Microsoft Office OneNote is no one-trick pony!

OneNoteMicrosoft Office OneNote is not a one-trick pony. True, Microsoft has had its share of software “misses,” so it is easy to overlook the useful software that Microsoft does produce. OneNote 2007 is definitely one such gem amongst the chaff, and it is quietly gaining a place in many lawyers’ software toolboxes.

As Microsoft sums it up, “Office OneNote 2007 is a digital notebook that provides people one place to gather their notes and information, powerful search to find what they are looking for quickly, and easy-to-use shared notebooks so that they can manage information overload and work together more effectively.”

If you think of OneNote as an electronic three-ring binder, you’ll begin to understand how this product works. A notebook in OneNote is the equivalent of a binder, with each notebook section being the equivalent of a paper tab, and the pages inside being places to write down notes and collect and organize your information. But OneNote goes far beyond traditional note-taking pads and three-ring binders—and also beyond other note-taking tools available for the computer.

OneNote allows users to collect a wide-ranging array of information to be placed on its pages, including text, graphics, Web pages, and video and audio files. It allows you to search not only text, but also text within graphic files and speech within audio and video files as well. Suddenly, all your information can be kept in one logical place that can be easily searched, changed and shared with others.

Sharing capabilities. As lawyers become increasingly mobile, it is very important to be able to keep your information with you at all times. To facilitate this, you can easily share OneNote notebooks between your desktop and your laptop computer. If you need to collaborate with others inside or outside your firm, you can effortlessly share OneNote notebooks with other OneNote users, with OneNote automatically handling any changes. You can even share with non-OneNote -users by sending your notes in HTML format to anyone who has an HTML-enabled e-mail client or Web browser. In addition, because OneNote 2007 is integrated with the 2007 Microsoft Office system, you can copy, paste and print information from OneNote into Microsoft Word, Excel, Outlook and PowerPoint, and vice versa. You can also print (convert) OneNote files much as you do when printing files to PDF in other software programs.

Plus, OneNote does not require you to save your work before moving on to another page, or when closing a notebook. Additions or changes are automatically saved, thus removing the worry of having to actively save your work—or of inadvertently losing it by clicking the wrong button.

From a legal perspective, OneNote can be used to compose trial notebooks or to manage all the information on a client’s file for such things as real estate purchases, business formations or estate planning. A number of legal-specific templates are available from Microsoft’s OneNote template page , including a trial notebook, legal client notebook, legal practice notebook, meeting minutes and more. One of the uses that I find myself making more and more is using OneNote as a repository for research on articles and papers. I can gather print, web, notes and other information such as graphics or images in one central location which makes keeping information organized and close to hand extremely easy. It also works well as a place to store all of those little tidbits of information that you would like to keep, but really aren't sure where to put them so you can find them in the future. I find the "side note" feature to be very useful for doing this.

Side notes and links. OneNote installs its “side note” feature into your Windows toolbar—and, just like in a OneNote page, you can place documents, text, graphics, audio and video files as well as Web information in the side notes. This feature allows the rapid addition of notes that can later be tagged and sorted within OneNote itself. Another particularly nice feature is that when using OneNote to gather information from any Web site, the program inserts a link to the site within the note, so you always know where the information came from. You can also create a link to another file on your system or embed the actual file on a page or within a side note in OneNote, and you can create hyperlinks between note pages and sections, too. For those who work on tablet PCs, the program also includes the ability to lasso text for handwriting recognition. The capabilities found within OneNote are truly amazing. But none are quite so amazing as the fact that this product can be purchased stand-alone for under $100. It also comes standard in many Microsoft Office 2007 versions.

 

TimeMatters Ver. 9 Service Release 1 Now Available

LexisNexis has announced the release of Service Release 1 to its TimeMatters and BillingMatters version 9 software. For licensed users, SR1 can be downloaded from https://pm.lexisnexis.com/support/update, but you must have already created a Service Center account to do so.

According to Page 4 of the Supplimental Guide, users will find the following new or enhanced features:

 TM/BM 9 SR1 New Features CHart  

Juris users – you have been assimilated.

Lexis Nexis announced on Monday that it has acquired Nashville, Tennessee based Juris, Inc. Juris has provided time, billing and accounting solutions for mid size firms for years and is considered by many to be a leader in its market segment. You can read the full press release here.

Lexis has acquired a number of companies in recent years beginning with DataTXT Corp the maker of Time Matters and Billing Matters and has since acquired PCLaw and Casesoft the maker of the Casemap family of products. This seems to be the trend with with Thompson West and Lexis acquiring market leaders in various segments of the legal technology industry. Thompson bought Elite billing and ProLaw in the last several years and Lexis has been responding in kind. Theoretically, these acquisitions provide the acquired companies with better resources to continue to improve their software as technology changes. Unfortunately, this also appears to be a winnowing out the market place as smaller companies can’t compete financially with these large players.

Upgrading to Adobe Acrobat 8 Professional: What’s in it for legal professionals?

