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Are You a Simpleton or a Sophisticate?; Archive Web Pages; Adobe's Licensing Policies; Lynda.com Review; SnapDone Review

By Sara Skiff | Thursday, February 5, 2009

Coming today to Answers to Questions: Carolyn Thornlow discusses what the technology at your law firm says about you as a lawyer, Barry Hubbard explains how to create a free homemade utility for archiving Web pages electronically, Michael Vorel reviews Adobe's product license policies, Adam Drennen reviews lynda.com's Microsoft Word training, and Michael Campbell reviews SnapDone for simple document assembly. Don't miss this issue.

How to Receive this Newsletter
Published on Thursdays, Answers to Questions is a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | CLE/News/References | Coming Attractions | Law Office Management | Technology Industry/Legal Profession | TL Answers

pdfDocs Desktop 2.2: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, January 28, 2009

Today's issue of TechnoLawyer NewsWire covers a PDF content management system (see article below), a discovery document review application, new case management software, document management software for electronic and scanned files, and a contract automation and management system. Don't miss the next issue.

PDF Software Built From the Ground Up for Law Firms
By Neil J. Squillante

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The legal profession relies heavily on PDF technology. Most lawyers would agree that it's Pretty Darn Fantastic. But here's the thing. Lawyers picked up on PDF years after the first PDF applications appeared. Those early vendors have since tacked on legal-friendly features but the marketplace seems ripe for a PDF suite built from the ground up for the legal profession.

pdfDocs Desktop 2.2 ... in One Sentence
DocsCorps' pdfDocs Desktop 2.2 is a PDF content management system that includes features such as PDF creation, collation, annotation, redaction, and file splitting, and integrates with major document management systems.

The Killer Feature
In a classic TV spot, the owner of a donut franchise grumbled every morning about it being "time to make the donuts." Of course, this grind meant fresh donuts every day for customers, the point of the ad.

Similarly, there's no denying the helpfulness of placing multiple documents into a single PDF file (e.g., closing books, deal books, etc.), but doing all that work is a grind.

pdfDocs Desktop's "Binder" technology automates this task. The new version features a number of enhancements. For example, you could always add both PDF and native format files such as Word to the Binder. But now you can edit any native file from within the Binder, a timesaver.

You might find this ability useful for an executive summary describing the contents of the Binder. If the Binder changes, you can quickly update the executive summary.

Other Notable Features
To create a Binder, you can add documents from any source, including document management systems such as Interwoven, NetDocuments, Open Text, and Worldox. You can rearrange files within the Binder using drag and drop.

pdfDocs Desktop's Binder automatically creates a hyperlinked table of contents and keeps it updated when the contents change. To make all the documents appear uniform, you can apply elements in the header and footer such as page numbers, date and time stamps, and information from your document management system such as author, Doc ID, or version.

You can save these header and footer settings for one click use in the future. In fact, you can take this automation even further by saving an existing Binder as a template. Templates can include any security, numbering, and watermark settings.

Speaking of security settings, you can use encryption to prevent users from changing or modifying the content of the documents within the collection, and you can redact confidential or sensitive information.

Also, the new "Snapshot" feature locks down folders and documents within the Binder to prevent others from moving or deleting content within the Binder. Snapshots protect your templates from being changed or modified or having individuals inadvertently remove core documents.

What Else Should You Know?
As part of the Binder creation process, pdfDocs Desktop will generate an Autorun.inf file for you, which makes the resulting PDF file you distribute on CD or DVD foolproof for your clients or whomever -- it'll open automatically when inserted into a computer.

pdfDocs Desktop is part of the pdfDocs Solutions Suite, which sells for $189. You can try it for free. Learn more about pdfDocs Desktop 2.2.

