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A Digital Dictation Workflow; PDF v. PDF/A; Review of Hosted Exchange; Reducing the Size of PDF Documents

By Kathryn Hughes | Thursday, December 12, 2013

Today's issue of TL Answers contains these articles:

Karen McCormick, Our Olympus- and KnowBrainer-Based Digital Dictation Workflow

Steven Schwaber, Why PDF Is Good Enough for Archival Versus PDF/A

Steve Long, Review: Hosted Exchange for Synced Calendars, Contacts, Email

Lewis Siegel, Tip: How to Reduce the Size of PDF Documents

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 | Computer Accessories | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | TL Answers

TL NewsWire Top 10 and Top 25 Products of 2013 Awards

By Neil J. Squillante | Thursday, December 12, 2013

In 2013, we reported on nearly 200 new products and services of interest to lawyers and law office administrators in TL NewsWire. But only 25 of these products can win our TL NewsWire Top 10 Products or TL NewsWire Top 25 Products awards. Below I'll reveal the winners for 2013.

But first let me explain how we — actually you — determine the winners. Every news report about a new product in TL NewsWire contains a trackable link to that product's home page. Simply put, the 25 products with the most clicks win. A click is like a vote because it means you want to learn more about the product and perhaps buy it. Thus, we consider it more meaningful than if we were to subjectively choose winners. (We can easily identify click fraud. Thankfully, none occurred this year.)

WINNERS OF THE TL NEWSWIRE TOP 10 PRODUCTS OF 2013 AWARD

Congratulations to the 10 hottest products of 2013 ranked in order by most clicks!

1. Transporter

Given the popularity of Dropbox, Transporter's first place finish is not surprising. It combines the ease of use of Dropbox with the security of a file server because it resides in your home or office. If you set up two Transporters in different locations, you can use it for offsite backups.

2. TIMBS for iPhone

Clearly, lawyers remain interested in a better mousetrap for tracking billable time. TIMBS prompts you to record a time entry on your iPhone after finishing a potential billable activity such as a telephone call or email message involving a client. It's smart enough not to bug you when your kid calls from college to ask for money (though perhaps it should).

3. Penultimate 4.1

The iPad has become a polarizing device among lawyers. One camp think it's a toy while the other camp uses it for serious work such as taking notes. But both camps care about security. Unlike most iPad note-taking apps, Penultimate 4.1 enables you to create multiple accounts for your notes and password protect them.

4. FileCenter Professional 8

Those who work in law offices feel like Lucille Ball on the factory line — except with too many documents to organize rather than chocolates. This explains why so many of you found FileCenter Professional 8 intriguing. The new version features scanning automation technologies.

5. ScanSnap SV600

Certainly the most unique scanner we covered this year, the ScanSnap SV600 enables you to scan three-dimensional objects such as books. Fujitsu claims that the overhead scanning unit enables you to scan books faster than with a traditional flatbed scanner.

6. Livescribe 3 Smartpen

The first Livescribe pens digitized onto your PC the notes you took on the company's special paper. This new model performs the same trick except with your iPad. The accompanying app makes your notes searchable as well. Thousands of lawyers may chuck their iPad stylus into the garbage if the Livescribe 3 Smartpen lives up to its promise.

7. ScanSnap iX500

Fujitsu replaced the popular ScanSnap S1500 with the ScanSnap iX500, adding mobile smarts in the process. You can scan to your iPhone for example. It earned a TechnoScore of A- in our SmallLaw newsletter.

8. Pertino

An increasing number of cloud services have their sights set on serving businesses, especially those like law firms with security concerns. Pertino provides a cloud-based virtual private network (VPN). This enables you and your colleagues to securely access your firm's documents from anywhere without the complexity of a hardware-based VPN.

9. Parallels Access

A remote desktop app for controlling your Mac or PC from an iPad, Parallels Access broke new ground with its touch controls. This earned it a TechnoScore of A in our SmallLaw review.

10. Minute7

Minute7 placed in the top 10 because it essentially serves as a bridge. It's a cloud application for billable time entries that connects to the Windows version of QuickBooks. It earned a TechnoScore of A+ in our SmallLaw review.

WINNERS OF THE TL NEWSWIRE TOP 25 PRODUCTS OF 2013 AWARD

Congratulations to the next 15 hottest products of 2013 ranked in order by most clicks!

