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Stamps.com Review; War Without End; Tabs3; CrossEyes Review; SyncMaster 226BW Review

By Sara Skiff | Thursday, May 14, 2009

Coming today to Answers to Questions: Erin Baldwin reviews Stamps.com, Richard Keyt calls for an end to the Word/WordPerfect debate and suggests more productive topics of discussion, Paul Purdue explains discusses Tabs3 for time-billing, Stephen Seldin reviews CrossEyes for revealing formatting code in Word, and Perry Bulwer reviews the Samsung SyncMaster 226BW 22' monitor and WinTV. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Document Management | Email/Messaging/Telephony | Law Firm Marketing/Publications/Web Sites | Online/Cloud | Practice Management/Calendars | TL Answers | Utilities

SmallLaw: Minimum Daily Technology Requirements Part 2: Software

By Ross Kodner | Monday, May 4, 2009

SmallLaw-04-27-09-450

Originally published on April 27, 2009 in our free SmallLaw newsletter.

In my last column, I introduced the idea of the MDTR — the "Minimum Daily Technology Requirements" for every solo and small firm's technology needs. My first column discussed hardware needs. This column focuses on the application and utility software a small practice needs.

MDTR: Major Applications

Beyond the choice of either or both Microsoft Office 2007 and the Corel WordPerfect X4 suite (both if you wish to be "word processing ambidextrous" which can make a great deal of sense for many firms), the following categories of applications comprise the Minimum Daily Technology Requirements for the standalone PC:

Adobe Acrobat Standard or Pro: Not some ersatz Acrobat-wannabe, the real thing — get it bundled with your PC, or with a scanner to save money on this item.

Practice Management System: Any practice management system is better than none. After 24 years of thinking about this, I am now ready to unequivocally state that every law practice needs one (even if you don't realize it!).

If you have clients and cases, you have information that needs to be managed, period. Outlook is just not capable enough so look into Amicus Attorney, PCLaw, PracticeMaster, Time Matters, or even the Web-based Clio, Rocket Matter or VLO systems. Find a well-referenced, solidly-credentialed independent consultant to help you decide and then implement.

(My only remaining concerns about Web-based, or SaaS (Software as a Service) systems is the general lack of ability to function entirely offline, if you lose Internet connectivity. Clio has taken the first step in this direction with offline time entry, but this isn't enough as far as I'm concerned.)

Document/Email Management: Practicing without a DMS means self-inflicted torture in terms of wasted otherwise billable time when you cannot find prior work product or are inundated with massive amounts of email. Worldox leads the pack after 20+ years in cost-effective ($395/person) small-firm friendly document/email management that tightly integrates with the major practice management systems (which might have some built-in document/email management abilities, but these are insufficient for most firms).

Legal Billing/Bookkeeping: Ideally, your billing system should work with your practice management system — with the PracticeMaster/Tabs3 combination being the standout because Tabs3 as the billing component outdistances the abilities of competitive systems and their built-in billing modules. Kudos to the Web-based products for solid and simple billing/bookkeeping as well. Second best would be the PCLaw system, which is more simplistic on the practice management side, but still a reasonably-priced integrated contender. Systems that integrate with QuickBooks Pro can be a major plus if your accountant wants QuickBooks data files to keep your accounting costs down.

Outlook 2007: This industry-standard application should be your emailer of choice, integrated with a practice management system. Attempting to handle your email needs inside of any practice management system will quickly overwhelm that program's database. Let Outlook do the heavy-lifting for email management and "connect" case/practice-related emails from Outlook to your practice manager via Worldox's extraordinary, click, drag, click approach to doing so.

MDTR: Utilities

Utilities — little programs that tie everything together:

Protection Suites: Trend Micro Internet Security suite (or the Pro version). Why? It's the least likely to interfere with legitimate program operation. Avoid Symantec/Norton and McAfee products — by far the most intrusive and system-destabilizing of such products. Your software firewall will come from this suite, or firewalling will come from a router/switch/firewall hardware product (watch for my "MDTR: Networks" suggestions in a future column).

Moffsoft Freecalc: This free calculator replaces the brain-dead Windows calculator. It has a scrollable "tape" — the missing link.

7Zip: This free utility handles ZIP/UnZIP file needs.

Zscreen: Need to capture information from screens to include in your Word and PowerPoint files? Grabbing charts and illustrations from Web sites? Windows Ctrl-Prtscn function has an IQ in the high single digits, able to capture only an entire screen. Zscreen, also free, has many of the advanced features of more costly screen capture tools such as Techsmith's excellent $50 SnagIt tool.