How to Receive this Newsletter
Published on Wednesdays, TechnoLawyer NewsWire is a weekly newsletter that enables you to learn about new technology products and services of interest to legal professionals. Like all of our newsletters, it's free. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | TL NewsWire

Pathagoras Review; Seven Truisms About Legal Practice; BlackBerry Professional; DocXchange Review; Shared Office Space; Legal Survivor

By Sara Skiff | Friday, January 16, 2009

Coming today to Fat Friday: Andrew Flusche reviews Pathagoras for document assembly, Gregory Harper shares seven pearls of wisdom about the legal profession, Ted Brooks reviews BlackBerry Professional Software, Kathy Mergulhao reviews DocXchange, and Patrick Gann writes in with his experience sharing office space with a non-legal professional. Don't miss this issue.

How to Receive this Newsletter
Published on Fridays, Fat Friday is a weekly newsletter that features a grab bag full of genuinely useful product reviews and tips on a wide variety of topics. Like all of our newsletters, it's free. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Law Office Management | Technology Industry/Legal Profession

A Systemic Approach to Legal Document Automation Part 2 of 2: Defining the ROI

By Sara Skiff | Tuesday, January 13, 2009

Coming today to TechnoFeature: With the recent state of the economy, many companies are tightening their belt — and law firms are no exception. But sometimes you have to spend money to make money. According to legal technology consultant Seth Rowland, now is the time to redouble legal document automation initiatives. In this comprehensive two-part series, Seth explores document automation, first from a technology perspective, and then from a business case perspective. Published on November 25, 2008, Part 1 explained how to get started. Today in Part 2, Seth returns to discuss the Return on Investment ("ROI") for document automation initiatives.

How to Receive this Newsletter
Published on Tuesdays, TechnoFeature is a weekly newsletter that contains in-depth articles written by leading legal technology and practice management experts. Like all of our newsletters, it's free. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Coming Attractions | Law Office Management | TechnoFeature

A Systemic Approach to Legal Document Automation Part 1: Building Technology Bridges

By Sara Skiff | Tuesday, November 25, 2008

Coming today to TechnoFeature: With the recent state of the economy, many companies are tightening their belt — and law firms are no exception. But sometimes you have to spend money to make money. According to legal technology consultant Seth Rowland, now is the time to redouble legal document automation initiatives. In this comprehensive two-part series, Seth explores document automation, first from a technology perspective, and then from a business case perspective. This week, Seth explains how to get started, constructing a bridge between mere templates to a full automation system.

How to Receive this Newsletter
Published on Tuesdays, TechnoFeature is a weekly newsletter that contains in-depth articles written by leading legal technology and practice management experts. Like all of our newsletters, it's free. Please subscribe now.

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

Easy HUD: Read Our Exclusive Report

By Sara Skiff | Wednesday, September 24, 2008

Today's issue of TechnoLawyer NewsWire covers real estate automation software (see article below), an application for local and remote backups, and a Web clipping service with an optional iPhone counterpart. Don't miss the next issue.

Automate Your Real Estate Closings
By Neil J. Squillante

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In today's real estate market, buyers and sellers want their lawyers to work more efficiently to reduce costs. That means you can either wring your hands and reminisce about the good old days or you can streamline your closings so that you can undercut the competition without reducing your profitability. If you choose the latter strategy, you'll need some help from your trusty PC.

Easy HUD ... in One Sentence
Easy Soft's Easy HUD real estate closing software automates the entire real estate closing process, enabling you to enter information once and create all the statements needed for a transaction, including HUD-1 and HUD-1A.

The Killer Feature
For real estate lawyers, the job doesn't end when the parties sign the closing documents. Other responsibilities include disbursement of and accounting for client trust monies and reporting sales proceeds to the Internal Revenue Service on form 1099-S.

With Easy HUD, you can electronically file 1099-S forms, and also print copies for the seller. This automation reduces the risk of error while also eliminating the time required to re-enter closing data.

Other Notable Features

Easy HUD doesn't only fill in forms for you, but performs calculations as well for more than 40 jurisdictions (if your state is not included, Easy Soft will add it for you). Easy HUD can handle just about any situation, including transactions with two loans, and up to 8 buyers and 8 sellers.

If you handle many similar transactions, you can create templates for HUD-1 and HUD-1A and share them throughout your firm. You can output completed forms in PDF or Word format. A case log lists all transactions and their status.

