TechnoLawyer NewsWire
So many products, so little time. TL NewsWire discusses and links to hot new products and services for lawyers and law office administrators.
Informative and jargon-free, each TL NewsWire article enables you to quickly understand the function of each product, and zero in on its most notable features. In each issue, you can easily revisit previous articles thanks to convenient links.

Every December, we publish the TL NewsWire Top 25 Products of the Year Awards as chosen by TL NewsWire subscribers — including you if you become a subscriber.

TL NewsWire is free. Subscribe now to TL NewsWire and any of our other newsletters by using the form on this page.


Read a recent issue
Join TechnoLawyer Now
CURRENT MEMBERSHIP: 13,931
Your First Name: 
Your Last Name: 
Email Address: 
Create Password: 
Retype Password: 
Alternate Email 
(optional)
Recent Issues
Return to List of Recent Issues

Everchron Puts Critical Case Information and Analysis at Your Fingertips

Thursday, June 22, 2017

Today's issue of TL NewsWire covers cloud litigation management software that enables you and your team to analyze the key documents, testimony, and witnesses in your cases (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a new research service that collects primary and secondary sources related to cybersecurity and privacy issues, a document management system with a new platform for securely sharing documents with clients and others outside of your firm, and much more. Don't miss the next issue.

Litigators spend most of their time analyzing key documents, deposition testimony, and legal research. Many litigators are familiar with CaseMap, which became dominant last decade. However, CaseMap hasn't transitioned to the cloud, leaving an opening for a new entrant.

Everchron … in One Sentence

Everchron is cloud-based litigation management software that enables you and your team to manage, analyze and collaborate around important case information and documents.

The Killer Feature

Director of Business Development Alex Karpman begins my demo by pointing out that with data volumes growing, litigators need software to help them analyze and act on the most important documents that come out of a document review. He then describes Everchron as "collaborative, intuitive, mobile, and secure" with "intelligent linking, analysis, and reports."

This "intelligent linking" is best exemplified by Everchron's Witnesses feature. In the course of adding documents and testimony to Everchron, tagging these items with issues, adding annotations, etc., Everchron automatically generates a profile of every witness called a Witness File.

Click on a witness and you'll see that person's Witness File. Charts show the documents related to that witness and their importance and favorability to the case. Drill down further to view interactions with other witnesses and other analytics. The Witness File also links to declarations, testimony, and witness statements, and enables your team to add additional notes about the witness. You can export this analysis in spreadsheet form as well as all related documents.

"Once you start using Everchron, it is hard to imagine practicing without it," says Alison Plessman, partner at Hueston Hennigan. "As a lawyer, I'm often buried in work and have to prepare for depositions in very tight timeframes. With Everchron, in a matter of a few clicks, I can see all of the evidence and master file documents associated with a particular witness, as well as a breakdown of the issues and players relevant to that particular witness."

Other Notable Features

Everchron offers two import mechanisms. You can import documents and email from load files generated by discovery review platforms such as Relativity, DISCO, Logikcull, Concordance, and Summation. A mapping wizard preserves all tags and metadata. You can also drag and drop files, and edit the metadata and add witnesses on the fly.

Most of your work occurs in Everchron's Evidence tab, designed for building key fact and document chronologies. Each document in your case chronology appears in a viewer on the left with a suite of tools on the right. Use the tools to analyze the document, write a descriptive title (e.g., "The Smoking Gun Email") and summary, append comments, apply issue tags, etc. You can also apply nondestructive highlights to the document itself in the viewer.

Click the main Evidence button and you'll zoom out to the case chronology table listing all documents, their summaries, associated witnesses, issues, and other analytics. Use the search filter to narrow the list — for example, view only the most favorable hot documents. Export selected documents with or without their accompanying metadata for offline review by a client, expert, etc.

"Everchron's collaborative litigation management software puts case-critical information and analysis at a lawyer's fingertips," says Everchron CEO Ofer Bleiweiss. "With its intuitive search interface, dynamic key document chronologies, and automatically generated Witness Files, lawyers can quickly find and communicate relevant information to team members wherever and whenever they need it."

What Else Should You Know?

Everchron's Master File enables you to store all other documents related to a case such as briefs, court orders, notices of appearance, etc. PACER integration can automatically import documents from federal dockets. Learn more about Everchron.

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.

