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.

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Kurent Offers Billing Software Without the Complexity of Practice Management

Friday, January 26, 2018

Today's issue of TL NewsWire covers cloud billing software for small firms seeking a standalone solution without practice management bells and whistles (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a legal research service that helps you get up to speed in new area with checklists, interactive forms, practice notes, and a new way to mine SEC filings for agreements and clauses, and much more. Don't miss the next issue.

It's easy to get bogged down in practice management software with features you don't need. One company found that many small law firms only care about three core features — entering time, creating and sending bills, and getting paid. So, the company used its expertise to create a new product catering to these desires.

Kurent … in One Sentence

Tabs3 Software's Kurent is a cloud billing system with tools for managing hours billed, expenses, accounts receivable, receipts, and more.

The Killer Feature

"After more than 35 years of making Tabs3 billing software, we know that most solos and small firms just want a simple way to get their bills out," says President and CEO Dan Berlin. "Kurent is designed as an easy-to-use billing software without expensive practice management features that clutter the billing process, and it's made by us, the experts in legal billing."

Kurent's top navigation bar exemplifies this simplicity with always present buttons to enter a fee or cost, or create a new matter or invoice. From here, you can also search every record in Kurent.

Each major function in Kurent has a dashboard with charts showing Key Practice Indicators and one-click access to the underlying records. For example, the Home Dashboard lists your recent activity, recent matters, billable hours versus your target, and notifications about items that need your attention such as unbilled activities and overdue invoices. Click any item to drill down for more details or to make changes.

"Kurent is seamless and easy to use," says Jim Krzyminski of the Law Office of James M. Krzyminski, "Everybody's happy that we switched. It's all in the cloud, so we can safely access our files from anywhere."

Other Notable Features

Kurent's side navigation panel takes you to each dashboard - Home, Firm, Matters, Contacts, Invoices, Fees, Costs, Receipts, and Reports. The Firm Dashboard keeps you apprised of the financial state of your firm with charts showing top clients, accounts receivable, unbilled activities, cash receipts, new matters, and billing history.

As you would expect from the company behind Tabs3, Kurent supports custom rates for matter type or client, write-offs, LEDES-compliant eBills, contingency and flat fees, and batch invoicing. Choose from several invoice designs, customize invoice and fee details, and add your firm's logo.

Kurent further streamlines financial management through integrations with LawPay and QuickBooks Online. When clients use the payment portal to securely pay by credit card via LawPay, Kurent automatically updates their account when the payment posts. The QuickBooks integration keeps your accounting records in sync without having to retype anything.

Kurent's dashboards are designed to minimize your need for reports. When you do need a report, choose from accounts receivable, aged accounts, write-offs, unbilled activity, receipts, and many others. Use simple checkboxes to add columns and data to reports. You can export reports in CSV or Excel format.

What Else Should You Know?

Kurent costs $26 per user per month with an annual commitment ($29 if you pay monthly). If you switch from another product, the Kurent team can import your existing data at no charge. Kurent offers a 30-day trial with no credit card required. Learn more about Kurent.

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.

Get a Helping Hand With Your Legal Work When You Need It, Including Interactive Forms

Wednesday, December 06, 2017

Today's issue of TL NewsWire covers a legal research service that helps you get up to speed in new area with checklists, interactive forms, practice notes, and a new way to mine SEC filings for agreements and clauses (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a research service dedicated to health care regulations, including tools to keep you apprised of regulatory deadlines, holiday gift ideas for cultured geeks with good taste, and much more. Don't miss the next issue.

The faster and more efficiently you provide quality legal services to your clients, the more work they'll send you. As requests increase so does the likelihood that they will involve issues you don't handle often. But that's no excuse for not continuing to exceed client expectations.

Lexis Practice Advisor … in One Sentence

Recently redesigned, Lexis Practice Advisor offers analytics, checklists, forms, practice notes, and other guidance on a growing number of practice areas.

The Killer Feature

Lexis Practice Advisor's new Transactions Search is powered by Intelligize — the securities law analytics company LexisNexis recently acquired. Transactions Search enables you to search agreements and clauses in SEC filings. Search by keyword, document type, transaction type, date, deal size, acquiring company, target company, law firm, key M&A deal terms such as termination fees, etc.

