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Capture Billable Time on the Go as It Happens and Before You Forget

By Neil J. Squillante | Thursday, January 10, 2019

Today's TL NewsWire Hot Product is an Android and iPhone app for capturing billable time on the go, including multiple timers, voice-to-speech, and other shortcuts (see article below). Don't miss the next issue of TL NewsWire.

Lawyers lead increasingly complex and harried lives. One unfortunate side effect is lost billable time, especially when out of the office. While there's no escaping the laws of physics and adding more hours to the day, you can prevent lost time by capturing it on your smartphone. And now there's a new app for that.

PCLaw Go in One Sentence

PCLaw Go is a new timekeeping app for Android and iOS devices that enables users of the popular legal billing and accounting system PCLaw to post billable time entries from their smartphone while out of the office.

The Killer Feature

The designers of PCLaw Go set out to eliminate barriers between you and capturing billable hours. The built-in timer enables you to contemporaneously record a billable activity and enter that time on the go. You can run multiple timers simultaneously and switch among them. You can also enter time manually after the fact.

Either way, the matter lookup in PCLaw Go quickly finds the applicable matter in PCLaw for the associated time entry. When tapped, the Explanation Field expands to consume most of the screen for comfort and context when writing a detailed description of the entered time. PCLaw Go takes advantage of underlying technologies in Android and iOS such as voice-to-text for dictating your description.

When the explanation field is collapsed, the time entry screen displays the date, duration, matter, client, task code, explanation code, and rate (including exceptions). Your firm can select which fields in addition to the duration and matter are required versus optional.

When you're done with the time entry, one tap sends it to your PCLaw software. The app confirms receipt. If you use Time Matters, LexisNexis offers Time Matters Go offering similar functionality.

Other Notable Features

PCLaw Go can remind you to enter time daily, on weekdays, or on a specific day using your smartphone's notification system. You also choose what time you want to receive your reminder notifications.

You can save a time entry in progress as a draft. The Drafts screen also lists paused timers. One tap from Drafts takes you to History, which serves as a dashboard. At the top is a calendar. Tap on a day to view all the time entries for that day and the total time captured.

"There is a high demand for busy professionals to stay connected, even when they are on the go," says Scott Wallingford, Vice President of Strategy and Product Management for LexisNexis Law Firm Software Solutions. "PCLaw Go allows users to capture their time from anywhere, reducing time loss and increasing revenue. We've incorporated useful features like voice-to-text, a built-in timer, and automatic spelling correction to ensure that this app is both easy to use and convenient."

What Else Should You Know?

PCLaw Go requires PCLaw 14.2.2 or higher. Getting up and running involves two steps. Your administrator installs a utility on your PCLaw server and configures PCLaw Go. Invited users receive a link to the PCLaw Go app via email. The app is also available for download from the App Store for the iOS version or Google Play for the Android version. PCLaw Go honors all the same security settings as PCLaw, and PCLaw Go transmissions are encrypted (none of this data is stored by LexisNexis). Explore PCLaw Go 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: Accounting/Billing/Time Capture | Laptops/Smartphones/Tablets | TL NewsWire

Get Inside the Heads of Experts and Judges Using Their Own Historical Data

By Neil J. Squillante | Sunday, December 16, 2018

Today's TL NewsWire Hot Product enables you to analyze the historical record of experts and judges to inform your case strategy, including an expert's track record on Daubert challenges and citations your judge prefers (see article below). In addition, you'll find links to many previous TL NewsWire Hot Products, including cloud billing software for solos and small firms with new trust accounting and other billing productivity tools. Don't miss the next issue of TL NewsWire.

Everyone engages in mind reading. It's human nature. But it's not a good idea when it comes to the expert witnesses and the judges in your cases. You're much better off analyzing actual data.

Context in One Sentence

Context on Lexis Advance is a new litigation analytics product that enables you to visualize and leverage the historical record of experts and judges to draft better arguments.

The Killer Feature

Context grew out of Ravel Law, which LexisNexis acquired in 2017. Ravel Law garnered attention for its judge analytics offering, enabling lawyers to get inside the head of a judge before starting a legal research project.

With access to the vast store of legal knowledge on Lexis Advance, including more than 380,000 expert witness profiles, the Ravel Law team has achieved a breakthrough they call "case-law language analytics" -- the ability to transform unstructured documents into actionable data.

