Friday, September 16, 2016

Build Organizational Empathy Through Personas

Empathy: the ability to understand and share the feelings for another

Is your business empathic? If like me, you’ve read Joel Bakan’s 2003 book The Corporation, you may have a bleak perspective on the answer to that question. In his book, Bakan lays out a very compelling case that corporations are, by their very nature, psychopathic. So, can a business truly be empathic?

Yes it can. And it starts with fully understanding your customer by moving from a set of demographic data to a fully fleshed-out archetype with hopes, fears, and motivations.

Look at wildly successful companies such as Apple, Google and Audi; they are in the empathy market. They understand and anticipate their customer’s needs, sometimes before their customers know what they are. Empathy is also profitable. You can draw a straight line from empathy to the bottom line. If you’re curious, Lady Geek publishes an annual empathy index. Check out the 2015 list here.

Your business or product exists to fill a fundamental gap – something that your customer needs to be or do better. Our universal tendency is to get wrapped up in a list of our product’s features; what we should focus on are the problems we solve for our clients.

A mainstay of today’s marketing machine, personas are something you’ve probably read about; you may have even started your own. I like Tony Zambito’s definition of personas from more than a decade ago:

Buyer personas are research-based archetypal (modeled) representations of who buyers are, what they are trying to accomplish, what goals drive their behavior, how they think, how they buy, where they buy, when buyers decide to buy, and why they make buying decisions.

However, it’s one thing to understand what personas are and quite another to create and refine them over time. What’s important is that if you haven’t given them your attention you start, now. They provide your company with a focus for empathic decision making. Here’s a very simple recipe for creating a buyer persona.

1. Define or narrow down your focus. Most businesses have more than one persona. Instead of trying to figure out how many personas you need at this stage, approach this exercise from the standpoint of a particular problem or priority area, vertical or product offering in your mix.

2. Gather qualitative feedback. Often people assume that this will be the most difficult information to pull together. What many fail to realize is that you already have a treasure trove of firsthand information about your clients at your disposal. Pull together cross-disciplinary feedback from across your organization. Find out what sorts of questions your sales or customer service teams get asked again and again. And yes, you may want to engage in one-on-one customer interviews.

3. Gather quantitative data. Pull marketing and website analytics, CRM data, sales pipeline data, industry data, any data to help you fill in the picture of who your clients are. If you don’t have a lot of data at this point, don’t get discouraged. If you are missing big chunks of insight into who your customers are, then aim to find a way to narrow that gap.

4. Start filling in the picture. HubSpot has created a great road map of 20 questions to ask when generating a persona. Here is HubSpot’s step-by-step online tool, if you want a guided exercise. For a B2B persona, you want to step into that person’s shoes in a given role at a company. Instead of Mary, the individual, you’ll be creating a picture of Mary, the law firm IT director, or Bob, the paralegal.   However, if you find that personal details and information about who they are outside of work are relevant, by all means, include those too.

5. Refine, refine, refine. Personas are living, breathing organisms. They are never done. The idea is to create the beginning of your ideal customer’s story and then optimize this story over time with more qualitative and quantitative data.

Personas can help inform marketing tactics, messaging, website copy, the customer journey and even product decisions. While some companies get caught up in robot-like marketing around their personas, personas are simply meant to be one tool in your toolbox, a tool that helps drive a much better understanding of your clients across your organization.

About the author
Kim Tidwell is an account manager with Edge Legal Marketing. She has more than 15 years of experience with brand development, retail product development and both outbound and inbound marketing. In her spare time, she loves to run in Austin’s Hill Country, and enjoys cooking and yoga.

Tuesday, June 14, 2016

Barack Ferrazzano Selects iManage Cloud

Barack Ferrazzano Selects iManage Cloud for Work Product Management


Security and Mobility Key Drivers in Moving Firm to the Cloud


SAN FRANCISCO - Legaltech West Coast – June 14, 2016 – iManage today announced that Barack Ferrazzano Kirschbaum & Nagelberg LLP, a mid-sized law firm with offices in Chicago and Minneapolis, has selected iManage Cloud for work product management including document and email management, and collaboration. iManage Cloud enables Barack Ferrazzano to securely and easily access iManage’s leading work product management solutions with no additional on-premises IT infrastructure.


“Mobility and security go hand-in-hand when considering a move to the cloud,” said John Jelderks, director of IT at Barack Ferrazzano.  “Our attorneys work in a wide variety of locations, and secure access to their content is extremely important. With mobility, they can now be productive in and out of the office.  Soon, we will have the ability to get an email from a client, open it from a mobile device, make changes to it and save as a new version within iManage Work.  Functionality is the same inside the office or outside the office.”


“Data security is essential to every business, and it was a big motivator for moving to iManage Cloud,” continued Jelderks.  “Because iManage is managing the infrastructure, we know they will have teams of people in place to insure all security is up-to-date.”


iManage work product management is available as an on-premises installed product, as a cloud service in the iManage Cloud, or as a hybrid implementation with some information on-premises and some information in the cloud. This gives iManage clients ultimate freedom in deciding how to use cloud services based on their specific needs.


“The way people work is changing so it’s critical for law firms to give their attorneys and professionals access to client information anytime, anywhere – whether they are connected to the Internet or offline,” said Dan Carmel, chief marketing officer at iManage. “By deploying iManage Cloud, Barack Ferrazzano is able to provide its attorneys with innovative tools that enable them to provide more responsive service to their clients without compromising security.”


Visit iManage at Legaltech West Coast in booth #309.


About iManage

iManage is the leading provider of work product management solutions for legal, accounting and financial services firms and the corporate departments they serve worldwide. Every day iManage helps professionals streamline the creation, sharing, governance and security of their work product. Nearly 3,000 organizations around the world—including more than 1,800 law firms—rely on iManage to help them deliver great client work. Headquartered in Chicago, iManage is a management-owned company.

By Guest Blogger: iManage

UniCourt makes federal and state legal data more widely accessible, manageable, and insightful.

20 Million+ Federal & State Cases | 5 Million+ Crowd Sourced Documents
Search. Track. Manage. Analytics. Legal Data

UniCourt is a nationwide case research, tracking, management, and analytics platform that integrates court data from federal (PACER) and state courts into a single, cloud based application.  Our solution allows organizations to reduce costs, increase productivity, make data driven decisions, and identify marketing opportunities.

By leveraging big data methodologies to acquire, analyze, and correlate disparate legal data, UniCourt makes legal data more widely accessible, manageable, and insightful.

By Guest Blogger: UniCourt Inc.

Thursday, June 9, 2016

Dean Leung to Speak at Legaltech West Coast 2016

Dean Leung to Speak at Legaltech West Coast 2016

Former CIO at Holland & Knight and Current Chief Customer Success Officer at iManage to Speak on Emerging Legal Technology


WHAT:              Dean Leung, former CIO at Holland & Knight and Current Chief Customer Success Officer (CCSO) at iManage, will speak on the Legaltech West Coast 2016 panel entitled What's That? The Newest and Coolest in Legal Technology. Leung will be joined by fellow industry leaders from Prosperoware and Fish & Richardson P.C. Jim McKenna, Director, Infrastructure and Administrative Systems at Morrison & Foerster, LLP will serve as moderator.