Adobe Acrobat 8 Professional promises a number of new and useful tools for legal professionals. According to Adobe’s New Features for Legal Professionals page, features that will be beneficial to lawyers include:

           Permanently remove sensitive information (redaction)

           Metadata removal

           Built-in support for Bates numbering

           Easier, more accurate export to Microsoft Word and other formats

           Enable forms saving in Adobe Reader 8 and auto-recognize form fields

           New, intuitive user interface

           Combine multiple files into one PDF package

           True batch printing

           Support for PDF/A archiving standard

           Archive Lotus Notes e-mail

           Manage shared reviews

           Faster Adobe PDF creation and rendering

           Improved OCR engine

The built-in support for Bates numbering is worth the $159 upgrade price from previous versions just by itself in my own opinion.  From my own use of Acrobat 8 Professional, this new version has a much “cleaner” user interface and on program launch, opens much faster.

A word of caution before you upgrade: do not upgrade to Adobe Acrobat Version 8 Standard: you will not be able to create me numbers, permanently remove sensitive information, create billable forms for use in Adobe Reader 8 and the other items shown in the list of legal features at the top of this post.  For a comparison of the various versions of Adobe Acrobat click here.

For those of you considering this upgrade, or for those of you who've already made this move, the latest Adobe Acrobat Legal Resource Guide contains the links posted below.

These resources include a white paper on Acrobat 8 for lawyers authored by attorney David Masters (author of the ABA Book The Lawyer's Guide to Adobe Acrobat); links to online web seminars and recordings demonstrating the new features (including those specifically for lawyers), and much more.

Free Downloads & Trials

Acrobat 8.0 Professional Trial Download –

http://www.adobe.com/products/acrobatpro/tryout.html

Acrobat 7.09 Update for Faster PCL Printing - http://www.adobe.com/support/downloads/detail.jsp?ftpID=3566

Adobe Document Center Free Trial - http://www.adobe.com/products/onlineservices/documentcenter/features.html

Acrobat Connect Free Trial –

http://www.adobe.com/go/freewebconferencing_2006

Acrobat 8.0 Customization Wizard Download - http://www.adobe.com/support/downloads/detail.jsp?ftpID=3564

Adobe Reader 8.0 Download –

http://www.adobe.com/products/acrobat/readstep2.html

Adobe Reader 8.0 Enterprise Edition (for Enterprise Deployment) - http://www.adobe.com/products/acrobat/acrrdistribute.html

Training

Acrobat 8.0 Teaching & Learning Resources - http://www.adobe.com/education/instruction/teach/acrobat.html?tab:acrostdpro=1

Acrobat 8.0 Experience Flash Demo –

http://www.adobe.com/go/acrobat8exp_uk

Acrobat 8.0: What's New for Legal Professionals OnDemand eSeminar (recording) - http://seminars.adobe.acrobat.com/p17441268/

Acrobat 8.0 For Legal Podcast (20 minutes) –

http://www.lawbiz.com/podcasts/rick_borstein_final.mp3

Acrobat 8.0 for IT (Deployment and Adobe License Manager) - https://admin.adobe.acrobat.com/_a227210/p50379167/

Acrobat Online Legal Events –

http://www.smallurl.info/?r=vh

Adobe Events in Your Area –

http://www.adobe.com/events

Resources

Acrobat 8.0 Enterprise Deployment; Step-By-Step Instructions - http://blogs.adobe.com/acrolaw/2007/01/enterprise_depl.html

Adobe Solutions for Legal Professionals Website –

www.adobe.com/go/legal

Acrobat 8.0 Pro - New Features for Legal Professionals - http://www.adobe.com/products/acrobat/solutions/legal/productinfo/features/index.html

Acrobat 8.0 for Legal Professionals Whitepaper - http://www.adobe.com/products/acrobat/solutions/pdfs/Acrobat8_foLegalPros.pdf

Acrobat 8.0 Product Family Detailed Comparison Matrix - http://www.adobe.com/products/acrobat/pdfs/acrobat8_matrix.pdf

Acrobat 8.0 Professional Feature Overview - http://www.adobe.com/products/acrobatpro/pdfs/acrobatpro_overview.pdf

Acrobat 8.0 Professional Datasheet - http://www.adobe.com/products/acrobatpro/pdfs/acrobatpro_datasheet.pdf

Acrobat Connect Resources –

http://www.adobe.com/products/acrobatconnect/

Support

Acrobat for Legal Professionals Blog –

http://blogs.adobe.com/acrolaw/

New Adobe Annual Support Plans –

http://www.adobe.com/support/programs/

Free Acrobat Support, Tutorials and Forums –

http://www.adobe.com/support/products/acrobat.html

Acrobat Developer Center –

http://www.adobe.com/devnet/acrobat/

Adobe Support Knowledgebase –

http://www.adobe.com/support/

Licensing

Adobe License Manager –  

http://www.adobe.com/elicensing/licensemanagement/alm/

Volume Software Licensing Programs –

http://www.adobe.com/aboutadobe/openoptions/index.html

 

 

 

The Benefits of Practice Management Software

In my role as the Practice Management Advisor for the State Bar of Wisconsin's Practice 411 TM law office management assistance program, I am often asked by members the following question: if there was one thing that they could do to improve their operations and efficiency what would I recommend?  My initial answer is always the same — to implement practice management software into their practice.