This has paved the way for Expert Analytics. Search for an expert and Context displays a dashboard with charts showing that expert's case volume by year, area of law, and jurisdiction, and another chart showing the hiring party breakdown. You'll also find current and past curricula vitae, contact information, and more.

Click the Analytics tab and you see the practical results of case-law language analytics. The Challenges Outcome Analysis chart lists the expert's Daubert challenge history, including the percent of testimony admitted, admitted in part, and excluded. An accompanying table lists each case, the basis of the challenge (methodology, qualification, relevance, or procedural), and the outcome. To the right, you'll find the corresponding court opinions for exploring these challenges in more depth.

"A resource like Context enables an attorney to better strategize," says Diana Witt, Director of Library Services at Akerman LLP. "Leveraging its analytics increases the probability of winning a case."

Other Notable Features

Context also brings case-law language analytics to bear on judges with Judge Analytics. After entering the name of your judge, the dashboard provides the judge's biography, contact information, etc. High-level charts break out opinion volume by year and area of law.

The Analytics tab takes you to the judge's Motion Outcomes chart, which compiles the percentage of motions granted, granted in part, and denied by 100 different motion types. You can filter by area of law, court, and motion type. Click on the type of motion that interests you and Context lists the applicable court opinions and outcomes.

Context also provides Citation Patterns for the judge you're researching. This means you can cite opinions in your brief that your judge is likely to find persuasive. A chart lists the judges most frequently cited by your judge (including self-citations). Cards that resemble those in Lexis Answers group related citations by point of law and display the key language from each case for you to copy and paste into your brief.

What Else Should You Know?

"With a few keystrokes, Context delivers the critical insights and analysis attorneys need to more quickly and successfully prepare their cases for court," says Jeff Pfeifer, Vice President of Product Management. "When attorneys know what specific language a judge regularly uses, or how well an expert's testimony will stand up to judicial scrutiny, they are empowered to argue more persuasively and effectively on behalf of their clients. Only Context delivers this level of insight, right from the very start of the litigation process." Explore Context on Lexis Advance 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: Legal Research | Litigation/Discovery/Trials | TL NewsWire

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

Advanced Document Automation Capabilities Without the Complexity

By Neil J. Squillante | Tuesday, December 4, 2018

Today's TL NewsWire Hot Product is a popular document assembly product rewritten with more accessible authoring tools embedded in Microsoft Word and a modern browser-based experience for end users (see article below). In addition, you'll find links to many previous TL NewsWire Hot Products, including cloud billing and practice management software that now includes full business accounting, eliminating the need for a third-party solution. Don't miss the next issue of TL NewsWire.

Document automation software has long promised to accelerate legal document creation while reducing errors. However, in the effort to empower end users, the authoring tools have traditionally added layers of technical complexity that impede wide adoption. With the launch of a new platform, a document automation pioneer seeks to make authoring more accessible so that anyone in any law firm can automate any document.

HotDocs Advance in One Sentence

AbacusNext rewrote its venerable document assembly software to create HotDocs Advance, which offers a modern user interface and authoring tools that run inside Microsoft Word.

The Killer Feature

HotDocs Advance consists of HotDocs Author (this replaces HotDocs Developer) and HotDocs Advance web application (the template repository and drafting tool for end users).

"HotDocs Advance is the new simple, scalable, and modern document platform from the market leader in document automation," says senior product manager Nigel Richards. "We have taken our vast years of experience building our market-leading products and crammed that knowledge into the all-new HotDocs Advance, providing our users with an unparalleled platform for creating and consuming HotDocs templates."

HotDocs Author resides in a tab in Microsoft Word's ribbon. From here, you can turn existing documents into templates using the HotDocs Field Editor, a palette similar to what you would use to apply styles. For example, you might select a party's name and convert it to a "Content Placeholder," a dynamic text field that can later be populated by the end users who run the template. You only need to create a Placeholder once as HotDocs Author finds all the other locations.

AbacusNext is especially excited about the ability to use complex, interdependent logic that built the HotDocs reputation without having to write code. Instead, creating rules resembles formula building in Excel, thus lowering the barrier to entry to the most powerful aspects of template creation.

These advanced template options include grouping related questions, conditional True/False or If/Else/Or logic to skip irrelevant provisions, connecting to auxiliary templates to add boilerplate language, mathematical calculations, and multilingual documents.

As an example, a template for an employment agreement can offer different provisions depending on the employee's compensation, title, and geographic location.

