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SmallLaw: Review: ExhibitView 4.0 Put on Trial at a Trial

By Yvonne Renfrew | Thursday, May 12, 2011

Originally published on April 12, 2011 in our free SmallLaw newsletter. Instead of reading SmallLaw here after the fact, sign up now to receive future issues in realtime.

TechnoScore: 4.0
1 = Lowest Possible Score; 5 = Highest Possible Score

ExhibitView Solutions' ExhibitView 4.0 is a trial presentation program for the rest of us. It's effective for displaying and annotating exhibits at trial, and can be mastered in well under an hour. In this respect, ExhibitView is far more user-friendly than programs such as Sanction and TrialDirector, which while excellent, and with more bells and whistles, require far more intensive (and expensive) training, and are less useable when you're conducting a trial alone without assistance. For this issue of SmallLaw, I put ExhibitView on trial at a trial.

PowerPoint and Projects

ExhibitView is well integrated with (shudder) PowerPoint, so that all of you PowerPoint addicts should now be pleased as punch, while non PowerPoint addicts can simply ignore this aspect of ExhibitView's capabilities. Thus, ExhibitView has much to recommend it — especially in the context of trials with relatively few exhibits. As a bonus, ExhibitView Solutions provides outstanding support, is extremely responsive to user needs and comments, and seems driven by a genuine desire to produce the best possible product.

Some shortcomings and glitches exist in the version of the program I used, but the company responds quickly to feedback.

My first small complaint concerns opening Projects. If you do not select as an option "Show Project Wizard at Startup," ExhibitView automatically starts up by loading the "Sample Project" that comes with the software (something you probably want to keep for future reference, but do not want to greet you every time you use the software).

If, on the other hand, you select the option to "Show Project Wizard at Startup," be prepared for a small disappointment. You will be shown a splash screen with a list of recently worked on Projects (and the Sample Project). If you (intuitively) highlight the Project you want, and then click on "Open Project," the highlighted Project will not open. Instead you will be presented with Windows Explorer in which you must navigate your way to the directory location of the desired Project.

The only way to open the Project you want is to double-click on the desired Project in the Project list. Obviously, the program should automatically open (or should at least give you a "Preference" option to open) the most recently used Project.

ExhibitView Solutions has since addressed this issue.

Displaying Your Exhibits

In principal operation, the software presents two screens — one for you and one for your audience. Your screen contains not only a large "Display" area, but also various working elements invisible to your audience. The audience sees only items in the "Display" area, and then only when you have decided to project them.

To the left of your Display area you will find on your screen a sidebar with thumbnails of all Exhibits you imported into the Project, grouped into Slides, Documents (most ordinary Exhibits), Images, Audio/Visual and Web Pages. Above your Display you'll find icons for indicating how you wish to use the Display area (e.g., full screen, divided screen for displaying two documents side-by-side, etc.). You can dynamically change the layout on the fly.

Also above your Display area are straightforward markup tools with which you can annotate, highlight, and zoom in on all or portions of an exhibit in the Display area. You can use these tools in advance of the live presentation, and then capture the result as an image for later use.

Finally, above the Display area is a "Projector" switch that controls when to send items in your "Display" area to the projector, and hence to the audience. From a reliability and ease of use standpoint, this control is the best I have seen in any presentation program — a point of considerable importance since when the Judge says "kill the image," you had better do so pronto.

Below the Exhibit sidebar is a "Find" box with which you can search for the particular exhibit you want to display — assuming you have a naming convention that permits you to rapidly recall at least the first several characters of the file or alias name (probably the exhibit number). Under the "Find" box are two buttons — one to "Display" the "found" exhibit, and one to "Preview" that exhibit.

In theory at least, you can display exhibits in one of two ways: (1) physically drag and drop the thumbnail of the exhibit from the sidebar onto the Display area, or (2) use the "Find" box to locate the exhibit you seek, and then click on the "Display" button located just under the "Find" box. The "drag and drop" method is tried, true, and always works. Navigating to the correct exhibit using the sidebar, however, becomes cumbersome and impractical when working with a large number of Exhibits. In such circumstances, the utility and usability of the "Find" box is of considerably greater importance.

A War Story From My Use of ExhibitView in Trial

I ran into a problem with ExhibitView's search box at trial. It worked fine for the first exhibit search, but thereafter the search box held onto the original search name so that the only way to search for a second or subsequent exhibit was to physically select and clear the text previously entered into the search box so that the next exhibit's identifier could be entered. Obviously this workaround is not conducive to the rapid access to exhibits required at trial.

