TechnoLawyer NewsWire
So many products, so little time. TL NewsWire is a weekly newsletter that discusses and links to hot new products and services of interest to legal professionals.
Concise, informative, fun to read, and jargon-free, TL NewsWire enables you to stay on top of more than 225 new products and services every year. We structure each article so that you can quickly understand the function of each product, and zero in on its most important features.

Periodically, we publish special roundup issues of TL NewsWire that focus on a single product category (e.g., ergonomic desks, personalized iPad news apps, etc.). Every December, we publish a special issue listing the most popular new products of the year according to TL NewsWire subscribers.

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Recent Issues

Below you can see some recent issues of this newsletter.

Return to List of Recent Issues

Summation 5.6: Read Our Exclusive Report

Thursday, May 21, 2015

Today's issue of TL NewsWire covers a comprehensive litigation software suite that now includes a module for case analysis (see article below), a new legal research and drafting tool for corporate lawyers, a cloud application for creating online intake forms for law firms, and a database creation app for iOS and Mac. Don't miss the next issue.

SOUP-TO-NUTS LITIGATION SOFTWARE

Litigator and LitigationWorld columnist Tom Vidal recently described case analysis as "a powerful tool to educate our client, develop litigation strategy, and manage our workflow." He then lamented how few litigators analyze their cases from the outset. Holes like this typically stem from a lack of software tools.

Summation 5.6 … in One Sentence

Launched recently, AccessData's Summation 5.6 is a litigation software suite for all post-collection tasks, including discovery document processing, review, and production, transcript management, and as of this latest release case analysis.

The Killer Feature

Summation's new Case Organizer enables you to enter, organize, and search for relevant facts, events, people, testimony, legal research, notes, discovery documents, pleadings, etc. You can organize this information by issues, witnesses, and more, enabling you to find connections and develop your strategy. Case Organizer becomes increasingly valuable over the lifetime of the case as you and your team enter new information. Because Summation also manages discovery documents and transcripts, you need not switch among applications or enter data more than once.

Other Notable Features

To further help with case assessment, Summation offers Visual Analytics — illustrated charts and graphs of your case data. This enables you to gauge the volume and types of data, as well as custodian communication patterns. You can drill down to individual documents.

For large sets of ediscovery, Summation includes Technology Assisted Review (TAR). Many courts routinely approve and even endorse the use of TAR, which enables you to train Summation to find relevant documents. This eliminates the time and cost associated with having lawyers and legal assistants review every document.

The new version of Summation adds support for video transcripts in MDB and SBF formats. Your annotations of the text can therefore include the relevant video clip. You can group annotations by issue and print digest reports. Summation supports realtime technologies for live transcript monitoring during a deposition.

You can use Summation by itself or as part of the company's AD eDiscovery software platform. Summation also integrates with AccessData's Forensic Toolkit (FTK), enabling you to perform forensic analysis when warranted. Likewise, Summation ingests files from AccessData's Mobile Phone Examiner Plus (MPE+), which collects case data from Android, iOS, and other mobile phones and tablets.

What Else Should You Know?

AccessData sells Summation on a subscription basis. The subscription includes all modules and unlimited data so there's no upselling of advanced features or per gigabyte charges. You can deploy Summation to suit your needs, including a preconfigured appliance, standalone software on your hardware, or hosted by AccessData. Learn more about Summation 5.6.

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.

Xero: Read Our Exclusive Report

Wednesday, May 13, 2015

Today's issue of TL NewsWire covers accounting software to which you can migrate from QuickBooks (see article below), a legal research service with a modern take on secondary authorities, an online forms library for New York practice, and software that assists with due diligence. Don't miss the next issue.

ESCAPE FROM QUICKBOOKS (IF YOU WANT)

QuickBooks remains as popular as ever among law firms. However, most law firms continue to use the desktop version according to legal technology consultant Caren Schwartz who specializes in financial software. Given the benefits of the cloud such as easier multiuser access, a shift seems likely to occur. Competing products must offer a QuickBooks migration tool if they hope to attract switchers.

Xero … in One Sentence

Xero is a cloud accounting system that integrates with more than 350 products, including legal applications such as Actionstep, Chrometa, and Clio.

The Killer Feature

Earlier this week, Xero began offering do-it-yourself QuickBooks migration. After signing up, you can import your QuickBooks data instead of starting with a blank slate. The conversion takes about three hours after which Xero notifies you by email. The migration tool supports QuickBooks Pro, Premier, Online, and Mac versions.

Other Notable Features

Xero takes advantage of running in a web browser in a number of ways. You can import bank and credit card statements, and then automatically reconcile them. Clients can pay the invoices you send with a credit card after which Xero enters the payment. You can give your accountant access, and also give limited access to colleagues. Android and iOS apps enable you to use Xero on your smartphone and iPad.

