TheFormTool Pro 2.0 – Document Assembly Lite

Matthew Berg recently reviewed TheFormTool Pro in the BigLaw newsletter distributed by TechnoLawyer.  Having read the review and the videos of TheFormTool website, I applaud some the technology used by the developers of FormToolPro.  It seems to make the “simple things” easy, and gives you somewhat more functionality than Merge Fields.  The support for conditional fields and live variable edits is more than what you would expect from a cheap utility. It may be adequate for some of your needs; but not for all of your automation needs.

Don’t be deceived.  Document assembly tools like HotDocs, XpressDox, DealBuilder and Exari offer a wealth more features.  Handling of REPEATS or COLLECTIONS; seamless integration with databases, and support for nested levels of conditional logic are assumed in these systems.  Check out the tool of course, but you will soon want to take automation to the next level of efficiency.

TotalAttorneys – Cloud Based Practice Management for $1

Total Attorneys advertised practice management in the cloud for $1/month per user.  I recently came across Josh Campman’s review (Choosing Practice Management Software Part 1.5 of 2) and checked out their website  (TotalAttorneys.com).  I have not had a chance to review the offering, but plan to in the future.  For now though, I wish to note that price-points are not what they seem.  For many cloud-based practice management systems, there is a fixed fee that covers everything.  This is true for RocketMatter, Clio, and Houdini ESQ. For AdvologixPM, there is a base fee that cover quite a lot of features, but there are add-on’s for a few extra dollars a month per user. TotalAttorneys is different.

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How Stupid Companies Treat Customers

Every once in a while you come across an interesting tech article that gets to the HEART of what distinguishes successful well-run companies from their competition.  Often, what is said is common sense, but put in a particularly pithy manner.  In the Baseline.com article How Stupid Companies Treat Customers, Dennis McCafferty makes a few key points that are often forgotten.

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XpressDox Integration With Salesforce

Previously, I have written about XpressDox integration with Salesforce.com and Advologix from a technical side, how from Microsoft Word you can access your template library, launch a template, and pull data from a Salesforce.com based practice management system.  Such approach is very powerful and cost effective.  But it also requires you to have Microsoft Word installed with an XpressDox plugin.

This post, however, focuses on implementation of a completely cloud-based assembly engine integrated into Salesforce.com.  A prototype has been tested and implemented on a client site; however the tool is not yet ready for public distribution.   In this system, a simple button would be added to the Matter object (or any object) in Salesforce.

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On the Nature of Things

And so, after a long break, I resume my writing.  At the moment, we are reassessing our entire web presence, figuring out what form and format best suits our mission.  Since I am spending a great amount of time rewriting much of the website, there is little “technological” inspiration for this blog.  And so, I turn to in the other direction.

On Friday, we are going to a Suzanne Vega concert, the first “rock concert” I have gone to in a long time.  We fired up our “paid” account on Spotify.com to refresh ourselves on Ms. Vega’s early works, and her more recent works.  It was interesting listening to the song of Luka (the girl who lives upstairs) and woman who lives under Avenue-L, through the eyes of my son.  He noted the use of “acoustic” guitar and the absence of technological amplification, lack of synthesizers, and the purity of her sound.  He observed, “she is against technology”.

How true, and yet as we stream her music digitally, through a service that didn’t exist when she wrote it, and pass it wirelessly through our own home on devices that never existed when she wrote this music, I consider that as much as things change, they stay the same.  The words are still as haunting, the music still primal, and the emotions so real conveyed in her music.

For all the technology that we surround ourselves with (2 servers, 3 workstations, 4 laptops, 2 tablets, 3 cellphones, an iPhone and 3 iTouch’s, Playstation, XBox 360, PSP, Nintendo DS, screens, TVs, printers) as well as multiple cloud services for storage on Microsoft 365, Salesforce.com, NetDocuments, Box.Net, DropBox, SpringCM, iCloud, Amazon, Credenza, and Azure, and social services (Facebook, LinkedIn, Chatter), we are still the SAME social animal that evolved from Australopithecus Afarensis in Africa.

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How to Access Amicus Attorney Custom Records From HotDocs

At the recent Gavel & Gown consultants conference, I demonstrated a new way to access data stored on Amicus Attorney Premium Edition.  Because Premium Edition is run on SQL Server platform, there is a way, through a secure connector to access the data for document assembly through HotDocs.  More on that later.

 

HotDocs Tips – Importing from Outlook

Working with Outlook

HotDocs has for years had a connector to Microsoft Outlook.  It is an effective tool for importing data.  However, the data that comes in, often needs to be “cleaned up” before it can be used.

  • State Field: The state can sometimes be entered as Abbreviated (e.g. NY) or as a Full State (“New York”) which causes problems on import if you importing into a Multiple Choice field
  • Street Field:  The “Address” in Outlook is different from the BusinessAddressStreet field.  And that field can have multiple lines in it, affecting how that text appears in your template where you may have coded Street1 and Street2

Further, some of the mappings in the tool are confusing because of the terminology used by Outlook and that used by most HotDocs coders can be quite different.

  • Which Address:  In Outlook there is a MailingAddress, a HomeAddress and a BusinessAddress.  If you are importing into a primary address, then you would choose MailingAddress.  If it is a Business, with a Company, you should use Business Address.
  • Salutation, Title and Job Title:  These fields are confusing since Title is “Mr.” or “Mrs”, Saluation is non-existent, and JobTitle is the positon someone holds at a company.

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KRONOS Watch – Copy2Contact Review

In an old post I set forth my standard for evaluating software (See KRONOS – Evaluation Criteria for Software).

.  Keystroke Count
.      Return on Investment
.          Opulence and Intuitiveness
.              Networkability and Integration
.                   Options and Customization
.                        Suitability for the Task.

W  * A * T  * C  * H

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Forrester Report – ROI of Cloud Apps

The Forester Reasearch released to the public (via TechRepublic.com) a June 23, 2011, white paper titled: “The ROI of Cloud Apps: A Total Econimic Impact(TM) Analysis Uncovers Long-Term Value in Cluse Apps.” Below I will quote and highlight some key conclusions of this report.

Recognize that the report: analyzes the longer-term, five-year cost of ownership and value for cloud applications across four categories: customer relationship management (CRM), enterprise resource planning (ERP), collaboration (including email), and IT service management.”

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Lost Phone, But Still Under Contract


Ever lost your phone, but neglected to get insurance? If you are like most and have a cell phone contract, you can only upgrade your phone every two years. If you do want a new phone before the expiration of the 2 years, you need to pay “LIST PRICE” which is usually outrageous.

We lost a “cheap” phone 2-months before the discounted upgrade period started on Verizon. We had wanted to get an Android to test out the mobile apps on the Android platform, but certainly did not want to pay list price. The solution we found will make you laugh, http://myphonedied.com/. Yes, that is the name of the site.  And tell me you didn’t look at the girl on the left before you fully read this post. There you can get USED PHONES that are carrier-specific for dirt cheap prices.  The phone should arrive in a few days.  $18 will hold us for 2 months until we can get the discounted “new phone.”


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