11. Pathagoras 2013.1

The new version of this document assembly add-on for Microsoft Word creates an Instant Database of variables, which makes it faster to create documents for the same client in the future and easier to create new document templates.

12. NoteSuite 2.0

Perhaps the most ambitious note-taking iPad app of the year, NoteSuite offers handwritten and typed notes, PDF annotations, and a task manager. Recognizing that people increasingly have an iPad in the office and another one at home, NoteSuite syncs through iCloud.

13. Worldox GX3 Cloud

Document management giant World Software began offering a hosted version of its Worldox GX3 software this year, making it accessible to small law firms that don't want to manage their own servers. It earned a TechnoScore of A- in SmallLaw.

14. NeatConnect

Sporting a clever design that eliminates the need to constantly adjust paper size guides, the NeatConnect document scanner connected with TL NewsWire subscribers.

15. Attorney Timekeeper

Contemporaneous time capture prevents loss of billable time, but it's drudgery. Attorney Timekeeper offers a number of technologies that aim to make it less onerous and even fun.

16. ActionStep U.S. Litigation Pack

Not every law firm can afford a consultant to customize their practice management system. ActionStep U.S. Litigation Pack consists of preconfigured apps that add customizable workflows to ActionStep for six litigation practice areas. You can buy the apps a la carte.

17. Remarks

Zoom boxes seem like an interim technology in iPad note-taking apps. It's unnatural not to write where your writing appears. Remarks enables you to zoom in and out where your writing appears and also provides extra fine virtual pen tips so that your notes don't look like you used finger paint. There's also an optional zoom box.

18. Cubby

Dropbox creates a special folder of its own that you can access from multiple devices. By contrast, Cubby enables you to transform any existing folder on your computer or even a file server into a cloud folder that you and others can access from multiple devices.

19. Foxit PhantomPDF Business 6

What began as a free PDF viewer has since blossomed into an Adobe Acrobat alternative for creating PDF documents and much more. Foxit PhantomPDF Business' award proves that the popularity of PDF software among legal professionals endures.

20. LexisNexis Time Matters 13

It's a simple fact of law firm life that clients want access to their documents — now! The new version of Time Matters provides a secure client portal powered by WatchDox. As an added bonus, providing a self-service client portal should dramatically reduce email and telephone calls from clients.

21. Calls Accountant

We publishers serve our audience, not ourselves. Most TechnoLawyer members use Windows, iPad, and iPhone, and all of them use the web. So we primarily cover products on these four platforms in TL NewsWire. But Android is in fifth place, which explains why we covered this Android automatic billing app and why it won our award.

22. Clio for iPhone

Law firms started running their practices in the cloud in 2008 thanks to the launch of Clio that year. This year saw the launch of an equally important product — Clio for iPhone. Thanks to this iPhone app, you can now carry your practice in your pocket.

23. DocMoto 3

Some people think email is a problem. We think it's the best technology ever invented. It's actually both. The new version of DocMoto, a document management system, enables you manage email along with all of your firm's other documents. Once you get a handle on your email, you'll fall in love all over again.

24. LexisNexis TextMap App for iPad

We introduced litigators to Windows transcript software TextMap when it launched so it was only fitting that we introduced litigators to the iPad app this year. The desktop and iPad versions get along swimmingly according to LexisNexis, enabling you to begin reviewing a transcript in one and finish in the other.

25. NetDocuments Professional Plus Edition 13.2

Cloud document management pioneer NetDocuments beefed up its email management and search tools in this release. It also announced integration with Clio. Thanks to modern programming languages, it's easier than ever to create so-called APIs that facilitate such integrations.

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: TL NewsWire

Tactical Email (Excerpt From "Email Field Guide") Plus Seat-Of-The-Pants Management

By Kathryn Hughes | Wednesday, December 11, 2013

Coming today to SmallLaw: David Sparks is a bonafide productivity guru. Only someone with a mastery of time management could practice law, co-host a popular weekly podcast about productivity, and publish three best-selling multimedia ebooks on productivity topics in the past 18 months. His latest ebook — Email Field Guide — covers our favorite technology. David has graciously agreed to publish an excerpt in this issue of SmallLaw. Taken from the second chapter, Tactical Email, David offers some unconventional advice about email notifications. Also, don't miss the SmallLaw Pick of the Week for the antidote to seat-of-the-pants management.