Transactions Search gives you access to more than 15,000 M&A transactions, and a similar number of registered offerings and exempt offerings filed since 2008 as well as a broad range of agreements from other practice areas. New filings become available within 24 hours. Lexis Practice Advisor users can use Transactions Search at no extra cost.

"Our goal for Lexis Practice Advisor has always been to create a product that is as intuitive and user-friendly as possible, while providing attorneys with the high-value, easy-to-digest content needed to complete any legal task quickly and efficiently," said Rachel Travers, vice president of Lexis Practice Advisor and Analytical. "With the new refreshed Lexis Practice Advisor interface as well as the recent integration with Intelligize, we deliver an improved user experience and provide easier access to vital information."

Other Notable Features

LexisNexis Corporate and Securities Subject Matter Advisor Ben Knuth visited our office to show us Lexis Practice Advisor's new interface, which incorporates feedback from users. You now have three ways to drill down through the available material — practice area, content type, or jurisdiction. Or you can enter a keyword search.

Lexis Practice Advisor offers several new practice areas in an ongoing effort to expand its coverage of important niche topics, including employee benefits and executive compensation. Each practice area has a home page you can bookmark. Home pages list common tasks, your recently browsed documents, the latest Law360 News articles, and the above-discussed Transactions Search if available.

When you select a task, you'll find practice notes, checklists, forms, and clauses. Forms are interactive with appended drafting notes, fields you can fill with your matter-specific data, and alternate and optional clauses you can insert (you can also insert your own clauses). For practice areas such as labor and employment that differ among jurisdictions, Lexis Practice Advisor offers comparison charts.

LexisNexis recruits top practitioners to create the content in Lexis Practice Advisor. You can also submit questions to authors about their contributions, and the Lexis Practice Advisor staff will get an answer for you.

In addition to these core materials, you'll also find related cases, statutes, regulations, Matthew Bender treatise excerpts, etc. from Lexis Advance. You can download forms and other materials in Word or PDF format, email them, and save them to a Lexis Advance Folder or your Dropbox account.

What Else Should You Know?

Lexis Practice Advisor Journal is a quarterly magazine for Lexis Practice Advisor users with tips across all the practice areas covered by Lexis Practice Advisor. The weekly Practice Insights email newsletter keeps you apprised of new content and features in Lexis Practice Advisor. 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.

Health Reform Knowledge Center Offers a Single Point of Reference for Your Research

Wednesday, November 29, 2017

Today's issue of TL NewsWire covers a research service dedicated to health care regulations, including tools to keep you apprised of regulatory deadlines (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of holiday gift ideas for cultured geeks with good taste, a specialized legal research service for trademark law, including tools for quickly obtaining answers across different circuit courts and international jurisdictions, and much more. Don't miss the next issue.

The Affordable Care Act added to an already rich regulatory environment in the health care industry. Perhaps no other practice area offers lawyers as much opportunity to stay gainfully employed — provided you can stay on top of the torrent of information and find answers fast. A single point of reference is the best option for doing so.

Health Reform KnowlEDGE Center … in One Sentence

Wolters Kluwer's Health Reform KnowlEDGE Center is an online health care law research solution, offering primary and secondary sources as well as specialized tools.

The Killer Feature

Regulations and deadlines go hand in hand. The Health Reform Law and Regulatory Calendar Tracker in Health Reform KnowlEDGE Center enables you to find all applicable deadlines.

Select a source such as a C.F.R. section, a time frame, or one or more topics (e.g., Health Insurers, Medicare, Tax Impact, etc.). This generates a table listing all the effective dates related to your query. Each effective date is accompanied by the source, topic, and instructions written by the lawyer editors who maintain Health Reform KnowlEDGE Center. Click a source to view it. To stay on top of items of interest, you can receive email alerts. You can also export deadlines and related information in a variety of formats, including iCal for importing into a calendar such as Outlook.

