Convert Time Matters Date to a HotDocs Date

Dates in Time Matters display as Dates on the Matter form. But, they are actually stored as Numbers. When you bring them into HotDocs via the Database Connection or Active Integration, you get a number, and not a date. This solution is courtesy of Bart Earle.  Dates are stored as the number of Days from December 28, 1800. The solution is to create a computation that takes that number and converts it into a date that can be used and formatted by HotDocs.

Create a compuation variable such as Convert Date CO. The formula gets the number of days from December 28, 1800 and subtracts that from the number from the TM database.

TODAY + (TMBaseDateNU – (DAYS FROM (DATE OF(28,12,1800),TODAY))) DAYS

The result will be negative if TMBaseDateNU references a date in the past. It then adds that result to TODAY, in effect counting backward or forward from TODAY to figure out the date.

The Case for Document Automation

Darryl Mountain (Ontago, Inc.) recently submitted a scholarly piece to the International Journal of Law and Information Technology, titled “Disrupting conventional law firm business models using document assembly”.  In this piece, Mountain looks at document assembly software programs: dealbuilder, ghostfill, and hotdocs (to name a few) in the context of how they are, and will be shaping the practice of law—worldwide. To users of document automation, his conclusions will not be surprising.  However, to those on the fence, or to those trying to convinces others to get off the fence, this should be good reading.  CLICK to read article

For other articles on document assembly, please CLICK HERE.

Ghostfill Create a progress bar

There are times where you wish to give the users information that progress is being made during an assembly, or some indication of where they are.  GhostFill has a progress bar utility. It can be invoked and then controlled by a script. That script is up to you.

%[x = dialogs.Utils.CreateProgressBar]
%[x.title = “This is my Title”]
%[x.show]

%[x.progress =0.1]
%[x.progress =0.2]
%[x.progress =0.3]
%[x.progress =0.4]
%[x.progress =0.5]
%[x.progress =0.6]
%[x.progress =0.7]
%[x.progress =0.8]
%[x.progress =0.9]
%[x.progress =1]
%[x.hide]

This code illustrates how to create and control the progress bar. It is up to you to create the rules for each of the progress codes. It could be a clock timer, or it could be just some condition.

Filtered ADDing to MC Variables

Quite often, you’ll want to dynamically create the options of a multiple choice variable from a repeating dialog (or other source).  This HotDocs snippet will detail how you can do that.  The concept is simple – if you ADD an option to the MC variable, you also accumulate the ADDed value in a text string, so that you can test against that string later.  Then, each iteration, you test whether the current value you may wish to add already exists in the text string and if it does, you do NOT ADD it.  If it does NOT exist, you ADD it to the MC variable, and also to the text string.

In this example, we are repeating through a list of generic party names (essentially a database on the fly in HotDocs, using a REPEAT dialog), and adding names to a multiple choice variable for possible Guarantors.  Testing TE is the text variable that will store each unique value as it is ADDed to the multiple choice variable.  Party Name CO is a computation that assembles the full name of a given party, much like you’d see anywhere else in a HotDocs system.  On this note – it is quite often easier to build a computation specifically to use in this scenario, so that you can do all your error checking & string building there, leaving your ADD instructions simple and clean (even if you are only joining two unconditional vars together, it LOOKS cleaner).  Guarantor Select MC is the multiple choice variable that we are building on the fly.

//clear & clean our values
CLEAR Guarantor Select MC
SET Testing TE TO “”
//lets go
REPEAT Party RPT
IF Testing TE CONTAINS “«Party Name CO»”
//do nothing
ELSE
ADD “«Party Name CO»” TO Guarantor Select MC
SET Testing TE TO Testing TE + “ «Party Name CO»”
END IF
END REPEAT

You could also use a HotDocs Filter to do this however, this approach is “safer” for one reason…as soon as you filter a repeated dialog in HotDocs, the system var counter is altered.  If I wanted to use my new multiple choice variable as a lookup to Party RPT in this example, my ADD line would look something like this:

ADD “«COUNTER:009»|«Party Name CO»” TO Guarantor Select MC

This would mean that the option is the COUNTER value (meaning index) of the dialog that it came from, while the prompt is the party’s name.  If you are using filter, and the filter actually strips out an iteration from Party RPT, the COUNTER will be WRONG.  Yes, wrong!  No, this is not a bug in HotDocs, it is intentional as COUNTER with a FILTERed dialog will reflect the filtered answers rather than the “complete” answers.  To explain a little more clearly, lets take a look at a repeating dialog answer set that contains a duplicate entry:

1 Jack Jones
2 John James
3 Jack Jones
4 Michael Davis

Using filters and the above ADD code, you would get a list that looks like this:

(1) Jack Jones
(2) John James
(3) Michael Davis

Michael’s index in Party RPT is actually 4, but because the 2nd occurrence of Jack Jones got stripped out, HotDocs changed his COUNTER value to 3 (because this is his index in the FILTERed answer set).  This means you cannot use your MC variable to index Party RPT later, because Michael’s entry will actually index incorrectly.  If however we use IF statements instead of a FILTER, we would get:

(1) Jack Jones
(2) John James
(4) Michael Davis

No filters means that COUNTER is once again a reliable indexing tool.  This minor difference may not make any difference to many HotDocs developers out there.  But if you are populating dynamic lists and starting to toss around (or centralize!) data, be aware – FILTERing repeats can be problematic.  The rule is simple: if you intend to use a COUNTER in your ADD statement, dont use filters.  If you must use filters, you must use a manual COUNTER that you define, control & increment yourself.  Bear in mind that this can lead to endless loops and irritating code, so I try to avoid it where possible (which I get away with most of the time).

TMSave Toolbar in Word after an Upgrade to TMW6

When upgrading from Time Matters 5 to Time Matters 6, many users will take a wait and see attitude. They will install Time Matters 6, but NOT install Time Matters 5. This is generally not a problem with the database, since Time Matters creates a separate database during the upgrade. However, it is a problem with the TMSave Toolbar in Word which will often continue to point to the old database. The TMSave toolbar and the menu items are inserted into Word via a Startup Template. This template is loaded when Word is loads. There is a TMW5 templates and a TMW6 template. When you uninstall Time Matters 5, it removes the TMW5 template. If you keep both active, you will have a toolbar with links to both databases. Both toolbars will look identical. Depending on which you click first, you will have links to the TMW5 or the TMW6 database.

The solution is to uninstall Time Matters 5. Go into Control Panel and choose add-remove programs. Find Time Matters 5 and click on Remove. This should remove the TMW5 template. Then restart Word. There is no requirement to reinstall Time Matters. In some circumstances, the TMW6 startup template may not have been installed in the first place. In this case you have two options. One is to reinstall Time Matters, but this time choose only Word-Processor links. The other option, is to go into Workstation Setup and click on Word Processor Links or Additional Product links.

The End of Censorship in China and CIC Guidelines

In a recent article in the New York Times magazine, it was reported that China had ended a policy of official censorship of the press.  Said the Chinese Government official. We believe that our journalists are responsible journalist who understand what is in the best interests of China.  As such, we no longer require that all news copy be reviewed by government censors prior to publication. This was exciting news … but it required a reading of the fine print to understand what had happened. And the more I read the fine print, the more I realized that something similar had happened in America, both in the public press and other forums of commercial speech.

What China has done is replace the explicit censorship with voluntary guidelines.  The guidelines focus not on what can and cannot be printed, but on more nebulous understanding of what would be in the “best interests of China”.  In the enforcement of guidelines, China has turned to the “editors and journalists” to self-police.  The editors “know” what types of articles might upset the powers that be, and then “gently” steer the reporters to topics that are “more favored” by the powers that be.  The effect is much happier journalists and much happier bureaucrats.

Gone are the “confrontations” and “adversary” posts that are the usual fairs of relations between the FIRST ESTATE and the FOURTH ESTATE.  By enlisting the FOURTH ESTATE in the process, the rivalry is reduced to the “cutting desk” of the newsroom—a much quiter and less public place.  This is true because the valuable media franchise (TV and major newspapers) are owned by corporate interests that benefit greatly from the Chinese national government.  The corporate interests have much more to loose than getting a few words edited out of a report—their very franchises are at stake.

As a reporter explains in the article—we have a pretty good idea what will be liked and not liked.  So the censors pretty much leave us alone.  It is really easy.  We feel free from close attention to our writing and the government gets out the business of editing news reports.

In America … we have moved to a “corporate-owned press”.  We do not have express censorship. But we do have owners of media conglomerates who care deeply what the current administration thinks about what they right.  This is not new.  In fact. in “Good Luck, and Good Night,” Edward R. Murrow confronted CBS management in his decision on whether to air on his show criticism of Joe McCarthy and his campaign to “out the Communists”.  Then CEO Paley ultimately permitted the series, however at the cost of eliminating Edward R. Murrow’s regular show in place of “more entertaining” and “more profitable” broadcasts.

When it comes to discussion forums, these have been traditionally free from corporate economic “constraints”.  The moderators would review posts to block out spammers (yes they exist), but generally allowed free-spirited debate.  LexisNexis in setting up the Time Matters CIC forums—and they were set up with knowledge, support and consent of the Time Matters division of Lexis Nexis—sought to encourage an atmosphere that was supportive of the Time Matters product suite.  The result was the set of guidelines (developed by a group of “Certified Independent Consultants”—one of whom did a stint as Time Matters Vice-President of Sales).

