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ActionStep U.S. Litigation Pack: Read Our Exclusive Report

By Neil J. Squillante | Thursday, December 5, 2013

Today's issue of TL NewsWire covers a practice management system with customized workflows for six litigation practice areas (see article below), an iOS text editor with automation tools, a practice management system that enables you to bill for email messages, work product stored on Dropbox, and more, and an Exchange add-on for maintaining a firm-wide address book. Don't miss the next issue.

A PRACTICE MANAGEMENT SYSTEM DESIGNED FOR LITIGATION

The billable hour has experienced some pressure in so-called predictable practice areas in which clients essentially hire law firms for legal documents. But not in litigation matters, which have more twists and turns than Lombard Street. However, few blank checks exist in litigation so the more efficiently you can handle such matters, the more business you'll get.

ActionStep U.S. Litigation Pack … in One Sentence

Launched this week, ActionStep U.S. Litigation Pack is a set of litigation-specific workflows for the ActionStep practice management system.

The Killer Feature

Back in the day (i.e., before this week), creating a system of workflows for a litigation practice area required the help of a consultant. This was money well spent assuming your firm had the money to spend. Law firms that couldn't afford such customization used practice management systems out of the box — less than ideal.

ActionStep seeks to make such customization more accessible for small and midsize law firms. ActionStep U.S. Litigation Pack includes predefined customization and workflows for six of the most common litigation practice areas — commercial, criminal, DWI, family law, personal injury, and workers' compensation.

You can further tweak these workflows to your exact specifications (e.g., firm policies, jurisdictional requirements, etc.), which will consume much less time than creating everything from scratch.

The ActionStep U.S. Litigation Pack kicks in when a prospect first contacts your firm, which means it encompasses your intake (and rejection) system. Once a prospect becomes a client, the case type-specific workflow creates a consistent series of steps that the lawyers and staff in your firm can follow with minimal training, thus improving efficiency, eliminating errors (such as missed deadlines), and reducing costs for clients. Everyone working on a case knows its current status and can see the next task (step).

"The ActionStep U.S. Litigation Pack is a perfect example of how our App Store deliver pre-configured solutions to law firms that they can use as-is or tailor to their needs," ActionStep CEO Ted Jordan told us. "This enables law firms escape the generic one-size-fits-all trap of other practice management systems."

Other Notable Features

The ActionStep U.S. Litigation Pack is the newest Workflows app you can add to ActionStep but not the only one. ActionStep also offers pre-configured Workflows for other popular practice areas with more in development.

In addition to its Workflows, ActionStep includes calendars, contacts, email, tasks, etc. organized by client and matter, syncing with Google Apps and Microsoft Exchange, document assembly, and document management among other features. A daily "Heads Up" email message lists your deadlines, overdue tasks, and more.

What Else Should You Know?

ActionStep works in all modern web browsers on Windows PCs, Macs, iPads and other tablets, and smartphones. It's mobile-ready, automatically adjusting to the device you're using. ActionStep costs $60 per user per month. The ActionStep U.S. Litigation Pack costs $25 per user per month if you want all the practice areas. However, if you don't need all of them, you can buy them individually for $6 per user per month each. Learn more about ActionStep U.S. Litigation Pack.

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

Topics: Automation/Document Assembly/Macros | Litigation/Discovery/Trials | Practice Management/Calendars | TL NewsWire

Reviews of PCLaw, Billing Matters, Perfect Keyboard; Hyphens in Document Names; Is Manual Bates Stamping Malpractice?

By Kathryn Hughes | Thursday, December 5, 2013

Today's issue of TL Answers contains these articles:

Fred Kruck, Review: PCLaw

Sandra Entler, Review: Billing Matters (QuickItem)

Joe Dipierro, Review: Perfect Keyboard for Naming Documents

Carol Cummins, The Pros and Cons of Using Hyphens in Document Names

John R. Crossan, Is Manual Bates Stamping Malpractice?