Other Notable Features

More than 30 additional Practice Tools exist that work similarly to the Calendar Tracker. For example, Health Reform Navigators enable you to generate summaries on particular topics, including the date the regulation last changed, expert analysis, and links to primary sources. Other tools include Checklists, Decision Trees, and Wolters Kluwer's popular Smart Charts. These tools can reduce the time required to complete a memo or survey.

Among the more popular features of Health Reform KnowlEDGE Center is the Health Reform WK-EDGE news feed comprised of exclusive articles that keep you apprised of new developments related to health care reform. Search the archives back to 2013. Stay on top of breaking news by subscribing to the Health Reform WK-EDGE email newsletter or using the Android or iPhone app of the same name. You can customize the newsletter and app by jurisdiction, topic, and document type. For areas of intense interest, receive an email alert upon publication of a matching article.

You access Health Reform KnowlEDGE Center via a dashboard that you can customize with the references and tools you use most often. Also, you can search through all materials or a subset of content. Primary sources include state and federal cases, administrative decisions, statutes, proposed and final rules, notices, agency documents such as CMS Letters and OIG Reports, and much more.

What Else Should You Know?

"The Health Reform KnowlEDGE Center migration to the Cheetah platform is timely," says Paul Clark, Managing Editor, Health Law, Wolters Kluwer Legal & Regulatory U.S. "Congress is still attempting to repeal and replace the ACA, while the Trump administration is using its executive power to scale back regulation of the law. In this time of uncertainty and change, having a single source like Health Reform KnowlEDGE Center for news, analysis, primary source and tools remains important." Learn more about Health Reform KnowlEDGE Center.

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.

One-Stop Resource for Domestic and International Trademark Research, Checklists, and Forms

Wednesday, November 08, 2017

Today's issue of TL NewsWire covers a specialized legal research service for trademark law, including tools for quickly obtaining answers across different circuit courts and international jurisdictions (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a Microsoft Word add-in that enforces firm standards through automated document creation, including data connections to Outlook, document management systems, and other software, a legal research service that automatically locates statements of law in cases and directs you to the best authority for each of them, and much more. Don't miss the next issue.

When you conduct trademark research, it can take a maddening amount of time just to get your bearings. You switch back and forth among several browser tabs, grapple with poorly designed government websites, try to recall which treatise to consult, etc. A better alternative is a single platform with everything you need.

WK Trademark Navigator … in One Sentence

Wolters Kluwer's WK Trademark Navigator is a research service for trademark practitioners, offering single-point access to case law, news, secondary sources, forms, and more.

The Killer Feature

WK Trademark Navigator now runs on the Cheetah platform, offering a modern user experience. A global search bar enables you to search all available references. Beneath the search bar is a dashboard with one-click access to all references and tools.

Case law includes published and unpublished TTAB opinions from 1993 to present. Search by case number, party, or keywords. WK Trademark Navigator also offers more than 160 forms available for download, the ability to search secondary sources such as Allen's Trademark Digest and Manual of Industrial Property (Brown Book), a daily news feed to keep you apprised of the latest trademark cases, and tools for analyzing and comparing requirements and costs in the United States and more than 230 international jurisdictions.

"Regardless of where you are in the process — research, search, application, appeal, or foreign registration — you'll find exactly what you need with WK Trademark Navigator," says Michelle Virzi, Product Manager, Intellectual Property, Wolters Kluwer. "We designed it as a single solution for a multifaceted process."

Other Notable Features

WK Trademark Navigator's news feed has become so popular you can receive the headlines via the Trademark Daily News email newsletter. Unlike competing services, case summaries are written by lawyers. Each case summary links to the court opinion for further investigation.

When clients have questions, WK Trademark Navigator's Smart Charts enable you to provide answers more quickly than a keyword search. For example, the Manual IP Trademark Smart Chart is based on Manual for the Handling of Applications for Patents, Designs and Trademarks throughout the World. After selecting a topic such as registrability of colors and one or more jurisdictions, the Smart Chart provides the answer for each selected jurisdiction with a link to the originating reference.

