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Document Naming; Reviews of QuickBooks Professional Services, Lanlogic, RingCentral; Bates Stamping; Acrobat Alternatives

By Kathryn Hughes | Thursday, September 4, 2014

Today's issue of TL Answers contains these articles:

Jeffrey Chard, My Law Firm's Document Naming Rules

Jerry Gonzalez, Review: QuickBooks Pro Professional Services

Burton Bruggeman, Review: Lanlogic for Desktop as a Service

Ay Uaxe, Why and How You Should Bates Stamp Plus Acrobat Alternatives

Wallace Berry, Review: RingCentral

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 | Email/Messaging/Telephony | Litigation/Discovery/Trials | Networking/Operating Systems | Practice Management/Calendars | TL Answers

Records Retention Policies and Workflows; ClearScan Clarification and Benefits; Multiple Monitors; Reviews of Dispatch, MaxEmail

By Kathryn Hughes | Thursday, August 28, 2014

Today's issue of TL Answers contains these articles:

Wayne Pierce, Thoughts on Law Firm Records Retention Policies and Workflows

Rick Borstein, Clearing Up Confusion About Acrobat's ClearScan Plus Its Benefits

Tom Trottier, Advice for Multiple Monitors; Review: Dispatch

Fred Kruck, Review: MaxEmail (MyFax Alternative)

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: Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | Law Office Management | Monitors | TL Answers

Reviews of Netmemo+, ThinkPad Tablet 2; Back to One Monitor; Keeping Email in Sync Across Devices

By Kathryn Hughes | Thursday, August 7, 2014

Today's issue of TL Answers contains these articles:

John Runte, Review: Netmemo+

Mitchell Leitman, Review: Lenovo ThinkPad Tablet 2 With Windows 8.1

Thomas RuBane, Why I Switched From Multiple Monitors To Just One

Sara Austin, How I Keep My Email In Sync Across Four Devices

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: Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Monitors | Networking/Operating Systems | TL Answers

Worldox for Mac Version 1.15: Read Our Exclusive Report

By Neil J. Squillante | Thursday, August 7, 2014

Today's issue of TL NewsWire covers a popular document management system that now supports Macs via a new application (see article below), an online court rules service that integrates with Outlook, speech recognition software that works within web applications, and a sleep-tracking gadget that works with your iPhone. Don't miss the next issue.

DOCUMENT MANAGEMENT FOR MAC FANS

It once took a lot of fortitude to use the Mac in a law firm because virtually all legal software ran on Windows. Initially, this meant that Mac users had to use remote control software to run Windows applications. Later, Mac users could run a virtualized version of Windows. Next, Mac users could access some software using their web browser. Nowadays, actual Mac applications exist.

Worldox for Mac Version 1.15 … in One Sentence

Launched this week, World Software's Worldox for Mac Version 1.15 is a client for accessing the popular document management system Worldox GX3.

The Killer Feature

Worldox for Mac gives Mac users in your law firm access to the core features of Worldox GX3 or Worldox GX3 Cloud. The former runs on a Windows server in your firm. The latter is hosted by World Software, eliminating the need for your own server.

Most notably, Worldox for Mac integrates with Apple Mail and Microsoft Outlook, the most popular Mac email programs. This integration enables you to store email messages and attachments within Worldox GX3 organized by client/matter and whatever other metadata you apply. Also, you can initiate an email message from within Worldox for Mac to send someone a document and instantly store your message within Worldox GX3.

"The new version of Worldox for Mac is a huge breakthrough since it brings the core features of our award-winning document management system to Mac users," World Software Corporation president Ray Zwiefelhofer told us. "Our initial inspiration was the remarkable popularity of the Worldox iPad app released in 2012 and more recently the universal iOS app that brought Worldox to the iPhone. We realized our customers needed support for the Mac too."

Other Notable Features

As alluded to above, when you save email or documents to Worldox GX3 using Worldox for Mac, you create a profile — the essence of a true document management system.

Accordingly, you can search for documents using metadata from these profiles such as author, client, matter, document type, date range, and more. You can also navigate through Worldox GX3's folder system if you know where a document resides. Worldox for Mac also supports full-text searching. To verify that you have found the right document or if you just need a bit of information, you can quickly preview a document rather than open it.

Worldox for Mac supports Check-Out to prevent changes to a document while you work on it, and Check-In to ensure the creation of a new version when you finish. Additionally, you can use Check-Out to create a personal version of a document without preventing others from accessing or changing it.

Favorite Files displays a list of recently-access documents. Other features in Worldox for Mac include copying and moving documents, the ability to revert to a previous version of a document, and Send To integration shortcuts for sending copies of documents outside of Worldox such as Dropbox, USB drives, printers, etc.