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

How to Receive TL Answers
Do you believe in the wisdom of crowds? In TL Answers, 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 TL Answers newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Automation/Document Assembly/Macros | Coming Attractions | Document Management | Litigation/Discovery/Trials | Practice Management/Calendars | TL Answers

Reviews of AutoIT, AutoHotKey, TextExpander; Dropbox Caveat and Tip; Microsoft Rant; Smartphone Contracts

By Kathryn Hughes | Friday, October 11, 2013

Today's issue of Fat Friday contains these articles:

Norman Van Treeck, Review: AutoIT, AutoHotKey, TextExpander

Ken Laska, Dropbox and Folders on the iPad

David Estes, Microsoft Still Doesn't Get Numbered Lists

Neil Squillante, A Reminder About Smartphone Contracts

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

How to Receive Fat Friday
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: Automation/Document Assembly/Macros | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Fat Friday | Laptops/Smartphones/Tablets | Online/Cloud

Three Outlook Features for Automating Your Email Messages Plus How to Create Ringtones

By Kathryn Hughes | Thursday, September 19, 2013

Coming today to SmallLaw: Practicing law involves both enjoyable and thankless work. The latter often involves routine email messages or components of email messages such as the boilerplate language that accompanies a retainer agreement. Law firm technology consultant Ben Schorr wants to help you spend more of your time on the enjoyable work. In this issue of SmallLaw, Ben teaches you how to use three Outlook features — AutoCorrect, Quick Parts, and Templates — to automate your email messages, including automatically attaching specified documents. Also, don't miss the SmallLaw Pick of the Week to learn how to create your own ringtones.

How to Receive SmallLaw
Small firm, big dreams. Written by practicing lawyers who manage successful small firms and legal technology and practice management experts who have achieved rock star status, SmallLaw provides practical advice on management, marketing, and technology issues in small law firms, as well as comprehensive legal product reviews with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles (and podcasts and videos) about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Coming Attractions | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | SmallLaw

ClearScan OCR in Litigation; Five Monitors; Reviews of Actual Multiple Monitors, Pathagoras; Why Law Firms Use Word

By Kathryn Hughes | Thursday, September 12, 2013

Today's issue of TL Answers contains these articles:

Bill Baldwin, Using ClearScan for OCR in Litigation Matters

Scott Collins, My Five Monitor Setup and How I Use Them; Review: Actual Multiple Monitors

Dean Surkin, Review: Pathagoras

Judy Ruhling, Why Law Firms Use Word Even Though Microsoft Abandoned Us

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

How to Receive TL Answers
Do you believe in the wisdom of crowds? In TL Answers, 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 TL Answers newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Monitors | TL Answers | Utilities

Reviews of ScanSnap Scanners, Modern Lawyer, Xplorer2, Snapnumbers

By Kathryn Hughes | Thursday, August 22, 2013

Today's issue of TL Answers contains these articles:

Terence Geoghegan, Review: ScanSnap Scanners (The Problem That Goes Unmentioned)

Janis Cross, Review: Modern Lawyer Web Design Agency

Joshua Gordon, Review: Xplorer2

Bob Christensen, Review: Snapnumbers

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

How to Receive TL Answers
Do you believe in the wisdom of crowds? In TL Answers, 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 TL Answers newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Copiers/Scanners/Printers | Document Management | Law Firm Marketing/Publications/Web Sites | TL Answers

Reviews of Folder Marker Pro, QuicKeys; AbacusLaw; Running Four Monitors; Paragraph Numbering

By Kathryn Hughes | Thursday, August 1, 2013

Today's issue of TL Answers contains these articles:

Steve Miller, Review: Folder Marker Pro

Jerry Gonzalez, The Right Way and Wrong Way to Run Four Monitors

Donna Sands, Why I Chose AbacusLaw for Practice Management

Burk Roberts, Review: QuicKeys for Document Naming

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

How to Receive TL Answers
Do you believe in the wisdom of crowds? In TL Answers, 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 TL Answers newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Coming Attractions | Document Management | Monitors | TL Answers | Utilities

PCLaw 13: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, July 31, 2013

Today's issue of TL NewsWire covers an integrated financial and practice management system with dashboards (see article below), an iPad app for managing the ediscovery process, an online service for tracking federal and state legislation, and a smartphone app for obtaining low rates at upscale hotels. Don't miss the next issue.

DRIVE YOUR LAW PRACTICE TO GREATER SUCCESS

Imagine driving your car without a dashboard. While it might provide a good excuse if you get pulled over for speeding, you'd probably feel uncomfortable. There's no denying the brilliance of having all the information you need right in front of you. For this reason, all lawyers should have one or more dashboards to monitor their law firms, practice groups, and/or personal goals.

PCLaw 13 … in One Sentence

Launched this month, LexisNexis' PCLaw 13 is an integrated legal billing, accounting, and practice management application.