Amazingly, when I contacted ExhibitView Solutions mid-trial on a Friday to complain about this problem, it immediately got to work and managed to provide me with a new installation file containing the proposed "fix" just after 4 am on the next court day (Monday). The responsiveness of the company, and its genuine eagerness to improve its product is pretty much unparalleled in my experience.

Unfortunately, however, this emergency "fix" was not a complete fix. Although ExhibitView solved the problem of more quickly clearing the "Find" box after an initial search, the entry of a new and different exhibit number into the now-empty "Find" box did not move the focus to the sidebar thumbnail of the "new" exhibit so as to permit you to easily locate and drag that exhibit to the display area. Furthermore, even though the identifier of the "new" exhibit is now in the "Find" box, clicking the "Display" button will not display the newly designated exhibit to your audience.

You can, however, bring the "new" exhibit up as a "Preview" by clicking on the "Preview" button, but this does little more than highlight a still further problem with the software, which is that once an exhibit is in "Preview," there is no obvious way effectively to change its status from "Preview" to "Display." In fact, I will go out on a limb here and say that in this build of the software after the first "Find" there was no way — other than physical drag and drop — to "Display" any exhibit located through a second or subsequent "Find" operation. And even the "drag and drop" option was made difficult by the fact that second and subsequent "Find" operations do not shift the focus to highlight the thumbnail for the second or subsequently found exhibit.

ExhibitView Solutions has continued to work on its "Find" technology, which now works better than it did during my trial.

An Effective Trial Presentation Tool That Will Improve

Don't make too much of ExhibitView's shortcomings. In cases with fewer than 100 exhibits, its problems are not deal-breakers. Also, thanks to your intrepid SmallLaw columnist, ExhibitView Solutions has already made many of the issues in this review non-issues. You can try ExhibitView for free and take advantage of free weekly training on the Web. The software currently retails for $749.

Written by Yvonne M. Renfrew of Renfrew Law.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Litigation/Discovery/Trials | Presentations/Projectors | SmallLaw

Document Assembly Benefits; A Lawyer Tests Bill4Time, Clio, Credenza, Rocket Matter, and More; Unusual Word-to-PDF Tip; Reviews of CaseMap and pdfdownload

By Kathryn Hughes | Thursday, May 5, 2011

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

Tom Schoolcraft, Top Three Benefits of Document Assembly Software

Andrew Weltchek, Review: Credenza, QuickBooks, and Time Tracker Plus Bill4Time, Clio, and Rocket Matter

Bill Baldwin, How to Create Image Only PDF Files From Word Documents

Kate Murphy, Review: CaseMap

Spencer Stromberg, Review: pdfdownload for Saving Web Pages

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

Battle of the Laptops; Reviews of Needles, CaseMap, PDF-XChange Viewer; Email Archiving Tip

By Neil J. Squillante | Thursday, April 28, 2011

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

Gregory Harper, Review: Lenovo ThinkPad V. Dell Latitude Laptops

Jill Howard, Review: Needles

Paul Supnik, Review: CaseMap

Joe Dipierro, Review: PDF-XChange Viewer

Bill Baldwin, How To Store Client Documents And Email Together

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 | Collaboration/Knowledge Management | Coming Attractions | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Practice Management/Calendars | TL Answers

The Seven Deadly Sins to Avoid When Implementing an eDiscovery Archive System

By Neil J. Squillante | Wednesday, April 20, 2011

Coming today to TechnoFeature: A lawsuit here, a lawsuit there. Pretty soon you're talking real money. An archive system that automatically captures electronically stored information (ESI) across your organization can significantly reduce the costs of discovery and make it defensible to boot. Your outside counsel will also approve as they will gladly trade fewer billable hours for a reduced risk of sanctions. But given the number of vendors and solutions available, you can easily spend a boatload of capital on a system that fails to meet your needs. In this TechnoFeature, legal project management expert Paul Easton and eDiscovery expert Allen Gurney discuss the seven most common pitfalls involved in implementing an ESI archive system. More importantly, they explain how to avoid these pitfalls. In other words, required reading for all in-house and outside litigation counsel.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Litigation/Discovery/Trials | TechnoFeature

BigLaw: Apps for Lawyering From Above the Cloud

By Dan Friedlander | Thursday, March 24, 2011

Originally published on February 22, 2010 in our free BigLaw newsletter. Instead of reading BigLaw here after the fact, sign up now to receive future issues in realtime.

Some large firm lawyers tend to travel more than others. I don't travel much, but when I do I like to travel light. However, because I'm technically "on the clock" during a five hour flight between coasts, I prefer to use the time to review documents in preparation for my upcoming meeting or hearing. But the number of documents required to consume five or more hours of flight time would take up a lot of room. What to do?