Xero includes integrated payroll with direct deposit and federal and state tax filings. Integrations with third-party products enable you to handle retirement plans, HSA and FSA distributions, and fringe benefits. Xero supports fixed salaries as well as timesheet-based compensation, including overtime. Your employees can update their address, withholdings, and more on their own. Xero also enables you to create and file 1099 forms for independent contractors.

Xero's core accounting features include purchase orders, bill entry and payment, expense reporting and reimbursement, and a general ledger. Reports include balance sheet, profit and loss, cash flow, and more.

Xero offers "bank-grade" security and encryption, as well as redundancy by storing your data in several locations. The company offers 24/7 email and telephone technical support. Xero contains contextual help within the app. You can take advantage of video tutorials and webinars for more in-depth training.

What Else Should You Know?

Xero offers Starter, Standard, and Premium plans for $9, $30, and $70 per user per month respectively. The Starter plan imposes limits on transactions and lacks support for payroll. The Standard plan provides payroll for up to 5 employees, while the Premium plan accommodates 10 employees and also handles multiple currencies. Learn more about Xero.

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.

Everlaw: Read Our Exclusive Report

Thursday, May 07, 2015

Today's issue of TL NewsWire covers a cloud application for reviewing and producing discovery documents (see article below), practice management software with integrated document assembly, a time-tracking app for the Apple Watch and iPhone, and a metadata removal utility. Don't miss the next issue.

EDISCOVERY SIMPLIFIED

"Email is just a fad. Facebook, despite its 40% operating margin, is doomed. I can get everything I need from a well-coached party in a deposition." This is what litigators who fear technology say to themselves. On the other hand, smart litigators like you realize that the most fruitful discovery resides in email, social media, text messages, voicemail, etc.

Everlaw … in One Sentence

Everlaw is cloud discovery review software with tools that automate the process of finding relevant documents.

The Killer Feature

Before Google, you learned how to create complex Boolean search queries. Nowadays, you expect Google-like parsing of your intent.

Everlaw eliminates the need to memorize Boolean syntax. Instead, its Blink-Speed Search technology enables you to visually build searches by dragging the available operators into your query. Everlaw offers Boolean operators such as AND and OR. It also offers document operators such as Bates numbers, and code operators such as legal issues and witness names.

Other Notable Features

Everlaw offers a customizable dashboard through which you can assess the status of the various cases you manage. Reports help you stay on deadline and within budget. For example, Everlaw predicts when your team will complete document review based on the pace to date and the number and type of documents. You can also track the accuracy and speed of your team. This enables you to correct errors on-the-fly, and provide feedback for increased consistency.

If you find yourself confronting a large document set, Everlaw's Prediction Engine can guide you to relevant documents based on the documents you already reviewed. The more documents you review, the more accurate Everlaw becomes. You can further refine the results by limiting them to specific legal issues.

When you run a search, Everlaw's Context Panel lists related documents, including duplicates. Accordingly, you can batch code a group of documents instead of just one at a time. The Context Panel groups email messages and attachments by thread to further streamline your review.

Everlaw's Native Viewer eliminates the need to convert documents into PDF or TIFF format. Instead, you can view them as they would look in the original software. When preparing for a deposition, settlement conference, or trial, the StoryBuilder feature enables you to collect the documents you want to use.

What Else Should You Know?

Everlaw works in all major web browsers. You can export production sets in popular load file formats. You pay a monthly fee for the amount of storage you use. This single fee includes setup, unlimited cases and users, printing and exporting, and training. Everlaw doesn't require a contract beyond one month at a time. Learn more about Everlaw.

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.

Worldox GX4: Read Our Exclusive Report

Wednesday, April 22, 2015

Today's issue of TL NewsWire covers document management software that automates the creation of document profiles (see article below), a cloud practice management application for bankruptcy lawyers, an iOS PDF app, and a help desk application for your firm's IT department. Don't miss the next issue.

EFFORTLESS DOCUMENT MANAGEMENT

Document management systems work best when everyone in your firm creates a detailed profile for every document. This enables anyone to instantly find a document hours, days, and years later. With lawyers perennially in a hurry, the document profile process should take as little time as possible. Human fingers won't get any faster anytime soon so the answer lies in intelligent automation.

Worldox GX4 … in One Sentence

Launched last week, World Software's Worldox GX4 is a document management system designed to streamline document capture and facilitate document access from any device.

The Killer Feature

Worldox features Active Profiling technology to automate the creation of document profiles. In particular, the Follow Me Favorites feature keeps track of which files you worked on recently, presenting you with these choices in the Open and Save dialog boxes. If you choose from among the options in the Save dialog box, you need only name your document and assign a document type as Worldox will enter the remaining profile information based on where you've chosen to file it.

In addition to listing recently accessed Cabinets, Follow Me Favorites also displays your designated Favorite Matters and Quick Profile tabs. These additional choices further minimize how often you'll need to create an entirely new document profile.

