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Lexis Search Advantage | Transactional Powered by Intelligize Offers Roundtrip Searches of Your Firm's Work Product and the SEC

By Neil J. Squillante | Wednesday, December 5, 2018

Today's TL NewsWire Hot Product is knowledge management software that enables you to mine your firm's own work product and the SEC's EDGAR database for model clauses and precedents using classification technology pioneered by Intelligize (see article below). In addition, you'll find links to many previous TL NewsWire Hot Products, including a popular document assembly product rewritten with more accessible authoring tools embedded in Microsoft Word and a modern browser-based experience for end users. Don't miss the next issue of TL NewsWire.

When a law firm grows to a certain size, you become unaware of most of the work product being produced in your own practice group. Over the years, you can even forget about your own work product. Accordingly, being able to find and reuse past work product has become an essential productivity tool in corporate practice.

Lexis Search Advantage | Transactional Powered by Intelligize in One Sentence

Lexis Search Advantage | Transactional Powered by Intelligize (Lexis Search Advantage | Transactional), which integrates with your firm's document management system to better classify your firm's work product, incorporates the search technology of Intelligize for more precise and expansive search results.

The Killer Feature

Intelligize revolutionized SEC EDGAR searches — so much so that LexisNexis acquired the company in 2016. As a result, Lexis Search Advantage | Transactional is built on Intelligize, enabling you to search both your firm's work product and EDGAR using a similar interface.

The Intelligize integration brings more than 300 classifications to your firm's documents with a 90% confidence level. For example, document types include Articles of Merger, Asset Purchase Agreement, Stock Purchase Agreement, Underwriting Agreement, etc.

Not all helpful work product resides within your firm. With one click, you can transfer your Lexis Search Advantage search to Intelligize to find similar documents among all SEC filings. Another click takes you back to Lexis Search Advantage | Transactional.

"Lexis Search Advantage | Transactional Powered by Intelligize is one example of how we put the power of data-driven law in our customers' hands," says Jeff Pfeifer, Vice President of Product Management, LexisNexis. "This new tool in the Lexis Analytics suite sits behind a firm's firewall and helps attorneys mine enriched internal documents while searching precedent agreements filed with the SEC to deliver better client value."

Other Notable Features

Lexis Search Advantage | Transactional has a two-paned interface with your search criteria on the left and the search results on the right. In addition to entering keywords, you can also choose from several filters, including the new Intelligize document types noted above as well as specific deal points (e.g., gold in the backyard and sandbagging in merger agreements). Other search filters include document title, clause title, parties involved, attorneys, firms, companies, governing law, jurisdictions, and date range. Your firm can customize these search fields when you implement Lexis Search Advantage| Transactional.

The new tabbed interface for search results enables you to toggle back and forth among searches. Icons next to each item in the search results indicate document format (Word, PDF, etc.). A new "tags" feature draws your attention to a document's significant attributes. A designated team at your firm can define all the "public tags" for consistency. You can supplement these with your own personal tags (called "My Tags") that only you can see. You can use both types of tags to narrow your search results.

Each document that your searches reveal contains a rich set of metadata for quick exploration, including definitions, reps and warranties, covenants, conditions, and remedies and indemnification. Click a covenant such as "gold in the backyard" for example and Lexis Search Advantage | Transactional displays that provision in a snippet. You can export multiple snippets and compare them side by side in an Excel document.

What Else Should You Know?

Lexis Search Advantage | Transactional integrates with popular document management systems such as NetDocuments, iManage, and eDOCS. All security settings in your document management system, including ethical walls, are inherited by Lexis Search Advantage | Transactional. Explore Lexis Search Advantage | Transactional Powered by Intelligize and bookmark the website.

About TL NewsWire
So many products, so little time. Each week, TL NewsWire reports on the hottest new products for lawyers and law office administrators. The innovative structure of TL NewsWire articles enable you to quickly understand each product's value proposition, and then zero in on its killer feature and other notable attributes. In each issue, you can easily revisit our back catalog of articles and the most recent TL NewsWire Top 25 Products Awards. Subscribe to TL NewsWire.