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: Coming Attractions | Email/Messaging/Telephony | TechnoLawyer

Essential iPad Apps for Knowledge Workers Plus 116 More Must-Reads

By Kathryn Hughes | Tuesday, December 10, 2013

Coming today to BlawgWorld: Our editorial team has selected and linked to 117 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.

Best Wishes to Charles Christian of Legal IT Insider

Review: Pages 2.0 (iPad Word Processing App)

The Case for Client Satisfaction Surveys

How to Create an Editorial Calendar for Your Law Blog

Congratulations to Federico Viticci of MacStories on winning our BlawgWorld Pick of the Week award: Essential iPad Apps for Knowledge Workers (2013 Edition)

Don't miss today's issue or any future issues of BlawgWorld.

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. BlawgWorld enables you to stay on top of all the noteworthy articles (and podcasts) published online 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. The BlawgWorld newsletter is free so don't miss the next issue. Please subscribe now.

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

Think Fun House, Not Bleak House: Top Ediscovery Lessons of 2013 Plus Discovery About Discovery

By Kathryn Hughes | Tuesday, December 10, 2013

Coming today to LitigationWorld: According to ediscovery blogger Joshua Gilliland, the four hottest topics in 2013 consist of the duty to preserve, the form of production, proportionality, and taxation of costs. Using notable court opinions issued this year, Josh explores these four issues and provides advice for all litigators. For example, two Bates stamp replacements now exist that work with dynamic evidence such as YouTube videos. Also, don't miss the LitigationWorld Pick of the Week for tips on avoiding unnecessary discovery about discovery.

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. LitigationWorld also features in-depth litigation product reviews with accompanying TechnoScore ratings, as well as links to the most noteworthy litigation articles in other 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 | Litigation/Discovery/Trials | LitigationWorld

Review of Workshare Enterprise Plus What's Hot and Not in Large Firms

By Kathryn Hughes | Friday, December 6, 2013

Coming today to BigLaw: Document sharing has always existed in law practice, but it has become increasingly complex. Sending a document back and forth via FedEx was slow and expensive but easy and secure. Nowadays, large law firms need an instantaneous file sharing solution as flexible as Dropbox (desktop, iPad, and web) but with better security and which integrates with their document management system. In this issue of BigLaw, law firm CIO Matthew Berg reviews the file sharing capabilities of Workshare Enterprise. Also, don't miss the BigLaw Pick of the Week for a list of what's hot and what's not according to the leaders of large law firms.

How to Receive BigLaw
Large and midsize law firms have achieved unprecedented success yet they still have tremendous growth potential. Written by insiders, corporate counsel, and other industry experts, BigLaw unearths best practices in leadership, marketing, strategy, and technology, and features detailed product reviews with accompanying TechnoScore ratings. BigLaw also ensures that you won't miss anything published elsewhere by linking to insightful articles (and podcasts and videos) about large and midsize law firms, as well as notable press releases issued by the world's largest law firms. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Collaboration/Knowledge Management | Coming Attractions | Document Management | Laptops/Smartphones/Tablets

Become a CRAC Addict Like Me: Three Tips for More Persuasive Briefs Plus Evaluating Juror BPE

By Kathryn Hughes | Thursday, December 5, 2013

Coming today to LitigationWorld: Here's a dirty little secret. Not everything you learn in law school is sacrosanct. In this issue of LitigationWorld, Anonymous Litigator provides three tips for making your briefs more impactful. One tip provides a better method of structuring your arguments than the IRAC method taught in law school. The other two tips discuss stylistic bad habits to avoid. Also, don't miss the LitigationWorld Pick of the Week for tips on assessing "Belief in Pure Evil" among prospective jurors.

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. LitigationWorld also features in-depth litigation product reviews with accompanying TechnoScore ratings, as well as links to the most noteworthy litigation articles in other 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 | Litigation/Discovery/Trials | LitigationWorld

ActionStep U.S. Litigation Pack: Read Our Exclusive Report

By Neil J. Squillante | Thursday, December 5, 2013

Today's issue of TL NewsWire covers a practice management system with customized workflows for six litigation practice areas (see article below), an iOS text editor with automation tools, a practice management system that enables you to bill for email messages, work product stored on Dropbox, and more, and an Exchange add-on for maintaining a firm-wide address book. Don't miss the next issue.

