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Review: Rocket Matter (Web-Based Practice Management System)

By Sara Skiff | Tuesday, April 14, 2009

Coming today to TechnoFeature: After a year in beta, Rocket Matter has rocketed into the practice management world, offering law firms a Web-based system for managing their practice. But is all the hype justified? That's what we asked technology consultant and practice management specialist Seth Rowland, Esq. to find out. The result is a comprehensive review of Rocket Matter based on several months of use. Thinking of strapping your practice to Rocket Matter? Read Seth's review for all the details.

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: Accounting/Billing/Time Capture | Coming Attractions | Online/Cloud | Practice Management/Calendars | TechnoFeature

SmallLaw: TechShow 2009: A Decade Under the Influence Plus Best of Show Picks

By Mazyar Hedayat | Monday, April 13, 2009

SmallLaw Blog 04-13-09450

Originally published on April 13, 2009 in our free SmallLaw newsletter.

The 2009 ABA Technology Show is over. As usual, it started Thursday and wound up Saturday with the celebrated 60 Sites in 60 Minutes. Predictably, the atmosphere was part lecture-hall, part trade-show, mostly meet-and-greet.

This was my tenth year attending and in that time I've enjoyed the show as a spectator, an exhibitor, a blogger, and, most recently, a columnist.

I've seen trends take shape and fade, witnessed "revolutionary" changes (that weren't), and took careful note of which vendors stuck and which ones were one-hit wonders. Below you'll find my observations on this year's show.

Still Crazy After All These Years …

TechShow is still:

  • Produced by a volunteer board of lawyers, consultants, and ABA staff under the umbrella of the Law Practice Management section.

  • An opportunity for attendees to network face to face rather than just via email or telephone.

  • The premier national venue for startups to debut and established vendors to introduce products.

  • A forum about technology concerns of the day — PC versus Mac, email security, Twitter, eDiscovery (the 800 pound gorilla).

  • The best opportunity that attendees will have all year to preview technology that will shape the profession; and

  • Dependent on perennial sponsors like LexisNexis and Westlaw.

Given the diverse forces that bring the show to life every year, it's impressive that the whole production comes to us without major snafus. This year was no exception, and saw the return of the concierge desk manned by members of the Blawgerati, including Adriana Linares, Kevin O'Keefe, Dennis Kennedy, and Tom Mighell (last year's chair of the planning committee). It's good to know there are some things you can count on. Then again ...

Shrinkage …

The standard elements of a successful show existed this year, including:

  • Star bloggers (everyone was taking video).
  • Celebrity authors flogging their latest books.
  • Vendors connecting with big money accounts.
  • Startups vying for attention and coverage.
  • Educational sessions with national experts.
  • Chotchkies-a-plenty (my personal favorite).

But there was a distinct difference as well — let's call it shrinkage. And no element was spared. Consider that:

  • Even deep-pocketed vendors like Wolters Kluwer and Kroll Ontrack were absent.

  • Many regulars simply did not make an appearance at all or kept a very low profile.

  • Vendor participation appeared to be around 50% lower than last year.

The upshot is that although the show floor at the Hilton is smaller than the spread at the Sheraton where the show took place for years, there still weren't enough vendors to fill the space. Why not? The implosion of high-profile law firms? Pervasiveness of attorney joblessness? Ripple-effect of recent events on Wall Street? Maybe — but then again, why would that stop a vendor if the need for their products existed? That's the real question.

My Second Annual Best of Show Picks …

Sure the current economic trough affected TechShow. But why stop there? The collapse of the housing and financial services markets has also left lawyers with fewer opportunities than they've had in years and forced them to meet unprecedented demands. In short, it has created an opportunity for lawyers to break with past practices, leverage their knowledge, collaborate, and streamline the way they work.

You could even say that the current recession has created the perfect opportunity for lawyers to use technology to solve their problems. Or at least we could say that if the vendors at the show delivered innovation instead of overpriced me-too products.

Don't get me wrong. It wasn't all bad. But honestly, how many eDiscovery ads do you see per week and how many vendors can the market handle? The overabundance of eDiscovery companies can be extended to nearly every category of exhibitors at the show. So it's no surprise that my picks for "Best of Show" were companies that brought real value to the table in four emerging fields.

