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Deconstructing Office 365 for Solos and Small Law Firms Plus Meet the Newest Cloud Practice Management System

By Kathryn Hughes | Wednesday, March 20, 2013

Coming today to SmallLaw: Microsoft's Office 365 is the new way to license Microsoft Office. And 37 different packages exist! You need a user guide to figure out which one to choose. That's exactly what law firm technology consultant Ben Schorr has written in this issue of SmallLaw. Ben explains how Office 365 works, which products it contains, and the five packages, including pricing, that best suit solo practices and small law firms. Thanks to Ben's deconstruction of the options and advice, you won't waste any time. Also, don't miss the SmallLaw Pick of the Week for the scoop on a new cloud practice management system.

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: Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Document Management | Email/Messaging/Telephony | SmallLaw

Using OneNote for Email Archiving; Risky Document Names; Review of DisplayFusion, Vlingo; Escape From Windows and Word; Much More

By Kathryn Hughes | Thursday, March 7, 2013

Today's issue of TL Answers contains these articles:

Dan Ruderman, Tip: How to Use OneNote to Archive Client-Related Email

Kevin Svec, The Risks of Not Using Dates in Document Names

Jon Lydell, Review DisplayFusion Plus a Novel Use of Three Monitors

Richard Belthoff, Review: Vlingo (Versus Siri)

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: Backup/Media/Storage | Coming Attractions | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Monitors | TL Answers

iPad mini and iThoughtsHD at a Hearing Plus 111 More Must-Reads

By Kathryn Hughes | Monday, February 18, 2013

Coming today to LitigationWorld: Our editorial team has selected and linked to 112 articles from the past two weeks worthy of your attention. Below you'll find a sample article from each section of today's issue, including our LitigationWorld Pick of the Week.

Giving Presentations With the iPad

Study Finds Tipsy Eyewitnesses More Reliable

An Investigation Into Document Review Inconsistencies (PDF)

Court Sanctions Both Parties for Ediscovery Violations

Congratulations to Andrew Legrand of Paperless Chase on winning our LitigationWorld Pick of the Week award: Using an iPad mini and iThoughtsHD at a Hearing

How to Receive LitigationWorld
All practice areas evolve, but none faster than litigation. Written by successful litigators and other litigation experts, LitigationWorld provides you with practical tips related to electronic discovery, depositions, litigation strategy, litigation technology, and trial presentations. You'll also receive in-depth litigation product reviews as well as links to the most noteworthy articles in other online litigation publications so that you'll never miss anything. The LitigationWorld newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Document Management | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | LitigationWorld

Why I Couldn't Switch From WordPerfect; Review of Metrofax; Tips on Google Calendar, Document Naming

By Kathryn Hughes | Thursday, February 14, 2013

Today's issue of TL Answers contains these articles:

Thomas F. McDow, Why I Couldn't Switch Plus Using Word and WordPerfect Side by Side

Nathan Davis, Review: Metrofax

Fred Hopengarten, How I Name My Documents

Andrew Willinger, Tip: How to Backup and Sync Your Google Calendar

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 | CLE/News/References | Coming Attractions | Document Management | Email/Messaging/Telephony | Online/Cloud | Practice Management/Calendars | TL Answers

Best and Worst Legal Technologies; Outlook Tips; Epic Document Management Rant; PDF Semantics

By Kathryn Hughes | Friday, February 1, 2013

Today's issue of Fat Friday contains these articles:

Neil Squillante, The Best and Worst New Technology for Law Offices

Kurt Schoettler, Tips on Preventing Inadvertent Disclosures When Sending Email Using Outlook

Kevin Kirlin, A Critique of Yvonne's "Nearly Foolproof" Document Management System

Elizabeth Greenfield, Does Adobe Acrobat Create a "Mirror Image"?