An integrated ledger can automatically adjust for pre-disbursements, earned deposits, and mortgage yield spread premiums. You can combine or split checks, print checks, and print an itemized ledger for each real estate closing.

Easy HUD integrates with two other offerings from Easy Soft — Easy Trust for managing client trust accounts, and 1099-S electronic filing service.

What Else Should You Know?
According to Easy Soft, Easy HUD's automation can reduce the time required for preparing closing documents by 70%. Easy HUD runs on Windows and costs $149.50 for a one year license with tech support and upgrades. Additional annual licenses cost $49.50 each. Learn more about Easy HUD.

How to Receive this Newsletter
Published on Wednesdays, TechnoLawyer NewsWire is a weekly newsletter that enables you to learn about new technology products and services of interest to legal professionals. Like all of our newsletters, it's free. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Backup/Media/Storage | Business Productivity/Word Processing | Collaboration/Knowledge Management | Online/Cloud | TL NewsWire | Transactional Practice Areas

Ixio Legal QShift Version 2.0: Read Our Exclusive Report

By Sara Skiff | Wednesday, September 3, 2008

Today's issue of TechnoLawyer NewsWire covers document assembly software with built-in knowledge management (see article below), a document archiving system, and a practice management and electronic billing system for corporate legal departments. Don't miss the next issue.

Shift Your Document Drafting Into Overdrive
By Peter R. Olson

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Lawyers will never admit it even behind closed doors, but the profession's dirty little secret is that much of time billed during document drafting involves non-legal work like chasing down templates and formatting documents. Eliminating these inefficiencies can boost revenue in the case of law firms (charge the same for less work) and reduce costs in the case of corporate legal departments. But how?

Ixio Legal QShift Version 2.0 ... in One Sentence
Ixio Legal QShift 2.0 is a clause-based document assembly system that automates document drafting by enabling everyone in your office to use your best templates along with alternative clauses and instructions on how and when to use them.

The Killer Feature
Ixio Legal QShift captures the knowledge associated with each document. It keeps track of who drafted it and when, the best practice template used as the source and where it's stored, and most importantly why the clauses in the document were selected.

By capturing the author's thought processes while drafting the document, Ixio Legal QShift creates a contemporaneous log of the author's expressed intention — helpful if questions, problems, or disputes later arise.

Other Notable Features
When creating templates, you can elect to make clauses optional or required. In alternative clause situations, you can designate one as the default, and also create rules such as "choose at least one," "choose only one," etc. To further help those using the templates, you can annotate templates and clauses.

Ixio Legal QShift enables you to create a consistent look to documents, eliminating the need for your colleagues to waste time formatting. The template-based system also makes it easy to update templates firm-wide since you need only make the changes in one place. There's no need to worry about several different versions floating around the office.

If drafters have a question, they can email the author from within Ixio Legal QShift. These dialogues are saved along with the annotations for the benefit of others. Similarly, you can use this email capture technology with opposing counsel to save time when renewing a contract or negotiating multiple contracts for similar deals with the same parties.

What Else Should You Know?
Ixio Legal QShift requires Windows 2000 or XP. Ixio licenses the software on a subscription basis and also offers template creation and training services. An Author License (create and use templates) sells for $99 per user per month, whereas a Drafter License (use templates) sells for $59 per user per month. The licenses include upgrades and technical support. Learn more about Ixio Legal QShift 2.0.

How to Receive this Newsletter
Published on Wednesdays, TechnoLawyer NewsWire is a weekly newsletter that enables you to learn about new technology products and services of interest to legal professionals. Like all of our newsletters, it's free. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Automation/Document Assembly/Macros | Backup/Media/Storage | Collaboration/Knowledge Management | Document Management | Practice Management/Calendars | TL NewsWire

Windows on Mac Review; Netmass Review; Multiple Computers and Monitors; Amicus Attorney; Word 2007 Paste Special Macro

By Sara Skiff | Friday, July 18, 2008

Coming July 24, 2008 to Answers to Questions: Kevin Kirlin reviews his experience running Windows XP on a MacBook Pro, Ina Kay Zimmerman reviews Netmass for online backup, Ted Harper explains how to use multiple monitors with multiple computers (and why he still loves his old CRT), Nicholas Richter provides an update on his recent Question about whether he should upgrade to Amicus Attorney 2008, and Bertrand Zalinsky explains how to create a Paste Special macro in Word 2007. Don't miss this issue.

