So much software, so little time. You don't need free trials. You need a
matchmaker. In this article, legal technology consultant Katrina Hubbard
has done the groundwork for you and shares her top ten favorite add-ons
and utilities for lawyers. These ten gems relate to all aspects of a
lawyer's work from email to PDF conversion to trial presentation. Each
part of this two-part TechnoFeature covers five of her picks. This being
TechnoLawyer, please reply with picks of your own and reviews of
Katrina's picks. Part 1 contains 1,252 words.
INTRODUCTION
When I first approached this topic, I was very overwhelmed at the
thought of coming up with just ten software add-ons and utilities. Even
after much forethought and research I still felt as though I was
drowning.
Therefore, in an effort to save myself and those reading this feature, I
came up with criteria that candidates for the top ten had to meet. In
doing so, I had to wear two hats — one as a legal technology consultant
and one as a user (which I did wear in a previous life).
My criteria:
1. Does other software need to already be installed for the
software/utility to function? Does this required software already exist
in the law office environment?
2. Ease of installation, use, and the learning curve associated with the
software/utility.
3. Cost of the software/utility versus the value it provides.
4. Relevant use of the software/utility for all areas of practice not
just one in particular.
Applying this criterion, the following are the Top 10 add-ons and
utilities for lawyers.
1. RPOST REGISTERED EMAIL
With email becoming the main avenue for communication, tracking,
confirming and proving that your email was received is increasingly
important — especially when those emails contain time sensitive
documents, settlement terms, and other case pertinent information. RPost
Registered Email gives you "the power of proof."
You can easily install RPost into Microsoft Outlook or Outlook Express
as a toolbar button. When you need to send an email that requires
confirmation of receipt, simply click the "Send Registered" button
versus the send button. RPost then gives you additional options before
sending, including compressing attachments into a .zip file, scrubbing
the metadata from the attachment, converting the attachment to a PDF,
and entering in a reference code (your client's file number perhaps).
Once you send the email you will receive an Acknowledgement from RPost
and then eventually a Receipt confirming the time and date that your
email was received. This receipt serves as verifiable legal proof that
the recipient received your email.
Keep in mind this is not the same as the Outlook Read Receipts. As many
of you may know the recipient on the other end has to have Outlook for
those to work. That is not the case with RPost; you will get a Receipt
no matter what the recipient uses for their email client.
Lastly, RPost is more than cost effective. Depending on the number of
Registered Emails you purchase, sending a Registered Email can cost as
low as $0.59. When comparing that to sending regular certified mail,
this results in a $4.00 savings. Compare that cost even further to
sending time sensitive documents via Fed-Ex, UPS, or USPS. With the
reference code, you can even choose to pass the cost of sending the
Registered Email off to your client, making this add-on a no brainer.
Several bar associations endorse RPost and it has received recognition
from numerous courts and judges for its effectiveness.
2. METADATA ASSISTANT
In this new era of electronic documents (and electronic discovery),
protecting proprietary and confidential information has become a whole
new ball game. Many of us have been reluctant to acknowledge that there
is even a potential risk or threat, but all it takes is for one breach
to occur before hindsight sets in. Thanks to Payne Group and its
flagship product, Metadata Assistant, you can easily and effectively
start on the path to protecting your documents and their information.
Metadata Assistant analyzes Microsoft Word, Excel, and PowerPoint
(version 97 and higher) files to determine the type and amount of
metadata (hidden information) that exists. You can then use a variety of
options to remove this information. The Metadata Assistant can batch
process multiple files located on a local or network folder or any open
or closed file. Additionally (and more important), you can analyze/clean
files attached to outbound emails and convert them to PDF format.
Metadata Assistant comes in two versions. The retail version, which can
operate as a standalone utility or run from within Microsoft Word,
Excel, PowerPoint, and Outlook (2000 and above), costs $79.00 (for each
workstation to be installed). The enterprise version, recommended for 32
or more licenses, comes with annual maintenance, updates, and the
ability to customize.
For $79.00 and peace of mind, this is one utility a law office should
not be without.
3. SCANSOFT PDF CONVERTER PROFESSIONAL 4
With PDF being the most widely used and preferred file type for exchange
and collaboration, having a solution that easily converts your documents
to PDF is a must for any law office. However, the full version of Adobe
Acrobat is not always an option for many offices (I don't think I need
to say why).
PDF Converter Professional 4 has everything you need to work with PDFs
in one application. You can create, edit, and convert forms,
spreadsheets, and documents easily and effectively.
Once installed, toolbar buttons appear in all Microsoft Office
applications for quick conversion. PDF Converter Professional 4 also
provides markup, comment, and text searching capabilities. There are a
few purchasing options depending on your office's size and need, but one
license of PDF Converter Professional 4 costs $99.00.
4. COMPULAW COURT RULES
Ever miss an important deadline with the Court? Of course you have
(that's a silly question). This was most likely due to someone (we'll
blame it on the Paralegal) who didn't get the scheduling order dates
onto your calendar or perhaps the yellow sticky surprisingly fell off
the file. Well, if you haven't already heard, a solution to this problem
does exist and it's CompuLaw Court Rules.
CompuLaw is the leading provider of court rules generating software.
They develop and maintain rules for courts in every state as well as the
appellate and federal courts. CompuLaw's main product is CompuLaw
Vision, a rules-based calendar and matter management software that
tracks important deadlines. Since these rules change frequently, and
vary based on jurisdiction, CompuLaw provides subscription update
services to enable you to stay on top of the changes. CompuLaw's rules
can also integrate with other software applications, such as
PracticeMaster and Amicus Attorney.
With the leading cause of malpractice being the failure to properly
calendar deadlines, CompuLaw should become a staple in all law offices.
5. GOOGLE DOCS & SPREADSHEETS
Remote access capabilities have changed the way people work and the way
offices function. The "mobile" office is becoming increasingly popular
and more and more firms now have multiple locations. This can sometimes
pose a challenge for the collaboration and sharing of information. Since
Google has become everyone's security blanket, taking advantage of all
they have to offer makes good business sense.
If you haven't already, creating a free Google account opens up a world
of services for you and your colleagues. Google Docs & Spreadsheets is a
part of a larger suite of Web-based applications offered by Google. When
using Google Docs & Spreadsheets, you can either upload or email your
documents for access. This then enables those documents to be shared
with others in your office, in remote offices, clients, opposing, and
co-counsel for real time, collaborative editing. All changes made by
authorized contributors will appear instantly for your review. You can
also review the history of a document's revision and go back to prior
versions.
Did I mention this basic service is free? It is also a great alternative
and solution to other, more expensive/expansive options.
... to be continued next week.
[Publisher's Note: In the process of researching and writing this
article, Katrina became so enamored of RPost that she has since become a
reseller.]
ABOUT THE AUTHOR
Katrina Hubbard is President of Balanced Legal Solutions, LLC, a
practice management and legal technology company. Katrina is a graduate
of the University of Cincinnati with a degree in Paralegal Studies and
practiced as a Paralegal for several years before starting Balanced
Legal Solutions. Katrina specializes in consulting on and implementing
legal technology solutions as well as practice management programs for
law firms. She is a certified consultant for several software providers
and is host to Automate My Firm, a blog dedicated to off the cuff
thoughts and opinions on all things legal technology.
Copyright 2007 Katrina L. Hubbard. All rights reserved.
Contact Katrina:
E:
khubbard@balancedlegalsolutions.com