1. Web-Based Practice Management: Clio

Both of the primary contenders in this space were at the show — Themis Solutions' Clio and Rocket Matter — and both get the job done. But in the end Clio brings more polish to its product in my opinion.

Built in Ruby on Rails (geeky but important), Clio looks familiar, is easy to master, and is effective even for a sole practitioner — yet it can handle hundreds of users without sacrificing security or functionality. Clio introduced offline functionality at TechShow as well, so that even when the Internet is down the application can keep time then re-synchronize itself as soon as you're online. The Clio practice management suite also allows users to collaborate securely with clients.

Clio's pricing makes it an ideal entry-level solution for displaced biglaw associates now starting their own solo careers (BigSolos as my fellow SmallLaw columnist Ross Kodner refers to them).

For more on Clio, please watch my video interview of Themis Solutions' co-founder Jack Newton.

2. Automated Backup and Storage: Mozy

I couldn't blame you for skipping this section. How boring is storage, right? Everyone knows you can buy enough storage to hold every fact ever known for practically nothing. So why even discuss storage? Because reliability and access remain the twin holy grails of this field — and you can't expect either from small companies no matter how innovative.

Let's face it: size matters. So it's no wonder that my Best of Show pick in this category is Mozy. This company with the catchy name is really the cuddly face of EMC Documentum, a company that knows security and storage better than practically anyone. Because of EMC's size and deep pockets, Mozy can give away gigabytes of storage for free even before it begins charging. Even then its plans are accessible to pretty much anyone — users pay a small price per computer per month, plus 50 cents/gigabit/month thereafter. Yeah, I'll take that deal.

3. Managed Law Office Services: Total Attorneys

There was only one managed services vendor at TechShow — luckily it would be a good choice even among competitors. Total Attorneys represents an idea whose time has come.

Like Mozy, it sells just enough at a price that is just right. Services include a full complement of administrative tasks that lawyers traditionally suck at: business development, call centers, back-office work, follow up, etc.

There is a catch however — buying managed services means paying retail. And the retail price of these services includes labor, materials, profit, overhead, shipping, taxes, lunch for the crew ... you get the idea. At the end of the day, lawyers often live on a thin slice of profit. Giving that away may not represent a viable long-term strategy. Still, outsourcing may be the only strategy that works for many sole practitioners.

4. Automated Activity Tracking: WorkTRAKR

I really believe that WorkTRAKR, the automated time-keeping application from VoIP provider Proximiti, has potential. The application is a winner even with its built-in limitations. For instance, it works primarily on telephones and email, entirely missing faxes, computer applications, and a number of other billing sweet-spots. But the company is moving in the right direction and the product shows promise. It is Web-based now and works via plug-ins with such standards as Outlook. With some tweaking, WorkTRAKR might actually take some of the drudgery out of billing. We can only hope.

Wrapping It Up …

In the last ten years, TechShow has showcased a number of prodigious advancements in technology. Chief among these has been the transformation of the Internet from a world-wide billboard to a research pipeline and, more recently, to a comprehensive practice solution.

TechShow 2009 gave us still more evidence that anywhere, anytime law practice has arrived. Chances are that next year's show will bring a spate of me-too Web-based practice management vendors, followed by the inevitable shakeout and acquisitions by larger players. I only hope that the best companies make the cut — and the entrepreneurs who founded them don't cut and run after cashing out. Here's hoping that the next ten years are as groundbreaking as the last ten were.

Photo by Adriana Linares, LawTech Partners

Written by Mazyar M. Hedayat of M. Hedayat & Associates, P.C.

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: Accounting/Billing/Time Capture | Backup/Media/Storage | Business Productivity/Word Processing | CLE/News/References | Law Office Management | Online/Cloud | Practice Management/Calendars | SmallLaw | Technology Industry/Legal Profession | Trade Show Reports

Midsize Law Firms on the Rise Plus 54 More Articles

By Neil J. Squillante | Monday, April 13, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 55 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Reid Trautz's Favorite Tips from ABA TechShow

General Counsel Pressure Firms Amid Recession

The True Measure of Email Success

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | CLE/News/References | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management

BigSolo Now a Big Story; Hiring Tips; Law Prof on Macs; Hot Dragon Tips; BelnSync Review; Office Chair Reviews