Metadata Assistant and Numbering Assistant: At $160 for the pair, both are essential "Word Sanity/Safety" tools for metadata removal and sanity in using auto-paragraph/bullet list/outlining functions in Word.

CrossEyes: From Levit & James, this utility adds "Reveal Codes" functionality to Word ($30).

Anagram for Outlook: This $35 utility adds names and addresses in your email to Outlook (which can then sync to your practice management system) literally with two keystrokes. Build up that address book for marketing/business development purposes as well as pulling this information into labels, envelopes, and correspondence.

Xobni: This utility adds several functions to Outlook that Microsoft should have built. These include the ability to group all the messages in a conversation together, instead of having to hope to find them while scattered across multiple mailboxes, and the Inbox and Sent Items folders. In addition, you can see all the attachments received from any sender. Add some fascinating statistical tracking about the people who send you messages and the ability to generate "smart scheduling" messages to send to any sender, and you've got the makings of an invaluable Outlook tool. And free is tough to argue with.

TweetDeck: This free Twitter-focused utility makes participating in the growing social networking phenomenon practical. It replaces the bare-bones native Twitter interface with a multi-columned Twittering tool that makes the micro-blogging system's constant flow of 140 character "Tweets" manageable. You can have columns showing the Tweets of all those you "follow", as well as Replies, Direct Messages and the most powerful element, Tweets that match a specific Twitter "search." So you could have a column showing all Tweets that mention your name or firm name. Don't Twitter without Tweetdeck.

OutTwit and FBLook: From TechHit, OutTwit adds itself to the Outlook toolbar to enable sending Tweets and receiving/organizing them inside of Outlook. This is a further step towards making Outlook a comprehensive communications hub. FBLook lets you update your Facebook status, see your friend statuses, and see the number of new requests without having to open a browser. Both products are free.

In my next column, I'll wrap up my MDTR recommendations with a look at electrical protection, smartphones, virtualization of a small practice's resources, outsourcing, and using consultants effectively.

Written by Ross Kodner of MicroLaw.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Document Management | Email/Messaging/Telephony | Law Office Management | Online/Cloud | Practice Management/Calendars | Privacy/Security | SmallLaw | Utilities

Should You Switch to Macs in Your Law Firm?

By Sara Skiff | Tuesday, April 28, 2009

Coming today to TechnoFeature: You've seen the commercials. The Mac is hip while the lovable loser PC bounces from one crisis to another. Do these commercials reflect reality in the legal world? Should you take the leap and make the switch? Family lawyer Ben Stevens, founder of The Mac Lawyer blog, answers these and other questions in this look at the state of Macs in the law firm. Thanks to his lawyerly ways, Ben remains grounded in reality throughout the article without an accompanying distortion field.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Coming Attractions | Networking/Operating Systems | Online/Cloud | Practice Management/Calendars | Presentations/Projectors | TechnoFeature | Utilities

Calloway Says Thumbs Up Plus 67 More Articles

By Neil J. Squillante | Monday, April 27, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 48 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Track and Capture Time Spent on Email

What Litigators Can Learn From Susan Boyle

Legal Pros Should Consider Both Twittering and Tweetlaw

This issue also contains links to every article in the April 2009 issue of Law Practice. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: Accounting/Billing/Time Capture | BlawgWorld Newsletter | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management

Web Apps Unplugged; NEC PBX Review; Amicus Mobile; WordPerfect Tip; Tech Tinkering; Background Checks

By Sara Skiff | Friday, April 24, 2009

Coming today to Fat Friday: Ross Kodner discusses the downside of Software as a Service practice management, Jay Geary reviews NEC's PBX digital phone system and the vendor his firm used, George Lazar reviews Amicus Mobile, Aaron Morris shares a workaround for using WordPerfect on multiple monitors, and William Tait explains why lawyers should leave the technology tinkering to the IT professionals. Don't miss this issue.

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Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. 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 Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Law Office Management | Online/Cloud | Practice Management/Calendars

Online Backup Reviews; WordPerfect = Ron Paul; Word 2007 Review; Case Management Revolution; Trend Micro Review

By Sara Skiff | Thursday, April 16, 2009

Coming today to Answers to Questions: Don Grassmann compares OnlineBackupVault, MozyPro, and IDrive for online backup, Jeff Bennion shares three conclusions about the Word versus WordPerfect debate, John Fitzpatrick reviews Word 2007, Ay Uaxe discusses the accessibility of legal software and what the future may hold, and Caren Schwartz reviews Trend Micro antivirus software. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Online/Cloud | Practice Management/Calendars | Privacy/Security | TL Answers | Utilities

Review: Rocket Matter (Web-Based Practice Management System)