Let us look at the Guidelines:

The purpose of the LexisNexis Practice Management forum is to establish and maintain an online community where LexisNexis Time Matters, PC Law & HotDocs users and consultants can come together to share knowledge about our Practice Management applications, tailor these applications to individual needs, and develop specialized solutions.

So far so good … My emphasis.

This forum is managed and moderated solely by LexisNexis Practice Management Certified Independent Consultants (CICs) and is for the benefit of licensed LexisNexis® Practice Management customers as well as other CICs. CICs are not employees, agents, representatives, resellers, or contractors for LexisNexis®. CICs are independent professionals whose primary focus is the training and support of customers. LexisNexis® provides the infrastructure to host the forum, but does not participate in the management or moderation of the forum.

Again … the Chinese model of Censorship.  But note that CIC’s do have “resale” rights for software and would qualify as “authorized resellers” under law.  We were required to execute a contract with LexisNexis to be part of the CIC program.

There is no cost for using this forum and a support agreement is not required. However, you must be a licensed user of LexisNexis® Practice Management products and conform to the protocols of the forum to participate.

Note the focus on protocols. So far so good.

In order to establish a positive, constructive environment in which issues can be addressed, all posts are reviewed by the forum’s volunteer CIC moderators before being distributed. Message content will not be edited, augmented, or changed. Messages not in compliance with the objectives of the forum will simply not be posted to the forum by the moderators and individuals who repeatedly attempt to post such messages may have their access to the forum restricted or terminated.

Here is the “meat” of the guidelines.  Keep them positive and upbeat…. or else, rejection, and expulsion from the forum.

Generally, LexisNexis® will not be participating in the forum and participants should not rely on the forum to communicate with LexisNexis® directly. If you have ideas or feedback for LexisNexis® regarding any of the Practice Management products, please follow the procedures established for submitting ideas or comments to the appropriate business unit.

Historically, LexisNexis officials have participated in the HotDocs list, and it was an effective way of communicating ideas to HotDocs developers.  This here gives notice that such a communication method should not be assumed … and in fact, posts that attempt to tell LexisNexis what to do with its product are rejected.  The tradition of posting ideas on the forum by HotDocs developers for discussion would not be in compliance with these guidelines.

Messages should include your name, firm name, city and state, which version of the product you are running, basic operating and computer system information, plus your current status regarding working with LexisNexis® Practice Management technical support (remember, call technical support first). Anonymous or alias posts will NOT be accepted.

This is a favorite … those who don’t edit their signature block to include City and State will get rejected.  It is not enough to just put in your name and return address.

This forum is primarily for getting the most out of the current feature sets and methodologies under existing LexisNexis® Practice Management policies and market conditions.

This is a clear call to focus on the “status quo”—and not what could be done. The next paragraph drives home the point.

This forum is not for discussion on matters not directly related to the use of LexisNexis® Practice Management products. Additionally, because CICs have no control over LexisNexis® product pricing, business practices, customer service, or technical support policies, these subjects are outside the scope of this forum.

Here is the clinch … since CIC’s are powerless … these topics are outside the scope of the forum.  They are deamed “not relevant” to community support.  This was clearly a response to the Elderlaw list where there were rants about pricing of Time Matters (a quite affordable product, given its benefits) and complaints about Technical Support that rose to the level of extortion of Time Matters.  Rather than striking a balance, all these topics are expressly excluded.

This forum is not for editorializing, broad qualitative comments, customer complaints, lobbying for particular features or improvements, or otherwise trying to pressure LexisNexis® into a particular course of action.

If you had ANY doubts about whether discussion of the future direction of the product, this last one makes it clear — not relevant … and to go back to the top, such posts will be rejected and if the poster does not learn, he or she will be expelled.  My query … would discussion of a true “bug” in the product … a feature that doesn’t work … be barred under these guidelines.  More than likely.  Time Matters CICs have received calls from executives at Time Matters who have acknowledged in “bugs” in public posts.

So you can judge … are the Chinese that bad.  Perhaps, it is they who have learned the capitalist way.

Time Matters Tips Site Goes Live

Welcome to the new Basha Systems Time Matters Tips site.  It is run by our blogging software, but will grow to operate much like any information site…

As time goes by, we will be adding Time Matters tips and tricks to our database.  Eventually, this site will become a quality resource for the Time Matters case management community.  Growing side by side with this site will be our GhostFill and HotDocs information sites, all run in a very similar manner.  If you find yourself becoming lost, the following color schemes should assist:

grey = generic blog containing articles & document assemby topics of interest
red = hotdocs specific tips and tricks
navy = ghostfill specific tips and tricks
tan = time matters specific tips and tricks

quotes in the Time Matters Tips site will appear like this

On the left side of this site, you will notice links to relevant Time Matters resources, as well as a search box, so that you can quickly find what you want from our site (if it is here of course).  If you want some light reading regarding case management ( and document assembly!), dont forget to check out our main blog which has many articles regarding the industry generally.

