Software


If the first rule of the digital age is “save early, save often” the second has to be “backup your data daily” and unless you are an ubergeek with a home-brew 18 server complex with Raid 5 disk arrays capable of doing disk to disk mirroring build into your hall closet, online backup services like BackBlaze, Carbonite, iBackup, SugarSync, or Iron Mountain may be a solution to a problem you hope you never have.

However, not any on-line backup solution will do for the paperless law office (or for that matter, a law office that maintains any electronic client information). After all there is an ethical duty to protect client data and maintain client confidentiality. So before running out and signing up for the cheapest on-line service out there be sure that the service provides an automatic, encrypted backup service that gives you exclusive access to your files (or at least a written statement that files are kept confidential). Then, periodically check your backups by doing a file restore – remember doveryai, no proveryai (trust but verify)

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Finally, a SaaS Practice Management tool whose pricing makes sense. Caseload by Blackletter offers subscriptions that range from free to $50/month. For $0/month, 2 users can work on a single active matter. Other plans increase both the number of users and the number of active matters. Don’t like limits, then the $50/month plan is for you – unlimited users, unlimited matters.

Caseload must have project management genes somewhere in its origins because it is very work-flow oriented and offers graphical outlines of each active matter showing task order and deadlines. Caseload does not offer many frills – invoices are fairly plain, no multiple billing rates, and there is little to customize. But it does provide the basic tools for matter & contact management, calendaring, to do lists, billing, and file storage.

The user interface has a few rough edges – it is not always possible to move from one subsection to another without making use of the browser’s back button and you may have to scroll down the page to reach the “help” button. Other complaints – there does not seem to be obvious way to import/export data, no tutorial is provided, there is no way to classify a contact as opposing party, and conflict checking is rudimentary bordering on primitive. While, the price point helps to mitigate the software’s flaws, my overall feeling is that Blackletter may have jumped a little to soon when they released this version.

At $260 per month per attorney, VLOTech is a significant step up in price from rival practice management SaaS offerings Rocket Matter and Clio. However, if you are interested in having a true 100% virtual practice, VLOTech is a far more complete solution.

In addition to the standard practice management and billing features, a VLOTech subscription includes a dedicated IP address, dedicated hosting, a firm web site, and secure client homepages that can be used to facilitate client communication.

For more information on the potentials of practicing law online,  VLOTech offers a free ebook. Keep in mind that the 100% vitual practice is a radically different paradigm for the practice of law, so check with your local PR board to see what gotcha’s exist in your jursidiction.

OK, personal digital assistants (PDA’s) have become a de rigeur pocket accessory; providing order and nagging reminders through out the day. Wouldn’t it be cool if there were something similar for all your research? Well the dawn of the personal research assistant is upon us. The heavyweights are OneNote and Evernote. These are the electronic equivalents of your notepad/3-ring binder. With either, their utility is limited by your inventiveness. However, if all you need is a little help with research tasks, consider using the Firefox  add-in Zetero.

Zetero automatically captures citation information from web pages, allows you to capture and annotate images, web pages, links, etc right in your browser, and then store your searches before exporting your data to Word, OpenOffice or WordPress (great for  jotting down ideas for that next blog entry).

I’ve been running CrossOver on my CentOS Linux desktop for the last week or so and have been quite impressed with the software. For those that may not of heard, CrossOver allows you to install and run Windows applications under Linux without the need for a Microsoft Operating System license. Once installed, its just a matter of click and run.

With the exception of Access, I had no problems installing and running the Office 2003 Pro suite, OneNote, Flash, Quicken, and Acrobat. While the CrossOver install process does add an additional layer of complexity when compared to a native install under Windows, for CrossOver supported applications the process is simply a matter of running an install wizard application and specifying which CDROM contains the application install disk. For unsupported applications, installation gets a bit more complicated and my attempts to install demo versions of Tabs3/PracticeMaster and Amicus Attorney have failed. I should note that, at present, I’ve only tried twice to install these applications and have yet to crack open the relevant documentation so my failures are more indicative of my lack of time than the software’s overall performance.

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