By Sara Skiff | Friday, April 10, 2009

Coming today to Fat Friday: We review the ruckus over BigSolo, the word recently coined by Ross Kodner, Merwyn J. Miller discusses the keys to successfully hiring staff for a law practice, law professor and solo Edward Kionka explains why a Mac makes sense for his work, Stan Winikoff reviews the macro feature of Dragon NaturallySpeaking plus the add-on KnowBrainer, Steven Hardy discloses his laptop backup solution and reviews BeInSync, and Ashe Lockhart reviews the Balans and Herman Miller Aeron desk chairs. Don't miss this issue.

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: Backup/Media/Storage | Coming Attractions | Dictation/OCR/Speech Recognition | Fat Friday | Furniture/Office Supplies | Laptops/Smartphones/Tablets | Law Office Management | Networking/Operating Systems | Technology Industry/Legal Profession

Interwoven Review; Dragon Review; Custom Word Macros; Carbonite Review; Sharpdesk Review

By Sara Skiff | Thursday, April 9, 2009

Coming today to Answers to Questions: Michael Steiner reviews Interwoven's document and email management software, Philip Franckel reviews Dragon NaturallySpeaking and explains why some lawyers may prefer the Medical edition over the Legal edition, Sharon Campbell provides detailed instructions for customizing macros in Word using Visual Basic, Edward Still reviews Carbonite for online backup, and Kristi Bodin reviews Sharpdesk OCR software for converting scanned documents into Word/WordPerfect. Don't miss this issue.

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: Automation/Document Assembly/Macros | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | Online/Cloud | TL Answers

IntelliConnect: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, April 8, 2009

Today's issue of TechnoLawyer NewsWire covers an online tax research services (see article below), virtual PBX iPhone app, a store for BlackBerry apps, an online service to help you get agreements digitally signed by the parties, and an online Bluebook citation tool. Don't miss the next issue.

Tax Facts at Your Fingertips

The flat tax is a great idea, but law firms that handle tax-related issues need not worry. Too many special interests have their hand in the tax code for that too happen. In fact, the tax code will likely grow more complex, not less. As a result, you'll need better research tools.

IntelliConnect … in One Sentence
Wolters Kluwer's IntelliConnect is a tax-oriented online research service that combines the previously separate services, Tax Research NetWork and Internet Research NetWork.

The Killer Feature
When you consider that we all used tabs in our trapper keepers in grade school, why exactly did it take so long for Web browsers to have tabs? Who knows but we all use them now that we have them.

Wolters Kluwer understands the popularity of tabbed browsing and has taken it several steps further.

IntelliConnect enables you to maintain up to five searches at once using its search tabs. In addition, each search result has a checkbox. If you check it, IntelliConnect saves the accompanying document in the Document Tray. IntelliConnect also keeps track of your search history much as Web browsers keep track of the Web sites you visit.

Other Notable Features
You can conduct research by browsing or searching. If your searches pull up too much information, you can apply filters such as document type (explanations, laws, regulations, etc.), practice tools, jurisdiction, state tax type, and more. You can also search within a search and save searches.

IntelliConnect's tri-screen display enables you to view your search results and specific documents simultaneously. It works like an email preview pane with your search results on top and the specific document you've selected below. When you find a relevant document, you can print it or save it in PDF or text format. You can email documents too.

What Else Should You Know?
IntelliConnect also includes CCH's Tracker News, which enables you to receive alerts about important developments via email or RSS feed. Pricing depends on which libraries you need to access and other factors. Learn more about IntelliConnect.

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: Legal Research | TL NewsWire | Transactional Practice Areas

Review: Clio (Practice Management in the Cloud)

By Sara Skiff | Tuesday, April 7, 2009

Coming today to TechnoFeature: Software as a Service (SaaS) — we prefer the term Web app — has made significant inroads in areas such as project management and sales management. Themis Solutions has turned its attention to the legal profession. Its product, Clio, aims to make implementing a practice management system as simple as subscribing to a magazine. In this article, technology consultant and practice management expert Seth Rowland, Esq. reviews and rates Clio. Seth isn't the only person who has reviewed Clio, but his evaluation is the most thorough.