The session will serve as an opportunity to discuss  emerging technologies over the next few years as well as predictions on the future of everything from the Internet of Things, the latest in Microsoft software, security problems/innovation and technology developments that will impact the legal industry.

WHO:             Leung’s primary focus at iManage is driving initiatives that further improve the customer experience and ROI by ensuring investments in the right technology. He has over 23 years of IT experience, most of which he has spent working with international law firms to drive efficiency, productivity and revenue generation through the use of technology.

Most previously, Dean was Chief Information Officer at Holland & Knight LLP. In his role as CIO of a Global 100 ranked, multinational firm, Dean specialized in aligning the business’ IT, and eDiscovery ecosystems with the strategic business drivers of the organization and implementing the resulting technology plan.

In recognition of his achievements, Dean was awarded the International Legal Technology Association’s (ILTA) Distinguished Peer Award for Infrastructure Technologies.

WHERE:        Legaltech West Coast 2016 will be held at the Hyatt Regency in San Francisco, CA.  iManage will be at booth #309.

WHEN:          Monday, June 13th from 10:30 -11:45 AM



About iManage

iManage is the leading provider of work product management solutions for legal, accounting and financial services firms and the corporate departments they serve worldwide. Every day iManage helps professionals streamline the creation, sharing, governance and security of their work product. Nearly 3,000 organizations around the world—including more than 1,800 law firms—rely on iManage to help them deliver great client work. Headquartered in Chicago, iManage is a management-owned company.

# # #

By Guest Blogger: iManage

Wednesday, June 8, 2016

#TwitterForBusiness an 8-point Check-up

Is your firm or company on Twitter? Can you explain your Twitter strategy and the metrics you use to measure success in two sentences? If your history with Twitter is short, or if you are taxed for resources, you may simply have a public face on Twitter, without the longer-term vision required to be successful.

Once per quarter – or at a minimum, once per year – take a couple of days to revisit your Twitter strategy, activity and results. You may learn some important facts that will help you hone your message, build your following, and increase engagement. This eight-point checklist can serve as an audit tool.

1    Have you developed a strategy?
Many companies jump on Twitter to build a social media presence, but fail to first define the goals and strategy for being there. When it’s realized that social media requires dedicated time and energy, they split the effort among several employees who are free to post whatever they like. In this situation, you’ll see an overuse of direct sales pitches, photos of Dan’s dog and party shots from the latest trade show.

Manage your identity and brand on social media as you would on your website or in print. Define core business or industry interest areas and perhaps several related topic areas that will be addressed in your tweets and content links. Document this strategy along with key terms and phrases, and share the vision with every employee who has access to post on the company Twitter account.

2.       Do your profile and bio introduce you effectively?
The 160-character bio description should convey your identity quickly to Twitter users who view your profile. The bio content will be indexed by search engines and may provide additional web exposure. Use keywords effectively here.

3.       Are you using the Twitter Advanced Search tool effectively?
The search tools in Twitter allow you to tailor searches to find content with specific terms and phrases, from specific users or in a particular geographic location. Run searches on the terms and keywords that are important in your industry to identify people or companies you want to follow.
Similarly, run searches on the thought leaders in your industry to see which terms and hashtags they are using that you may want to adopt.

4.       Are you using hashtags effectively?
A hashtag is created when the # symbol is used as a prefix on keywords or topics in a tweet. A hashtag provides an easy way to categorize messages. If you use a hashtag in a tweet from a public account, anyone who does a search for that hashtag may find your tweet; this gives your posts wider exposure and may help you find new followers.

It’s important not to overdo it. Don’t #add #excessive #hashtags to your #tweets. One or two hashtags per tweet is a good rule of thumb, and you can write an effective tweet without any hashtags at all.
Observe and adopt the widely used hashtags in your industry or topic areas. Broaden your exposure by tweeting about and using hashtags from:

  •          Events and conferences you attend or sponsor.
  •         Authoritative sources in the industry, such as regulatory bodies, industry analysts or partners.
  •         New technologies, trends and newsworthy events in your industry.

When creating a new hashtag, look for existing use of that tag (perhaps in an unrelated space). Make new tags unique and short. Reuse effective hashtags across other media: Instagram, YouTube, ads and even print.

5.       Are you sharing high-quality content?
Followers choose to follow you because of the relevance, timeliness and value that your posts provide. Keep the quality of shared content high to retain followers and gain new followers. There are three key types of content to include in your tweeting strategy:

·         Content you create: Tell a story with case studies. Share technical vision with a white paper. Offer practical tips and guides that educate your audience on how they can be more successful at selecting software, hiring employees, creating a compliance policy or some other endeavor in your area of expertise.

·         Content you curate: Become known as a well-read expert on the key resources and trends in your space. Locate and share high-quality research, academic articles, regulatory decisions, infographics, surveys and other content from subject matter experts.

·         Promotional messages: On occasion, it’s perfectly fine to make a promotional post about your products or services. Ideally, promotion posts should be fewer than 20 percent (1 in 5) of your tweets. 

      Focus on specific, helpful information, such as a screen shot of a new feature that solves a particularly thorny challenge or a news event. Invite local metro users to attend a product demo or speaking engagement.

6.       Are you writing effective tweets?
Once you have framed out your identity and strategy on Twitter, take care to tweet consistently and to tweet high-quality content that followers will appreciate, share and respond to. There are a few tricks to creating an effective tweet:

  •          Write a short and concise message that makes a clear point; if you want to say three things, make each one an individual tweet.
  •         Include visuals whenever possible; a picture truly is worth a thousand words, especially on Twitter.
  •        Try out Twitter polls – a great tool to invite engagement.

7.       Does your Twitter activity truly engage followers?
Twitter is not simply a medium to broadcast like television or radio. It is meant for both broadcasting and interaction. Create opportunities for your follower community to discuss and share ideas and opinions. Answer back to people who tweet you. When someone retweets you, consider following that person.

8.       Are you tracking key metrics?

The best way to improve any business process is to measure, analyze and improve as you go. Analyzing engagement patterns will tell you which topics and types of information are important to focus on and may build your following. Regular auditing will help you keep a balance between thought leadership, retweets and promotional content.

Tuesday, June 7, 2016

Join Palamida Jun.13 - IP Protection Networking Cocktails after LegalTech

Palamida invites you to attend a post LegalTech Intellectual Property Protection networking reception on Monday, June 13th from 6:30pm - 8:00pm at Sens Restaurant on the Embarcadero. Cocktails and appetizers will be provided - space is limited, so register today!

Learn from leaders and network with your peers in the Legal IP and Open Source Technology field.  Palamida's Founder & CTO, Jeff Luszcz, along with Andrew Hall (Attorney & Computer Engineer) will kick-off discussion topics for Open Source Compliance and IP Governance.

If you haven’t signed up for LegalTech West Coast you can register here using code: PALAMIDALT2016.  Stop by our booth #307. *PLEASE NOTE: registration for this event is NOT dependent upon attending LegalTech West Coast.


About Palamida, the Open Source Compliance & Due Diligence Experts:
A typical software project today contains 50% or more Open Source or other external content and most companies are not tracking this code - leaving them vulnerable to license violations and security vulnerabilities.