Other Notable Features

End users access dynamic interactive HotDocs interviews via a web browser. Each interview consists of form fields, checkboxes, radio buttons, etc. with progress indicated by green checkmarks. There's no need to fuss with formatting. The template repository now includes role-based permissions to selectively present templates to users, reducing the friction created by sorting through irrelevant templates.

HotDocs Advance Workgroups add to the platform's collaboration capabilities. Workgroups permits multiple users to collaborate within a template simultaneously, while maintaining audit trails of user activity and changes. You can even edit answers to quickly correct an error in a document.

According to AbacusNext, HotDocs Advance's modernized user experience can reduce drafting time by up to 90%.

What Else Should You Know?

HotDocs Advance can be deployed on-premises or as a cloud service. Integration capabilities include Active Directory to automatically define workgroups and permissions, connections to document and practice management systems for auto-populating data, and the ability to embed templates on your website for dynamic, self-service document generation. The new architecture that facilitates these integrations will make it easier to incorporate emerging technologies such as artificial intelligence (AI) and smart (blockchain) contracts. Explore HotDocs Advance 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: Automation/Document Assembly/Macros | TL NewsWire

Accounting, Billing, and Practice Management Converge in the Cloud

By TechnoLawyer | Thursday, November 8, 2018

Today's issue of TL NewsWire Today's TL NewsWire Hot Product is cloud billing and practice management software that now includes full business accounting, eliminating the need for a third-party solution (see article below). In addition, you'll find links to many previous TL NewsWire Hot Products, including cloud timekeeping software for small and midsize firms that automatically captures and categorizes your time. Don't miss the next issue.

It's hard to believe but lawyers once carried both a cell phone and a Palm Pilot, and earnestly debated the benefits of specialized hardware. More recently, lawyers have debated specialized software versus all-in-one software. The latter has the momentum, especially the convergence of accounting, billing, and practice management functions.

Firm Central in One Sentence

Thomson Reuters' Firm Central is cloud practice management and billing software (rated A by TechnoLawyer) that now includes full accounting functionality for front and back office management in one solution.

The Killer Feature

"Having the accounting built into the practice management system is extremely useful, more accurate and a huge time saver," says elder law attorney William B. Rambaum of William B. Rambaum PA.

One of the principal reasons Firm Central saves attorneys like Rambaum time is because the new accounting system eliminates the need for third-party accounting software. Firm Central now has all the same core functionality as products like QuickBooks — chart of accounts, check printing, credit card payments, general ledger, management of payables and receivables, etc.

Even better, the first-party nature of these features enables Firm Central to exceed the capabilities of third-party products. This is best exemplified by Firm Central's new Auto-Posting rules and Dashboard.

With Auto-Posting, you can automatically apply client payments, firm expenses, and more. For example, when a client pays you, Firm Central can automatically post all the related transactions to accounts receivable, the client's trust account, and your firm's general trust account. If the invoice contains several categories of charges, Firm Central can further split payments among accounts for legal fees, recovered expenses, taxes, and write-offs.

With the new Dashboard, you can see Revenue by Practice Area, Top Clients by Revenue, Aging AR, Unpaid Invoices, Unbilled Expenses, Fees Collected, and more on one screen.

"With Firm Central's fully integrated trust and business accounting software, lawyers can now manage all aspects of their practice in one secure complete platform," says Mark Haddad, general manager of Thomson Reuters' Small Law Firm segment. "Solo and small firm lawyers can quickly and easily track their financial activity and generate detailed reports, all within Firm Central. This approach improves efficiency, making it easier to manage finances and keep a close eye on the bottom line."

Other Notable Features

When clients pay you via credit card, Auto-Posting becomes even more automated. Firm Central includes ClientPay, enabling you to embed payment links and QR codes into invoices. ClientPay offers a lower-than-average rate of 1.95% for most transactions, and processes payments in a compliant manner to prevent ethics violations.

Firm Central offers a number of other notable advanced features. Switch between cash and accrual accounting to view your firm from different perspectives. Reconcile bank, credit card, and trust accounts, save a report in PDF format, and even undo a reconciliation if necessary. Apply client payments and pay bills in bulk or individually. Create rules defining who can request and approve checks.

More than a dozen reports in Firm Central enable you to analyze your firm's performance. Reports include balance sheet, profit & loss, collection realization by client, matter, or lawyer, sales tax liability, write-offs, and more.

