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ClearContext Professional 5: Read Our Exclusive Report

By Neil J. Squillante | Thursday, May 12, 2011

Originally published in our free TechnoLawyer NewsWire newsletter. Instead of reading TechnoLawyer NewsWire here, sign up now to receive future issues via email.

How to Make Email the Sunshine of Your Law Practice

In yesterday's issue of TechnoFeature, Mazyar Hedayat joked that affectations like eye contact and firm handshakes would become historical relics in another 20 years. However, it's no joke. And it won't take 20 years. A recent Wall Street Journal opinion piece praised email for dramatically reducing one of the most annoying aspects of life — telephone calls. A legal technology guru once marveled in his podcast that even if he took several weeks to reply to someone's email message, they didn't seem to mind. Just as teens once plastered London with "Clapton Is God" graffiti, many of us feel the same way about email. It's the killer app of all killer apps — and a far larger social network than Facebook (it's completely open too). But email can get out of control. Those of you who use Outlook listen up.

ClearContext Professional 5 … in One Sentence
ClearContext Professional 5 is an Outlook add-on for email management.

The Killer Feature
Outlook contains many useful features, but in true Microsoft fashion most people don't use them because they're too difficult to figure out and in some cases even find. Take rules, please — clearly built by programmers for programmers, not normal people.

ClearContext Professional provides the functionality of rules without having to create any. For example, it can file email from automated senders such as online stores into a folder for later review. ClearContext Professional can also learn from you. File a message from a client once, and the software will file all future messages automatically

Other Notable Features
The new version of ClearContext Professional goes beyond rules. You can defer email messages with one click. They disappear from your inbox and return later at a designated time. You can receive a reminder if you send an important message but don't receive a reply.

ClearContext Professional also performs an electronic alchemy of sorts — it can convert email messages into appointments or tasks. In fact, it includes a Task Organizer that accommodates David Allen's "Getting Things Done" system. Even better, you can delegate email to those unfortunate enough to report to you and track their progress.

What Else Should You Know?
ClearContext Professional works with Outlook 2003 and later. It costs $89.95. Learn more about ClearContext Professional 5.

How to Receive TechnoLawyer NewsWire
So many products, so little time. In each issue of TechnoLawyer NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The "In One Sentence" section describes each product in one sentence, and the "Killer Feature" section describes each product's most compelling feature. The TechnoLawyer NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Email/Messaging/Telephony | TL NewsWire

Law Firm It Manager Plays With Playbook Plus 110 More Articles

By Kathryn Hughes | Tuesday, May 3, 2011

Coming today to BlawgWorld: Our editorial team has selected and linked to 111 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Start Treating Email Like All Correspondence

Phone Wars

iPhone and iPad at Class Certification Hearing

A Client Reviews Goodwin Proctor

The One Question to Ask Before Redesigning Your Web Site

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: BlawgWorld Newsletter | Coming Attractions | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management

Your Law Firm in the Cloud; Reviews of eFax, QuickFile, HoudiniESQ, Preview

By Kathryn Hughes | Thursday, April 14, 2011

Today's issue of Answers to Questions contains these articles:

Seth Rowland, How to Operate Your Law Firm in the Cloud

Stan Winikoff, Review: eFax for Windows

Fred Kruck, Review: QuickFile for Outlook

William Burns, Review: HoudiniESQ's Email Features

Chris Gibson, Review: Using Preview for PDF Files on Mac

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

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: Business Productivity/Word Processing | Coming Attractions | Document Management | Email/Messaging/Telephony | Online/Cloud | Practice Management/Calendars | TL Answers

Reviews of RapidFax, FileCenter v. PaperPort, Worldox; Handling Chargebacks; Mac Legal Software

By Kathryn Hughes | Thursday, April 7, 2011

Today's issue of Answers to Questions contains these articles:

Paul Billings, Review: RapidFax Fax-to-Email Service

Roy Greenberg, Review: FileCenter Versus PaperPort

Vusumzi Msi, Review: Worldox for Document Management

Philip Franckel, How to Handle Credit Card Chargebacks on Earned Fees

Stephen Seldin, Two Big Problems With Macs in Law Offices

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

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 | Coming Attractions | Desktop PCs/Servers | Email/Messaging/Telephony | Networking/Operating Systems | Online/Cloud | TL Answers

Reviews of Pathagoras, QuickFile 4Outlook, Credenza, ScanSnap S500; Software Upgrade Debate; Mac Switcher Report

By Kathryn Hughes | Thursday, March 31, 2011

Today's issue of Answers to Questions contains these articles:

Geoff Ormrod, Review: Pathagoras

Danny Wash, Review: QuickFile 4Outlook and Credenza

Deepa Patel, Legal Software: Should You Stay or Should You Upgrade?

