Document Assembly & Case Management Blog

When you think “document assembly” for law firms, who do you think of?  For many years, there has been a single answer, HotDocs.  This is not because of any great marketing effort by LexisNexis (the former owners of HotDocs). Rather, it was a combination of “automated forms” delivered by LexisNexis and a grass-roots movement of lawyers and consultants building systems from the ground up with a “cheap” software tool.  It was word of mouth that caused the spread of HotDocs, one license at a time.  Now that HotDocs is “established”, who are the contenders.  I was given the following list of contenders: ActiveDocs, Business Integrity/Dealbuilder, Epoq/Rapidocs, Exari, Korbitec/GhostFill, Napersoft, Pathagoras, SoftPowerHouse/PowerReuse, Thunderhead, and Zumesoft.  It is interesting that despite my 15 years in the business, this list failed to include some interesting contender, but also included some contenders, I had never heard of.  So, who are these contenders?

Last week, I received a call from London.  An American lawyer, based in London, with clientele in Florida was setting up a firm “in the cloud”.  He was planning to use a Salesforce.com application for lawyers calls AdvologixPM and an accounting service called Xero.com.  After some research, we discovered there was integration between Force.com and Xero, an accounting software package offered as a SaaS model (monthly fee) and hosted out of New Zealand.  After speaking to an accountant in Ackland, New Zealand, we were able to advise the client.  What makes it interesting in the “multinational” nature of this engagement made possible by “The Cloud” and requiring “no software installation”, but rather the engagement of “services.”

I recently WORDLED this blog.  It turned out the hot word was SAAS.  Even though our predominant focus is document assembly and workflow, those words did not show up.  HotDocs, XpressDocs, GhostFill, Time Matters, Amicus Attorney, and AdvologixPM did NOT show up. There was some mention of ContractExpress and DealBuilder.  This could be because Wordle focuses on the RSS feed which is the Summary para of the blog entry, and not the body.  It also could reflect that HotDocs, XpressDocs, GhostFill, Time Matters, Amicus Attorney, and AdvologixPM don’t have prominent mention in the summary. And so if I use the words: HotDocs, XpressDocs, GhostFill, Time Matters, Amicus Attorney, and AdvologixPM more often in my summaries, then it is likely that HotDocs, XpressDocs, GhostFill, Time Matters, Amicus Attorney, and AdvologixPM may show up more often.  And so I am testing Wordle to see how responsive it is for these words: HotDocs, XpressDocs, GhostFill, Time Matters, Amicus Attorney, and AdvologixPM.

Every other year I assess our firm’s web-presence and look at the state of technology.  My goal is to build a website that is informative, describes the products we support, and gives useful comparative and illustrative information about those products. Two years ago my interests were wide ranging, but the core of our business was HotDocs, GhostFill and Time Matters.  Since that time, our skill set and product offerings have expanded, as well as our staff.  We now have significant programming and database management capabilities by virtue of the inclusion of Steve Stockstill and Marc Wexler in our virtual offerings, and have engaged our partner Holly Humphreys in several billing engagements. 

We have entered into the web-development business with a new offering coming out in the 4th quarter through our partner businesswebsitedesigners.com.au that addresses the needs of lawyers interested in both social media and document automation. We have diversified our offerings of practice management solutions to include AdvologixPM and Amicus Attorney Premium Edition.  We have built solutions with Exari document assembly and DealBuilder, now offered on a SaaS model as ContractExpress.  And we have partnered with NetDocuments to provide cloud-based document management.  And so, our website, as comprehensive as it is, is hopelessly out of date.

I spend a large amount of time and money each year worrying about “backing up” my data files.  Years ago, I decided to centralize all my files on a File Server.  A peer-to-peer network was good for distributing processing, but a disaster when you are like me, working on multiple PC’s. I do that so that I can test software on different environments.  One I decided on a central file server (realize the decision was not rocket science), the issue came on appropriate backup routines.  I tried tape cartridges, but most were too slow and too small.  I currently am working with a RAID-V server array, removable hard-drive backup, combined with MozyPro.  The system works, but is not ideal. The hard-drive backups are not swapped often enough; MozyPro took forever to get all my data, and afterwords, is quite slow on the restores.  And so, I am now looking into a “cloud” solution, in particular NetDocuments. 

There is not much to write at the present time, but rather, a heads-up of something coming down the pike.  Bob Butler, former CEO of DataTXT (aka Time Matters Software) has gone public with a new venture called BestThinking.com.  The website has been in development for a while and has just been launched.  It promises a blending of the best social networking in Linked-In and Facebook, along with the social ranking in Diggs, and the collaboratively edited content of Wikipedia.

For the past several years I have been running a virtual office with collaborators in multiple locations.  We have tried a number of collaboration tools, including GoToMeeting and GoToMyPC, Groove, Time Matters World, with mixed success.  Most of the work was project based, where control of the project files could be passed (as a football) from one collaborator to another.  This works as long as you can pass control.  However, there are times when we have needed to have simultaneous control of a project.  For those, we have now standardized on a Wiki.

The Following Article was Originally published in Technolawyer. You may have heard the radio ads for “GoTo…”. A businessman forgets a key file at the office and saves a long trip back to the office (and a lost sale) thanks to this miraculous service called “GoToMyPC”.  However, there is much more to “GoTo” than remote file access. “GoTo…” is a suite of online products and services from Citrix Online that is built around a core “secure desktop sharing” technology.  This review will look at the core technology and then evaluate each of the products, looking specifically at where they would fit into the practice of a busy lawyer.