What Else Should You Know?

You can also access Worldox GX3 and Worldox GX3 Cloud using the Windows client, the iOS app, and/or Worldox Web Mobile (a module that facilitate access from a web browser). Learn more about Worldox for Mac.

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: Document Management | Networking/Operating Systems | TL NewsWire

Letting Go of Old Ideas Plus All the Inside Baseball From the Past Week

By Kathryn Hughes | Wednesday, August 6, 2014

Coming today to BigLaw: Our editorial team has assembled links to all the inside baseball announced by America's largest law firms during the past week in an easy-to-scan format. You'll also find must-read analysis, rankings, trends, etc. about large law firms.

This week's inside baseball sections link to:

62 press releases about lateral hires, mergers, internal promotions, and all other significant business news.

26 press releases about notable law firm and practice group accolades.

73 press releases about notable individual lawyer accolades.

Congratulations to William D. Henderson on winning our BigLaw Pick of the Week award: Letting Go of Old Ideas About the Legal Industry. Here's a sampling of of some other industry analysis from this issue:

A Special Report on Managing Partners

An Industry Devoted to Helping Lawyers Quit

Why I Love Document Review

How to Receive BigLaw
BigLaw keeps you apprised of lateral hires, internal promotions, mergers, new offices, accolades, and other inside baseball at America's 300+ largest law firms by linking directly to their press releases. Thanks to a clever design, BigLaw takes just a few minutes to scan yet its comprehensiveness makes it the only source you need to stay on top of this self-reported news. Each issue of BigLaw also links to insightful articles, statistical reports, podcasts, and videos about large law firms published elsewhere as well as to our detailed product reviews with accompanying TechnoScore ratings. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Coming Attractions | Document Management | Law Office Management | Technology Industry/Legal Profession

Reviews of Doxsera, ActiveWords for Worldox Users; Hardware Versus Services Flexibility

By Kathryn Hughes | Friday, August 1, 2014

Today's issue of Fat Friday contains these articles:

David O'Connell, Review: Doxsera (TheFormTool Enterprise?)

Fred Kruck, Review: ActiveWords for Worldox Users

Scott Bassett, Using Multiple Platforms: Hardware Flexibility Versus Services Flexibility

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 | Business Productivity/Word Processing | Coming Attractions | Document Management | Fat Friday | Laptops/Smartphones/Tablets | Utilities

Why I Ditched the iPad; Review of Sony ICD-P520; Achieving a Paperless Law Office; Document Naming Twist

By Kathryn Hughes | Friday, August 1, 2014

Today's issue of TL Answers contains these articles:

Mark Klarich, Not Waiting for Godot: Why I Ditched My iPad

William Reaves, Review: Sony Digital Recorder ICD-P520

Tim Tierney, The Six Steps to Paperless Law Office

Steve Long, When to Place the Document Type Before the Date

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: Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Answers

Three Common Productivity Tasks That an iPad Performs Better Than a PC

By Neil J. Squillante | Tuesday, July 29, 2014

Can the iPad perform productivity tasks? Obviously. But can it perform them more efficiently than a PC? This is the more important question, which we continually research. In this issue of TL Research, we explain three tasks that the iPad performs better in terms of both functionality and speed than a PC. The accompanying video demonstrates two of these tasks.

THREE COMMON PRODUCTIVITY TASKS THAT AN IPAD PERFORMS BETTER THAN A PC

In a recent episode of the A16Z podcast Andreessen Horowitz partner and mobile computing analyst Benedict Evans described smartphones as "way more sophicated than a PC" thanks to their camera and sensors.

He's right. It's relatively easy to build your own PC. However, you cannot build a smartphone — or a tablet — in your den. The mobile operating systems that run these devices likewise outclass their desktop counterparts. Look no further than installing and uninstalling apps as proof.

Sophistication Versus Utility

Of course, sophistication is just one aspect of a tool. A Tesla is more sophisticated than a Toyota Camry, but the latter will serve you better for most driving tasks thanks to the plethora of gas stations. While Tesla has a long road ahead, what about the iPad? It's the most popular tablet among TechnoLawyer members and all lawyers for that matter.

Over the past few years, lawyers have debated whether you can use an iPad for so-called "real work." While enjoyable, this debate sidesteps the more important question — should you even if you can?

For example, most lawyers can type faster on a PC than on an iPad. And despite my high hopes for taking handwritten notes when the iPad mini launched (our most tweeted article), I'm now more bullish on smartpens that write on paper and transfer your notes to an iPad.

On the other hand, the iPad bests the PC (and Mac) at certain tasks. Below are three that the iPad performs better in terms of both functionality and speed than a PC based on our research.