Other Smart Charts include Likelihood of Confusion by Circuit and TTAB Precedential Decisions. The Likelihood of Confusion by Circuit Smart Chart summarizes the test and factors for the circuit courts you choose. The TTAB Precedential Decisions Smart Chart provides the case citation, case summary, goods and services at issue, marks at issue, and year for the topics you choose.

Like Smart Charts, Checklists and Strategy Guides can save you time. One set of checklists walks you through the entire cancellation process before the TTAB. An accompany strategy guide provides insights and tips for both petitioners and respondents. Other checklists and strategy guides cover trademark filings, classification, and office actions.

What Else Should You Know?

WK Trademark Navigator links to three popular services — Alt Legal for filing domestic applications and responding to office actions, Corsearch for trademark screening and monitoring, and ktMINE for analyzing intellectual property data. Learn more about WK Trademark 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.

Improve the Consistency of Your Firm's Documents and Reduce the Time It Takes to Create Them

Thursday, November 02, 2017

Today's issue of TL NewsWire covers a Microsoft Word add-in that enforces firm standards through automated document creation, including data connections to Outlook, document management systems, and other software (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a legal research service that automatically locates statements of law in cases and directs you to the best authority for each of them, a specialized legal research service for trade secrets, including coverage of the Defend Trade Secrets Act of 2016 and tools for comparing jurisdictions, and much more. Don't miss the next issue.

The larger your firm, the more difficult it becomes to maintain efficiency and document quality. This relates both to the time it takes to create certain document types and the way they look. The secret is to enhance Microsoft Word and better integrate it with your other software.

Word LX Enterprise … in One Sentence

Infoware's Word LX Enterprise is a Microsoft Word add-in that automates document drafting tasks, and enforces your firm's work product guidelines.

The Killer Feature

When your firm pulls the trigger on Word LX, Infoware works closely with your implementation team to create all the document templates you'll need at the outset. Just as importantly, Infoware integrates Word LX with your existing software to further enhance document automation. For example, Word LX can retrieve contact information from practice management software and Document IDs from your document management system.

Out of the box integrations include Active Directory, Outlook (including Office 365 and Exchange), InterAction, iManage, OpenText, Amicus Attorney, PCLaw, and Time Matters. If you use products for which an integration doesn't exist, Infoware can build one using its API.

"Any law firm that wants to improve their document creation process should take a close look at Word LX," says Ivaylo Nikolov, Director, Information Technology at Davies Ward Phillips & Vineberg. "For many years, we've relied on it for increasing the efficiency of our staff and lawyers, and maintaining the accuracy of our documents."

Other Notable Features

Word LX resides in Microsoft Word's Ribbon. Click the LX New Docs button to view a customized dialog box, the top left of which lists templates for the most common document types — typically Letter, Memo, Envelope, Labels, etc. Use one of these or search for more specific template such as one related to a practice area (Word LX calls these "precedents").

Selecting a template or precedent unfurls additional options. These variations can accommodate different practice groups, offices, languages, paper size requirements, etc. Thanks to the Active Directory integration, users can create documents on behalf of others such as their boss. Personal settings enable you to control the zoom level and other niceties.

Once you finalize these options, a custom form appears. Here you can import data from connected applications per the integrations noted above. You also choose from a number of predefined options. For example, the Letter template offers choices for delivery method, salutation, cc/bcc, closing, and more.

When you need to print a document, Word LX's MultiPrint tool incorporates all of your firm's idiosyncrasies. Examples include printing final versions from the letterhead tray, applying stamps such as Draft or Copy, outputting a corresponding envelope, and creating a PDF version simultaneously for emailing or filing.

Word LX seeks to end the heartbreak associated with paragraph numbering and styles with a range of prebuilt options designed to work reliably. Infoware can create customized versions for your firm. CEO Dan Sharp tells us that Word LX offers more customization options than any competing product.

Other Word LX tools similarly improve on Word's native functions, including page numbers, section breaks, tables of authorities and contents, exhibit indexes, signature lines, headers and footers, and more.

What Else Should You Know?

"Our goal is to make document creation faster and easier for the legal profession," says Sharp. "Our solutions optimize and extend Microsoft Word with tools that are easier to use and that are more specific to the task of creating legal documents." Learn more about Word LX Enterprise.

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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