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TL NewsWire Top 10 and 25 Products of 2015 Awards

By Neil J. Squillante | Wednesday, December 16, 2015

Below you'll find the TL NewsWire Top 10 and Top 25 Products of 2015 Awards — chosen by TL NewsWire subscribers.

When TL NewsWire subscribers read about a product of interest this year and clicked for more details, they passively casted a vote. Passive voting is the most meaningful type of voting for awards. The winners below genuinely attracted the most interest.

As you read about the winning products, you'll notice many that help lawyers create, annotate, and manage documents. Other hot product areas include email, law firm finances, litigation, and PDF. Finally, most of the products offer one or more key integrations, which enables law firms to combine previously siloed products into a cohesive system.

TL NewsWire is free — sign up now so you can choose next year's winners.

Congratulations to all the winners! Without further ado …

WINNERS OF THE TL NEWSWIRE TOP 10 PRODUCTS OF 2015 AWARD

Congratulations to the 10 hottest products of 2015 ranked in order by most clicks!

1. Matter Center for Office 365

Microsoft first previewed Matter Center at the ILTA Conference in August 2014. When Matter Center launched in September 2015 and we reported on it, TL NewsWire subscribers went bananas, vaulting it to a first place finish. Matter Center underscores the enduring popularity of both Microsoft Office and document management in the legal industry.

2. American Legal Style for PerfectIt 3

Fittingly in the year that gave us Ex Machina, American Legal Style for PerfectIt 3 proofreads your Word documents for incorrect citations and other style problems. It's like having Bryan Garner in your computer. Indeed, Garner's "The Red Book" is among the references American Legal Style for PerfectIt 3 can check your documents against.

3. Synergy Tools 1.0

Perhaps no legal software entrepreneur understands the pain of small law firms like Legal Matters Software founder John Ryan. Pretty much a gift to small firms given its $59.95 price, Synergy Tools 1.0 addresses nine pain points encountered daily by legal professionals who live in Windows Explorer.

4. Spark

It takes courage to build an iPhone email app given Apple's not-too-shabby Mail app. However, Readdle's Spark addresses Mail's biggest shortcoming — attachment handling. Spark enables you to attach documents from Dropbox, Box, Google Drive, iCloud Drive, and other cloud services the way your brain works — while writing your message.

5. LiquidText

LiquidText challenges you to use an iPad to annotate documents with interactions that don't exist on a PC but which hail from the world of pen and paper. Unlike Microsoft Word, Acrobat, etc., LiquidText gives your comments just as much of the spotlight as the document on which you're commenting. Apple named LiquidText the Most Innovative iPad App of 2015.

6. Capture.it Time Capture

Passive time capture apps like Capture.it capture the imagination of lawyers because let's face it — tracking your time stinks. Capture.it takes automatic time-tracking to new heights by periodically prompting you to assign captured time to matters, eliminating the need to open Capture.it for a dedicated billing session at the last minute each month.

7. Smokeball

Smokeball burst on the scene this year with a document-centric approach to practice management. Integrations with Word and Outlook and a document assembly engine keep all communications with clients and work product centrally organized. Smokeball also handles the yeoman's chores of practice management such as contacts and calendars.

8. LegalWorks

Uptime Legal merits a tip of our hat as the only company in 2015 that won two TL NewsWire Top Products awards. First up, LegalWorks is a cloud document management system. At many firms, Outlook is the hub through which documents usually arrive and leave. LegalWorks' Outlook integration enables you to save and retrieve documents from within Outlook.

9. iPad Pro

The long rumored iPad Pro arrived along with a first-party keyboard case and digital pencil. Like virtually all Apple products, the iPad Pro resulted in fierce online debates and vitriole among geeks. Meanwhile, lawyers and others who have long craved an iPad with a display the size of a sheet of paper are buying them like hotcakes.

10. LegalNature Pro

Launched in 2011 to offer complex legal documents to people whom LegalZoom doesn't serve, LegalNature found that it had many lawyers among its customers. Enter LegalNature Pro, which enables lawyers to automate their own documents while continuing to use LegalNature's forms.