By Sara Skiff | Tuesday, April 14, 2009

Coming today to TechnoFeature: After a year in beta, Rocket Matter has rocketed into the practice management world, offering law firms a Web-based system for managing their practice. But is all the hype justified? That's what we asked technology consultant and practice management specialist Seth Rowland, Esq. to find out. The result is a comprehensive review of Rocket Matter based on several months of use. Thinking of strapping your practice to Rocket Matter? Read Seth's review for all the details.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Online/Cloud | Practice Management/Calendars | TechnoFeature

SmallLaw: TechShow 2009: A Decade Under the Influence Plus Best of Show Picks

By Mazyar Hedayat | Monday, April 13, 2009

SmallLaw Blog 04-13-09450

Originally published on April 13, 2009 in our free SmallLaw newsletter.

The 2009 ABA Technology Show is over. As usual, it started Thursday and wound up Saturday with the celebrated 60 Sites in 60 Minutes. Predictably, the atmosphere was part lecture-hall, part trade-show, mostly meet-and-greet.

This was my tenth year attending and in that time I've enjoyed the show as a spectator, an exhibitor, a blogger, and, most recently, a columnist.

I've seen trends take shape and fade, witnessed "revolutionary" changes (that weren't), and took careful note of which vendors stuck and which ones were one-hit wonders. Below you'll find my observations on this year's show.

Still Crazy After All These Years …

TechShow is still:

  • Produced by a volunteer board of lawyers, consultants, and ABA staff under the umbrella of the Law Practice Management section.

  • An opportunity for attendees to network face to face rather than just via email or telephone.

  • The premier national venue for startups to debut and established vendors to introduce products.

  • A forum about technology concerns of the day — PC versus Mac, email security, Twitter, eDiscovery (the 800 pound gorilla).

  • The best opportunity that attendees will have all year to preview technology that will shape the profession; and

  • Dependent on perennial sponsors like LexisNexis and Westlaw.

Given the diverse forces that bring the show to life every year, it's impressive that the whole production comes to us without major snafus. This year was no exception, and saw the return of the concierge desk manned by members of the Blawgerati, including Adriana Linares, Kevin O'Keefe, Dennis Kennedy, and Tom Mighell (last year's chair of the planning committee). It's good to know there are some things you can count on. Then again ...

Shrinkage …

The standard elements of a successful show existed this year, including:

  • Star bloggers (everyone was taking video).
  • Celebrity authors flogging their latest books.
  • Vendors connecting with big money accounts.
  • Startups vying for attention and coverage.
  • Educational sessions with national experts.
  • Chotchkies-a-plenty (my personal favorite).

But there was a distinct difference as well — let's call it shrinkage. And no element was spared. Consider that:

  • Even deep-pocketed vendors like Wolters Kluwer and Kroll Ontrack were absent.

  • Many regulars simply did not make an appearance at all or kept a very low profile.

  • Vendor participation appeared to be around 50% lower than last year.

The upshot is that although the show floor at the Hilton is smaller than the spread at the Sheraton where the show took place for years, there still weren't enough vendors to fill the space. Why not? The implosion of high-profile law firms? Pervasiveness of attorney joblessness? Ripple-effect of recent events on Wall Street? Maybe — but then again, why would that stop a vendor if the need for their products existed? That's the real question.

My Second Annual Best of Show Picks …

Sure the current economic trough affected TechShow. But why stop there? The collapse of the housing and financial services markets has also left lawyers with fewer opportunities than they've had in years and forced them to meet unprecedented demands. In short, it has created an opportunity for lawyers to break with past practices, leverage their knowledge, collaborate, and streamline the way they work.

You could even say that the current recession has created the perfect opportunity for lawyers to use technology to solve their problems. Or at least we could say that if the vendors at the show delivered innovation instead of overpriced me-too products.

Don't get me wrong. It wasn't all bad. But honestly, how many eDiscovery ads do you see per week and how many vendors can the market handle? The overabundance of eDiscovery companies can be extended to nearly every category of exhibitors at the show. So it's no surprise that my picks for "Best of Show" were companies that brought real value to the table in four emerging fields.

1. Web-Based Practice Management: Clio

Both of the primary contenders in this space were at the show — Themis Solutions' Clio and Rocket Matter — and both get the job done. But in the end Clio brings more polish to its product in my opinion.

Built in Ruby on Rails (geeky but important), Clio looks familiar, is easy to master, and is effective even for a sole practitioner — yet it can handle hundreds of users without sacrificing security or functionality. Clio introduced offline functionality at TechShow as well, so that even when the Internet is down the application can keep time then re-synchronize itself as soon as you're online. The Clio practice management suite also allows users to collaborate securely with clients.