What Else Should You Know?

Thomson Reuters offers several Firm Central plans, including options such as Deadline Assistant for rules-based litigation calendars. The Import Accounts tool gets you up and running quickly by importing clients, matters, accounts, and balances from your existing accounting system. Thomson Reuters provides migration support if needed. Explore Firm Central in more detail.

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

Smart Time 5 Brings Am Law 200 Timekeeping Technology to Small Law Firms for the First Time

By TechnoLawyer | Thursday, October 25, 2018

Today's issue of TL NewsWire covers cloud timekeeping software for small and midsize firms that automatically captures and categorizes your time (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 uses artificial intelligence to find court opinions that match the facts, legal issues, and jurisdiction of your client's case, new research tools for analyzing, visualizing, and identifying trends in health care fraud and securities violations, and much more. Don't miss the next issue.

The billable hour has proven a durable business model but it remains a source of frustration for small law firms. Contemporaneous timekeeping requires expensive software that only large firms can afford while reconstructing billable time requires too much effort and is inherently unreliable. Having your assistant enter your time combines each of these flawed approaches.

Smart Time 5 … in One Sentence

Launched this month, Smart Time 5 is the first cloud version of this established timekeeping software, making it available to small law firms for the first time.

The Killer Feature

Many of the country's largest firms use the on-premises version of Smart Time. Version 5 "brings features long used by Am Law 200 firms to small firms for the first time," says Smart Time Apps CEO & Founder Todd Gerstein.

For example, Smart Time includes Billing Guidelines that prevent users at your firm from posting time entries that don't comport with internal or client policies. You can create these guidelines at the firm, client, or matter level. Gerstein showed me a few common guidelines such as no block billing and descriptions limited to a certain number of characters. Using "narrative text logic, you can even require certain words (e.g., "email" must be paired with "regarding").

"What we've built is a single, but infinitely scalable, timekeeping solution," says Gerstein. "Whether you're a small, midsize, or large firm, you get the exact same system and features that make Smart Time the most powerful timekeeping system on the market."

Other Notable Features

Smart Time accommodates all three methods of timekeeping — contemporaneous, reconstructive, and collaborative. Contemporaneous timekeepers can use timers and create time entries when they complete each task. A local Windows application records all your activity for accurate reconstructive tracking that you and/or your assistant can access using the web interface.

Traditionally, reconstructive trackers like this require sleuthing to match activities with matters. Smart Time features a Relationship Engine that automates this matching. After importing your clients and matters, you can expect Smart Time to correctly categorize about 75% of your billable activity. "Learn" and "Block" buttons next to each unrecognized time entry on the Time Capture & Entry dashboard train Smart Time further until it attains near 100% accuracy (the Block button trains Smart Time to ignore activities such as personal email, etc.).

Smart Time enables you to prospect for missing time by selecting a blank block of time on the main dashboard and running a Gap Analysis. This generates a list of recorded unbilled activity during that time period. According to Gerstein, Smart Time's Gap Analysis recovers 8-10 hours of additional billable time per timekeeper per month on average. The main dashboard offers a wealth of additional business intelligence tools that slice and dice your time data to give you greater insight into your goals.

"Smart Time has been the only software that has facilitated my ability to bill contemporaneously or to recreate my time three months later (I happen to do both)," says Liz Messianu, a partner at Florida-based Lubell Rosen. "Nothing is missed, nothing is left unbilled which you have touched, phoned, created, read, looked at, or sent electronically. What more can a busy attorney want? It works."

What Else Should You Know?

Smart Time offers mobile apps for Android and iPhone, enabling you to add and edit time entries on the go. The mobile app has all the same functionality, including timers. Learn more about Smart Time 5.

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

Finish Your Legal Research 25% Faster and Never Miss a Relevant Case

By TechnoLawyer | Thursday, October 11, 2018

Today's issue of TL NewsWire covers a legal research service that uses artificial intelligence to find court opinions that match the facts, legal issues, and jurisdiction of your client's case (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of new research tools for analyzing, visualizing, and identifying trends in health care fraud and securities violations, a popular accounting, billing, and practice management system with a new design, including customization for a more personal and productive experience, and much more. Don't miss the next issue.

Remember the days of struggling to find a case with similar facts? Or wondering if opposing counsel missed a key case? Or learning that your legal research plan doesn't include a reference? If these old days sound like your present day, keep reading.