WINNERS OF THE TL NEWSWIRE TOP 25 PRODUCTS OF 2015 AWARD

Congratulations to the next 15 hottest products of 2015 ranked in order by most clicks!

11. Dragon Professional Individual 14

After fits and starts over the past few years, Nuance has integrated its iconic Dragon Professional desktop software with your iPhone via Dragon Anywhere. Start dictating in your office and continue in your car. Dragon Professional also offers a new help system driven by — what else? — voice commands.

12. Pathagoras On Cloud

Research and development is a way of life at ISPV, which ships a new version of its Microsoft Word add-in Pathagoras every year. In 2015, the company launched Pathagoras On Cloud, which brings the Pathagoras' document assembly tools to a web word processor. This enables you to create documents on any device as there's no need for Microsoft Word.

13. TrustBooks

Trust accounting can seem like more trouble than it's worth — until a client fails to pay a large bill. Unlike other products, TrustBooks focuses exclusively on trust accounts. It offers three-way reconciliation, warns you about low balances, and generates statements for your clients.

14. Lexis for Microsoft Office 5.2

The only product to win two consecutive years, Lexis for Microsoft Office added proofreading tools in 2015. You can find undefined terms and inconsistent phrases. Also new, integration with Lexis Advance brings your research into Microsoft Word for instant access while you're writing.

15. Summation 6

Many litigators don't always have matters in the discovery phase. Summation 6 enables you to use the software as needed rather than commit to a traditional license. It also offers one-stop-shopping as it handles case analysis and transcript management in addition to document review and production.

16. EstateExec

No one likes to plan for their death. EstateExec makes estate planning an easier sell for lawyers as it enables your clients to manage and designate all their assets using their web browser. If you don't like serving as an executor or trustee, EstateExec may help persuade someone else to take on that role.

17. FactBox

Small law firms in particular have embraced web apps for billing, practice management, and more. It stands to reason that these law firms will continue this migration. FactBox brings case analysis to your web browser with all data stored in U.S.-based datacenters.

18. Xero

Hoping to capture QuickBooks users who want a cloud accounting system, Xero rolled out QuickBooks migration this year. The process takes about three hours after which you and others can manage your firm's accounting from anywhere.

19. Worldox GX4

This release of the popular document management system focuses on saving you time through automation. For example, Follow Me Favorites shortens the process of creating a document profile to just naming the document — the same amount of effort as Windows Explorer.

20. SWING Porter for Outlook

Many lawyers view Outlook as a silo as it keeps a matter's email apart from all the other documents. SWING Porter for Outlook exports email in PDF format using your firm's naming convention. You can manually export email or use a timed schedule to automate the process.

21. Uptime Practice

The second winner from Uptime Legal, Uptime Practice enables law firms to move to the cloud without giving up their robust desktop apps such as Amicus Attorney, Needles, PCLaw, PracticeMaster, ProLaw, Tabs3, Time Matters, and WorldDox.

22. Inbox by Gmail

Google reinvented email with Gmail so who better to reinvent it again? Inbox by Gmail surfaces information from email messages so you don't need to open them. A built-in task manager and integrations with Google Keep and Google Now seek to provide missing links for email productivity.

23. Adobe Acrobat DC

After years of not getting the Internet, Adobe leapt ahead with Acrobat DC. The PDF documents you open on your desktop become available on your smartphone and tablet (and vice versa) instantly without the need to move the documents anywhere. The recent integration with Dropbox added more icing to this tempting cake.

24. Soda PDF 7

Soda PDF poses a greater threat to Nitro Pro than to Acrobat as both products compete for price-sensitive law firms that find Acrobat too expensive (especially with Adobe now pushing subscriptions). On this front, Soda PDF costs less than Nitro Pro while providing the features lawyers need such as Bates stamping, PDF-to-Word conversion, integration with scanners, built-in OCR, and more.