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 | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Networking/Operating Systems | Technology Industry/Legal Profession

Worldox GX3 Cloud: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, January 23, 2013

Today's issue of TL NewsWire covers a cloud document management service that uses native software (see article below), a fast monochrome laser printer, a document management app for the iPad, and a task manager that works on the web and in dedicated iOS apps. Don't miss the next issue.

CLOUD DOCUMENT MANAGEMENT WITH A LOCAL TWIST

We've entered a new era in the legal technology world. Few lawyers debate the necessity of a document management system anymore. Instead, the debate has shifted to which combination of features best fits the needs of law firms in the second decade of the 21st century. The debate has thus far focused on cloud versus local, but a new product suggests that a hybrid approach may best suit the needs of many law firms.

Worldox GX3 Cloud … in One Sentence

Launching today, World Software's Worldox GX3 Cloud is a hybrid cloud document management system.

The Killer Feature

As its name suggests, Worldox GX3 Cloud stores your firm's documents and client-related email in the cloud (secure web servers). But here's the twist — you're not relegated to using a web browser to access and work with your data. Instead, you can use the very same Worldox software you would use if you stored your documents on an onsite server.

According to World Software, Worldox GX3 Cloud works so seamlessly that your colleagues may not realize their documents are stored in the cloud and not locally, thus eliminating a common complaint of cloud applications — the slowness of web browsers (a web browser must download text and images in addition to the data you seek).

Worldox GX3 Cloud adds to its speed advantage by enabling you to edit and work with large PDF documents directly on the web-based server instead of having to download a copy.

"We are proud to be the most widely-used document management system in the legal market," World Software President Ray Zwiefelhofer told us. "While largely known for our small to midsize firm presence, our GX3 enterprise release in 2012 meets the needs of larger law firms. And our new GX3 Cloud release furthers our company goal of offering a completely flexible document management system, so law firms of all sizes can choose the solution that benefits them most."

Other Notable Features

Worldox GX3 Cloud provides the same feature set as an on-premises Worldox system. For example, it forces everyone to store new documents in Worldox GX3 Cloud and create a searchable document profile, and provides check in and check out functionality, full-text searching, document access restrictions, etc.

Worldox GX3 Cloud also includes a full-featured PDF editing suite, obviating the need to purchase PDF software. This suite supports saving documents in PDF/A format, Bates stamping, form creation and completion, redaction, and more. Speaking of third-party software, thanks to 25 years in business, Worldox GX3 Cloud integrates with a large number of products to accommodate your workflow — Outlook, billing software, document comparison products, practice management systems, etc.

Security is always a concern when using cloud applications. World Software uses Rackspace OpenStack, which has earned all the major certifications such as SSAE 16 and ISAE 3402. Your firm's data is literally walled off. It's also backed up and stored across multiple data centers for added redundancy.

What Else Should You Know?

Worldox GX3 Cloud doesn't require a capital investment up front — you need not purchase and maintain a server or pay for a software license. Instead, it costs $55 per user per month. Learn more about Worldox GX3 Cloud.

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: Coming Attractions | Document Management | Online/Cloud | TL NewsWire

Review of Safe Cloud (Document Management System) Plus Safety Tips for High-Risk Practice Areas

By Kathryn Hughes | Tuesday, January 22, 2013

Originally published in the October 2, 2012 issue of SmallLaw: Small law firms have the same document needs as large law firms, just not the same budget. Therefore, many make do with inefficient manual systems. In this issue of SmallLaw, Seattle estate planning attorney John Creahan reviews SAFE Cloud, a web-based document management system with large firm features like secure access via a virtual private network at a small firm price. In his review, John discusses set up and customization, importing documents and email, search capabilities, security, technical support, and more. Also, don't miss the SmallLaw Pick of the Week for 10 safety tips for high-risk practice areas.

