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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MyCase Adds Self-Setup QuickBooks Integration to Its Practice Management Toolset

Thursday, December 01, 2016

Today's issue of TL NewsWire covers practice management software with a new QuickBooks Online integration that you can setup in a few minutes (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a court dockets research service, an Outlook add-in that prevents email errors, a resource with model transactional documents and practice guides, two practice management products with apps on all platforms, and much more. Don't miss the next issue.

If you visit the QuickBooks website, you'll have a hard time finding the legacy desktop version. It's another sign of the tectonic shift underway to the cloud. It's easy to migrate from the legacy version to QuickBooks Online but that's only half the battle. What about your practice management software?

MyCase … in One Sentence

MyCase is practice management software with a recently enhanced QuickBooks Online integration.

The Killer Feature

MyCase was among the first practice management systems to integrate with QuickBooks Online. As the number of customers using the integration soared, Product Manager Zac Post began receiving feature requests. The new integration that Zac recently showed me incorporates much of this feedback. "It's now both easier to use and more robust," said Zac as he started the demo.

MyCase's App Bar lists all available integrations, including QuickBooks. The new integration is free thanks to its self-setup. "What used to cost $99 and require a one-hour implementation call now takes less than five minutes and is completely free," said Zac.

After entering your QuickBooks credentials, a series of menu-driven screens matches your QuickBooks accounts to their corresponding data sources in MyCase, including bank accounts, income, expenses, trusts, and even non-trust retainers if you use them. You can add new accounts to QuickBooks on-the-fly if necessary. You can edit these settings anytime.

Once setup, trust and non-trust retainer deposits give you the option of syncing to QuickBooks. Similarly, invoice creation and payment also give you the option to sync. Instead of syncing invoices one by one, the QuickBooks Sync button enables you select and sync multiple invoices simultaneously. This instant syncing eliminates time-consuming manual export/import procedures along with common errors such as duplicate entries and inconsistent nomenclature.

The invoices automatically created in QuickBooks exactly match those in MyCase down to every time entry and description thanks to a clever use of Items in QuickBooks. As a result, your QuickBooks file will have everything your accountant needs for tax filings.

Other Notable Features

MyCase offers all the practice management tools you would expect. On the Home dashboard, you can view recent activity and quickly add new cases, contacts, events, documents, tasks, time entries, expenses, invoices, notes, and messages.

When you add new client contacts, you can give them access to MyCase's client portal. Clients receive an email message with instructions on creating a secure portal account. Using the portal, clients can securely communicate with you, share documents, and pay bills. MyCase recently added a new feature that lists all the activity for each contact, offering you more granularity than the case activity feed.

MyCase can store both case-related documents and email. Integrations with Gmail and Outlook enable you to automatically file email messages in MyCase where you can then assign them to a case. A unique MyCase email address enables you to send any email message to MyCase from any email app.

What Else Should You Know?

MyCase costs $39 per month per attorney user and $29 per month per staff user. You can try MyCase for free for 30 days, including the new QuickBooks integration. MyCase can also build and host your firm's website for an additional charge. Learn more about MyCase.

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.

CourtLink Offers Court Docket Notifications and Insights to Fuel Your Case Strategy

Wednesday, November 16, 2016

Today's issue of TL NewsWire covers a court docket service to keep you apprised of your cases, obtain competitive intelligence, and identify new business opportunities (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of an Outlook add-in with tools for managing large distributions and preventing common errors, a service with model forms and practice guides for transactional lawyers, software for automating the creation of a table of exhibits in Word documents, contract analysis software, practice management software that automates trust account replenishment, and much more. Don't miss the next issue.

Court dockets contain a wealth of data. Mining this data can help you identify new business opportunities, find model briefs, and gain insights about judges and opposing counsel. And of course you should always monitor the dockets of your cases.

CourtLink … in One Sentence

LexisNexis' CourtLink enables you to monitor, search, and mine the largest collection of court dockets and documents — all federal courts and more than 1,200 state courts.