Casetext … in One Sentence

Casetext is an online legal research service with an artificial intelligence (AI) search engine called CARA designed to save you time and deliver better results.

The Killer Feature

Casetext supports Boolean syntax and natural language searches but CARA offers a third alternative. You drag and drop a complaint, brief, etc. into the CARA search platform. Then enter a few keywords (e.g., copyright, duty of care, mezzanine debt, Robinson-Patman, etc.).

This CARA search results in a list of cases ranked by relevance based on the facts, legal issues and jurisdiction of your client's case. Symbols indicate whether the case is cited in the document you uploaded, enabling you to find cases not cited by opposing counsel.

"Get a motion that you have to respond to, run it through CARA, put some keyword searches in, and I bet you you'll get your answers very, very quickly," says Karen Coolman Amlong of The Amlong Firm. "And I think the proof is in the pudding. You get that kind of response, and you say, 'Wow. This is cool.' And then you look at the pricing and say, 'It's really cool.'"

"Thanks to CARA, legal professionals finish their research about 25% faster than with traditional tools," says Casetext CEO and Co-Founder Jake Heller. "For too long, we lawyers have had to choose from a handful of not-so-great and expensive legal research options. Our goal at Casetext is to change that. We've brought cutting-edge, efficient legal research technology that attorneys actually love using to over two dozen Am Law 200 firms, as well as to over 700 solo attorneys and small firms like The Amlong Firm."

Other Notable Features

No matter what type of search you run, Casetext offers a number of tools to help you pinpoint the best cases. You can search within a search and limit search results to jurisdictions and courts of interest. Casetext highlights Key Passages — portions of the case frequently cited — and lists these citations for you to explore with a click. The Casetext Citator at the top of each case warns you about negative treatment.

Along the left side of the search results you'll find several AI-powered tools. Holdings displays the court's legal conclusions in the cases listed whereas Black Letter Law lists indisputable findings in these cases. You can also review cited statutes and regulations, as well as related briefs, client memos, and articles from top law firms.

When you copy a passage from a case, Casetext's Copy with Cite technology automatically adds the citation in Bluebook format to your clipboard. It also formats the passage you copy as a block quote if it contains 50 or more words. You can copy the passage as a parenthetical citation if you prefer.

What Else Should You Know?

Casetext includes all federal cases, all state appellate cases from the 1950s to present (California from the 1850s), and all state and federal statutes and regulations. A Casetext subscription costs $65 per month with an annual commitment ($89 per month otherwise), and includes unlimited access to everything. Learn more about Casetext.

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

Bloomberg Law Adds Health Care Fraud and SEC ALJ Initial Decisions to Its Growing Portfolio of Enforcement Tracking & Analytics Offerings

By TechnoLawyer | Thursday, October 4, 2018

Today's issue of TL NewsWire covers new research tools for analyzing, visualizing, and identifying trends in health care fraud and securities violations (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a popular accounting, billing, and practice management system with a new design, including customization for a more personal and productive experience, cloud billing and practice management software designed to automate your practice through tags, document assembly, process automation workflows, and third-party integrations, and much more. Don't miss the next issue.

When your client faces or may face an enforcement action by the Department of Health and Human Services (the federal health care agency) or the Securities and Exchange Commission, you can conduct legal research to find similar fact patterns and piece together a strategy. However, reading individual health care fraud settlements and Administrative Law Judge (ALJ) initial decisions is time consuming and won't help you identify relevant trends.

Enforcement Tracking & Analytics on Bloomberg Law … in One Sentence

Launched recently, Bloomberg Law's Health Care Fraud Analytics and SEC ALJ Analytics are two new legal research tools for lawyers under the company's growing portfolio of Enforcement Tracking & Analytics.

The Killer Feature

Health Care Fraud Analytics and SEC ALJ Analytics organize the corpus of public data into visualizations to help you assess both the big picture and important details.

For example, Outcome Analytics graphically depicts enforcement trends in a bar chart. For health care law, you can view top settlements by court and/or violation type (kickbacks, billing for unnecessary services, physician self-referrals, etc.). Hover over a settlement for details like settlement amount, entity types, and settlement date. A link takes you to the settlement agreement if you want to read it.