Many of the largest software organizations around the world use Palamida products and services to ensure full transparency for development teams. Palamida's patented search technology, combined with the domain expertise of our Professional Services team means that we can respond to the tight deadlines of M&A as well as assist organizations with baseline analysis of hundreds of millions of lines of code.

The world of software development has changed.  Talk to use about how we can jumpstart your organizations policy and usage initiatives.

  • Create timely and accurate third party notices
  • Respond to security issues
  • Continuously improve transparency and reuse of code

For more information:

By Guest Blogger: Palamida, Inc

Wednesday, June 1, 2016

The Future of Processing Audio and Video Media to Support the Rapidly Evolving Regulatory Industries

Veritone launched an enterprise SaaS application of its CMP to address one of the law enforcement industry’s major challenges - managing the avalanche of unstructured audio and video content generated from body cameras, interrogation videos, surveillance cameras and dispatcher audio recordings. Veritone’s SaaS-based, camera and hardware agnostic service enables local, state and federal law enforcement agencies to optimize existing investments, and cost effectively analyze, index, archive, and share insights to solve crimes and uncover critical relationships. 

In conjunction, Veritone introduced an enterprise SaaS application for the Legal industry that significantly exceeds the capabilities of standard eDiscovery services for audio and video content that leverages our powerful cognitive engines to extract critical information and insights such as whowas talking, where the conversation took place and whatthe sentiment of the conversation was. Veritone’s CMP also provides near real-time, synchronized playback with transcription, multi-language translation, facial ID and object recognition for video content, and much more. Veritone’s law firm and in-house legal department customers can now easily organize media content, find the "needle in the haystack" within thousands of hours of audio/video media content, collaborate with colleagues by compiling and sharing collections of pertinent case clips, and analyzecase discovery content via intuitive analytics and reporting dashboards.  

Veritone Enterprise is the future of processing audio and video media to support the rapidly evolving needs of regulatory industries, legal professionals and public safety. Nearly every business and organization is at risk of being overwhelmed by the challenge of managing the massive growth of audio-video content generated from in house systems, social media, public broadcasts, government agencies, and surveillance systems. In this session, Veritone explains cognitive computing and how this technology architecture supports the critical new requirements of legal and compliance professionals. 


Key Takeaways 

1. Digital audio and video content creates a new and growing risk across industries

2. New audio-video technologies must be available to support secure discovery, review and collaboration across large and small organizations  

3. Cloud based cognitive computing provides the scale, speed and simplicity required by professionals in eDiscovery, litigation services and compliance. 

By Guest Blogger: Veritone Enterprise

Veritone Expands its Reach to New Vertical Markets with Veritone Enterprise

Veritone proves to be the future of processing audio and video media, supporting the rapidly evolving needs of regulatory industries, legal professionals and public safety. Nearly every business and organization is at risk of being overwhelmed by the challenge of managing the massive growth of audio-video content generated from in house systems, social media, public broadcasts, government agencies, and surveillance systems. The Veritone team will be at booth 117 ready to explain cognitive computing and how this technology architecture supports the critical new requirements of legal and compliance professionals. 


Key Takeaways:

1. Digital audio and video content creates a new and growing risk across industries

2. New audio-video technologies must be available to support secure discovery, review and collaboration across large and small organizations  

3. Cloud based cognitive computing provides the scale, speed and simplicity required by professionals in eDiscovery, litigation services and compliance. 


NOTE: Please see Executive Summary provided.


By Guest Blogger: Veritone Enterprise

@Tabs3Software was named the most innovative billing software by ALM, Legaltech News, & The Recorder

Dan Berlin, President
Software Technology, Inc.
(402) 423-1440

Scott Baird, Vice President
Software Technology, Inc.
(402) 423-1440


For Immediate Release

Tabs3 Recognized as the Most Innovative Time and Billing Software
Results of 2016 Innovation Awards Released

Lincoln, NE May 26, 2016– Software Technology, Inc., the maker of Tabs3 and PracticeMaster, was awarded the 2016 Innovation Award for billing software by American Lawyer Media, Legaltech News and The Recorder. The Innovation Awards are an annual recognition of the best legal technology leaders, products, and projects in the legal community.

“We are honored to be chosen as the most innovative time and billing software for 2016 by Legaltech News and The Recorder. For over 35 years, we have worked hard to develop reliable and quality software for law firms,” said Dan Berlin, President of Software Technology, Inc. “This kind of recognition from the legal community means a great deal to our entire team.”

“The Innovation Awards bring together a diverse group of professionals who exemplify leadership in the integration of technology into the legal community,” says Legaltech Editor-In-Chief Erin Harrison. “Our honorees represent some of the most accomplished professionals in the industry and demonstrate the growing need for embracing innovative strategies for the future.” An ALM event formally recognizing the honorees will be held on June 13 at the W San Francisco in conjunction with Legaltech West Coast.

For more information about Tabs3 and PracticeMaster, visit

About Software Technology, Inc.
Software Technology, Inc. has continually been at the forefront of developing software for law firms, and Tabs3 software is used by tens of thousands of attorneys who trust us to continue providing them software that is reliable and customizable to suit their needs. Tabs3 Billing is the most award-winning billing software and has been an industry leader since its introduction in 1979. Tabs3 Billing is designed to seamlessly integrate with PracticeMaster, a leader in practice management software, and Tabs3 Financial software, a legal-specific suite of accounting software.For more information, call (402) 419-2200, email, or visit

By Guest Blogger: Tabs3 Software

Enable efficient #eDiscovery through information governance:

In the eDiscovery space, information governance has historically been given lip-service as the promised land of eDiscovery cost reductions. Nevertheless, the introduction of information governance practices within an enterprise can often serve to streamline the organization’s eDiscovery procedures to potentially cut eDiscovery costs and boost defensibility. See how to make the most out of your data:


By Guest Blogger: IBM

Wednesday, February 10, 2016

In Tabs3’s latest update, ScanSnap scanners can add searchable scanned documents to PracticeMaster

Tabs3 Announces New Integration with Fujitsu®

ScanSnap provides law firms the ability to scan documents searchable within PracticeMaster

Lincoln, NE – February 10, 2016 – Software Technology, Inc., the maker of Tabs3 and PracticeMaster, announced a new collaboration with Fujitsu Computer Products of America, Inc., the distributor of ScanSnap scanners in the US. In the latest update to Tabs3 software, clients can use ScanSnap scanners to quickly add searchable (via OCR technology) scanned documents to PracticeMaster from ScanSnap’s Quick Menu. ScanSnap gives users the confidence of knowing that all documents will be found using PracticeMaster’s text search functionality.

“Teaming with Fujitsu extends our document search functionality and provides law firms with an innovative and easy-to-use way to save and find their documents in PracticeMaster,” said Dan Berlin, President of Software Technology, Inc. “For over 35 years, we have worked hard to develop reliable, quality software for law firms and to ensure Tabs3 clients can organize their firm’s documents and perform conflict of interest searches easily.”

"ScanSnap makes it easier to find exactly what you need when you need it,” said Scott Francis, Senior VP of Marketing at Fujitsu Computer Products of America, Inc. “Integrating ScanSnap into PracticeMaster gives law firms greater efficiency and productivity.”