The Killer Feature

CourtLink Alerts can notify you via email about recently-filed cases of interest. For example, Litigant Alerts inform you about docket events relating to existing or prospective clients. You can bulk upload your entire client list, choose specific courts, and enter keyword terms and connectors to narrow the scope. The Manage My Alerts page lists all your Alerts and tools for editing and deleting them.

Alerts can also notify you about litigation work that might be in your wheelhouse. You can focus on the nature of a lawsuit such as a practice area, class action, appeal, etc. Similarly, you can create Alerts for filings by an adversary against whom you've won, a judge you've successfully persuaded, etc. With the ability to receive an email notification within an hour of a new filing, you can send a brochure to defendants and appellees faster than your competitors.

A special CourtLink Alerts tool called Breaking Complaints notifies you about notable new lawsuits filed in courts of interest to you. The CourtLink team creates these alerts based on prominent parties and other factors.

Other Notable Features

CourtLink offers a Lexis Advance-like interface for one-off, full-text terms and connectors searches with tools for refining your results by date, jurisdiction, and other parameters. CourtLink can even search PDF images in a case docket. The search results break out dockets, documents, and premium documents. Premium documents consist of model pleadings and briefs in Word format selected by the CourtLink team that you can download and edit.

Courts with their own online dockets typically offer only rudimentary tracking tools if any. The CourtLink Tracks tool enables you monitor both your own cases and other cases of interest. You can create notifications based on granular searches such as document type, new counsel, additional litigants, etc.

Data analysis has become increasingly important in many aspects of litigation. CourtLink's Strategic Profiles powered by recent acquisition Lex Machina enables you to generate charts to analyze the history of judges and opposing counsel. For example, the Nature of Suit Analysis breaks down the history by type of lawsuit, while the Judgment Analysis shows you the number of cases a party won, lost, and settled.

"Spotting threats and new business opportunities, assessing the competition's litigation history, and developing a winning case strategy are vital," said Jeff Pfeifer, vice president of product management for North American Research Solutions at LexisNexis. "CourtLink delivers this thanks to its database of nearly 200 million dockets and other court documents, and next-generation analytics insights from Lex Machina."

What Else Should You Know?

You can download any available docket document in PDF format. CourtLink has a runner service for state court documents not available for download. You can share search results and tracked dockets with colleagues using Shared Folders. Learn more about CourtLink.

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.

ReplyToSome Prevents Face-Palm Outlook Errors and Provides Email Insights

Wednesday, November 09, 2016

Today's issue of TL NewsWire covers an Outlook add-in with tools for preventing email mishaps and managing email messages involving many parties (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a research service for medical malpractice lawyers, a service with model forms and practice guides for transactional lawyers, software for automating the creation of a table of exhibits in Word documents, contract analysis software, and much more. Don't miss the next issue.

Email mistakes occur all the time for various reasons. Regardless of whether the cause is sleep deprivation, multitasking, or a mischievous autocomplete, an email message sent to an unintended recipient can wreak havoc on business and relationships. Just as importantly, omissions cause problems and occur all too easily on deals involving many people. Preventing such problems seems tailor-made for software.

ReplyToSome … in One Sentence

Launched this week, Winnieware's ReplyToSome 2.0 is an Outlook add-in that prevents mishaps, simplifies distribution list creation, and provides insights into your email.

The Killer Feature

The ReplyToSome interface appears on the left side of Outlook. You can toggle it on or off. When viewing an email message, ReplyToSome lists all the recipients in individual rows, grouping them by whether they're an Insider such as a colleague or an Outsider such as opposing counsel or an unknown person. Insiders are shaded in green and Outsiders in red. ReplyToSome further groups recipients by organization, and lists whether each person is a TO or CC.

This interface includes a set of tools designed to prevent addressing mistakes when you create or reply to a new email message. For example, when you receive an email message involving multiple parties, you can select specific addresses or organizations from the message for your reply. This eliminates the risky and tedious process of using Reply-All and then removing email addresses. You can also use ReplyToSome to create or edit distribution lists without having to leave the email message you're reading. You can add these lists to a new message or reply using a drag and drop action.