25. Amicus Premium 2015

You can set your clock by the annual releases of popular practice management system Amicus Premium. This year brought the Amicus Client Portal for secure communications and file sharing with clients. Unlike standalone portals, the Amicus Client Portal prompts you to bill the time you spend communicating with your clients.

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 | Business Productivity/Word Processing | Collaboration/Knowledge Management | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Legal Research | Litigation/Discovery/Trials | Online/Cloud | Practice Management/Calendars | TechnoLawyer | TL NewsWire | Utilities

Switching to a New Practice Management System Plus 54 More Must-Reads

By Kathryn Hughes | Tuesday, December 15, 2015

Coming today to BlawgWorld: Our editorial team has selected and linked to 55 articles from the past week worthy of your attention. Below you'll find a sample article from each section of today's issue, including our BlawgWorld Pick of the Week.

Microsoft in 2015: The Good, Meh, and WTF

Dragon Anywhere Initial Impressions

What Makes Apple's iPhone Battery Case Smart

The Best Products of 2015

Congratulations to Colleen Heine of Accellis Technology Group on winning our BlawgWorld Pick of the Week award: Guide to Switching to a New Practice Management System

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession (e.g., monitors, smartphones, scanners, the iPad, and more). But not the only coverage. BlawgWorld enables you to stay on top of all the noteworthy legal and mainstream technology articles (and podcasts and videos) published elsewhere without having to hire a research assistant. Even when you're busy, you won't want to miss each issue's Pick of the Week. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Dictation/OCR/Speech Recognition | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Practice Management/Calendars | Technology Industry/Legal Profession

Off-Label Uses of ContractExpress, Docusign, and Time Matters Plus Faster Fee Collection

By Kathryn Hughes | Friday, December 4, 2015

Coming today to SmallLaw: Law firms use ContractExpress to automate document creation, Time Matters to manage law firm data, and DocuSign to facilitate the signing of paper-based documents. But did you know you can use ContractExpress to negotiate agreements after sending them to opposing counsel for review? Or that you can use Time Matters to prefill questionnaires that clients then complete and confirm via DocuSign? In this issue of SmallLaw, lawyer and legal technology consultant Seth Rowland explores "off-label" uses of these popular productivity tools. Also, don't miss the SmallLaw Pick of the Week for three tips on improving fee collection.

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 | Practice Management/Calendars | SmallLaw

The Best Cloud Storage Options Plus 54 More Must-Reads

By Kathryn Hughes | Monday, November 9, 2015

Coming today to BlawgWorld: Our editorial team has selected and linked to 55 articles from the past week worthy of your attention. Below you'll find a sample article from each section of today's issue, including our BlawgWorld Pick of the Week.

Review: Clio

Complete Guide to Surface Book

Review: BlackBerry Priv

Support Group for Lawyers Who Write EULAs

Congratulations to Paul Thurrott of Thurrott on winning our BlawgWorld Pick of the Week award: The Best Cloud Storage Options for Windows Users

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of both legal technology and mainstream technology of interest to the legal profession (e.g., monitors, smartphones, scanners, the iPad, and more). But not the only coverage. BlawgWorld enables you to stay on top of all the noteworthy legal and mainstream technology articles (and podcasts and videos) published elsewhere without having to hire a research assistant. Even when you're busy, you won't want to miss each issue's Pick of the Week. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | BlawgWorld Newsletter | Coming Attractions | Laptops/Smartphones/Tablets | Practice Management/Calendars

SmartAdvocate: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, October 21, 2015

Today's issue of TL NewsWire covers practice management software designed specifically for law firms that specialize in personal injury and class action tort litigation (see article below), a law firm website design service, cloud document assembly software, and a cross-platform text editor. Don't miss the next issue.

A PRACTICE MANAGEMENT PAIN RELIEVER FOR PI FIRMS

There's litigation and then there's personal injury litigation. A subspeciality, personal injury litigation has unique case characteristics such as medical records. On the business side, the contingency fee model encourages a volume practice (though some firms place few big bets instead). Many practice management systems focus on commercial litigators who bill in six minute increments. But not all of them.