1. Sharing Web Articles

Email remains the most common way to privately share articles you find on the web with clients, colleagues, and friends.

Most people share articles by copying and pasting the URL into the email message they send. Recipients must click the URL, which means they cannot read your message and the article in the same place. And what if the article resides on a website that requires a subscription?

On an iPad (and iPhone), you can easily send the entire article inside your email message.

In Safari, tap the Reader button on the left side of the address bar (it's an icon comprised of four horizontal lines). This eliminates all the surrounding cruft, leaving only the article. Next tap the Share button to the left of the Reader button. Finally tap the Mail button. (If the article spans several pages, start with the printer-friendly version if one exists.)

This three tap sequence places the URL and the entire article into a new email message. Write whatever you want above the article and send the message.

The above video demonstrates this feature. Try sharing this article.

2. Adding Contacts From Unstructured Data

A number of Outlook add-ons such as Gwabbit and Copy2Contact exist that can recognize email addresses, street addresses, telephone numbers, etc. in the body of email messages (e.g., signatures) so that you can quickly create new contacts.

That's nice but the Mail app in iOS recognizes this unstructured data without having to buy any extra software.

You probably know how to tap an email address to start a new message, a street address to view that location in Maps, and a telephone number to make a call (iPhone only).

However, if you tap and hold you'll see an option to create a new contact or add the information to an existing contact.

The iOS Contacts database syncs with Google Apps, Office 365, and Microsoft Exchange in addition to Apple's iCloud. If you use one of these services (if you don't you should), the additions and changes you make on your iPad will appear in Outlook on your PC (or whichever application you use to store contacts).

Watch the above video for a demonstration of this feature.

3. Replacing Paper

A growing number of lawyers already use their iPad as a paper replacement, but it's such a powerful use case that it bears mentioning. The iPad offers an excellent reading experience while offering much better portability than paper once you get beyond 50 or so pages.

First, using any number of apps such as Adobe Reader, GoodReader, Notability, NoteSuite, PDF Expert, etc., you can store PDF documents on your iPad and annotate them. The sync services that these apps support make it easy to move documents from your PC to your iPad. There's no reason to lug reference books to court anymore. Or for that matter to save paper user guides when you buy a new whatever (most companies make their user guides available online in PDF format).

Second, consider taking paper replacement further. For example, hand your clients your iPad to show them a document. If everyone at a meeting has an iPad, use an app like Slingshot to share your screen with them. Finally, consider reviewing depositions on your iPad using an app such as TextMap or TranscriptPad.

The Future Ain't What It Used to Be

As Yogi Berra's quote teaches us, new technologies inevitably surpass old technologies, evolving from toys to necessities. The iPad has already proved its potential. iOS 8 — especially extensions — will add to the number of productivity tasks it can perform better than a PC.

Neil J. Squillante is the publisher of TechnoLawyer.

How to Receive TL Research
Our flagship newsletter offers in-depth buyer's guides and other helpful research reports for everyone in the legal profession. Written in plain English by leading experts, these reports combine exhaustive research with sound statistical techniques to provide you with reliable analysis, data, and insights. Just as importantly, TL Research reports often include benchmarks, charts, and other visuals that bring the information to life. TechnoLawyer members regularly use TL Research reports at strategic planning meetings. The TL Research newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Document Management | Laptops/Smartphones/Tablets | Practice Management/Calendars | TL Research

Attention Corel and Microsoft; Prevent Windows Shutdown Woes; Download a Dropbox Folder to Your iPad

By Kathryn Hughes | Friday, July 25, 2014

Today's issue of Fat Friday contains these articles:

Donald Lowrey, Are Corel and Microsoft Listening to Lawyers?

Steven Levy, How to Prevent Losing Work From a Windows Shutdown

Jerry Gonzalez, How to Download an Entire Dropbox Folder to Your iPad

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: Business Productivity/Word Processing | Coming Attractions | Document Management | Fat Friday | Laptops/Smartphones/Tablets | Networking/Operating Systems

How to Spend $25 Million on Document Management Software Plus 62 More Must-Reads

By Kathryn Hughes | Wednesday, July 23, 2014

Coming today to BlawgWorld: Our editorial team has selected and linked to 63 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.

10 Tips for Better Slide Decks (Video)

Review: Hours

Lawyer John Voorhees' Sweet Setup

One Month Living on Soylent

Congratulations to Erik Mazzone of Law Practice Matters on winning our BlawgWorld Pick of the Week award: How to Spend $25 Million on Document Management Software

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 | Document Management | Entertainment/Hobbies/Recreation | Laptops/Smartphones/Tablets | Online/Cloud
 
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