### 30 Replies

• for lawyers, you may want to look at voice annotations, multi-monitor desk (not just 2 but maybe 4 or 6 monitors)  I had a lawer who loved that setup.

• Duals = YES

But I still have to pitch, so even though I use dual monitors, I can't use my examples of why it's great (view tickets and internet at same time, etc).  What do they like about duals?  How does it save time or make things easier?

Voice Annotations? like Dragon by Nuance?

• Got to agree with the multiple monitor setup... Dont have to be a lawyer to love that...

• These folks come up with an idea now and then. Kinda like an open source community for law support:

• multiple monitors can be utilized by lawers by having them open several documents at once, one monitor for refernces, another for documents, ect.

make them big screen's to... the one we setup, it was a total of 6 monitors, 4 19" and 2 21"

and yes, dragon speech is popular with them lawyers.

• Sharepoint *blush
as we cannot justified the price of a full fledged document management system we've found sharepoint ro be a tremendous help to the workflow. Easily setup and accesible from anywhere with an internet connection

• 15-person firm here. Both Worldox and Forms WorkFlow are excellent and inexpensive. I also do some trial presentation, for that TrialDirector is great. If you haven't got a scanner that OCRs, ABBYY FineReader works great. Here, I've created a few CIFS shares (\\\\server\\to_searchable_pdf, \\\\server\\to_word, etc.), scanner saves to one of those depending on what user chooses, FR watches those folders and OCRs+converts, then saves to \\\\server\\scanned_documents (which the users have mapped).

• Spopinski wrote:

Sharepoint *blush
as we cannot justified the price of a full fledged document management system we've found sharepoint ro be a tremendous help to the workflow. Easily setup and accesible from anywhere with an internet connection

Agreed, used as our intranet without outside access at the moment.

• William Osmond wrote:

15-person firm here. Both Worldox and Forms WorkFlow are excellent and inexpensive. I also do some trial presentation, for that TrialDirector is great. If you haven't got a scanner that OCRs, ABBYY FineReader works great. Here, I've created a few CIFS shares (\\\\\\\\server\\\\to_searchable_pdf, \\\\\\\\server\\\\to_word, etc.), scanner saves to one of those depending on what user chooses, FR watches those folders and OCRs+converts, then saves to \\\\\\\\server\\\\scanned_documents (which the users have mapped).

Very nice.  We use summation, TrialDirector, PDF converter enterprise 7 for most of that.  Worldox? hmmm  doc mgmt...

•

Spopinski wrote:

we cannot justified the price of a full fledged document management system

I hope I don't come across sounding like a salesman, but if you haven't checked out Worldox you should. It's cheap and major version updates are free w/ cheap support contracts. Looks a bit old-school but works like a charm. Even I, in the IT "department", jam everything I can in there.

• Also, PDF XChange Viewer by Tracker Software as a replacement for Acrobat Reader. Reader is a steaming pile of bloated crap, and in the 3+ years that we've been using PDF XChange Viewer exclusively we've not had a single problem. Way way faster and excellent search functionality.

•

Snyper82 wrote:

We use summation, TrialDirector, PDF converter enterprise 7 for most of that.  Worldox? hmmm  doc mgmt...

Just to be clear, the FR OCR stuff is for documents that are destined for Worldox, which are essentially transmittals/email/whatever. Stamped+produced documents would go into a separate document database that we've developed in-house, but which fills the same space as Summation would (which is what we used before, until I decided that it was junk).

• Thanks for the Worldox reccomendation. A quick look on the website reveal pricing of 425$per concurrent user. Tipical day at my firm would require at least 15 licenses. compared to Sharepoint Foundation which is free... well :-) Was this post helpful? thumb_up thumb_down • Spopinski wrote: Thanks for the Worldox reccomendation. A quick look on the website reveal pricing of 425$ per concurrent user. Tipical day at my firm would require at least 15 licenses. compared to Sharepoint Foundation which is free... well :-)

Definitely more expensive than free! But if I was limiting myself to no-cost options, I'd have a look at Alfresco Community Edition. Haven't played around with Sharepoint yet.

• I like sharepoint, but don't understand the document mgmt portion.  It seems the same as just having a share out there with files in it (like I currently have).

Enlightenment?

• @snyper82
I like and we use the ability for the documents check in and check out. with Sharepoint we don't have to sending document back and forth internally. Just the link will do.
Another important feature is document versioning.
Currently I'm exploring more at the workflow feature but still at a very early stage.
Also the seamless link between Sharepoint and all MS Office products makes it a no brainer for us at this moment.
Because Sharepoint is a very broad product then the resources for learning it is also very easy to find, technet make a good sample.
But despite all this I am also constantly looking for better alternatives.

• We currently use Worksite from Autonomy as our document management system. Yes you could lump all your document on a share but a good document management system has versioning, checkin/checkout, and indexing etc. We also use Prolaw for time tracking and docketing and it also has its own document management solution as well. For document review we used to use Concordance but we've recently switched over to Relativity from kcura.

• Are you happy with Relativity? I'm hoping to get a hosted instance of that for our next big case, seems to be head and shoulders above everything else.