How to Receive this Newsletter
Published Thursdays, Answers to Questions is a weekly newsletter in which TechnoLawyer members answer legal technology and practice management questions submitted by their peers (including you if you join TechnoLawyer). Like all of our newsletters, it's free. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Automation/Document Assembly/Macros | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Monitors | Networking/Operating Systems | Online/Cloud | Practice Management/Calendars | TL Answers

PowerReuse: Read Our Exclusive Report

By Sara Skiff | Wednesday, July 16, 2008

Today's issue of TechnoLawyer NewsWire covers a document assembly application that integrates with Microsoft Office (see article below), an online backup and file sharing service, and two new document scanners. Don't miss the next issue.

Recycle Your Work Product
By Peter R. Olson

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If you work in higher education with its publish or perish rigors, allegations of plagiarism can bring stiff consequences. But as a practicing attorney, recycling forms, pleadings, clauses, etc. from court files, colleagues, and even other law firms can get you a pat on the back from the managing partner and your client. In fact, some practices would not exist without the ability to recycle previous work product because of price-conscious clients.

PowerReuse 1.0 by SoftPowerHouse caters to the legal document recyclers among us. A document assembly tool, PowerReuse has two core features — Project File and Content Library. You group related Word, Excel, and PowerPoint files into the Project File, and then use clauses and data fields from the Content Library to build your documents.

When you open Microsoft Office files in PowerReuse, the PowerReuse Pane pops up, enabling you to access its tools. You can share projects with your colleagues. The Content Library features drag and drop, making it easy to insert text into documents. Switch between different files by using tabs for navigation.

You can store just about anything in the Content Library, including your biography, letter salutations, engagement letters, contract clauses, etc. Instead of searching through many files and then using copy and paste, PowerReuse enables you to see your saved clauses in a tree structure for easy manipulation and insertion into new documents.

PowerReuse creates data fields for storing all commonly-used information such as client name. If you change a field, PowerReuse makes the same change in all documents in the project.

PowerReuse 1.0 works with Microsoft Office 2003 or 2007 and costs $299 for a single-user license. You can try it for free for 30 days. Learn more about PowerReuse.

How to Receive this Newsletter
Published on Wednesdays, TechnoLawyer NewsWire is a weekly newsletter that enables you to learn about new technology products and services of interest to legal professionals. Like all of our newsletters, it's free. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Backup/Media/Storage | Business Productivity/Word Processing | Copiers/Scanners/Printers | Online/Cloud | TL NewsWire

Two Remote Control Apps Reviewed; Get on or Off the Mac Bus?; Word and Me; Wacom CTE-440 Review; Free Alternatives to ActiveWords

By Sara Skiff | Friday, July 11, 2008

Coming July 18, 2008 to Fat Friday: Sam Gibson reviews Windows Small Business Server's Remote Web Workplace and LogMeIn for remote control, Brian Cluxton discusses why you may want to think twice about switching to Macs if you work in a small city, Carroll Straus reminisces about good and bad times with Microsoft Word, Mark Klarich reviews the Wacom CTE-440 pen tablet (especially for those with repetetive stress injuries), and Tom Trottier discusses three free alternatives to ActiveWords. Don't miss this issue.

How to Receive this Newsletter
Published on Fridays, Fat Friday is a weekly newsletter that features a grab bag full of genuinely useful product reviews and tips on a wide variety of topics. Like all of our newsletters, it's free. Please subscribe now.

Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Fat Friday | Laptops/Smartphones/Tablets | Networking/Operating Systems
 
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