Topics: Collaboration/Knowledge Management | Document Management | Legal Research | TL NewsWire

The Key to Being a Happy Lawyer; 20 Helpful Utilities for Geek Lawyers; Review of Clio; My Rickety Task Management System

By TechnoLawyer | Friday, September 28, 2018

Today's issue of TL Serendipity contains these articles:

David O'Connell, The Key to Being a Happy Lawyer (If Only for a Minute or Two)

Tom Trottier, 20 Helpful Utilities for Geek Lawyers

Ed Schieffler, Review of Clio

Josh Friedman, My Rickety Task Management System

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Practice Management/Calendars | Technology Industry/Legal Profession | TL Serendipity | Utilities

Reviews of Adobe Sign, Rukovoditel, Everything, Dictate Pro

By TechnoLawyer | Friday, September 21, 2018

Today's issue of TL Serendipity contains these articles:

Harold Dye, Review of Adobe Sign

Joni Mueller, Review of Rukovoditel

Miriam Jacobson, Review of Everything

Erica Todd, Review of Dictate Pro

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Dictation/OCR/Speech Recognition | TL Serendipity | Utilities

Three-Part Task Management System; Mediators Are Not Svengalis; Reviews of Ecco Pro, Adobe Sign

By TechnoLawyer | Friday, September 14, 2018

Today's issue of TL Serendipity contains these articles:

Bryan Sims, My Three-Part Task Management System

Robert Rice, Mediators Are Not Svengalis

Rodrick Enns, Ecco Pro Alive and Kicking

Philip Franckel, Review of Adobe Sign

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Litigation/Discovery/Trials | Practice Management/Calendars | TL Serendipity

Practicing Law Is a Great Job; Reviews of Just Press Record, Dictate + Connect, HelloSign, RMail

By TechnoLawyer | Friday, August 31, 2018

Today's issue of TL Serendipity contains these articles:

Emmett Raitt, Law Practice Is a Much Better Job Than Most Alternatives

Troy Marsh, Review of Just Press Record (Dragon Anywhere Alternative)

Andrea Cannavina, Review of Dictate + Connect (Dragon Anywhere Alternative)

Stephen Hayes, Reviews of HelloSign and RMail

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Dictation/OCR/Speech Recognition | Email/Messaging/Telephony | Technology Industry/Legal Profession | TL Serendipity

Review of Nozbe for Task Management and Delegation; Three Law Firms Share Their Scan Plan

By TechnoLawyer | Friday, July 20, 2018

Today's issue of TL Serendipity contains these articles:

Tom Stubbs, Review of Nozbe for Task Management and Delegation

Harry Steinmetz, Our Law Firm's Scan Plan Using Fujitsu ScanSnap and Brother MFC Equipment

David Mooney, Our Law Firm's Scan Plan Using Fujitsu ScanSnap

Douglas Evans, Our Law Firm's Five Scanner Scan Plan

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Copiers/Scanners/Printers | Dictation/OCR/Speech Recognition | TL Serendipity

Replace Internal Email With NetDocuments' New ndThread Messaging and Collaboration Service

By TechnoLawyer | Tuesday, June 12, 2018

Today's issue of TL NewsWire covers a corporate messaging service that automatically saves discussions and shared documents to NetDocuments (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 scores your briefs and offers a spellchecker-like tool which suggests corrections and stylistic improvements, cloud software for paperless deposition exhibits that gives you precise control over what the deponent sees and which can generate a hyperlinked report of all marked exhibits, and much more. Don't miss the next issue.

Email makes a lot of sense for communicating with clients thanks to its interoperability across organizations. But internal email is a different story. The sheer volume can bury important client messages and prevent them from being filed or shared. Since you're all in the same organization, corporate messaging offers a better alternative — except that it usually creates another location to manage.

NetDocuments ndThread … in One Sentence

Just launched, NetDocuments' ndThread is a secure messaging service embedded within NetDocuments' cloud platform with apps for Windows, Mac, Web, iOS, and Android.

The Killer Feature

ndThread builds on the recent launch of ndMail (for storing email and attachments) to ensure that you'll find all information related to a matter in one location in NetDocuments. This also guarantees a unified platform for communication and collaboration while incorporating NetDocuments global search functionality.

ndThread came to NetDocuments via its acquisition of ThreadKM late last year. Dan Hauck, former CEO of ThreadKM and current VP of Product and User Experience at NetDocuments, spearheaded the project to incorporate ndThread into the NetDocuments platform for matter and topic-based messaging.

ndThread offers a zero-configuration experience on several fronts. For example, there's no initial setup because everyone in your firm can use their NetDocuments identity to login and use ndThread. Furthermore, there's no concern about threaded discussions becoming information silos because ndThread automatically saves and categorizes conversations in the correct matter within NetDocuments' matter, client, or topic-based workspaces.