Tabs3’s integration with ScanSnap is a Version 18 feature. Version 18 also includes new ways to save time through enhanced reconciliation, bank transaction import capabilities, and improved trust accounting features. The reconciliation process in Version 18 has been completely redesigned to have fewer steps and make any discrepancies easier to understand, helping clients reconcile their accounts faster. Further, clients can save time and prevent the possibility of human error by importing transactions from their bank’s website directly into Tabs3 General Ledger and Trust Accounting software. Finally, with the improvements to Tabs3 Trust Accounting, it’s even easier to keep clients’ trust account balances in check.

For more information about Tabs3 and PracticeMaster, visit

About Software Technology, Inc.
Software Technology, Inc. (STI), the maker of Tabs3 and PracticeMaster software, has been at the forefront of developing software for law firms for over 35 years. Tabs3 is one of the most widely used legal-specific time and billing products in the United States and has been an industry leader since its introduction in 1979. Tabs3 is designed to seamlessly integrate with PracticeMaster, a leader in practice management software. Among its many features, PracticeMaster provides an easy way for firms to create a firm-wide calendar, search for conflicts of interest, organize case and contact information, and manage email and documents. For more information, call (402) 419-2200, email, or visit

About Fujitsu

About Fujitsu Computer Products of America, Inc.

Fujitsu Computer Products of America, Inc. is an established leader in the Document Imaging industry, delivering innovative scanning solutions and services that enable our customers to solve critical business productivity issues and streamline operations. Fujitsu provides cutting-edge document capture solutions for business and personal environments, backed by a comprehensive portfolio of service and support programs. For more information about Fujitsu Document Imaging solutions and services, visit or call us at (888)-425-8228.


About Fujitsu

Fujitsu is the leading Japanese information and communication technology (ICT) company, offering a full range of technology products, solutions, and services. Approximately 159,000 Fujitsu people support customers in more than 100 countries. We use our experience and the power of ICT to shape the future of society with our customers. Fujitsu Limited (TSE: 6702) reported consolidated revenues of 4.8 trillion yen (US$40 billion) for the fiscal year ended March 31, 2015. For more information, please see

By Guest Blogger: Tabs3 Software

Thursday, February 4, 2016

Legal Cloud Computing Association announces new standards for #legaltech vendors, with @goclio.

The Legal Cloud Computing Association (LCCA), a consortium of the leading legal cloud computing providers, is releasing its inaugural set of security standards. These draft standards help both legal providers and the growing legal technology sector collaboratively and transparently work together to address cybersecurity concerns and implement best practices for security into their joint operations. LCCA members each commit to using these security standards within their companies and services.

The LCCA guidelines incorporate industry best-practices, data privacy guidance from North American and European governments, and legal-specific requirements recommended by bar associations and courts.  The new draft guidelines set standards for a range of issues related to law firms using cloud computing services, including:

  • Geographic data residency location and disclosure requirements;
  • Encryption and data integrity best practices;
  • Restricting access to cloud-stored data by third parties;
  • Data loss prevention measures; and
  • Terms of Service and other contractual obligations to which each LCCA member commits.

The LCCA guidelines issuance is timely, as legal service providers continue to adopt cloud computing services in ever-increasing numbers. Of the lawyers surveyed in the American Bar Association’s 2015 Legal Technology Survey, currently 31% use cloud-based services to complete law-related tasks.  However, other businesses have been quicker to adopt cloud-based services to enhance their own security. PWC’s Global State of Information Security® Survey 2016 Report found that 69% of non-legal businesses were adopting cloud computing services as part of their cybersecurity initiatives.

Lawyers, law departments, regulators, and the public at large are welcome to read and comment on the standards here:

All comments will be integrated into the final version of these standards being published in March, during the American Bar Association's TECHSHOW conference.

About the Legal Cloud Computing Association:

Formed in 2010, The Legal Cloud Computing Association (LCCA) is the collective voice of the leading cloud computing software providers for the legal profession. The LCCA consists of Clio (Themis Solutions, Inc.), DirectLaw, Inc., NetDocuments Inc., Nextpoint, Inc., Onit, Inc., and Rocket Matter, LLC. To find out more about the LCCA, visit

By Guest Blogger: Themis Solutions (Clio)

Wednesday, February 3, 2016

.@ReadyTalk Creates Desktop Offering to Streamline Audio Conferences



New application allows for more acute organizer control, attendee timeliness


NEW YORK, February 3, 2016 – From the floor of the Legaltech tradeshow, ReadyTalk, a leading provider of conferencing and webinar services, today announced ReadyTalk Desktop, a new application meant to make audio conferencing even easier for professionals that host and attend a significant number of calls every week.


ReadyTalk Desktop pairs with an existing ReadyTalk customer’s conference line and calendar scheduler, but eliminates the need to set reminders, open a browser window or remember dial-in numbers and passcodes. When a conference organizer’s meeting is about to begin, they receive a notification on their computer desktop, make two clicks and start their meeting. Attendees using ReadyTalk Desktop have the same simple process to join.


“When you do the math on the amount of time that’s wasted launching and getting all participants into an audio meeting, it’s astonishing,” said Stephen Deckrow, product manager, ReadyTalk. “With ReadyTalk Desktop, we’re aiming to further simplify that process and ultimately make meetings more productive.”


The service is free to all existing ReadyTalk customers, but is especially valuable to professionals in the legal, financial and healthcare markets, who tend to have a high volume of audio conference commitments. ReadyTalk conferencing customers can download Desktop today at:


ReadyTalk Desktop does not have to be adopted by all users at a given company; the decision to use the app is based upon individual preference for how to most easily manage and join conference calls. The application directly calls a leader or attendee wherever they are, on the phone or other prescribed device they’re currently using, to join the conference. It also allows organizers to see who is in a conference, identify who is talking, mute individuals, mute everyone to minimize interruptions, and escalate an audio call by presenting or sharing content via a simultaneous web meeting.


“I’ve really benefitted from ReadyTalk Desktop,” said Kent Wilson, director of Assureon Architecture Solutions, Nexsan. “It makes hosting a meeting or joining someone else’s meeting seamless. A reminder of my next call pops up; I click to join. For those of us that often have lots of back-to-back calls, it’s an incredible time-saving tool.”


For those attending Legaltech 2016, please stop by booth #1319 to learn more about ReadyTalk products and services.


About ReadyTalk

ReadyTalk delivers audio and web conferencing services that inspire collaboration and enable the Future of Work for today’s increasingly digital and mobile workforce. By combining intuitive, innovative technology with unmatched customer service, ReadyTalk provides a seamless collaboration experience for anyone, across any device, platform or location. Everything you need, anywhere you are, for before, during and after your online event. ReadyTalk is headquartered in Denver, CO and was founded in 2001.

By Guest Blogger: @ReadyTalk

.@tdsglobal, trusted leader in data management services, kicks off 2016 growth with 4 acquisitions

TDS Announces Four Acquisitions to Kick Off 2016

Trusted Data Solutions (TDS), a global leader in data management services, announces four successful acquisitions as it begins 2016 with an aggressive growth strategy for its Tape Restoration, Email Migration, and Voice Logger Retrieval Practice Groups.

Akaibu, a leading email migration software provider, will continue to license its market leading Evolve Software to customers and partners who prefer to execute migrations on their own, while TDS focuses on its fully managed service offerings for complex, large scale, enterprise migration initiatives.