SmartAdvocate … in One Sentence

SmartAdvocate is a cloud practice management system for law firms that handle personal injury and/or class action tort cases.

The Killer Feature

With the smartphone practically a birthright, text messaging may better serve your client messaging needs than telephone calls. The new version of SmartAdvocate integrates with CallFire for individual and mass text messaging. CallFire normally charges 5 cents per message, but SmartAdvocate customers pay just 2 cents.

The CallFire integration obviates revealing your smartphone number. Instead, SmartAdvocate emails incoming text messages to those working on that client's matter. SmartAdvocate automatically stores all incoming and outgoing text messages on the Case Notes page of the corresponding matter.

Other Notable Features

Designed for a high-volume practice, SmartAdvocate automates the intake process. It includes Intake Screens that you can customize for common case types such as auto accidents. Case Wizards walk your staff through other aspects of the intake process such as obtaining retainer agreements.

SmartAdvocate can automatically generate a rejection letter based on the reason selected, mark a case as active when you scan a retainer agreement, and assign lawyers and others to new cases. The Intake Review Screen enables you to review intake decisions made by your team.

The automation continues once a case commences. You can create Task Templates for all aspects of your cases. Workflows enable you to break down large tasks such as obtaining, reviewing, and approving medical records. Speaking of which, SmartAdvocate has a suite of tools for handling medical records and related information such as doctor visits and injury classification.

SmartAdvocate contains traditional practice management features such as calendars, contacts, and document management. Add-ons for Outlook and Word enable you to save email and documents in SmartAdvocate. Dashboards and reports keep you apprised of deadlines, key performance indicators, and more.

"SmartAdvocate is creating quite a splash within the industry," SmartAdvocate CEO & President Jerrold S. Parker tells us. "At its core, SmartAdvocate's DNA is made up of the collective insight of practicing attorneys and paralegals in a high volume, high quality personal injury and mass tort practice."

What Else Should You Know?

Other specialized tools encompass statutes of limitations, lien tracking, and settlement calculations and disbursements. SmartAdvocate works in all desktop and mobile web browsers. You can also use the free iPhone app. Learn more about SmartAdvocate.

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: Litigation/Discovery/Trials | Practice Management/Calendars | TL NewsWire

How to Archive Client Email and Find It Later; Omit the Small Stuff From Your Bills; Best PCLaw Resource

By Kathryn Hughes | Thursday, October 1, 2015

Today's issue of TL Answers contains these articles:

Bill Onwusah, How to Archive Client Email and Find It Later

Roger Boyell, Omit the Small Stuff When Billing Clients

Joe Bahgat, The "Best" PCLaw Resource

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 | Coming Attractions | Consultants/Services/Training | Email/Messaging/Telephony | Practice Management/Calendars | TL Answers

LexisNexis Firm Manager: Read Our Exclusive Report

By Neil J. Squillante | Friday, September 18, 2015

Today's issue of TL NewsWire covers a practice management system with a tool for capturing and organizing client-related email (see article below), and the three leading ad blockers for Safari in iOS 9 (so far). Don't miss the next issue.

SHOW YOUR CLIENT-RELATED EMAIL WHO'S BOSS

What's the biggest technology pain point for law firms? There's no official study, but our statistics suggests that organizing client-related email is among the top 10 and might top the list were such a study conducted. An email pain reliever may have finally arrived.

LexisNexis Firm Manager … in One Sentence

Launched recently, LexisNexis Firm Manager is a cloud practice management system for solos and small law firms.

The Killer Feature

The new Matter Correspondence feature enables you to append email messages and attachments to a matter in Firm Manager. Matter Correspondence doesn't require an add-in so it works with all email services and programs — Office 365 and Outlook, Google Apps and Gmail, iCloud and Apple Mail, all Android and iOS email apps, etc.