For SEC violations, you can view a stacked bar chart showing top decisions by dollar amount with breakouts for disgorgement, civil penalty, and pre-judgment interest. Another stacked bar chart shows number of events by penalty with five breakouts ranging from under $500,000 to over $500 million. Narrow the data in the chart by type of entity, title of individual, and/or violation type (material misstatements, fraudulent scheme, etc.).

"Bloomberg Law's Health Care Fraud Analytics compiles what would have required lengthy searches over multiple sources and puts it all in one place in an easily navigable and digestible format," says Associate John Eason of Bass Berry & Sims PLC. "It is an incredibly useful tool for our firm's Health Care Fraud Task Force in its efforts to track and analyze the government's enforcement priorities in civil False Claims Act actions and related criminal matters, and in advising clients on health law compliance and risks."

"With all the essential data distilled into easy-to-digest visualizations, Enforcement Tracking & Analytics on Bloomberg Law allows practitioners to better and more efficiently counsel clients who are facing potentially significant penalties," says Joe Breda, president of Bloomberg Law.

Other Notable Features

Health Care Fraud Analytics and SEC ALJ Analytics also enable you to analyze and compare research results in new ways. Start by entering keywords and choosing from several advanced search options. For Health Care Fraud Analytics, narrow your search by origin of complaint (self-disclosure, government investigation, whistleblower), type of entity, type of violation, parties, attorney, law firm, date, and settlement amount. SEC ALJ Analytics offers search parameters such as judge, individual title, non-monetary remediation, disgorgement, and civil penalty.

Your search results appear in a table, giving you a snapshot of each relevant health care settlement or ALJ initial decision respectively. You can display only the columns you need, change their order, sort by date, and apply filters to narrow your results. Links take you the primary source as well as to related content like dockets and news stories. You can save your search to your Bloomberg Law dashboard, receive email alerts, and print or download the table to share with clients and colleagues.

What Else Should You Know?

A Bloomberg Law subscription provides full access to these new services and all other content. Learn more about Health Care Fraud Analytics and SEC ALJ Analytics.

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

Tabs3 Software Version 19 Brings a User-Focused Redesign to Its Deep Set of Features

By TechnoLawyer | Monday, September 24, 2018

Today's issue of TL NewsWire covers a popular accounting, billing, and practice management system with a new design, including customization for a more personal and productive experience (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of cloud billing and practice management software designed to automate your practice through tags, document assembly, process automation workflows, and third-party integrations, backup software that backs up operating systems, files, databases such as Outlook, and cloud storage services such as Dropbox, and which includes ShadowProtect for faster restores, and much more. Don't miss the next issue.

Design and user experience have become important features of legal software, especially accounting, billing, and practice management systems given their hundreds of features. The challenge lies in making these features discoverable and accessible without clutter. One popular product recently took on this challenge.

Tabs3 Software Version 19 … in One Sentence

Software Technology has redesigned Tabs3 Billing, Tabs3 Financials, and PracticeMaster — collectively Tabs3 Software Version 19 — with the goal of making law firms more efficient.

The Killer Feature

The new look of Tabs3 Software Version 19 (Tabs3) takes advantage of widescreen displays, and offers users extensive customization. For example, you can pin matters to the new persistent navigation panel on the left. This panel also lists your recent matters and actions, and features a global search with autocomplete suggestions. Quick Launch Icons along the bottom of Tabs3 place all major features one click away.

Also new are tabs and the Home Dashboard. You can open an unlimited number of screens in side by side tabs and quickly switch among them. Tabs remain intact until you close them. The new Home Dashboard lists your calendar events on the left and your tasks on the right. Below you'll find the new Recap of Hours with your totals and charts showing your billable and non-billable hours, as well as unprocessed timers by day, week, or month. One click takes you to the full Recap of Hours with larger charts and additional data such as your progress against your billable hours target.

"Magnificent!" says Steve May, Firm Administrator of Shapiro Blasi Wasserman & Hermann, PA. "I love the tabbed interface, Quick Launch, and Home Page."

"Version 19 of Tabs3 Software is the culmination of serving law firms for 40 years," says President and CEO Dan Berlin. "We have developed a close relationship with many of our clients and industry consultants. Insight from these relationships has helped us to develop Version 19 with the precision and flexibility that modern law firms need."

Other Notable Features

Given its maturity, Tabs3 supports any law firm billing model, including rules for origination fees and how to apply lump sum client payments. Tabs3 also includes general ledger, accounts payable, and trust accounting, eliminating the need for a third-party accounting system.