GoodReader and Its Brethren to the Rescue

Last fall, while preparing for a trip from Los Angeles to Seattle, I planned to take along more than 750 pages (measuring four inches thick when printed) of discovery responses to review on the plane. I didn't want to take that much paper with me nor did I want to take my laptop solely for the purpose of using Acrobat. I considered abandoning the whole idea of working on the plane in favor of watching a movie on my iPad when I realized that, maybe, I could upload the documents to my iPad.

The solution ended up being an App Store download away. I bought an app for my iPad called GoodReader, which has since become the single most important and most often used "law practice" application on my iPad. GoodReader is just one of many document readers available for the iPad. Regardless of what mobile platform you use (Android, BlackBerry, iOS, etc.) many reasonably-priced and well-designed document readers exist (I list a few at the end of this column).

How to Evaluate a Mobile Document Reader App

Mobile document readers perform two core functions: (1) display the most common types of documents (PDF, Microsoft Office, iWork, TXT, RTF, etc.), and (2) provide a file management system to keep these documents organized.

In terms of displaying documents, the ability to quickly and cleanly display very large PDF files is by far the most important feature. GoodReader handled my 750-page document with absolutely no problem. Navigation between consecutive pages is accomplished by finger swipe or tap. You can also scroll though the entire document in seconds using a scroll bar.

The developers of these document readers have added a number of useful features, the most welcome of which is the ability to annotate PDF documents. Here, again, GoodReader excels. It enables you to insert text notes, highlight text in a variety of colors, underline or circle text, and bookmark pages just to name a few.

As for the document organization component, loading documents onto the device is the most important feature to evaluate. Generally, the app will provide several options — via iTunes, WiFi network, cloud service (e.g., Dropbox, Google Docs), FTP server, or a mail server (Exchange, IMAP, POP3). GoodReader not only accommodates all of these methods, but also enables you to download documents into the application from the Web by entering the a document's URL.

In addition, most mobile document readers provide the ability to create folders for storing documents. GoodReader, for example, provides lots of file management tools, facilitating copying, moving, and deletion of files, creation of folders, password protection, archiving (ZIP files), and emailing of documents.

GoodReader Alternatives Worthy of Consideration

Although GoodReader is one of the best document readers, several worthy alternatives exist. For iOS devices, two close competitors to GoodReader are Air Sharing and ReaddleDocs.

Popular choices for the Android-based devices include RepliGo Reader and Quickoffice Connect Mobile Suite.

RepliGo Reader is also available for BlackBerry.

Written by Dan Friedlander of LawOnMyPhone.com.

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 | Business Productivity/Word Processing | Litigation/Discovery/Trials

Digital WarRoom Pro: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 16, 2011

Today's issue of TechnoLawyer NewsWire covers a new eDiscovery program for litigation matters with a relatively small number of electronic documents (see article below), a Google Calendar enhancement for meetings, a Microsoft Office-compatible productivity suite for Android smartphones, and an email signature design service for law firms. Don't miss the next issue.

Affordable Electronic Discovery on the Desktop

While both large and small firms differ in some respects and certainly differ from corporate legal departments to an even greater degree, litigators in all three environments routinely handle relatively small matters. But you wouldn't know it given all the big iron products in the electronic discovery market. Even if a law firm has one of these expensive products, it might be overkill to use it for a lawsuit involving a handful of witnesses and a few thousand email messages and other documents. We recently learned about an eDiscovery program designed specifically for this common scenario.

Digital WarRoom Pro … in One Sentence
Gallivan, Gallivan & O'Melia's Digital WarRoom Pro (DWR Pro) is an all-in-one desktop eDiscovery program designed for litigation matters involving up to a million documents.

The Killer Feature
General counsel often complain about the spiraling costs of electronic discovery. These costs start from the very beginning because litigation service providers typically charge per gigabyte for the the initial processing of documents from key custodians. Even a small case can become costly with such processing — plus you're paying to process a lot of documents that will eventually prove irrelevant.

DWR Pro eliminates this cost. You literally drag and drop the custodian's documents into the program, which automatically handles the processing. For example, DWR Pro will preserve all the metadata, threading, and attachments in email files, unzip a collection of documents from .ZIP or other container files, and then index and create a searchable review database.

I met GGO's CEO Bill Gallivan at LegalTech New York earlier this year. "An estimated 70-85% of all matters involve smaller volumes of data," he told me. "The industry focus on high-end tools and custom processes has tended to disregard the cost and technical challenges faced by corporations, sole practitioners, and larger law firms alike when handling small and medium eDiscovery matters. DWR Pro levels the playing field. An individual litigator or litigation support professional can install DWR Pro, create a matter database, and conduct eDiscovery review on several gigabytes of documents within a few hours."