Other Notable Features

Worldox also automates email capture by integrating Active Profiling with Microsoft Outlook. Using a proprietary heuristics algorithm, Worldox monitors your incoming and outgoing email, assigns client/matter data, and queues these messages for your review. This enables you to batch file your email with one click. You can also have the folders for your Favorite Matters appear in Outlook, enabling you to move email into Worldox as well as access previously filed email.

You'll find similar automation in Microsoft Word and Excel thanks to a new QuickSave toolbar icon with which you can access existing documents and save new documents. This toolbar also enables you to search Worldox from Microsoft Office.

The company also enhanced the Worldox client. For example, Worldox now offers user-defined categories (tags) that you can apply to documents. You can then sort, filter, and search using these tags. This enables everyone in your firm to customize Worldox in a way that suits their personal style.

Inline searching offers another way to find documents. The new inline document viewer within search results enables you to view documents without opening them. In addition to sorting search results by categories, you can also sort them by document type, date, and other fields from document profiles.

"It's not easy to build a product that is super powerful and feature rich yet simple to use, so I applaud our development team for doing just that with Worldox GX4," World Software President Ray Zwiefelhofer tells us. "With Executive summary views, one-click saves, and active email profiling, our initial test groups have been impressed with the ease of use and productivity gains."

What Else Should You Know?

Pricing for Worldox GX4 starts at $460 per license. If you don't want to maintain a server, the company offers Worldox GX4 Cloud, which it hosts in secure data centers. Midsize and large firms can opt for Worldox GX4 Enterprise. Learn more about Worldox GX4.

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.

Capture.it Time Capture: Read Our Exclusive Report

Wednesday, April 15, 2015

Today's issue of TL NewsWire covers software that automatically captures your billable time across desktop and mobile devices and integrates with popular billing systems (see article below), an add-on that enhances paragraph numbering in Microsoft Word, an app that enables you to add client intake forms to your website, and a combination case and stand for the iPad Air 2. Don't miss the next issue.

AUTOMATIC BILLABLE TIME CAPTURE ACROSS ALL YOUR DEVICES

Most lawyers spend most of their billable time using a computer of some sort — Windows PC, iPad, iPhone, etc. Yet most of these lawyers still use old school methods of tracking their time. This is highly disruptive to your workflow, especially the deep thinking required in law practice. Given that your devices can track time, you can bridge this gap with an app that works on all the platforms you use, and which ties into your billing software.

Capture.it Time Capture … in One Sentence

Launching this week, Capture.it Time Capture automatically captures your billable time on your smartphone, computer, and tablet, and integrates with popular billing systems.

The Killer Feature

Capture.it consists of two components — native apps that automatically (passively) track the time you spend on your devices, and a web application for configuration and reviewing all the time captured.

The creators of Capture.it recognize that lawyers now work in a multi-device world. Accordingly, out of the gate, Capture.it offers tracking apps for Windows, iPhone, and Android with an iPad app shipping later this month.

The company also recognizes that law firms increasingly prefer the cloud to maintaining their own servers. There's nothing to install other than the applicable tracking apps. Capture.it encrypts all the data it captures, and uses a 256-bit SSL connection between its data center and your devices.

"Capture.it is revolutionizing how lawyers capture their time," Capture.it President Michael Bluestein tells us. "We provide an automated approach so that a user doesn't have to manually enter their time. We also automatically create time entries to save time and reduce unnecessary tasks. Whether you charge by the hour or offer fixed fees, Capture.it can help you to determine the exact cost and profitability of each client."

Other Notable Features

On your PC, Capture.it tracks the time you spend in each email message in Outlook and in each document in Word. Listing each message subject and document title enables you to later identify the corresponding client and matter. Capture.it also tracks the amount of time you spend in other applications. Periodically, Capture.it prompts you via a dialog box to assign the time it collects to a client and matter. You can combine or delete time entries in this dialog box.

Capture.it works similarly on your iPhone or Android phone. It prompts you after each telephone call. Using the Capture.it email app enables you to automatically capture the time you spend in every email message.

Periodically, you'll log into your account in the Capture.it web app to edit and post your time entries. The manner in which you post entries depends on which product you use for billing. For example, cloud products like Clio integrate directly with Capture.it. Desktop products like PCLaw require the company's Capture.it Sync app.

What Else Should You Know?

Other features include activity and task code support, and mileage and print tracking. Capture.it starts at $20 per timekeeper per month. Those who don't bill their time such as an office manager who finalizes invoices and sends them to clients can use Capture.it for free. Learn more about Capture.it.

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.

As a fairly unsophisticated technophile, I find the TechnoLawyer Newswire helps explain new software, gadgets, and other products in language I can understand. Plus, it always provides links to a fuller explanation of the product or service. All in all, a very helpful read for an old lawyer trying to keep up.
- Jack P. Doran, Esq., Law Office of Jack Doran
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