A PRACTICE MANAGEMENT SYSTEM DESIGNED FOR LITIGATION

The billable hour has experienced some pressure in so-called predictable practice areas in which clients essentially hire law firms for legal documents. But not in litigation matters, which have more twists and turns than Lombard Street. However, few blank checks exist in litigation so the more efficiently you can handle such matters, the more business you'll get.

ActionStep U.S. Litigation Pack … in One Sentence

Launched this week, ActionStep U.S. Litigation Pack is a set of litigation-specific workflows for the ActionStep practice management system.

The Killer Feature

Back in the day (i.e., before this week), creating a system of workflows for a litigation practice area required the help of a consultant. This was money well spent assuming your firm had the money to spend. Law firms that couldn't afford such customization used practice management systems out of the box — less than ideal.

ActionStep seeks to make such customization more accessible for small and midsize law firms. ActionStep U.S. Litigation Pack includes predefined customization and workflows for six of the most common litigation practice areas — commercial, criminal, DWI, family law, personal injury, and workers' compensation.

You can further tweak these workflows to your exact specifications (e.g., firm policies, jurisdictional requirements, etc.), which will consume much less time than creating everything from scratch.

The ActionStep U.S. Litigation Pack kicks in when a prospect first contacts your firm, which means it encompasses your intake (and rejection) system. Once a prospect becomes a client, the case type-specific workflow creates a consistent series of steps that the lawyers and staff in your firm can follow with minimal training, thus improving efficiency, eliminating errors (such as missed deadlines), and reducing costs for clients. Everyone working on a case knows its current status and can see the next task (step).

"The ActionStep U.S. Litigation Pack is a perfect example of how our App Store deliver pre-configured solutions to law firms that they can use as-is or tailor to their needs," ActionStep CEO Ted Jordan told us. "This enables law firms escape the generic one-size-fits-all trap of other practice management systems."

Other Notable Features

The ActionStep U.S. Litigation Pack is the newest Workflows app you can add to ActionStep but not the only one. ActionStep also offers pre-configured Workflows for other popular practice areas with more in development.

In addition to its Workflows, ActionStep includes calendars, contacts, email, tasks, etc. organized by client and matter, syncing with Google Apps and Microsoft Exchange, document assembly, and document management among other features. A daily "Heads Up" email message lists your deadlines, overdue tasks, and more.

What Else Should You Know?

ActionStep works in all modern web browsers on Windows PCs, Macs, iPads and other tablets, and smartphones. It's mobile-ready, automatically adjusting to the device you're using. ActionStep costs $60 per user per month. The ActionStep U.S. Litigation Pack costs $25 per user per month if you want all the practice areas. However, if you don't need all of them, you can buy them individually for $6 per user per month each. Learn more about ActionStep U.S. Litigation Pack.

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: Automation/Document Assembly/Macros | Litigation/Discovery/Trials | Practice Management/Calendars | TL NewsWire

Reviews of PCLaw, Billing Matters, Perfect Keyboard; Hyphens in Document Names; Is Manual Bates Stamping Malpractice?

By Kathryn Hughes | Thursday, December 5, 2013

Today's issue of TL Answers contains these articles:

Fred Kruck, Review: PCLaw

Sandra Entler, Review: Billing Matters (QuickItem)

Joe Dipierro, Review: Perfect Keyboard for Naming Documents

Carol Cummins, The Pros and Cons of Using Hyphens in Document Names

John R. Crossan, Is Manual Bates Stamping Malpractice?

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 | Litigation/Discovery/Trials | Practice Management/Calendars | TL Answers

Getting Started With Microsoft Excel: Crunch Numbers With Confidence Plus 30 Attacks on Your Law Firm

By Kathryn Hughes | Tuesday, December 3, 2013

Coming today to SmallLaw: If you regularly use a calculator, put it down now and read this issue of SmallLaw. It doesn't matter if it's a solar-powered calculator you bought 15 years ago or an app on your new smartphone. Either way, you're wasting time and probably making some errors. Join law firm technology consultant Ben Schorr for a beginner's guide to Microsoft Excel. By the time you finish reading this article, you'll know how to create formulas that work across multiple worksheets — and then kick yourself for not using Excel sooner. Also, don't miss the SmallLaw Pick of the Week for no fewer than 30 ways a rival can attack your law firm.

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 | Coming Attractions | SmallLaw
 
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