"Lawyers spend about 30% of their day dealing with email, often circulating confidential information among multiple parties in a fast-moving environment," Winnieware's UX Design Director Dora Fang tolds us. "Outlook does not adequately serve lawyers' needs. ReplyToSome helps lawyers safely and efficiently send and receive email."

Other Notable Features

When you receive a message, a badge at the top of ReplyToSome tells you whether the parties in the message completely or partially match a distribution list you previously saved. Clicking the badge highlights the addresses that overlap. You can also identify people added to or removed from a given list.

Along the same lines, ReplyToSome offers a Blackline feature, enabling you to compare the recipients of two email messages to identify those who received both messages versus those who received only one. You can also compare an email message to a distribution list.

ReplyToSome's SendCheck technology provides several safeguards to catch common email sending mistakes. For example, SendCheck warns you if you're a BCC and reply to a message, and when it thinks you forgot an attachment.

Most importantly, SendCheck prevents you from emailing the wrong person. Given the demo Winnieware's CEO Peter Norman gave me when he visited our office, ReplyToSome goes beyond competing add-ins that warn you about using Reply-All. Instead, when you reply to a message, ReplyToSome shows you a dialog box listing all Outsiders. You decide whom to include and exclude. Only after confirming everyone you really want to email can you send the message.

What Else Should You Know?

ReplyToSome can transform Outlook into a vehicle for sending your email newsletters and client memos thanks to its ability to send the same email message separately to each person in a distribution list. Sending individual email messages results in better deliverability than bulk sending using BCC. Learn more about ReplyToSome.

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.

MedMal Navigator Adds Netter Images to Its Medical-Related Research Tools

Wednesday, November 02, 2016

Today's issue of TL NewsWire covers an online resource for researching medical-related case law, images, references, standards of care, public records, experts, and more (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a collection of practice guides and forms for transactional lawyers, software for managing exhibits and creating a table of exhibits, an iPhone practice management app with one-touch access to all functions, a virtual desktop service with bank-grade security, practice management software five years in the making, and much more. Don't miss the next issue.

If you file or defend malpractice or other cases involving medical issues, your research needs invariably extend beyond case law. For example, if you need a medical image, options range from buying an expensive license to using an image from a random website and hoping it's accurate. A trusted resource with one-stop shopping would be ideal.

MedMal Navigator … in One Sentence

LexisNexis MedMal Navigator is a collection of online tools that enables you to research medical-related case law, images, references, standards of care, public records, experts, and more.

The Killer Feature

MedMal Navigator recently gained a new data source — more than 10,000 medical images from Netter Images. Many educators and doctors consider these images of medical conditions the "gold standard." They're made by the same company that publishes Gray's Anatomy, the iconic illustrated reference for doctors.

LexisNexis claims that MedMal Navigator now has 70% more medical images than its closest competitor. Additionally, you need not buy images a la carte but can instead access the entire database without any copyright hassles. You can download images in high-resolution format suitable for trial boards and HDTVs, and share images with colleagues by sending them the corresponding web links or saving them to a Lexis Advance Shared Folder.

"The addition of more than 10,000 premium medical illustrations from Netter Images opens up one-click access to compelling content that helps medical malpractice lawyers bring the complex medical issues in their cases to life with greater clarity and impact," said Sean Fitzpatrick, Managing Director of North American Research Solutions at LexisNexis. "It's also an excellent example of our commitment to offer the premier, one-stop medical malpractice resource."

Other Notable Features

MedMal Navigator organizes information in seven major categories — Case Value Assessment, Standard of Care, Legal Analysis, Expert Witness, Research Parties, Elsevier's Clinical Key, and Medical References.

Before taking on a case or preparing a defense, you need to understand the medical problem and its potential value. With the Elsevier Clinical Key, you can quickly find and learn about a particular illness or injury. For more in-depth research, the Medical References tab enables you to search more than 1,600 medical journals published by Elsevier Science.