Wolters Kluwer's Cybersecurity & Privacy Law Puts Research Materials for This Hot New Practice Area in One Place

Thursday, June 15, 2017

Today's issue of TL NewsWire covers a new research service that collects primary and secondary sources related to cybersecurity and privacy issues (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a document management system with a new platform for securely sharing documents with clients and others outside of your firm, a Mac-based document management system with new technology for sharing documents externally with clients, co-counsel, and others, and much more. Don't miss the next issue.

Cybersecurity has become one of the hottest legal practice areas. High profile security breaches and countless others below the radar have resulted in significant regulatory activity in the United States and abroad. There's also a growing body of case law weighing liability. Because it's a new practice area, research materials are scattered across various databases. A centralized resource would save lawyers and librarians valuable time.

Cybersecurity & Privacy Law Suite … in One Sentence

Launched recently, Wolters Kluwer's Cybersecurity & Privacy Law is a specialized suite of online research and practice tools on the Cheetah platform.

The Killer Feature

Cybersecurity & Privacy Law offers several Practice Tools called Smart Charts that help you advise on compliance issues. For example, many cybersecurity regulations contain rules about breach notifications — i.e., when a company must notify customers, regulators, etc. about a security breach. The Breach Notification Smart Charts provide answers to common breach questions that arise.

Senior product manager Steven Santel walked me through this Smart Chart in an online demo. You start by choosing one or more applicable topics such as "What forms of data are covered" and "What businesses are exempt." The next screen lists brief answers for each available jurisdiction as well as linked citations to the corresponding source material for more in-depth analysis.

Other Smart Charts include Marketing & Privacy Laws, State and Federal Employee Privacy Law Comparison, State-by-State Medical Privacy Statutes, and Global Privacy & Security Law Comparison. This latter resource enables you to compare cybersecurity laws in 68 countries. Topics include direct marketing, health information, registration with local authorities, and website cookies.

Other Notable Features

You access Smart Charts and other resources from the Cybersecurity & Privacy Law dashboard within Cheetah. From here, you can directly access state and federal laws and regulations related to cybersecurity and privacy. Also available are treatises such as Defend Trade Secrets Act of 2016 Handbook, Financial Privacy Law Guide, Securities Regulation in Cyberspace, and many others. By subscribing to email Treatise Update alerts, you can monitor changes important to your practice.

Cybersecurity & Privacy Law keeps you apprised of relevant news with full access to Cybersecurity Policy Report, Financial Privacy Law Guide, Computer and Internet Lawyer, and other leading publications. In addition, Wolters Kluwer editors curate links to relevant articles in newspapers and websites.

"Cybersecurity represents a key challenge for attorneys," said Dean Sonderegger, Vice President & General Manager, Legal Markets & Innovation. "It's a critical issue for law firms and their clients, it spans across nearly every practice area, and regulations are both emerging and evolving. To address this market need, we've developed an exciting new offering that combines primary and secondary content with practical guidance all in one location on our Cheetah platform."

What Else Should You Know?

At the top of every page in the suite is the global search bar, enabling you to limit your searches to topics such as advertising and marketing privacy, children and student privacy, communications privacy, data protection and security, emerging technology issues, financial privacy, global privacy and data protection, health privacy, state privacy protections, and workplace privacy and security. Cheetah saves your search history. The Worklist tool enables you to save a collection of resources in a folder. Learn more about Cybersecurity & Privacy Law.

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 Connect Adds Secure Document Sharing and Collaboration to Worldox

Thursday, June 08, 2017

Today's issue of TL NewsWire covers a document management system with a new platform for securely sharing documents with clients and others outside of your firm (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a Mac-based document management system with new technology for sharing documents externally with clients, co-counsel, and others, interactive practical legal guides that you can customize to incorporate your firm's collective knowledge and workflows, and much more. Don't miss the next issue.

Secure document sharing with clients looks like the next big thing in legal technology thanks to more stringent ethics rules and more sophisticated clients. Ideally, moving beyond email to a more secure platform should not require your firm to overhaul its existing infrastructure and workflows — including its use of Outlook.

Worldox Connect … in One Sentence

Launched recently, World Software's Worldox Connect is a secure document sharing platform that integrates with Worldox GX4, the company's popular document management system (DMS).