Thorne D. Harris III, The Pros and Cons of Practicing Law With a Mac

Michael O'Connor, Review: Fujitsu ScanSnap S500

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

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 | Coming Attractions | Document Management | Email/Messaging/Telephony | Law Office Management | Networking/Operating Systems | Practice Management/Calendars | Technology Industry/Legal Profession | TL Answers

Reviews of MessageSave, FileCenter, Foxit; OneNote for Litigation; Worldox Installation; File Naming

By Kathryn Hughes | Thursday, March 24, 2011

Today's issue of Answers to Questions contains these articles:

Gian-Reto Schulthess, Review: MessageSave and FileCenter for Email Archiving

Miriam Jacobson, Review: FoxIt Reader for PDF Files

Doug Rice, Review: Microsoft OneNote for Litigation Support

Michael Jones, Worldox: Why You Shouldn't Go It Alone

Leslie Shear, A Different Twist on File Naming

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

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: Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Document Management | Email/Messaging/Telephony | TL Answers

Reviews of Worldox GX2 and MessageSave; Automating PDF Batch Processing; The Economics of Suing Your Clients; File Naming Tips

By Sara Skiff | Thursday, March 10, 2011

Today's issue of Answers to Questions contains these articles:

Anthony Campbell, Review: Worldox GX2

Sam Mattern, Review: Acrobat Professional v. CVista PdfCompressor for Batch Processing

Ken Laska, The Sad Math Behind Suing Your Non-Paying Clients

Denise Yancey, File Naming Tips Revisited

Elaine LaPointe, Review: MessageSave For Archiving Emails

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

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 | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | Law Office Management | TL Answers

Email Archiving Tip; CaseMap v. AD Summation; Delinquent Clients; FreeMind Review; Eyesite Monitor Supports

By Sara Skiff | Thursday, February 24, 2011

Today's issue of Answers to Questions contains these articles:

Drew Helms, Tip: How to Archive Email Using Acrobat Standard (Or Better)

Sean Wettig, Review: CaseMap v. AD Summation

Davit Hiscock, the Realities of Getting Paid by Delinquent Clients

Charles Cork, Review: FreeMind for Case Chronologies

Fred Kruck, Tip: Steelcase Eyesite Monitor Supports

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

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 | Collaboration/Knowledge Management | Coming Attractions | Computer Accessories | Document Management | Email/Messaging/Telephony | Law Office Management | Litigation/Discovery/Trials | Monitors | Technology Industry/Legal Profession | TL Answers

BigLaw: Top 10 Email Etiquette Tips for Large Firm Lawyers

By Marin Feldman | Wednesday, February 23, 2011

Originally published on January 25, 2010 in our free BigLaw newsletter. Instead of reading BigLaw here after the fact, sign up now to receive future issues in realtime.

Gentleman Ladies and Gentleman BigLaw Subscribers,

During firm orientation, you learn how to opt into your dental plan, where to locate the bathrooms, and, if you're lucky, how to track your hours. These items are important, especially if you eat spicy meals, gnaw on tin foil, or develop bruxism. But orientation not to mention internal CLE programs nearly always omit another crucial skill — professional email etiquette.

You would think sending polished, professional email would be an obvious skill among associates. Large law firms apparently agree, so they don't bother teaching the basics and instead let new associates (and luddite partners who begrudgingly agree to start using email) fall on the swords of accidental reply-alls, overly informal language, and other faux pas. If your law firm does not have an email etiquette training program, relax. Just forward this issue of BigLaw around your firm as it contains the top 10 email etiquette tips for large firm lawyers.

1. Subject Line

Keep your subject lines short yet explanatory and joke-free (no matter how hilarious your pun). Use title case or else it will look too informal. In long back and forth chains, make sure it doesn't get to the point of "Re:Re:Re:Re:Re:Re:Fwd." When this happens, edit it back to a single "Re:" or start fresh. Aon's Chief Counsel for Litigation and former Jones Day partner Mark Herrmann has some additional subject line tips.