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 links to helpful articles in other publications about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Document Management | Online/Cloud | SmallLaw

Review of MyCaseOnline (Online Document Management) Plus the Six People Your Law Practice Needs

By Kathryn Hughes | Wednesday, January 16, 2013

Originally published in the September 28, 2012 issue of SmallLaw: MyCaseOnline is an online document management system that can handle your work product as well as discovery documents at a low price. In this issue of SmallLaw, estate planning lawyer Chandra Lewnau reviews MyCaseOnline after using it in her practice for several months. You'll learn how well MyCaseOnline organizes documents, and enables you to search them, restrict access to them within your firm, and keep them secure from the outside world. Chandra also discusses pricing and usability before bestowing her TechnoScore. Also, don't miss the SmallLaw Pick of the Week for the six people your law practice needs (other than you and your staff).

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 links to helpful articles in other publications about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Document Management | Litigation/Discovery/Trials | SmallLaw

TL NewsWire Top 25 Products of 2012

By Neil J. Squillante | Tuesday, January 1, 2013

Originally published in the December 14, 2012 issue of TL NewsWire. Instead of reading TL NewsWire here, sign up now to receive future issues via email.

In 2012, we reported on 205 new products in TL NewsWire. In what has become an annual tradition, today in this year's last issue of TL NewsWire we present to you the TL NewsWire Top 25 Products of 2012. You'll find commentary on the Top 10 products, a list of the next 15 products, and links for all 25 products.

How do we determine the winners? We don't. You do. Each TL NewsWire article about a new product contains a link to that product's web page. We anonymously track everyone's clicks on these links to help us figure out which types of products most interest TL NewsWire subscribers, and also to create the annual TL NewsWire Top 25 Products.

THE 10 HOTTEST TL NEWSWIRE PRODUCTS OF 2012

Congratulations to the 10 hottest products in the TL NewsWire Top 25!

1. Total Attorneys App Store

After raising a significant round of capital, Total Attorneys came out swinging this year with two cleverly framed blockbuster announcements.

Several companies announced "application programming interfaces" or APIs this year, which enable other products to more easily integrate with theirs. To its credit, Total Attorneys chose not to use this term given that most lawyers are not programmers and therefore don't know what it means.

Instead, Total Attorneys announced an app store. Thanks to Apple, everyone knows what that means! Using this colloquial term vaulted Total Attorneys App Store to the top of the TL NewsWire Top 25. So congratulations to Total Attorneys not only for the add-ons it announced, but also for how the company framed this announcement.

2. Total Attorneys

Before launching its app store, Total Attorneys relaunched its cloud practice management system. This alone would have likely earned it a spot on the TL NewsWire Top 25. But Total Attorneys also announced an incredibly low price of just $1 per user per month, which explains its second place ranking.

Total Attorneys isn't crazy. Instead, like Amazon's strategy of selling its Kindle tablets at or below cost and later earning a profit on ebooks and other content, Total Attorneys essentially gives away its practice management system with the hope that you'll purchase apps such as credit card processing.

3. CitePin

When we reported on CitePin, we called it the "Evernote of the Legal Industry" as it's a cloud application designed to keep track of legal information such as legal research in a freeform manner but with legal-specific features.

CitePin clearly excited many of you. Just one caveat. This company reminds me of the Pink Floyd song, Is There Anybody Out There? We could not find an email address. We filled out the contact form requesting a screenshot to no avail (our thanks to LawSites for letting us use one of its screenshots).

4. TheFormTool PRO

According to the CEO of TheFormTool, the TechnoLawyer Network, including TL NewsWire, enabled the company to grow much faster than it originally anticipated.

TheFormTool PRO adds document assembly functionality to Microsoft Word without the need for programming skills. Because of the intense interest in TheFormTool PRO, we reviewed it twice from two perspectives in our BigLaw and SmallLaw newsletters.

5. MobileScan Pro 100

It would shock me if a scanner didn't make the TL NewsWire Top 25. In many law firms, scanners have become as essential a peripheral as printers. In fact, many law firms find that they need several types of scanners — high-volume, network, desktop, and mobile.