Clio's pricing makes it an ideal entry-level solution for displaced biglaw associates now starting their own solo careers (BigSolos as my fellow SmallLaw columnist Ross Kodner refers to them).

For more on Clio, please watch my video interview of Themis Solutions' co-founder Jack Newton.

2. Automated Backup and Storage: Mozy

I couldn't blame you for skipping this section. How boring is storage, right? Everyone knows you can buy enough storage to hold every fact ever known for practically nothing. So why even discuss storage? Because reliability and access remain the twin holy grails of this field — and you can't expect either from small companies no matter how innovative.

Let's face it: size matters. So it's no wonder that my Best of Show pick in this category is Mozy. This company with the catchy name is really the cuddly face of EMC Documentum, a company that knows security and storage better than practically anyone. Because of EMC's size and deep pockets, Mozy can give away gigabytes of storage for free even before it begins charging. Even then its plans are accessible to pretty much anyone — users pay a small price per computer per month, plus 50 cents/gigabit/month thereafter. Yeah, I'll take that deal.

3. Managed Law Office Services: Total Attorneys

There was only one managed services vendor at TechShow — luckily it would be a good choice even among competitors. Total Attorneys represents an idea whose time has come.

Like Mozy, it sells just enough at a price that is just right. Services include a full complement of administrative tasks that lawyers traditionally suck at: business development, call centers, back-office work, follow up, etc.

There is a catch however — buying managed services means paying retail. And the retail price of these services includes labor, materials, profit, overhead, shipping, taxes, lunch for the crew ... you get the idea. At the end of the day, lawyers often live on a thin slice of profit. Giving that away may not represent a viable long-term strategy. Still, outsourcing may be the only strategy that works for many sole practitioners.

4. Automated Activity Tracking: WorkTRAKR

I really believe that WorkTRAKR, the automated time-keeping application from VoIP provider Proximiti, has potential. The application is a winner even with its built-in limitations. For instance, it works primarily on telephones and email, entirely missing faxes, computer applications, and a number of other billing sweet-spots. But the company is moving in the right direction and the product shows promise. It is Web-based now and works via plug-ins with such standards as Outlook. With some tweaking, WorkTRAKR might actually take some of the drudgery out of billing. We can only hope.

Wrapping It Up …

In the last ten years, TechShow has showcased a number of prodigious advancements in technology. Chief among these has been the transformation of the Internet from a world-wide billboard to a research pipeline and, more recently, to a comprehensive practice solution.

TechShow 2009 gave us still more evidence that anywhere, anytime law practice has arrived. Chances are that next year's show will bring a spate of me-too Web-based practice management vendors, followed by the inevitable shakeout and acquisitions by larger players. I only hope that the best companies make the cut — and the entrepreneurs who founded them don't cut and run after cashing out. Here's hoping that the next ten years are as groundbreaking as the last ten were.

Photo by Adriana Linares, LawTech Partners

Written by Mazyar M. Hedayat of M. Hedayat & Associates, P.C.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Business Productivity/Word Processing | CLE/News/References | Law Office Management | Online/Cloud | Practice Management/Calendars | SmallLaw | Technology Industry/Legal Profession | Trade Show Reports

Review: Clio (Practice Management in the Cloud)

By Sara Skiff | Tuesday, April 7, 2009

Coming today to TechnoFeature: Software as a Service (SaaS) — we prefer the term Web app — has made significant inroads in areas such as project management and sales management. Themis Solutions has turned its attention to the legal profession. Its product, Clio, aims to make implementing a practice management system as simple as subscribing to a magazine. In this article, technology consultant and practice management expert Seth Rowland, Esq. reviews and rates Clio. Seth isn't the only person who has reviewed Clio, but his evaluation is the most thorough.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Online/Cloud | Practice Management/Calendars | TechnoFeature

Eudora v. Thunderbird; Smart UPS; Network Scanning; Tabs3 Benefits; AutoHotKey Review

By Sara Skiff | Thursday, April 2, 2009

Coming today to Answers to Questions: Tom Stubbs offers a comparative review of Eudora and Thunderbird for email, William Tait explains how to shop for an Uninterruptible Power Supply, Matt McArthur shares how he manages scanned documents over a network using PaperPort, Katrina Hubbard discusses the benefits of Tabs3 and PracticeMaster, and Ben Schorr reviews AutoHotkey for creating custom hotkeys in Windows. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Coming Attractions | Document Management | Email/Messaging/Telephony | Networking/Operating Systems | Practice Management/Calendars | TL Answers | Utilities
 
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