Q3 Newsletter: The Latest from Your Law Office in the Cloud


Join Legal Workspace at ILTACON!


Are you attending ILTACON in Las Vegas? If so, say hi to the Legal Workspace team in booth 636. All Legal Workspace clients are invited to join the Legal Workspace team for our VIP events at Border Grill at the Mandalay Bay hotel. RSVP to reserve your spot at happy hour or breakfast.

The Top-Five Critical Security Controls to Consider for Corporate Counsel Evaluations


Corporations consider many different factors when deciding whether to hire a law firm. Security wasn’t usually a major factor, and law firms used to fly under the radar when it came to questions about keeping client data secure. That has all changed. Legal Workspace’s CEO, Joe Kelly, shares the top five security factors Law Journal Newsletters.

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The Top Case and Practice Management Tools for your Firm


The Legal Workspace applications team weighs in on the top case and practice management applications for law firms. In this post, we evaluate PracticeMaster, Needles, Time Matters, and LawBase. However, give us a call if you would like to explore or need help customizing alternative options. Our apps team is certified in and has experience with most legal applications.

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How Much is Spam Email Costing Your Firm?


The average worker receives 121 emails per day, and nearly 50 percent of those emails are spam. It takes some time to differentiate spam from the real thing—about 16 seconds per email on average—which doesn’t seem like a whole lot of time until you start doing the math:

If your employees are anything like the average worker, your employees and attorneys spend 16 minutes each day, 80 minutes each week, 5.5 hours each month, and 69.3 hours each year managing spam email.

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6 Tips to Stabilize and Reduce Out-Of-Control IT Costs


If you feel like your IT costs have spun out of control, you are not alone. According to the “2016 ILTA/InsideLegal Technology Purchasing Survey,” firms of all sizes spend up to 10 percent of their budgets on technology. As IT infrastructure and technology eat away at the bottom line, many are seeking ways to control and stabilize IT budgets.

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Q2 Newsletter: The Latest from Your Law Office in the Cloud


How to Safely Share Documents in the Cloud


Many of our clients use the cloud to share files. After the recent Harleysville Insurance Co. v. Holding Funeral Home ruling, we’ve put together a few tips to ensure our clients are safely sharing information. Read more >>

Your team at Legal Workspace can provide security training or document management tool recommendations.

California Lawyer: Is Technology Hurting Your Firm?


How do you know when technology is eroding your firm’s profitability? Legal workspace chats with California Lawyer to discuss preventing technology from hurting growing firms.

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The Texas Bar Journal: Winning Strategy


Legal Workspace’s CEO talks with the Texas Bar Journal about 5 ways firms can attract and land new corporate clients. Winning new corporate clients can be a challenging proposition for any firm in today’s legal profession.

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Your Software Can Do More Than You Realize


Most law firms use only use about 40 percent of the functionality of workflow automation or case management software. If you’re not taking advantage of triggers, checklists, calendaring and other built-in tools then your firm could be wasting billable hours. Our Legal Applications team can set up underutilized features and customization to help your firm achieve maximum efficiency.

Reach out today >> 

10 Tips To Steamline Case Management Software


Practice and Case Management applications empower attorneys to streamline their law firms. Over time, the databases need to be cleaned-up to preserve data integrity and accuracy. Here are 10 tips to keep your practice management database trim, relevant, and running at optimal speed.

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Feel free to reach out to our legal applications team to learn more about customizing, automating, or upgrading your applications.

Selecting The Right Document Management Tools

Attorneys’ time is a precious commodity. It’s a waste of time to search for documents or recreate transactional documents from scratch.

How do you maximize the time attorneys spend on matters that need their expertise and minimize the time spent on administrative or repetitive tasks?

Document management software, simply, helps law firms organize their documents. But, it’s more complex than that. Not only does a document management system store your information, but it provides a way for you to search and index your files and share data with other authorized users. Better document management systems can manage versions of documents, integrate with your email system, and allow remote access. Many are intuitive to use so they require little training.

Document generation software does just what its name implies: It automates document generation, which keeps attorneys from having to reinvent the wheel every time they create a contract or other transactional document.

Because law firms have particular security needs, many document management and document generation applications are built specifically for the legal profession. These big five brands of document management and document generation software have different features and strengths.

Document Management Software

1. iManage
iManage is better for large law firms because it can be hosted in the cloud or on-site and requires maintenance by trained IT professionals. iManage has the advantage of being well integrated with Microsoft Office. That provides ease of use and further streamlines time spent on filing emails or documents into the system.

2. Worldox
Worldox also integrates with Microsoft Office, and it is an appropriate choice for law firms of all sizes. It has a central document control system, which means that information from multiple databases can be combined for greater time-savings.

3. MetaJure
MetaJure also can be used by any size law firm. One of its advantages is the automatic integration of all documents (including image-based documents, such as PDFs).

Document Generation Software

4. HotDocs
Users who want to create a transactional legal document, such as a will or contract, interact with a HotDocs template to input information specific to a case or matter, which increases accuracy.

5. ProDoc
ProDoc generates transactional legal documents by asking questions specific to each situation. It also allows users to further customize documents if necessary.

Questions to ask

Selecting the right document management and document generation software for your firm is of the utmost importance.

Here are just a few questions to ask to make sure you get the best software for your needs:

• Is the application hosted on-premise or in the cloud? Does the cloud provider have experience assisting law firms with your legal and business applications?

• Do you need on-site or on-call IT people to manage the system? Can it be easily installed or must it be completely customized?

• Was the software built specifically for use by those in the legal profession? Does it include standards of security that will keep your law firm from breaking privilege?

• How would you prefer that the document management application structure its organization? By project? By matter? By work group? In some other way?

• How intuitive is the software? Does it require extensive training, or is it simple for users to get on board?

• Does the application allow for offline access? For access across multiple devices?

• Does the software use multiple databases or is the data housed centrally?

If you need assistance determining which type of software has the features you need, or if you would like help integrating new applications with your existing system, Legal Workspace’s application support specialists can help. You can take advantage of Legal Workspace’s Software as a Service licensing model for certain document management or document generation applications. Legal Workspace can also move existing licenses for software to its cloud environment.

Document management and document generation software can act as time-savers—but law firms must put in time up-front to select the program that will work best for their specific needs.