Version 19 beefs up online payment options. You can add an online payment link to an email message when sending an invoice. Clients can pay by e-check or credit card powered by ProPay. The new Import Online Payments tool enables you to allocate these payments with one click or review them one by one.

On the flip side, Tabs3 also offers new Accounts Payable features, most notably Advance Client Costs for recovery of expenses. You can choose to pay select invoices only after clients have reimbursed you to preserve your cash flow. A new General Ledger report shows these advance client costs. And speaking of cash flows, the new statement of cash flows report gives you better insight when making financial decisions.

What Else Should You Know?

Tabs3 runs on Windows. Companion product Tabs3 Connect facilitates remote access from any desktop or mobile web browser. A new subscription option that includes software updates costs $72/user/month for all products. Separately, Tabs3 Billing costs $32/user/month, PracticeMaster costs $32/user/month, and Tabs3 Financial costs $8/user/month. You can still buy a traditional license if you prefer. Learn more about Tabs3 Software.

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

PracticePanther Adapts to and Automates Your Firm's Processes

By TechnoLawyer | Wednesday, September 19, 2018

Today's issue of TL NewsWire covers cloud billing and practice management software designed to automate your practice through tags, document assembly, process automation workflows, and third-party integrations (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of backup software that backs up operating systems, files, databases such as Outlook, and cloud storage services such as Dropbox, and which includes ShadowProtect for faster restores, OCR software that automatically finds unsearchable documents in your document management system, Windows PCs, and cloud storage services, and makes them searchable, and much more. Don't miss the next issue.

Because of their internal processes, no two law firms are alike. These processes become the foundation of the firm's culture. New employees experience culture shock until they learn these processes. Likewise, your billing and practice management system will never fit in unless it too can acclimate to your firm's unique set of systems.

PracticePanther … in One Sentence

PracticePanther is a cloud-based billing and practice management system that emphasizes customization and which integrates with dozens of third-party applications for additional flexibility.

The Killer Feature

"Tags are a key PracticePanther differentiator," says Senior Account Executive Sam Alkoubey as he begins my demo. He's referring to the ability to append descriptors to any data in PracticePanther — contacts, events, clients, matters, time entries, prebills, invoices, etc. You can restrict tag creation to administrators to foster consistency and prevent near-duplicates.

Tags enable you to create applications within PracticePanther without any programming skills. For example, you can create a customer relationship management system by creating a set of tags to track contacts as they move from prospect to client. You could then email all prospects who complete an initial consultation within the past month but have not yet signed an engagement letter.

PracticePanther also offers custom fields, which work in conjunction with tags. You can group a set of related custom fields such as for a practice area intake form and associate this group with a tag. Then you could generate a report comparing your firm's practice areas across a range of metrics.

Other Notable Features

CEO David Bitton tells me that PracticePanther has surpassed older rivals in terms of overall functionality. "With contact and matter management, automated time tracking and invoice generation, document and workflow generation, email and calendar sync, and countless more sophisticated features, we are proud to offer the highest-rated and most intuitive law practice management software that is used in over 170 countries worldwide," says Bitton.

PracticePanther has a main dashboard as well as dashboards for each major function. From the main dashboard, you can access each of these functions, including an internal messaging system. Additionally, this dashboard lists your firm's overall financials if you have access rights, your billable time and targets, and recent activity in your matters. To the right are active timers and the ability to start new ones.

The billing system accommodates all business models — hourly, flat, contingency, and even subscription (recurring payments). You can set rates by timekeeper and matter, use UTBMS task codes, customize invoice templates with your logo and terms, enter multiple time entries simultaneously, edit prebills on the fly, receive a notification when clients view an invoice, and accept payment by e-check and credit card via LawPay. PracticePanther includes trust accounting and check printing, and also offers QuickBooks integration for bookkeeping.

Other features include a list view for the calendar and color-coded events, integration with Box and Dropbox for document management, document assembly that takes advantage of custom fields, automated workflows that consist of dependent tasks triggered by preceding tasks or date calculations, dozens of reports ranging from incomplete tasks to origination of matters, and a client portal with support for web forms.

What Else Should You Know?

PracticePanther runs in all major web browsers. You can also use the free iOS and Android apps. Choose from three plans — Solo, Essential, or Business — that cost $39, $59, or $79 per month respectively with an annual commitment. Learn more about PracticePanther.

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
 
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