The Killer Feature

The new version of PCLaw features three dashboards — My Practice, My Clients, and My Business — that give you an overview of different aspects of your law firm and help you pinpoint potential problems. Each dashboard enables you to drill down to see more detailed data.

My Practice helps you manage your schedule and workload. It displays your appointments, tasks (current, upcoming, and overdue), client-related email and other messages, matters on which you've recently worked, and legal news in your designated practice areas courtesy of Lexis.com.

My Clients collects all information about each client and matter in one location — appointments, tasks, contact information, email and other messages, recent activities such as notes, telephone calls, and time entries, and financial information such as unbilled activities, trust account balance, last bill, last payment, last dunning notice, etc.

My Business gives you the big picture, enabling you to assess the financial health of your firm. You can also use My Business to track personal goals such as billable hour targets. Depending on your access rights, the My Business dashboard displays financial summaries, budget tracking, income and expense details, and key performance indicators such as account receivables, bank account balances, billable hours, work in progress, etc. From this dashboard, you can also generate income and other financial statements, and access frequently-used features such as applying payments, generating past-due notices, and writing checks.

"Our research consistently demonstrates that smaller law firms find it challenging to balance the practice of law with the business of law," LexisNexis Senior Director for Law Firm Practice Management Loretta Ruppert told us. The new dashboards in PCLaw visually surface relevant information so lawyers can monitor the firm's business performance without waiting for reports and quickly find information when clients call."

Other Notable Features

PCLaw also seeks to help law firms standardize routine processes to ensure consistency and minimize errors.

For example, PCLaw has a new paperless client intake system. From within PCLaw, you can email prospective clients a customized intake firm. When a prospective client returns the completed form, you can import the data into PCLaw, perform a conflict check, and automatically send the prospective client an engagement or non-engagement letter. Standardizing your intake system in this manner may help reduce your malpractice insurance premiums.

PCLaw also features customizable email templates for the entire billing process. This ensures that each communication is personalized, features your firm's branding, and contains your firm's payment terms.

What Else Should You Know?

PCLaw runs on Windows 8 and earlier versions, and integrates with Office 2013 and earlier versions. Pricing starts at $985 for the first timekeeper and $498 for each additional timekeeper. Your license includes a one-year Annual Maintenance Plan, which entitles you to PCLaw Mobility for mobile access, software updates, technical support via email and telephone, and web training materials. Learn more about PCLaw 13.

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 | Automation/Document Assembly/Macros | Practice Management/Calendars | TL NewsWire

How I Learned to Love Legal Document Drafting Thanks to Automation Plus Social Media Marketing

By Kathryn Hughes | Tuesday, July 23, 2013

Coming today to SmallLaw: Election lawyer Stephen Rudman often has to create the same document for different clients. Fed up with the copy and paste method but concerned about the cost and complexity of document assembly software, he put together his own automation system using Microsoft Word and other ubiquitous technologies already in every law firm. In this issue of SmallLaw, Stephen walks you though a recent example in which he created and filed similar motions for six clients in just four hours. He also explains how he billed for this work. Also, don't miss the SmallLaw Pick of the Week to learn why you can ignore social media for marketing.

How to Receive SmallLaw
Small firm, big dreams. Written by practicing lawyers who manage successful small firms and legal technology and practice management experts who have achieved rock star status, SmallLaw provides practical advice on management, marketing, and technology issues in small law firms, as well as comprehensive legal product reviews with accompanying TechnoScore ratings. SmallLaw also ensures that you won't miss anything published elsewhere by linking to helpful articles (and podcasts and videos) about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Coming Attractions | SmallLaw

Why You Should Bates Stamp; Macro Errors in Outlook; Reviews of Canon ScanFront, MaxEmail; New Questions

By Kathryn Hughes | Friday, July 5, 2013

Today's issue of TL Answers contains these articles:

Brad Johnson, A Strategic Advantage of Bates Stamping Plus Tips on the Process

Ted Palmer, How to Resolve Macro Errors in Microsoft Outlook

Cathy Kenton, Review: MaxEmail

Philip Franckel, Review: Canon imageFORMULA ScanFront 220P for TWAIN Software

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

How to Receive TL Answers
Do you believe in the wisdom of crowds? In TL Answers, 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 TL Answers newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Coming Attractions | Copiers/Scanners/Printers | Email/Messaging/Telephony | Litigation/Discovery/Trials | TL Answers
 
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