Data Conversion Resource (DCR), a leader in legacy data conversion services since 1997, owner John Svee and his technical team will join TDS’s Global Solutions Group, where they will help drive the development of the next generation of media recovery and restoration technologies.

American Eagle Systems (AES), a leader in data center services and supplies since 1976, will join forces with TDS to integrate some of AES’s professional services into a series of new solutions TDS is bringing to market in 2016, as well as expand AES’s core data center business.

Data Recovery Systems (DRS) founder Steve Morgan will join TDS’s Global Solutions Group as Director of Innovation. Steve and his team will be instrumental in designing the company’s international Restoration Assurance Centers that will be announced in 2016.

“We are very happy to see some of the best technical talents joining our TDS family. With our recent new website launch, 2016 will be an exciting year for TDS,” said Chris Clark, President and CEO of TDS Global Holdings.

By Guest Blogger: Trusted Data Solutions

Opus 2 International released Magnum 6.0, their cloud-based platform for collaboration

Opus 2 International (, a worldwide litigation services and software development company, today formally released the sixth generation of its cloud-based platform for collaboration on transcripts, documents, key facts and attorney work product – Opus 2 Magnum. Previously only available as a managed service, Opus 2 Magnum 6.0 includes an optional robust Admin Module, which enables self-service by US law firms that choose to license the SaaS platform enterprise-wide. The new version also includes enhancements to the end-user experience, such as the ability to upload large video files without SFTP and browser timeout issues, customizing exhibit labels, and accelerating mark-up of key issues with the new Recent Tag Recall. 

By Guest Blogger: Opus 2 International

Tuesday, February 2, 2016

Legal Workspace Poll Shows Law Firms Lacking in Cybersecurity and HIPAA Compliance Standards

Many law firms lack critical security measures that help ensure HIPAA compliance, according to a new poll from Legal Workspace, a leading provider of cloud-based work environments designed specifically for law firms.

The poll, conducted from November 2015 through January 2016, shows that only 13 percent of the 240 law firms had key technology and processes in place to support HIPAA compliance and provide secure environments. This includes items such as executed business associate agreements, email encryption, keeping and reviewing access logs and intrusion detection systems.

By Guest Blogger: Legal Workspace

LawToolBox Deadline Add-in for Microsoft Outlook 2016

LawToolBox Deadline Add-in for Microsoft Outlook 2016

At LegalTech 2016 LawToolBox is announcing its new
Court Deadline Add-in for Outlook 2016.  This Add-in calculates rules-based court deadlines in all 50 states based on the applicable rules of procedure in state and federal courts. This new add-in expands on its existing apps for Office 365 and Windows, and is part of its continuing focus to help attorneys and legal departments calculate deadlines using products they are already familiar with.


In Office 2016, Microsoft has renamed “Apps” for Outlook to “Add-ins” for Outlook.  Currently, in Office 365 and Outlook 2013 “Apps” will only show up in the email app bar; but in Office 2016 an “add-in” can be configured to automatically appear in the Outlook Ribbon or as a “tab” in the top of Outlook, which is a look and feel that traditional Outlook users are familiar with.


The new LawToolBox “Add-in” for Office 2016 builds on 5 prior app releases for Office 365 and allows users to calculate deadlines from inside their Outlook Inbox, view deadline reports, and then to share any deadline with users inside or outside their firm.  For example, without having to install any special software or executable file, an attorney or paralegal can share case deadlines with firm members in Outlook, with an expert who uses Google calendar, an insurance adjuster who uses Lotus Notes, or a client who users iCal. 

In addition to calculating and sharing deadlines, LawToolBox has also added some powerful new features, including: (1) when a user receives an email notification on one of their federal matters from PACER the
add-in will read basic matter information from the email and streamline the calculation of new deadlines; and (2)  as you are writing an email legal professionals can pull up deadlines and matter information from any case in LawToolBox and insert them directly in the email you are composing.


The new features in the LawToolBox add-in for Office 2016 are part of the company’s continuing mission to build valuable technology for attorneys, and to streamline the automation of important procedures, whether they have a solo practice or are a member of a large law firm.

Visit LawToolBox at
booth 1300

Contact: Carol Lynn Grow

303 759 3572

By Guest Blogger:, Inc.

KPMG's Priya Keshav Leads Legal Tech New York Panel on Innovation in eDiscovery

KPMG's Priya Keshav Leads Legal Tech New York Panel on Innovation in eDiscovery

Innovation in eDiscovery is critical to the ability to meet increasingly demanding regulatory requirements, manage constantly escalating costs, and control ever-evolving risks. KPMG LLP Managing Director Priya Keshav will lead a panel at LegalTech New York discussing innovation in eDiscovery. Panelists Jeff Nass, Senior Counsel, eDiscovery, Boehringer Ingelheim; Kara RicuperoHead of eDiscovery and Records and Information Management, eBay; and Brett Tarr, Counsel and Director of Ediscovery, Caesars Entertainment Corporation, will discuss how their current workflows have kept up with rapidly changing technology and increasingly stringent cost pressures. The discussion will address some of the key challenges facing the industry in the next five years and what types of innovation will be needed to overcome them, as well as the factors that will enable or stifle that innovation.

Date: Feb. 2

Time: 2 pm to 3:15

Panel: Innovation or Inertia in eDiscovery: How Far Have We Come and Where Do We Need to Be?

By Guest Blogger: KPMG

KPMG's Steven Stein to Lead Discussion at LegalTech New York About Effective Data Reduction as Part

KPMG's Steven Stein to Lead Discussion at LegalTech New York About Data Reduction as Part of Information Governance

Join KPMG LLP Principal Steven Stein to learn how data reduction is a mitigating factor against privacy, confidentiality and intellectual property breaches due to large and unmanageable information volumes. Stein will lead Richard P. Kessler, Executive Director, Information Lifecycle Governance at UBS, David Smythe, Information Lifecycle Management; Firmwide Data Management, at JPMorgan Chase and Jason Stearns Director, Legal and Compliance Group at Blackrock, in this discussion.

Date: Feb. 2

Time: 3:45 to 5 pm

Session: Information Governance in Action: Data Reduction

By Guest Blogger: KPMG

KPMG's Ed Goings Joins DOJ Cybercrime Lab Director and Morrison & Foerster Global Privacy and Data S

KPMG's Ed Goings Joins DOJ Cybercrime Lab Director and Morrison & Foerster Global Privacy and Data Security Group Co-Chair to Talk Cyber Threats, Governance, Budgeting and Reporting

Ed Goings, Principal and National Partner in Charge of Forensic Technology Services of KPMG LLP, will join Ovie Caroll, Director of the Department of Justice Cybercrime Lab, and Miriam Wugmeister, Co-Chair of the Global Privacy and Data Security Group at Morrison & Foerster, to discuss the leading cyber threats, and best practices for governance, budgeting, and reporting related to cyber prevention and response. For more, please join them on Tuesday, Feb. 2 from 10:30 to 11:45 at at the LegalTech New York "Global Risk and Compliance Opportunities: Cyber Security Roadmap" session.

Date: Feb. 2

Time: 10:30 am to 11:45

Panel: "Global Risk and Compliance Opportunities: Cyber Security Roadmap"

By Guest Blogger: KPMG

Planin M&A in Latin-America? Litisnet M&A Litigation Report

Do you have plans to acquire in Latin-America?