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: Accounting/Billing/Time Capture | Coming Attractions | Online/Cloud | Practice Management/Calendars | TechnoFeature

YouLaw: Nurse, There's a Malpractice Lawyer in My Operating Room

By Gerry Oginski | Monday, April 6, 2009

Watch the Video

TechnoScore: 2.0
1 = Lowest Possible Score; 5 = Highest Possible Score

Michigan Medical Malpractice Attorney Lynn Foley of Cochran, Foley & Associates strolls into the delivery room and pulls your heartstrings with B-roll footage of the operating room, the recovery room, and other hospital scenes. Other than explaining that she knows her way around the hospital as well as a courtroom, the video does little to explain to me how she can help a potential client.

The video consists of a 30 second commercial followed by a PowerPoint presentation about her success stories. Admittedly, her successes are remarkable. However, the use of this video is, in my opinion, the wrong way to promote her achievements.

I was totally shocked to see her standing in an operating room with doctors and nurses who actually appear to be operating on a patient. The doctor is in the background operating while former nurse Foley is telling us that she is a medical malpractice attorney!

"Hello, Doctor! Wake up. Do you realize you have a medical malpractice lawyer standing next to you asking potential malpractice victims to call her? Hello? Anybody home?" I'm waiting for that "Gotcha" moment when I expect Foley to yell out "Doctor, you've just committed malpractice. I need to see your license and checkbook please."

"I can help you and your baby," is how she ends her comments. What bothers me most about this unusually placed video is that she fails to explain to a viewer how she can help. It's not an educational video. Rather it's a clear play on emotion. If you don't believe me, just listen to the soundtrack after Foley stops talking. I'm ready to get out my box of tissues. Doom and gloom devastation music — a bad tone for people already overwhelmed by the economy and constant gloom an doom in the news.

The video runs 1:55 and is short on education, long on images and music to make you think the world is imploding.

Tip #1: Location, Location, Location

Shooting your video in an operating room? During surgery? That rises to the level of chutzpah. "Chutzpah" means "nerve," "gall," and "guts." I say, "Ask the lion to open his mouth and stick your head inside." Then look toward the crowd and say "See folks, he's such a nice little lion," and moments later, the lion decides to eat you for lunch.

I'm sorry, but as a New York medical malpractice trial attorney, I can't imagine any doctor letting me into their operating room to videotape a clip to show how knowledgeable I am about going after negligent doctors. Maybe these people were actors, I don't know. But when choosing where to film your clip, use a little more tact.

Tip #2: When it Comes to Music, Go Upbeat and Keep it in the Background

Background music. Some lawyer videos have a soundtrack. Some don't. It's really a personal preference. If you use it, however, choose it with care and use it wisely. Remember, you are responsible for your content. You are responsible for your background music. Do not let someone else dictate what they think is good for your video. It's your call.

What impression to do you want to make? What is more important to you? The content? The images? The music?

My advice: Put the music in the background. Include more content in your message. In this video, the content was limited and the music was overwhelming.

Tip #3: Educate Your Audience (and Use Visuals Wisely)

I want to contrast this video with a video by fellow trial attorney Ben Glass. Glass interviewed DUI attorney Bob Battle in the middle of a field. Yes, a field. What makes Glass' video so different is that Battle discusses his recent legal victory involving a defective breathalyzer.

Importantly, Battle describes a story about how a defective breathalyzer was used in his client's case. He describes the steps he took to challenge the accuracy of the product. He then continues telling the story and explains how he accomplished his legal victory.

Watch the video to see how it differs from Foley's operating room setting.

Battle's content is excellent. He educates his viewer. By the end of the (somewhat lengthy) video, a viewer could easily believe him to be an expert — an expert out standing in his field — literally. Get the pun?

The sound is good, the content is relevant to someone charged with DUI in Virginia, and importantly, he doesn't sound like a salesman trying to sell you something. Instead, he explains.

I should tell you that Ben Glass is a friend of mine. Glass is one of the biggest proponents of education-based marketing for lawyers. But that's not why I highlighted his video. I did so because it's the perfect contrast to Foley's hospital-based video.

What's different about Battle's video compared to the Foley operating room video? Everything. As a potential client looking for an attorney, ask yourself which video portrays expertise and knowledge?