Ambir's new scanner garnered so much attention from TL NewsWire subscribers because it's the Batman of scanners — highly mobile with a dual personality. It functions as both a sheet-fed scanner and as a wand scanner. Also, it can scan without any cables to a Micro USB card.

6. Workshare PDF Professional Plus 2.0

Workshare PDF Professional 1.0 ranked second in last year's TL NewsWire Top 20. And here is version 2.0 ranked sixth in this year's TL NewsWire Top 25. Acrobat XI Pro also made the list this year but it's further down. That's because while PDF software is a hot topic, PDF software designed specifically for lawyers is an even hotter topic.

You probably found Workshare PDF Professional's support for PDF/A and its file size shrinking technology of interest given that many courts require this format and have file size limits. Version 2.0 also offers integrations with Autonomy Worksite and Microsoft SharePoint, two popular document management systems used by midsize and large law firms.

7. eBillity

eBillity has interesting origins. One of its co-founders used to work at Bill4Time, a cloud legal billing software pioneer. As a result, the two products share a number of features, chief among them an iPhone app as well as desktop widgets for Mac and Windows. Also, the pricing for Bill4Time and eBillity is identical.

Perhaps because of its late entry into the marketplace, eBillity has teamed up with larger companies. For example, it powers Thomson Reuters' new Time and Billing product. And when Intuit abandoned its cloud billing product, it recommended that its customers switch to eBillity.

8. Harvest

Harvest serves the billing needs of several industries, including legal. It offers both iPhone and Android apps, thus covering the majority of TechnoLawyer members (49% use an iPhone; 28% use an Android smartphone). For law firms with three or more timekeepers, Harvest costs less than rival products.

9. CaseFox

Clearly, TL NewsWire subscribers like cloud billing software as CaseFox also falls into this category. We cited CaseFox's ability to accommodate temporary contract lawyers as its Killer Feature. CaseFox also falls on the less expensive end of the pricing spectrum.

10. PDF Converter 8

We covered three new Nuance products this year. Not surprisingly, its PDF software received the most attention.

PDF Converter 8 is practically a word processor given its editing capabilities. That's why you'll find some of Nuance's Dragon speech recognition technology built into the software. Like Workshare PDF Professional, PDF Converter 8 integrates with a number of products popular among lawyers, including CaseMap and Worldox.

THE NEXT 15 HOTTEST TL NEWSWIRE PRODUCTS OF 2012

Congratulations to the 15 remaining products in the TL NewsWire Top 25 Products of 2012!

11. OmniOutliner for iPad

12. Leap

13. Amicus Attorney Premium Edition 2012

14. Logitech Ultrathin Keyboard Cover

15. HoverBar

16. Acrobat XI Pro

17. Apollo

18. Standzfree

19. TranscriptPad

20. Disconnect

21. DocMoto

22. Amicus Cloud

23. Samsung ML-2165W Mono Laser Printer

24. iPad 3

25. SwingHolder

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 | Computer Accessories | Copiers/Scanners/Printers | Document Management | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Legal Research | Litigation/Discovery/Trials | Online/Cloud | Practice Management/Calendars | Privacy/Security | TL NewsWire

Review of Amicus Attorney Small Firm Edition 2012 Plus Review of Time Master

By Kathryn Hughes | Friday, December 28, 2012

Originally published in the July 23, 2012 issue of SmallLaw: Each year Gavel & Gown ships new versions of its Amicus Attorney practice management systems. Today, Charlotte real estate lawyer Richard Belthoff reviews Amicus Attorney Small Firm Edition 2012, which is geared at small law firms with 1-10 users. Rich has used many versions of Amicus Attorney since 1995 so there's no one better suited to evaluate its new features, which include document management, referral tracking, telephone messages delivered by email, and more. Also, don't miss the SmallLaw Pick of the Week for a review of Time Master, an iPhone app for time tracking.

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 links to helpful articles in other publications about solo practices and small law firms. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Document Management | Practice Management/Calendars | SmallLaw
 
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