In this day and age of reliance on computers, the Internet, PDAs and other office technology, attorneys have been extremely slow in adopting practice management software. This software, when properly implemented, can have a significant and almost immediate impact on a law practice.  Beyond improving the efficiency and operations of the office, practice management software can also assist in preventing several common malpractice claims which usually rank in the top 10 areas of allegations made against lawyers by clients. Lack of diligence, lack of communication with the client and conflict of interest (in its various iterations) are consistently in the top 10 classification categories of malpractice allegations.  And yet, for all of the benefits that practice management software can provide, lawyers are still reluctant to embrace its use and adopt this technology. Many attorneys already use Outlook as a type of practice management solution and question why they should discontinue using Outlook, while other attorneys question the cost of the software.

Many attorneys are using Outlook as a basic practice management solution and don't understand what additional benefits practice management software can provide.  Outlook, like other personal information managers available for the nonlegal market, focuses on individual contacts, individual calendar entries, notes and tasks. Practice management software on the other hand, works from a case or file — centric perspective: all information relating to a specified contact or file can easily be located in one place.  While you can find calendar entries for specified client in Outlook, the search tools required to do this take time to use and can be confusing.  Outlook is also not a true database which means that all information is stored in one massive file and can be difficult to search and is also subject to corruption and size limitations.  Outlook's inability to act as a document management system allowing both internal and external generated documents to be attached directly to the file, as well as its inability to manage e-mails by matter and to group its other records together, makes Outlook a poor tool for the legal environment.  While Outlook e-mail capabilities are superb, it is its other shortcomings that affect its suitability; however, recognizing this, most modern practice management software allows the continued use of Outlook as an e-mail client while providing the ability to link e-mail messages to the practice management software database.

Practice Management Software is no longer only for the “Big” firms. With pricing under $400.00 for the first user and significant discounts for additional users, price is no longer an argument for not using a practice management system. Modern practice management software such as Time Matters®, Practice Master®  or Amicus® put critical information regarding an attorneys’ practice, including client and case information, information for other parties, events, email and to do items at their fingertips. Properly implemented, practice management software puts all of the information regarding a file at an attorneys’ disposal from their computer screen without the need for opening the paper file.

A recent video from Leap Legal of Australia which ran on YouTube for a brief time was a perfect example for how practice management software can benefit a practice. While it was done by an Australian practice management software company, it could easily be a scene from the US – just eliminate the accents.

The video showed an attorney covering for a colleague who was out of the office responding to a question from his colleague’s client. The client was inquiring as to a date and even with the file in front of him, the attorney couldn't provide the information: the information was not kept in the file but in the other attorney’s calendar which was unavailable. The attorney then found himself in a position of asking the client if he could call her back rather than providing the information that should be readily available.  This short video pointed out, in a clear and concise manner, the weakness of not having a practice management system and how it could have benefited this attorney in trying to deal with the client. 

With a properly deployed practice management software package, this attorney could have went to the matter file and easily found the date the client was calling about while he had the client on the phone; there would have been no need to call her back.  He could have also rapidly located any other information the client may have requested regarding her file including documents, other dates, related parties and additional pertinent information.

Practice management software becomes the foundation of office operations by providing one central location to which an attorney or an attorney’s staff can turn to regarding most, if not all, issues relating to a clients representation.  When used in conjunction with a scanner and the integrated document management systems found within the practice management software, the need to pull out the physical file is greatly diminished if not done away with altogether.

Even if an attorney discounts the improvements in operational efficiency from using practice management software, the ability to greatly reduce potential malpractice claims caused by statute of limitations dates, neglect as well as failure to identify conflicts of interest, is worth the cost of the software.  Modern practice management software can not only calculate statute of limitation deadlines but can also place reminders on a calendar in advance of that deadline to act as reminders of the approaching due date.  Taking advantage of the inherent filtering and search capabilities of the software, attorneys can check to see which files had no action taken within a designated time period such as the past 90 or 120 days.  Using the conflict checking capabilities, an attorney can check not only the information stored directly within the practice management software but also outside records such as Outlook e-mails, the Internet and documents on the office computer systems.  The benefits offered by these programs don't stop with these capabilities.

Integration with popular time and billing programs can cut down on the need for duplicate information entry and more accurate billing. Synchronization to PDAs and notebooks computers allows the lawyer to take his or her office on the road wherever they travel and then synchronize it with their office systems upon their return.

As with any piece of software, realistic expectations, adequate training and adoption of features other than in an "all at once" manner are key to the successful implementation and continued use in any office.  If you aren't currently using practice management software it's time to take another look.