MedMal Navigator's Case Value Assessment tool walks you through a questionnaire about your client's case. It then uses your answers to list applicable verdicts in your jurisdiction sorted by how closely they match your case. A chart above the search results plots the verdict amounts against the Percent Fact Match.

The Standard of Care tool, works similarly by providing an interactive questionnaire for client intake. It explains the importance of each question, and provides links to medical journals for context. When you enter the answers, the Standard of Care tool alerts you to potential problems in a lawsuit.

The tools for Research Parties and Legal Analysis draw their material from Lexis Advance. This obviates the need for separate logins. The Legal Analysis tool further saves time by facilitating searches of medical malpractice case law. The Research Parties tool features a new Facebook-like interface for finding public records about a party or witness.

What Else Should You Know?

MedMal Navigator's Expert Witness tool contains more than 365,000 experts, including their curriculum vitae and testimony in prior cases. Learn more about MedMal Navigator.

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.

Lexis Practice Advisor Helps Get You Started on Work Outside of Your Comfort Zone

Monday, October 31, 2016

Today's issue of TL NewsWire covers a service designed to help you expand your practice by providing model forms, practice notes, checklists, etc. (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of software for managing and referencing exhibits, knowledge management software for mining your firm's work product, three practice management apps, a visual tool for identifying relevant case law faster, and much more. Don't miss the next issue.

It's amusing when a relative expresses bemusement that you're not an expert in every area of the law. But when clients ask for help, you either figure out how to deliver or leave money on the table.

Lexis Practice Advisor … in One Sentence

Lexis Practice Advisor offers model forms, practice notes, checklists, articles and other materials for lawyers, and integrates with Lexis Advance and Lexis for Microsoft Office.

The Killer Feature

Mindful of the fact that winning the trust of lawyers like you requires high-quality and updated materials, LexisNexis put together a network of more than 500 practicing lawyers from more than 230 law firms. Each lawyer has years of experience with the legal issues that pertain to the documents they contribute. In addition to reviewing the credentials of these authors, you can email LexisNexis' internal author team with questions about their documents.

Other Notable Features

Lexis Practice Advisor groups its materials by practice areas, including bankruptcy, finance, intellectual property, real estate, etc. This coverage includes business and commercial transactions for four states — California, Florida, New York, and Texas — with more in the pipeline.

Browsing these topics reveals subtopics presented in a step format designed to match your tasks. For example, drilling down to Private Mergers presents you with "Structuring and Planning Private Mergers" and "Preliminary Agreements in Private M&A Deals." If you prefer, you can start with a global search and then filter your results by practice area.

Lexis Practice Advisor groups materials by Forms, Articles, Secondary Materials, Cases, and Statutes & Regulations. The primary and secondary legal research come from Lexis Advance while the rest derives from the authors noted above. Some forms are interactive, enabling you to draft documents in Lexis Practice Advisor. Icons alert you to alternate clauses you can review and add with a click. You can also add your own clauses.

If you use Lexis for Microsoft Office, you can access Lexis Practice Advisor from within Microsoft Word, including all forms. "The integration with Lexis for Microsoft Office gives legal practitioners instantaneous access to the full breadth of Lexis Practice Advisor's on-point content and tools inside the Microsoft applications they use every day," said Sean Fitzpatrick, Managing Director of North American Research Solutions at LexisNexis. "This is a crucial step in our overarching strategy to help customers produce higher quality work in less time."

Lexis Practice Advisor offers M&A lawyers a tool called Lexis Market Tracker based on EDGAR and related data. Using Consideration Type, Target Industry, Deal Amount, and other parameters, you can research "What's Market" on more than 450 deal points for credit agreements. Lexis Market Tracker isolates specific provisions such as Collars and Ticking Fees so you can quickly find what you need for the documents you're drafting.

What Else Should You Know?

You can share materials with colleagues by placing them in Shared Folders. These work across Lexis Advance so they can also contain legal research. You can also export blank and completed forms in Word or PDF format. Learn more about Lexis Practice Advisor.

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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