The Killer Feature

Sharing one or more documents or folders begins with a right click within the Worldox client, and choosing the Send File to Worldox Connect option from the contextual menu. You then set the permissions for the items you're sharing. You can prevent or allow clients to invite others, restrict files to viewing or allow downloading, and set an expiration date. Worldox Connect uses Workshare technology, but you need not be a Workshare customer to use Worldox Connect.

Clients who receive a sharing link via email for the first time create a Worldox Connect Portal account on the web, and from there can begin collaborating with you. Collaboration tools enable clients to comment on documents and compare changes between versions.

If you allow downloads, clients can edit documents and upload a new version. Worldox notifies you of the new version, which you can bring into Worldox using the Sync File From Worldox Connect function in the same contextual menu used to initiate secure sharing. You can then make your own edits, and send this version back to the portal. At anytime, you can stop syncing and remove documents from the portal.

"There's an increasing emphasis on both collaboration and security," says World Software President Ray Zwiefelhofer. "This presents today's law firm with the challenge of implementing both in such a way that documents can be shared effortlessly while still controlling access to them and protecting the security of the internal DMS. Worldox Connect does this for law firms."

Other Notable Features

In addition to sharing documents from within Worldox, you can take advantage of Worldox Connect's Outlook integration. This works similarly to sending attachments the old fashioned way except that you attach documents directly from Worldox. This triggers the Workshare Protect panel within Outlook in which you apply the same access rights discussed above.

The documents then get moved to the Worldox Connect Portal, and the message you send contains a corresponding link. If documents don't require the security of Worldox Connect, you can instead convert Word documents to PDFs on the fly, remove the metadata from the documents, compress them into a ZIP file, and send them via email.

Worldox GX4 offers a new tool called Groups to facilitate sharing. You can create a Group for a matter or other project, and then share the Group via Worldox Connect. Group members can then share documents and collaborate.

Worldox Connect works on your iPhone and iPad too. You can share documents and access shared documents on the go by using the Workshare app in conjunction with the Worldox app.

What Else Should You Know?

No matter how you use Worldox Connect, administrative tools enable you to view an audit trail of all activity, revoke access, delete users, force password resets, etc. Shared documents reside in Amazon Web Services and are encrypted at rest and in transit. You can change datacenters and other parameters for compliance purposes. Learn more about Worldox Connect.

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.

DocMoto 3.8 Facilitates External Collaboration With Its New Secure Document Sharing

Wednesday, May 31, 2017

Today's issue of TL NewsWire covers a Mac-based document management system with new technology for sharing documents externally with clients, co-counsel, and others (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of interactive practical legal guides that you can customize to incorporate your firm's collective knowledge and workflows, a law firm website design service that includes a library of legal content to save you time, and much more. Don't miss the next issue.

Document management software facilitates document sharing within your law firm, and for obvious reasons it's similarly adept at preventing outsiders from gaining access. Because lawyers often need to share documents with clients, they resort to non-secure methods such as email. This sharing should instead emanate from your document management software in a secure manner.

DocMoto 3.8 … in One Sentence

Launched recently, CHL Software's DocMoto 3.8 is a Mac-based document management system.

The Killer Feature

DocMoto now offers secure file sharing. Select the document or folders you want to share, and then choose Create Share under the File menu. This brings up the Create Share dialog in which you can choose an expiration date, require a password, allow new versions and other uploads, etc. You can change these settings or remove access entirely anytime.

Those you invite access shared documents in the DocMoto Sharing Portal in their web browser. In the DocMoto Mac client, a new toolbar icon enables you to view and access all shared documents and folders. The Share Report gives you a more detailed look at what's being shared. This can help you identify shares that should no longer exist.

"Lawyers love DocMoto's professional feature set, which provides so much more than simple syncing tools," says CHL Software director Neil Cameron. "It's packed full of killer features from revision control and document templates to our latest technology for secure and manageable document sharing with third parties."

Other Notable Features

Speaking of the DocMoto toolbar, it's now customizable. The new Favorites icon on the toolbar enables you to access recently used and other documents you designate. Favorites are also accessible via the DocMoto iPad app and the web client on devices such as a Windows PC. When you need to dig deeper to find documents, DocMoto's Advanced Search offers a visual Boolean interface that eliminates the need for arcane syntax. The Save View feature enables you to save searches, which update in realtime.

DocMoto stores all types of documents, including scans and email. You can drag and drop email from Apple Mail and Microsoft Outlook into DocMoto, which automatically parses the metadata so that you can sort and search using parameters such as To, From, CC, etc.