2. Salutation

As someone with a gender-neutral name that brings to mind a county in Northern California (Marin), I have been the victim of "Gentlemen" more than once during my biglaw tenure. And Greg, a female friend of mine, certainly commiserated. The point is, unless you've spoken to all parties on the phone or seen them in person, "Gentleman" is risky. While "Ladies and Gentleman" solves that problem, using it makes you sound like you're a traveling minstrel hawking peep stones. I suggest using everyone's first name if feasible or the completely neutral "All:" or skipping the salutation altogether and starting with a "Good Morning/Good Afternoon."

3. Signoff

Most lawyers use some form or "Regards" at the conclusion of email. But which "Regards" to use? There's of course the plain vanilla "Regards," the effeminate "Warm regards," the passive aggressive "Kind regards," and finally "Best regards" for when you really want to knock their socks off. If you're going to use "Regards" — and it is a fine signoff — just pick one and stick with it forever. "Thanks" is also a good one. Steer clear of "Sincerely" and "Respectfully," and never write "Truly" because it means nothing and sounds creepy.

4. Attachments

If you write "Please find attached …" for the love of God make sure to attach the attachment. Triple check it if you must. Nothing says "amateur" more than sending a follow-up email 30 seconds later with an apology and an attachment. Software utilities such as SendGuard can scan your message for words like "attachment" and warn you if there's nothing attached when you click "Send."

5. Non-Work Related Mass Email

Do you need the number of a good plumber? How about a recommendation for a reputable DUI lawyer in the DC Metropolitan area for "a friend"? Conduct Google searches, call friends, but whatever you do, don't send around mass email messages at work (except of course for this issue of BigLaw). Your toilet may be clogged and your "friend" may have breathed a 0.42, but you don't want your entire firm gossiping about you. Don't even offer up the Yankees tickets you can't use. Keep your personal problems anonymous.

6. Signatures

Always include a signature with your contact information — except your email address since that's redundant. Your signature should be plain and all black. Don't use a cheesy script font for your name, don't get fancy and place the firm's name in a different color. And definitely don't append "Please be considerate of the environment … think before you print this message!" unless you want people to never email you again. You should also remove the "Sent from my iPhone" advertisement because it tips partners off that you're not at your desk 24/7. Don't give them an excuse to give you more work.

7. Abbreviations

No matter how many abbreviations ("thx"), misspellings ("tonite"), or other syntax and grammatical errors clients and partners include in their hastily-written email, resist the urge to reply in kind. You may be in a rush too, but dig deep and find the time to write a proofed and polished message, even from your mobile device … which means deleting "Sent from my iPhone" as noted above.

8. Return Receipt

As tempting as it is to know — definitively — that someone has read the very important email you just sent him or her, nothing enrages people more than receiving return receipt messages. Why should it be your business to know when and if someone reads your email? It's not. The whole deal with email is that you take a leap of faith that the recipient will receive it and respond. If you can't live with that anxiety, use the phone instead. Don't play dirty by spying on other peoples' inboxes.

9. Recalls

Email is unforgiving. Once sent, that's a wrap. You can't go back. Recalling an email sent in error that has undoubtedly already been read by the unintended recipient(s) only calls more attention to the original message, your mistake, and your feeble attempts to undo it. Just don't make this mistake. Ever. Pay attention. Turn off address auto-fill if necessary. Or use Outlook's Defer Delivery setting.

10. Personal Email Sent From Your Work Account

You've all read the legendary email accidentally sent by a Skadden summer associate from his work account to the firm's entire underwriting group. Nuff said.

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Answering this question requires digging up some dirt, but we do with the best of intentions. Published first via email newsletter and later here on our blog, BigLaw analyzes the business practices, marketing strategies, and technologies used by the country's biggest law firms in an effort to unearth best and worst practices. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Email/Messaging/Telephony

How to Avoid Discounting Your Legal Fees; Reviews of Olympus DS-5000, Olympus AS-5000, AVG Anti-Virus Software; Document Management Tips; Rocky Romance

By Sara Skiff | Thursday, February 10, 2011

Today's issue of Answers to Questions contains these articles:

Nancy Plante, Tips on Retainer Fees and How to Avoid Giving Discounts

Neal Frishberg, Review: Olympus DS-5000 Recorder and AS-5000 Transcription Kit

Norman Bowley, Tip: Our "Native" Document Management System; SmartSave Review

Dan Johnson, Tip: NetDocuments' Outlook Integration and Email Management Profiler

Michael Jones, Review: AVG Anti-Virus Software

Paul Mansfield, My Rocky Romance With Timeslips

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

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 | Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | Law Office Management | Online/Cloud | Privacy/Security | TL Answers | Utilities
 
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