"NetDocuments' ability to quickly incorporate the ThreadKM technology into its global cloud service speaks to its incredible power and efficiency," says Hauck. "The same encryption, security, compliance, indexing, and search functionality of NetDocuments' robust service now extends to all aspects of ndThread, reducing the need for law firms to rely on outside technologies to quickly and effectively communicate."

Other Notable Features

ndThread offers two ways to communicate with colleagues — direct messages and workspace discussions. Direct messages work like text messages except that you don't need to maintain an address book. Workspaces in ndThread mirror workspaces in NetDocuments and facilitate a conversation among members of a client team, practice group, committee, etc. Notification icons inform you of unread messages (you can also receive email or push notifications).

Workspaces can contain multiple private or open "threads" alongside other matter-related documents and email (e.g., a partners-only discussion). When a new team member joins a workspace, they gain access to all past discussions and documents, helping them get up to speed.

Most of the time, you'll reference documents already stored in NetDocuments. If you add a new document from elsewhere, ndThread asks you to fill out a profile and saves it into the same workspace in NetDocuments. Once a document resides in ndThread, you can use annotation tools to collaborate on it. These annotations reside in a nondestructive layer on top of the document. Collaborating in this fashion brings everyone to the same file, eliminating the drudgery of merging competing redlines or commentary sent in email messages or attachments.

What Else Should You Know?

"We started looking at ThreadKM as an innovative alternative to traditional email communication before the NetDocuments acquisition," says David Pray, Chief Transformation Officer at Bailey & Glasser LLP. "Now having ndThread as part of the NetDocuments platform presents a win-win scenario. We look forward to immediately leveraging ndThread as part of our NetDocuments platform investment." Learn more about ndThread.

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

Topics: Collaboration/Knowledge Management | Document Management | TL NewsWire

Reviews of TeuxDeux, Trello, Time Matters, Zola Suite, NitroPro

By TechnoLawyer | Friday, May 25, 2018

Today's issue of TL Serendipity contains these articles:

Zack Becker, Review of TeuxDeux (Task Manager)

Robert Boydstun, Review of Trello for Task Management

Debra Bruce, Review of Time Matters v. Zola Suite

Robert Rice, Review of NitroPro

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Dictation/OCR/Speech Recognition | Practice Management/Calendars

Review of Dell Inspiron 13 7000, Time Matters AMP; Fed Up With Task Managers

By TechnoLawyer | Friday, May 11, 2018

Today's issue of TL Serendipity contains these articles:

Silvio Nardoni, Review of Dell Inspiron 13 7000

Mark Olberding, Why I'm Fed Up With Task Managers

Bobby Abrams, Review of Time Matters AMP (Why I Subscribe)

Don't miss this issue — or any future issues.

How to Receive TL Serendipity
Our most serendipitous offering (hence its name), TL Serendipity consists of contributions by TechnoLawyer members who have important information to share. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The TL Serendipity newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Collaboration/Knowledge Management | Coming Attractions | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Serendipity

Tips for Lawyers Who Use the iOS Notes App Plus 59 More Must-Reads

By TechnoLawyer | Monday, April 30, 2018

Coming today to BlawgWorld: Our editorial team has selected the 60 best legal technology articles, podcasts, and videos from the past week. Below you'll find a sampling from today's issue, including our BlawgWorld Pick of the Week. BlawgWorld is free so don't miss the next issue — sign up now.

Congratulations to Jeff Richardson of iphone J.D. on winning our BlawgWorld Pick of the Week award: Quick Access to Your Most Important Notes

Six Easy Opt-Outs to Protect Your Privacy

Editor's Pick: Five Tech Tips for Writers

Best Online Backup Services Ranked and Rated

Best New Apps for iPhone and iPad

RevieW: 1Blocker X for iOS

IFTTT's Latest Plan: Helping Legacy Companies Take on Tech Giants

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession. 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. Subscribe now for free.

Topics: BlawgWorld Newsletter | Collaboration/Knowledge Management | Coming Attractions | Laptops/Smartphones/Tablets
 
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