 Analyze the litigation liability first.

Our M&A litigation reports are an essential reading for any senior executive planning to undertake a transaction in a wide range of industries of the latam region. They provide detailed information of the key regional litigation liabilities of a company, including the total number of cases and values in economic terms.

Come and visit us at booth #413 and receive an example, or <>


The company provides online real time access to Latinamerican cases.  With this solution, you can easily search for cases and acces to court dockets of the most important countries of Latam.

 Visit Legaltech at booth #413.

By Guest Blogger:

CONEXIONES will show, Simple Search, the new Brazilian case databse to search millons of records

CONEXIONES will show, Simple Search, the new Brazilian case databse to search millons of brazilian records in seconds.

By Guest Blogger:

DISCO sets record year over year growth and adds key new capabilities to its discovery platform


172% growth plus new Workflow and Quality Control features ensures DISCO accelerates its momentum as the fastest-growing company in ediscovery


Legal-technology company DISCO today announced that 2015 was a record growth year for both revenue and new client acquisition. Revenue increased 172% in 2015 and 92 new organizations were added as new clients. This growth is confirmation that the market is actively demanding an easier and faster way to perform discovery.

"2015 was a year of maturation for DISCO as more and more of the AmLaw 200 and the country's best litigation boutiques adopt DISCO. Keeping our focus on performance and ease of use ensured that the capabilities we added throughout the year exceeded our clients’ expectations." said Neil Etheridge, DISCO VP of Marketing.

DISCO has added key new features to the platform to ensure that clients can leverage its next-generation discovery platform regardless of case size or complexity. With the addition of these new features DISCO is poised to become the new standard for discovery.

“Normally when companies add more complex features into their products, the products themselves become more complex,” says Michael Simon, partner at Seventh Samurai Consulting. “DISCO has managed to avoid this and remains true to its vision of simplicity and ease of use”.

DISCO Workflow was designed from the ground up to meet the needs of any review. From multi-terabyte cases with hundreds of reviewers to small cases with a handful of reviewers, the goal was the same: make setup, management, and organization of document review easy without sacrificing capability and control required by different processes or strategies.


In addition to creating a new restricted reviewer interface for contract reviewers, DISCO Workflow was designed to simplify 3 main things:

  • Creation and management of even the most complex reviews

  • Organization and prioritization of documents for review

  • Metrics  to gain insights from people, pace, and decisions being made during the review


DISCO QC allows review managers and lawyers to quickly sample, check, and analyze documents for the purpose of quality control. Previous solutions to this problem would require the use of complex product features, calculations in Excel, and an advanced understanding of statistics. DISCO QC changes all this by automating many steps in the process and dramatically simplifying the rest.


This new feature in DISCO is designed to make the process of quality control quick and easy --- so it can be used in every case. The key capabilities of this new feature allow clients to:

  • Create random samples from any subset of reviewed documents

  • Perform a focused review of documents for errors / overturns

  • Visually analyze the results and discover patterns in coding errors / overturns

  • Automatically deliver estimations on error rates for the entire document population


“Seeing the new QC features in DISCO was the first time the use of document sampling for QC made sense to me” said Danny Yadidsion, Associate with an AM Law 200 firm. “With a few clicks and the review of a small set of documents I get immediate insight into any problems with my review, and how to fix them.”


DISCO Founder Kent Radford summarized 2015: "We built a world-class engineering team in Houston and Austin and a seasoned sales and services team in major cities across the United States. With the best product and the best people, we look forward to setting another record in 2016.”



CS DISCO Inc. makes the best legal technology in the world. Since the introduction of its ediscovery solution in 2013, DISCO has become the first choice for innovative legal technology at more than 400  law firms, enterprises, and government units, including over 50 of the AmLaw 200. DISCO’s ediscovery solution lets lawyers find evidence up to 10x faster, even at a multi-terabyte scale.

Visit our website at and take a self-guided tour.


By Guest Blogger: CS Disco

Zapproved Redefines E-Discovery Processing Speed Exceeding 1TB/hour

Zapproved Inc. today demonstrated a major technological advancement in electronic discovery by processing data at a rate exceeding one terabyte per hour using Digital Discovery Pro™.  Digital Discovery Pro is a software application that taps the power of Amazon Web Services (AWS) Cloud computing for corporate legal teams so they can process and review discovery data instantly for immediate insights to a case or internal investigation.

“Breaking the terabyte-per-hour processing barrier marks a new era for electronic discovery. Digital Discovery Pro was designed as modern software and with future customer needs in mind. We developed it to take full advantage of the AWS Cloud and have optimized it for scalability and affordability. Our software applies the amount of computing power required to accomplish any task quickly,” said Monica Enand, CEO and Founder of Zapproved. “The technology we’re providing gives in-house legal teams unprecedented control, access, and affordability over discovery.”


Corporate legal departments benefit from access to this technology in four important ways: instant access to information, complete control over their discovery processes, predictable affordability, and total readiness for litigation response now and in the future—giving corporate legal teams the power to “know now” and not be in the dark on status or insights that will help them manage their case strategy. Please visit Zapproved at LegalTech New York at Booth 1400 from February 2-4, 2016.



By Guest Blogger: Zapproved, Inc

Mitratech’s Latest TeamConnect Release Delivers Significantly Improved User Experience

TeamConnect 4.1 includes re-designed global search, competitive bidding, and workflow enhancements.

AUSTIN, Texas, February 1, 2016 – Mitratech, the leading provider of enterprise legal management solutions, released the latest version of TeamConnect today. TeamConnect 4.1 includes a redesign and expansion of search capabilities, additional spend management features for outside counsel negotiations, and workflow enhancements – all designed to increase the usability of the system for legal department staff.


Specific enhancements in this latest TeamConnect release include:

  • Redesigned Global Search  – Global search has been redesigned to provide clients a more powerful – yet easier to use – experience, ultimately saving time and increasing user efficiency. The user experience now includes scalable, lightning-fast searches across all TeamConnect data.
  • Competitive Bidding for Outside Vendors – With the new enhancements, legal departments can now request multiple bids from any outside vendors, evaluate the submissions, and approve or reject them directly within TeamConnect. Once selected, the accounts from the approved vendor are applied to the budget for the matter. 
  • Increased Workflow Flexibility –The new workflow enhancements improve user experience and decrease administrative effort by increasing workflow configuration flexibility - allowing teams to do reassignments both permanently and temporarily and preventing approval of a workflow until a certain condition is met. 


With TeamConnect 4.1, Mitratech clients are also able to take advantage of Mitratech’s Upgrades Included Program, a free set of upgrade services first introduced to clients with the release of TeamConnect 4.0 last summer.  This program significantly lowers the total cost of ownership for TeamConnect clients. As the highest rated ELM platform in the industry, TeamConnect uniquely delivers powerful functionality and flexibility desired by complex legal departments while still being straightforward to implement, maintain, and upgrade.


“The release of TeamConnect 4.1 enhances our clients’ overall user experience and creates tangible value for the legal department,” said Mitratech CEO Jason Parkman.   “These new features, combined with our Upgrades Included Program, further delivers on our mission to make the legal department the best-run function in the organization by providing superior technology to manage the increasingly complex responsibilities of our clients.”