Instead, Matter Correspondence works via email. Every matter has a unique correspondence email address. All email and attachments sent to one of these addresses gets added to the corresponding matter. You'll find all the email and attachments you've sent listed in each matter's Correspondence tab. Firm Manager provides unlimited storage so there's no limit to how much you can store.

In addition to adding these email addresses to your outgoing messages, you can also file messages received from others by forwarding them. Firm Manager has long offered the ability to upload documents from within a matter, but Matter Correspondence now offers an alternative for situations when it's faster to email documents.

Other Notable Features

LexisNexis has added a number of other major features since our last report. Chief among these, Money Finder brings to Firm Manager a technology that LexisNexis added to PCLaw and Time Matters a few years ago. Money Finder automatically searches calendar entries, tasks, and documents created in Firm Manager to find items not associated with time and expense entries. You decide whether to bill for each item. In all likelihood, you'll find billable events you forgot to record.

Also new, the 360 Degree Dashboard View provides an overview of your day, active matters, and your entire law firm. Google Calendar Sync eliminates having to enter calendar events twice. For example, events entered on your iPhone's Calendar app appear in Firm Manager and vice versa. Similarly, if you use LawToolBox for court rules, the deadlines it generates appear in Firm Manager.

Other features include a conflicts of interest search tool that stores and date stamps the results if needed in the future, a Matter Dashboard for each matter, time and expense entry, trust accounting, invoicing, and a Microsoft Office add-in for saving Word and PowerPoint documents to Firm Manager.

What Else Should You Know?

Firm Manager runs in desktop and mobile web browsers. LexisNexis encrypts all Firm Manager data, and houses it in data centers in the United States. Firm Manager costs $44.99 per month for the first user, and $29.99 per month for each additional user (annual plans offer a 20% discount). The subscription includes 24/7 technical support, and import of your data. You can try Firm Manager for free. Learn more about LexisNexis Firm Manager.

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: Email/Messaging/Telephony | Practice Management/Calendars | TL NewsWire

How to Avoid Being Ashley Madisoned; PI Practice Management Software; Surface Pro and iPad Pro; Email Archiving; WordPerfect

By Kathryn Hughes | Thursday, September 10, 2015

Today's issue of TL Answers contains these articles:

Neil Squillante, Avoiding Being Ashley Madisoned: Acrobat DC and Cloud Security in General

Caren Schwartz, How to Find Practice Management Software for Personal Injury

Tim Callins, "Holding" the Surface Pro: Is It Really a Tablet? (And What About the iPad Pro?)

Anita Roessmann, Archiving Email as PDF on a Mac: Is There an Easier Way?

Judith Bourne, Review: WordPerfect for Tables of Authorities

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: Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Online/Cloud | Practice Management/Calendars | Privacy/Security | TL Answers

Tablet-Induced Insomnia and Eye Strain; Organizing Documents With Tags; Personal Injury Software; Dictation; Acrobat DC Security

By Kathryn Hughes | Thursday, September 3, 2015

Today's issue of TL Answers contains these articles:

Anita Roessmann, Tablet-Induced Insomnia and Eye Strain; Review of f.lux

Neil Squillante, How to Organize Your Documents by Practice Areas and Document Types

Donald Coker, PracticeMaster and Tabs3 in a Personal Injury Practice

Chet Lustgarten, Tip: Use Dictation to "Copy and Paste"; BigHand Review

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 | Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Answers

Make PDF Page Numbers Match Reality; Judgment Calculations; Hard Cost Recovery Tip; Custom Screens in Amicus Attorney

By Kathryn Hughes | Thursday, August 27, 2015

Today's issue of TL Answers contains these articles:

Kathleen Cully, How to Get PDF Page Numbers to Match Reality Using Acrobat; Soda PDF

Tom Trottier, Tip: Free Software for Calculating Judgments

John Ahern, Tip: Make Clients Pay Directly for Hard Costs

Caren Schwartz, Creating Custom Screens and Reports in Amicus Attorney

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 | Business Productivity/Word Processing | Coming Attractions | Litigation/Discovery/Trials | Practice Management/Calendars | TL Answers
 
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