's MultiPrint tool incorporates all of your firm's idiosyncrasies. Examples include printing final versions from the letterhead tray, applying stamps such as Draft or Copy, outputting a corresponding envelope, and creating a PDF version simultaneously for emailing or filing.

Word LX seeks to end the heartbreak associated with paragraph numbering and styles with a range of prebuilt options designed to work reliably. Infoware can create customized versions for your firm. CEO Dan Sharp tells us that Word LX offers more customization options than any competing product.

Other Word LX tools similarly improve on Word's native functions, including page numbers, section breaks, tables of authorities and contents, exhibit indexes, signature lines, headers and footers, and more.

What Else Should You Know?

"Our goal is to make document creation faster and easier for the legal profession," says Sharp. "Our solutions optimize and extend Microsoft Word with tools that are easier to use and that are more specific to the task of creating legal documents." Learn more about Word LX Enterprise.

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 | TL NewsWire

Add Artificial Intelligence to Your Legal Research for Faster, More Accurate Answers

By TechnoLawyer | Wednesday, October 25, 2017

Today's issue of TL NewsWire covers a legal research service that automatically locates statements of law in cases and directs you to the best authority for each of them (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a specialized legal research service for trade secrets, including coverage of the Defend Trade Secrets Act of 2016 and tools for comparing jurisdictions, a customizable, multiuser text entry automation utility that runs in Windows, Mac, and iOS applications, and much more. Don't miss the next issue.

Successful legal research doesn't only require finding authoritative answers to legal questions, but finding the best possible authority fast. Answering a client question the same day you receive it, supporting your arguments in a brief with irrefutable case law, etc. sets you apart from other lawyers.

Points of Law on Bloomberg Law … in One Sentence

Launched recently, Points of Law on Bloomberg Law is a new feature that uses artificial intelligence to improve the speed and accuracy of your legal research.

The Killer Feature

Like other legal research providers, Bloomberg Law provides headnotes for cases. Headnotes help you assess whether a case has potential but you must then dig into the case itself for the specifics.

As its name suggests, Points of Law goes beyond headnotes by highlighting the sentences in a case that include statements of law such as legal tests, elements, and standards. Clicking on a highlighted sentence opens a contextual Points of Law reference box with a definition of that point of law and a list of the most cited cases, any of which you can access. At the bottom is a button labeled Citation Map.

The Citation Map is a visual representation of the leading citation and all other citations for a point of law, each ranked. Each citation is represented by a bubble, the size of which indicates the number of citations. Connecting lines depict citations. You can rank citations by most cited or jurisdiction, and filter them by federal or state cases. Click any citation to view the point of law you're investigating in that particular case.

"By enabling litigators to quickly identify the statements of law within a court opinion and then see the most cited, most relevant, and most recent cases related to those statements, Points of Law enhances the ability to understand all sides of a legal issue," said Douglas Smith, Partner at Kirkland & Ellis LLP and a member of the Bloomberg Law Litigation Innovation Board.

Other Notable Features

Points of Law encompasses all published and unpublished opinions in all jurisdictions available in Bloomberg Law. The Point of Law reference box discussed above contains a second button labeled Related Points. Clicking this button lists related points of law that courts have expressed in addition to the one you're reviewing. Click any of these for exploration.

If you have a specific legal question, you can search Bloomberg Law's Points of Law database directly. Each Point of Law has a home page you can save for future reference. The home page lists the common expression at the top, cases below, and filters on the left. You can filter by court, jurisdiction, and more.

What Else Should You Know?

"Points of Law is another example of our commitment to continuous innovation and ongoing investment in data and technology to empower attorneys to more effectively and efficiently advise their clients," said Scott Mozarsky, President, Bloomberg Law. "With Points of Law, we have streamlined and improved the legal research process using machine learning and data visualization to reveal previously undiscoverable patterns and insights." Points of Law is included in Bloomberg Law at no extra charge. Learn more about Points of Law on Bloomberg Law.

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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