Yes, Foley's video shouts her achievements, which are impressive. However, many lawyers fail to realize that video is the best way to deliver your educational message to a viewer looking for an attorney. Don't squander it by saying "Come to me because I'm great." Instead, explain to your viewer how you helped prior clients with similar problems. Explaining what you did to accomplish that great settlement or verdict will provide much more credibility without you ever having to say "I'm the best."

Conclusion

I was really amazed at Foley standing in the operating room while a doctor operated on a patient. It's just not right. You know what I mean? It's bad enough that the public portrays personal injury and medical malpractice lawyers as ambulance chasers. In this video you don't even have to worry about the ambulance. She's looking over the doctor's shoulder while he operates.

For the choice of shooting the video in the operating room, I gave a chutzpah award of minus two points. For the devastatingly depressing music I had to deduct another point. Give these viewers some hope that you can help solve their problems. You can't do it with such tragic music.

Finally, don't shout your message. Explain and educate. The bottom line is that a viewer wants to hear how you can solve their legal problems.

Till next time, see you on video!

The Back Bench

Certified Family Law Specialist and online video producer Kelly Chang Rickert says: "Wow — I liked this video a lot. Lynn really comes across as credible and trustworthy because of her noteworthy status as an attorney and a nurse. I believe "birth injury attorney" is a highly-specialized niche, and she should market herself as such, not just "medical malpractice attorney." The only thing that confused me is that the video seems to repeat itself, and doesn't have a logical beginning/ending. It seems to end ... and then restart ... and then she repeats herself. Other than this — this video really captured her as an attorney with a human heart. Great job."

TechnoLawyer publisher and online video producer Neil Squillante says: "Isn't is negligent to walk into an operating room in street clothes? Just kidding but this video marries some strange though attention-grabbing footage with a repetitive script. It would benefit from some surgery courtesy of Dr. Final Cut Pro."

About YouLaw

YouTube offers law firms a free advertising platform with tens of millions of potential clients. But a poor video can hurt more than help. In this column, lawyer and online video expert Gerry Oginski reviews and rates the latest law firm videos. A panel of fellow experts (The Back Bench) add to Gerry's reviews with pithy remarks. We link to each new YouLaw column and all other noteworthy law firm marketing articles in our weekly BlawgWorld newsletter, which is free. Please subscribe now.

About Gerry Oginski

New York trial lawyer Gerry Oginski has created more than 150 informational online videos for his medical malpractice and personal injury practice. Realizing that most video producers don't have a deep understanding of the practice of law and what potential clients look for, Gerry launched The Lawyers' Video Studio, which provides free tutorials and video production services. If you need help producing a video, please contact Gerry now.

Contact Gerry:
T: (516) 487-8207
E: lawmed10@yahoo.com

Topics: Law Firm Marketing/Publications/Web Sites | Videos | YouLaw

Malpractice Madness Plus 73 More Articles

By Neil J. Squillante | Monday, April 6, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 60 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Review: Redacting with Redact-It Desktop

Time to Reboot the Legal Profession?

Law Firm Web Sites That Work

This issue also contains links to every article in the April 2009 issue of Law Technology News. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Business Productivity/Word Processing | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management

Mac and PhotoBooth Help Win Case; Backup Tips; Thanks But No Thanks; LogMeIn Tip; Dragon Training; What's Your Recession Strategy?

By Sara Skiff | Friday, April 3, 2009

Coming today to Fat Friday: Eddie Davidson shares his experience using a MacBook Pro in his personal injury practice (and provides a real case example), Mary Hallman discusses the principles behind to an effective backup strategy, Conrad Leikauf explains why he often has to take matters into his own hands when it comes to hardware/software troubleshooting, Andrew DeMaio shares a helpful tip regarding multiple monitors and LogMeIn, and Roy Greenberg provides a great online resource for Dragon NaturallySpeaking tips. Don't miss this issue.

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: Backup/Media/Storage | CLE/News/References | Coming Attractions | Consultants/Services/Training | Dictation/OCR/Speech Recognition | Fat Friday | Laptops/Smartphones/Tablets | Law Office Management | Monitors | Networking/Operating Systems | Online/Cloud | Presentations/Projectors | Technology Industry/Legal Profession
 
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