Mitratech will be at LegalTech®, the industry’s largest educational conference, February 2-4, 2016. Visit booth #334 or booth #1995 to meet the team and see a demo of TeamConnect 4.1 or any of our other leading legal software products.


# # #


Mitratech is the market-leading provider of Enterprise Legal Management (ELM) solutions for more than 750 global legal departments of all sizes, representing 7 of the Fortune 10, almost 40% percent of the Fortune 500, and over 100,000 users in over 150 countries. Mitratech’s products are also used by over 11,000 of its clients’ external partners, including 99 of the Global 100 and 100 percent of the Am Law 200 law firms. Mitratech’s portfolio of ELM software solutions offer end-to-end matter management, spend management, e-Billing, legal hold, contracts management, GRC, and reporting solutions. Clients are able to prove demonstrable value creation for their organization by automating legal workflows, improving business outcomes through actionable data and insight, increasing collaboration with external partners, and reducing overall legal spend. To learn more, visit

By Guest Blogger: Mitratech

UBIC-Grand Opening of NYC Managed Review Center

UBIC Announces Grand Opening of Its Managed Review Center at Bryant Park in New York City.

New Review Center Expands UBIC’s Capacity for Review Services, Managed Review and Centralizes NY Office Space.

UBIC, a leading provider of international litigation support and big-data analysis services, announced today that it has opened a new flagship Managed Review center in New York. The official name of the center is “UBIC Managed Review Center at Bryant Park in New York City” and a grand opening event is taking place on-site on February 1st from 5:00 – 7:00 pm EST.

UBIC Review Center at Bryant Park in New York City details:

  • Location: Grace Building, 1114 Avenue of the Americas, New York, NY 10110
  • Capacity: 180 seats, Modular Review Rooms for over a dozen small or 5 large secure workspaces (over 19,000 square feet)
  • Grand Opening Date: February 1, 2016
  • Function: Review Services, Managed Review, Project Management, Sales, Support Services

Clients and the media are welcome to the event on February 1st at 5:00 – 7:00pm EST and should contact to RSVP.

By Guest Blogger: UBIC

Stop the headache of expensive system-hopping

Stop the headache of expensive system-hopping

Some law practices use islands of automation to run their business. Hopping between these systems can cause inconsistencies. Having to re-enter the same data over and over – what a headache. These islands cost you overhead over and over again. 
BaseNet Director Ruud Pepping explains that  you can save on system administration, document management, financial administration, website (tools), email servers, SAAS applications,  integration costs and more with the integrated cloud-based solutions from BaseNet. 

You can do almost all your work in one integrated system, saving you the time of hopping between applications. Also it will cut down the work for fee-burners. 
Pepping says that a recent survey among clients of BaseNet proved that the integrated solution saves serious time. The average time saved on a weekly basis  is about 9 hours per laywer.

By Guest Blogger: BaseNet

Introducing: Proven Law practice software by BaseNet tailor-made for the US 

Introducing: Proven Law practice software by BaseNet tailor-made for the US 
BaseNet will attend  Legaltech for the first time and showcase its cloud-based solution for law firms. 
The state-of-the-art, innovative law practice software by BaseNet supports lawyers so they can do their daily work and communication with clients and prospects more efficiently and effectively. The integrated functionalities of the BaseNet software will give lawyers the ability to document more billable hours and a higher qualitative and quantitative result for their clients. 
Already thousands of lawyers are working with BaseNet. 
About BaseNet 
BaseNet is a Dutch  IT company based in Amsterdam (the Netherlands) specialized in cloud-based legal practice software, active in several countries in Europe and, since February 2016, in the U.S. 

By Guest Blogger: BaseNet

Sunday, January 31, 2016

Take the Know Now E-Discovery Challenge


“How fast can you take a case from zero to understanding, and what does that mean to your bottom line? These are the questions that we want corporate counsel to ponder when they reflect on their current processes and the control they have over them,” said Brad Harris, VP of Products, Zapproved. “Corporations are looking at fivefold data growth between now and 2020, and they need a better way to stem the skyrocketing legal costs and to gain control over their processes for better overall discovery management.”

The “Know Now” microsite gives corporate legal professionals a hands-on demonstration of the power of cloud computing and its crucial role in helping organizations derive more value from technology investments. The lightning-fast processing power demonstrated on the “Know Now” microsite is achieved through true-SaaS (true cloud) software, and offers the following four benefits: instant access to discovery data, complete control over the process, future-proofing discovery software and predictable affordability.



“How fast can you take a case from zero to understanding, and what does that mean to your bottom line? These are the questions that we want corporate counsel to ponder when they reflect on their current processes and the control they have over them,” said Brad Harris, VP of Products, Zapproved. “Corporations are looking at fivefold data growth between now and 2020, and they need a better way to stem the skyrocketing legal costs and to gain control over their processes for better overall discovery management.”


The “Know Now” microsite gives corporate legal professionals a hands-on demonstration of the power of cloud computing and its crucial role in helping organizations derive more value from technology investments. The lightning-fast processing power demonstrated on the “Know Now” microsite is achieved through true-SaaS (true cloud) software, and offers the following four benefits: instant access to discovery data, complete control over the process, future-proofing discovery software and predictable affordability. 


By Guest Blogger: Zapproved, Inc

In-house elevated: Catching the third wave of e-discovery

True cloud software represents the future of e-discovery and it is the most sensible approach for legal departments to quickly and easily reduce data volumes, and get instant access and insights about discovery data —giving them the power to truly “know now” about the merits of a case—without having to wait. 

Learn why e-discovery is moving in-house for lower, more predictable costs: 

  • 94% of corporate counsel rate cost as a frustrating aspect of e-discovery
  • 79% reported decreasing reliance on outside resources, redirected the work in-house
  • 57% of in-house counsel that report spending more than $1M on e-discovery per year


By Guest Blogger: Zapproved, Inc

Friday, January 29, 2016

Press Release: Catalyst to Provide Global Computer Forensic Investigation and Collections

Catalyst, which has been a leader in e-discovery, will now be offering forensic investigation and collection services on a global basis.

By Guest Blogger: Catalyst Repository Systems, Inc.

Ipro's New Release of Automated Digital Discovery Introduces Media Manager and Ipro-Q

Ipro's new release of Automated Digital Discovery introduces Media Manager, the first integrated web-based solution to completely automate and optimize the identification and tracking of electronic files across the eDiscovery workflow.

By Guest Blogger: Ipro Tech

Thursday, January 28, 2016

Multi-channel Supervision from Capax

EAS delivers sophisticated compliance and multichannel supervision capabilities for regulated firms, registered investment advisors, pharmaceutical and energy companies, and other organizations facing challenging regulatory obligations. EAS includes automated policy enforcement enabling regulated organizations to enforce supervision and related recordkeeping and data preservation obligations.

By Guest Blogger: Capax Discovery

Capax Discovery's Enterprise Archive Solution overview

Enterprise Archive Solution (EAS) delivers industry-leading information governance for the entire enterprise. Data from across an organization can be rapidly searched, preserved, and managed through its entire lifecycle, using updated features designed to meet today’s litigation and regulatory obligations. EAS takes archiving further by combining the power of a sophisticated granular disposition policy engine with flexible storage management.