Built-in document assembly enables you to create document templates ranging from the simple (building documents from stored clause snippets) to the advanced (nested conditions, if/then statements, etc.).

Version 3.8 takes document automation a step further with Folder Templates. Designed for routine workflows, Folder Templates enables you to create elaborate sets of folders and documents with a mouse click. For example, a Folder Template for client intake can create an engagement letter, and folders for bills, correspondence, shared documents, etc. You can even specify the column views within each folder and the categorization of each document.

What Else Should You Know?

DocMoto runs on macOS Yosemite and later. "DocMoto is right for us because of its versioning, search, and templates," says Brian Walters of The Walters Firm. "We have folders relevant for every part of the firm so we don't need to waste time searching for templates any more. From a staff and attorney efficiency standpoint it has changed the way our firm practices. This was the most unexpected benefit of DocMoto." Learn more about DocMoto 3.8.

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.

SmartTask Walks You Through Legal Tasks, While SmartTask Pro Offers the Ability to Incorporate Your Firm's Own Expertise

Wednesday, May 24, 2017

Today's issue of TL NewsWire covers interactive practical legal guides that you can customize to incorporate your firm's collective knowledge and workflows (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a law firm website design service that includes a library of legal content to save you time, personal injury practice management software with specialized tools for tracking settlements, liens, medical records, and marketing, and much more. Don't miss the next issue.

Lawyers often perform work within their practice area but outside their comfort zone. This is especially true of junior associates. In these situations, more than two-thirds of lawyers either consult colleagues or run a Google search, neither of which is particularly efficient. Ideally, your firm should have a reference for such tasks capable of tapping into external and internal knowledge.

SmartTask and SmartTask Pro … in One Sentence

Launched recently, Wolters Kluwer's SmartTask is a growing collection of interactive practice guides, while SmartTask Pro enables you to customize these guides and create your own.

The Killer Feature

Unlike competing services, SmartTask doesn't statically list a series of steps on a web page or in a PDF. Instead, steps link to corresponding resources such as forms, government agency websites, and treatises, saving you time. You can download forms in Microsoft Word or PDF format.

SmartTask Pro takes these guides further, recognizing that every law firm's unique culture influences its work product and how it gets created. Accordingly, SmartTask Pro enables you to edit these guides to better fit your firm's workflows. For example, you may have a model document that you prefer to the one in a SmartTask guide, or you may want to add several steps and link to internal resources in your document management system or SharePoint portal.

Custom steps in an existing SmartTask guide display an icon to distinguish it from those created by Wolters Kluwer. You can also create entire SmartTask guides of your own to unlock the many informational silos that exist in your firm, and harness and share this internal knowledge in a manner that increases productivity and benefits clients.

The SmartTask Pro environment resembles a word processor with the ability to create headers, format text, and link to any reference within your firm or on the web. Organizational tools facilitate breaking up complex tasks into multiple, nested steps.

"Attorneys face increased pressure to find new ways to make their practice more efficient," says Dean Sonderegger, Vice President & General Manager, Legal Markets & Innovation. "The SmartTask Corporate Suite provides a full set of resources, including workflow tools, that enables firms to standardize common legal practices, ensuring consistency and efficiency."

Other Notable Features

For some tasks, you may only need help for a specific step. A search bar at the top of each SmartTask guide enables you to run searches. Click a search result to go directly to that step.

Each SmartTask guide is written by a practicing lawyer with applicable expertise. Currently, the SmartTask library focuses on corporate and securities law, including amending bylaws, D&O removal, D&O indemnification, forming and dissolving corporations and LLCs in various states, preparing various SEC forms, issuance of shares, dividends, redemptions, stock purchases, and transfers, and much more.

SmartTask guides in other practice areas are in the works, including cybersecurity, employment, health care, and intellectual property.

What Else Should You Know?

Wolters Kluwer has priced SmartTask and SmartTask Pro to encourage law firms to run it alongside competing solutions. Also, your summer associates can use it for free. Learn more about SmartTask and SmartTask Pro.

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
Advertise With Us


Powered by PeerViews About Us | Advertise With Us | Contact Us | Privacy Policy | Terms of Service
TechnoLawyer • PeerViews Inc., 100 Church Street, Suite 800, New York, NY 10007
Copyright © 2017 PeerViews Inc. All rights reserved.