We hope you enjoy the new approach.

HotDocs Tips Site Goes Live

Welcome to the new Basha Systems HotDocs Tips site.  It is run by our blogging software, but will grow to operate much like any information site…

As time goes by, we will be adding HotDocs tips and tricks to our database.  Eventually (and hopefully!), this site will become a quality resource for the HotDocs document assembly community.  Also growing at the same time will be our GhostFill and Time Matters information sites, all run in a very similar manner.  If you find yourself becoming lost, the following color schemes should assist:

grey = generic blog containing articles & document assemby topics of interest
red = hotdocs specific tips and tricks
navy = ghostfill specific tips and tricks
tan = time matters specific tips and tricks

quotes in the HotDocs Tips site will appear like this

On the left side of this site, you will notice links to relevant HotDocs resources, as well as a search box, so that you can quickly find what you want from our site (if it is here of course).  If you want some light reading regarding document assembly generally, dont forget to check out our main blog which has many articles regarding the industry generally.

We hope you enjoy the new approach.

GhostFill Tips Site Goes Live

Welcome to the new Basha Systems GhostFill Tips site.  It is run by our blogging software, but will grow to operate much like any information site…

As time goes by, we will be adding GhostFill tips and tricks to our database.  Eventually, this site will become a quality resource for the GhostFill document assembly community.  Also coming soon will be our Time Matters and HotDocs information sites, all run in a very similar manner.  If you find yourself becoming lost, the following color schemes should assist:

grey = generic blog containing articles & document assemby topics of interest
red = hotdocs specific tips and tricks
blue = ghostfill specific tips and tricks
tan = time matters specific tips and tricks

quotes in the GhostFill Tips site will appear like this

On the left side of this site, you will notice links to relevant GhostFill resources, as well as a search box, so that you can quickly find what you want from our site (if it is here of course).  If you want some light reading regarding document assembly generally, dont forget to check out our main blog which has many articles regarding the industry generally.

We hope you enjoy the new approach.

Half-Pregnant Document Assembly Systems

In a recent TechnoRelease, entitled “TR: Document Assembly: Let’s Be Frank.”, Roy Lasris, President of Innovative Software Products of Virginia, the developer of Pathagoras, wrote the following

Seth Rowland, a well recognized document assembly guru and multiple TechnoLawyer Contributor of the Year outlines in an article published in the September 27, 2005 TechnoFeature 13 discreet steps needed to implement an effective interview driven document assembly system. Seth implores those who are considering document assembly to find the time to implement all steps. Failure to do so will result in less than an optimal system.

I thank him for that quote. He then continued:

As a busy attorney, you may have neither the time nor the inclination to invest that kind of energy without having a guaranteed outcome. As academically accurate as he may be, Seth’s approach is simply contrary to (1) human nature and (2) the nature of most law offices. If you cannot or will not find the time to do it, then you won’t do it.

It is there that I disagree, both with his interpretation of my article, and his conclusion that real a substantial time investment in document assembly will not be rewarded by substantial multiples in profits for any law firm that makes such an investment.

Where Investment Counts

The same law firm that will calmly make a decision to to hire a $150,000 associate will agonize over a $30,000 automation project.  In the first year, the $150,000 associate will bring in a net profit of $50,000 to $100,000.  In the second year, the net profit will be about the same, for another $150,000.  The return on investment is a whopping 30-60%.  That’s if you are lucky.  Once that associate is well trained, he will want more money, or he may decide to bolt to another firm, taking his expertise (and maybe your client) with him.

By contrast, a $30,000 investment in a document assembly system, will allow your existing staff to do the same work as that $150,000 associate and maybe several other expensive associates.  The amount of money made each year on this initial investment of $30,000 would be equal to the profit on the expensive associate, for much less outlay.  The $50,000 to $100,000 would represent a 180% to 300% return on investment.  In the second year, even assuming maintenance costs, keeping the forms current of $10,000 per year, the profit would jump to 500% to 1000% on the annual investment. And even better, the “document assembly” system will not threaten to leave the firm or ever take your clients.

So why does this matter

This ROI will not happen with a simple clause based system which relies on constant and repeat judgment by an expensive associate to administer.  It will NOT happen with Pathagoras.  Pathagoras is a start.  It will happen with a carefully analyzed and scripted system that evaluates the whole document automation process, extracts the fundamentals and then scripts the whole process. When you are thinking of document assemby, be aware you get out of system what you put in.

To those users of Pathagoras, I offer this advice.  You have started down the right path.  You have started making the investment.  But you should not be wedded to your software choice.  Once you have organized your forms and information, identified all the key clauses that are worth re-using, you will be ready to take the next step.