By Guest Blogger: Capax Discovery

@WKELMSolutions Drivign COnversations in Two Panel Discussions #LTNY16

Wolters Kluwer ELM Solutions Drives Discussion at Legaltech 2016


Thought leaders focus on integrated ecosystem approach and better law firm collaboration


HOUSTON - Jan. 27, 2016 —Wolters Kluwer ELM Solutions, the global market leader in transformational, technology-based solutions for legal, compliance, and risk management, will sponsor two panel sessions at Legaltech, Feb. 2-4, in New York. As the industry’s largest and most important trade event focusing on technology for corporate legal departments and law firms, this event provides legal and practice management professionals with insights and hands-on access to leading-edge solutions that help make their operations more efficient and profitable.


ELM Solutions has gathered several nationally recognized leaders in their fields to drive conversation in two panel discussions. Participants attending one or both of these panels qualify for MCLE continuing education credits through the CLE Center, the premier provider of online continuing legal education programs. The ELM Solutions sessions are:


“Leveraging the enterprise legal management ecosystem for growth”

Tuesday, Feb. 2, 10:00-11:00 a.m., Concourse D


This panel discussion will focus on how an integrated Enterprise Legal Management ecosystem can simplify legal operations, improve collaboration, increase visibility, and enable more proactive and strategic management. Panel members will also describe the benefits of expanding spend and matter management technology to other business processes. Participants will discuss how law departments have successfully integrated matter and spend management with other systems, and the benefits they have achieved.


Participants include: Bob Bjornsti, head of Operations, AXA Equitable Life Insurance Company; Chris Michaelis, enterprise architect and manager of LPG Business Solutions, Intel Corporation; Jeff Novak, asst. general counsel, VO of Legal Operations, AOL; Hans Bengard, National Sales director, ELM Solutions


“Driving Win-Win Law Firm and Client Collaboration: Shared Goals, Metrics, and Budgets”

Tuesday, February 2, 11:30 a.m.-12:30 p.m., Concourse D


In today’s legal climate, corporate clients are asked to do more with less while law firms are increasingly seeking opportunities to improve efficiency and enhance client collaboration.Attendees will gain perspective from both corporate legal professionals and law firms on the secret sauce behind win-win, mutually beneficial partnerships


Participants include: Chris Ende, managing director, Pricing & LPM, Goodwin Proctor; Ed Lazartic, Strategic Legal Fees Management manager, Wells Fargo; Holly Montalvo, director Legal Analytics, Law Firm Segment, Wolters Kluwer ELM Solutions; Bill Sowinski, director of Decision Support Services, Wolters Kluwer ELM Solutions


In addition to sponsored events, ELM Solutions will be on-hand at booth # 500 to demonstrate new features and enhancements to its core technology portfolio including Passport®, Tymetrix® 360 and LegalVIEW®. Those visiting the booth may enter to win an Amazon Echo. 

By Guest Blogger: Wolters Kluwer ELM Solutions

The Capital Novus eZSuite Overview

Capital Novus’ unique, powerful e-Discovery solution, eZSuite™, reflects a maturity of proven technology based on more than a decade of user insight and real
case experiences. eZSuite™ is a complete, full-spectrum platform that covers the entire litigation lifecycle, eliminating the need for any third-party plug-in solutions. The suite comprises 4 independent but seamlessly integrated modules: the data capture module, eZProcess™; the analytics module, eZAnalytics™; the knowledge management/ECA module, eZVUE®; and the workflow/review module, eZReview®. The modules may be used independently with other third-party solutions or together, as a complete, endto-
end e-Discovery solution. eZSuite™ is available as Software as a Service or Infrastructure as a Service, on-premise licensing, or through Capital Novus’ fully managed services.

By Guest Blogger: Capital Novus

FTI Consulting Showcases Thought Leadership on Key E-discovery Trends at Legaltech New York

February 2nd Panels Address Corporate E-discovery Trends, Including Data Security and Advanced Analytics

By Guest Blogger: FTI Technology

BillQuick Legal 2016 Protects Billable Time with New Automation and Efficiency-Focused Features

BQE Software, Inc., a world leader in time, billing, accounting and project management software, today announced powerful updates for BillQuick® Legal 2016 to accelerate the efficiency, effectiveness and convenience of legal time tracking and billing.

The new features in BillQuick Legal 2016 enable attorneys and legal professionals to effortlessly organize matters and manage accounts payable. BQE Software will offer demonstrations of the solution during Legaltech New York in booth number 1520, February 2-4.

 “Simply put, BillQuick Legal 2016 allows you to do more in less time,” said Shafat Qazi, CEO and founder of BQE Software. “With this release, we focused on minimizing the time spent to complete day-to-day tasks. BillQuick Legal 2016 helps legal professionals get things done accurately, intelligently, automatically and ahead of schedule.”

Designed to help attorneys and legal professionals optimize processes for maximum results, the new features for BillQuick Legal 2016 focus on automation, efficiency and technical excellence. 


BillQuick Legal 2016 employs intelligent automation capabilities to minimize time spent on non-billable and/or manual tasks. These capabilities include:  

  • Ability to automatically import transactions – Users can now automatically import bank and credit card transactions to eliminate manual data entry from the accounts payable workflow.
  • Auto-update matter information from the client screen – Easily change invoice templates, fee schedules, payment terms and currency at the client level to automatically update corresponding matter rules.
  • Auto-include phases – Automatically include all phases and sub-phases when reviewing time, expenses or invoices for a matter.
  • Auto-open favorite screens – Work without interruptions by specifying up to five favorite screens to automatically open at login.
  • Back-up SQL database – BillQuick 2016 can automatically initiate backups within the application, protecting users’ valuable time and billing information and records.  


BillQuick Legal 2016 minimizes repetitive, time-wasting steps through features that create more efficient time and billing results such as:

  • Matter-level retainer – As an expansion of BillQuick Legal’s matter-level retainer capabilities, users can now receive a retainer for a parent matter and apply all or a portion of that retainer to a matter’s phases and sub-phases.
  • Time and expense by class – Applythe View by Class filter to the Reviewer screen to view all time and expense data unique to the selected class or a range of classes.
  • Detail view of unpaid expenses – Users can nowreceive alerts for any unpaid expenses while paying a vendor to minimize multiple transactions and any missed payments.
  • Send multiple attachments as a single file – Bypass multiple client emails with large or numerous attachments by sending all invoice-related attachments as a single file through BillQuick Legal 2016.

Technical excellence

 Built on the powerful .NET 4.5 engine, BillQuick Legal will work with the latest version of operating systems such as Windows 10 and provide significant performance improvements.

To learn more about BillQuick Legal or to start a free trial, visit

 You may also visit BQE Software at Legaltech New York (February 2-4, booth number 1520) to see a live demonstration. 



About BQE Software

BQE Software is a world leader in time billing, accounting and project management software for professional services firms. Its products, including BillQuick® Legal, ArchiOffice® and EngineerOffice®, simplify the way information is entered and utilized by firms. With over 350,000 users worldwide, BQE is the trusted solution for lawyers, architects, engineers, accountants, IT consultants and business consultants. The company is headquartered in Torrance, California, with offices in Australia and Europe. For more information, visit Follow BQE BillQuick on Facebook,, and Twitter,


By Guest Blogger: BQE Software