Other Notable Features
As Bill noted, DWR Pro doesn't just process email and other electronic documents, it also enables you to review this information. The "Robust Search" feature supports Boolean queries. Its "stemming" technology returns all words that use the same root (e.g., searching for "view" will also return documents with words like "viewing").

The "Find Similar" feature offers concept searching. Sort of like a thesaurus on steroids, it uses cognitive synonyms (synsets) to help you find documents with related key words that you may not think to enter in your search. For example, searching for "content" will also pull up documents containing words such as "photograph." You can toggle this feature off when you know exactly what you want.

When you start reviewing documents, you may not yet know the key witnesses. DWR Pro's "Who to Whom" technology graphically displays patterns of communications involving key words, enabling you to quickly identify the key custodians as well as other people of interest whose email and documents you may not yet possess.

Other features include de-duplication, issue code tagging, "Electronic Binders" for organizing key documents for depositions and productions, an activity and decision log to help demonstrate that you conducted your review in a defensible manner, unicode and multilingual support, and 30 reports to help you stay within your budget and on deadline.

What Else Should You Know?
DWR Pro runs on Windows and costs $895 for a single desktop license. You can use it for an unlimited number of matters, each of which can contain up to one million documents. There's no annual maintenance fee. If a case grows in complexity, you can move it from DWR Pro to one of GGO's products for larger cases — DWR Server (onsite) or DWR Remote (SaaS). Learn more about Digital WarRoom Pro.

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: Litigation/Discovery/Trials | TL NewsWire

How to Undo Unduly Burdensome Arguments (and on the Flip-Side How to Fight Back)

By Sara Skiff | Tuesday, March 8, 2011

Coming today to TechnoFeature: As children, we all used the not-so-persuasive argument, "Because." Since the 2006 Amendments to the Federal Rules of Civil Procedure, many litigators have successfully used two adult variations of this argument to escape demands for electronically stored information (ESI) — "It's too expensive" and "It's impossible." But the times are changing. In this TechnoFeature, eDiscovery expert and lawyer Josh Gilliland explains why judges increasingly find such arguments unpersuasive. If you want to obtain ESI from your adversary, Josh offers essential tips on how to overcome an "unduly burdensome" claim. On the flip-side, if you want to escape an ESI request, Josh explains what you need to show beyond the above two catchphrases.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Litigation/Discovery/Trials | TechnoFeature

The Most Reliable Legal Technology Study Is Now Free

By Neil J. Squillante | Tuesday, March 1, 2011

Coming today to TL Research: Recognizing the need for a reliable understanding of technology usage in the legal profession, Legal Technology Institute founder Andy Adkins spent considerable time and money creating the Perfect Practice Legal Technology Institute Case, Matter, and Practice Management System Study — a 312-page report with an error rate of just +/–5.4% that delves into far more product categories than its title suggests. This comprehensive study costs $395 for most people. But TechnoLawyer members can download a copy free of charge. TechnoLawyer membership is also free. Download your free copy of Case, Matter, and Practice Management System Study now.

How to Receive TL Research
Our flagship newsletter offers in-depth buyer's guides and other helpful reports for everyone in the legal profession. Many reports about the legal industry use flawed data and are therefore unreliable. By contrast, TL Research reports provide you with insightful information on which you can rely by combining sound statistical techniques with exhaustive research and analysis. Just as importantly, the experts who write TL Research reports use jargon-free plain English, and often include benchmarks, charts, and other comparative tools and visuals. The TL Research newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Document Management | Law Office Management | Litigation/Discovery/Trials | Monitors | Practice Management/Calendars | TechnoLawyer Library | Technology Industry/Legal Profession | TL Research

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

Reviews of ScanSnap S1500, CaseMap, Time Matters, Total Practice Advantage, eCopy PaperWorks; Producing Discovery Documents on CD/DVD; Windows 7 Tip; Law School Tip

By Sara Skiff | Thursday, February 17, 2011

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

Ed Detlie, Review: Fujitsu ScanSnap S1500, CaseMap, Time Matters, and Total Practice Advantage

Thomas Stirewalt, Tip: How to Send Confidential Discovery Documents on CD/DVD

Tom Adams, Review: eCopy PaperWorks for Bates Stamping

Robert Corbett, Upgrading to Windows 7: A Word of Caution

Kerry Hubick, More Study Tips for Law Students

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 | Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Copiers/Scanners/Printers | Litigation/Discovery/Trials | Networking/Operating Systems | Online/Cloud | Practice Management/Calendars | Privacy/Security | Technology Industry/Legal Profession | TL Answers
 
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