• We've been happy with Relativity. Recently implemented it on premise back in October. Main selling points for us was ease of use and deployment for reviewers; easily customizable to tweak to your needs and thier support has been pretty good so far whether for tech support or ideas on how to take advantage of their software to meet our needs.

Biggest issue was probably the infrastructure requirements. If they had it thier way you'd be running 5 or 6 servers for all the different pieces. We've managed pretty well with 1 server and 10-15 concurrent users. The database sizes can get pretty large depending on the size of the production.

• Firm of about 200 total people here.  We started using CaseLogistix (Westlaw Product) before I started working here.  Everyone seems to like it, the support is great and responsive and the program works really well for document review and production.

The best way to go would be to implement some sort of Document Management System (DMS).  We use IManage from Innova and it has great connectors and support with it as well.  Definitely has tons of support for other Microsoft product add-ins and excellent meta-data tracking.

Another product to speak of, know that I have mentioned meta-data would be something along the lines of MetaData Assistant.  I wont elaborate too much, but that is a great program to consider for any firm.

While I cannot argue with SharePoint as a good DMS, I really don't have any experience with it.  If you would like some down to specifics get connected with ILTA, do a Google search and you will find them.  It is a really in-depth website that your firm could connect with and get all sorts of legal IT specific things.  Not to mention they have what they call an ILTA SharePoint Symposium annually where all the Legal IT Pros get together and share experiences and best practices.

• JamesCoffman wrote:

..  If you would like some down to specifics get connected with ILTA, do a Google search and you will find them.  It is a really in-depth website that your firm could connect with and get all sorts of legal IT specific things.  Not to mention they have what they call an ILTA SharePoint Symposium annually where all the Legal IT Pros get together and share experiences and best practices.

I'm a member of ILTA, they haven't responded as well to this question as you guys have.  Actually, I don't think I had even one reply.

• That's definitely weird.  Well at least you got us here!  The hardest part about all this software is that there is tons of it out there.  The biggest thing that you will need to do, I believe, would be to connect with your attorneys/assistants/paralegals to see what they need to make their job easier.  Innova has a numbering suite that we use that does all sorts of fancy stuff, creates a Table of Contents and what-nots.  For us to be able to help you though, we would have to know what specific practice groups you have at your firm, got a website that lists all that stuff?  I think our recent bloomers have been our litigation department, that is definitely where most of our support goes as they are doing a load of work at this point.

• I take it back, I just haven't been getting the notification emails.

But still, only 9 replies, granted the user base isn't as large (I don't think).

• JamesCoffman wrote:

...The biggest thing that you will need to do, I believe, would be to connect with your attorneys/assistants/paralegals to see what they need to make their job easier...

...I think our recent bloomers have been our litigation department, that is definitely where most of our support goes as they are doing a load of work at this point.

I ask and they say "I don't know" or "What's out there?", reason why I asked this question on here and ILTA.

We have a newly developed litigation dept and they are liking what sharepoint can do for them as far as collaboration goes.

The big suggestions I've heard from ILTA and SpiceWorks are:

•     Document Management, Worldox, SharePoint, etc
•     Dual Monitors
•     Digital Dictation, like Nuance Dragon

I have SharePoint services 3 in place, we use as our intranet, should I just use that for document management?

I like the idea of bringing all three of these up as possible future projects.  The hardest to sell would be the document management, they already thing what they have is good and getting some of the older attorneys/shareholders to learn something new is like pulling teeth.

• What we like about having a separate Document Management System is the system is separate from anything else that is going on and if something should ever happen to SharePoint we would still have your DMS in tact.  Also our DMS was in place long before SharePoint became a forethought.  There are connectors that allow for incorporation of browsing the DMS through SharePoint.  The biggest bonus that I have seen with having the DMS the way we do though is that it is connected through Microsoft Outlook.  A lot of what we do, get and review happens in email transactions.  Weather it is .pst files or documents on a disk, the DMS allows for incorporation of all of that.  At this point, I would definitely say that you should start reaching out to some vendors about their products and getting into some online events where they demo their products, because your going to need specifics about products before you pitch it up.

The dual monitor thing is a breeze..  We have attorneys in Litigation and Paralegals/Assistants who are reviewing 50,000+ documents from clients.  It makes the review process and the document integrity process tons easier.  Not to mention productivity of work.  Just find your money making attorney/partner and sell him on the idea, then the rest will follow.

It's hard to argue with digital dictation.  Attorneys apparently like to talk notes and have their assistant type it out, its just part of the job.  Not to mention being able to dictate the phone calls that they have or interviews or whatever the process will help them have the ability to retain a little bit more of that info.  The program we use for dictation now is WinScribe and it works like a charm.  Great program from what I can see, another worthy investment along with dictation devices for attorneys would be some foot-pedals for the transcribers (play, forward, reverse controls at their feet!).  Then you have to consider the best headset for them to use.

Hope this isn't too far out there for you and helps you along the way.  I am just now starting to get my feet wet in most of this software and it has been easy to learn.  One lesson I have learned while I have been here though is to lean heavy on those vendors.  Make them show off their product and bedazzle (was thinking of Jennifer Love Hewitt there for a minute and her form of "gazzle") you with it.  Then try to break it, and pilot it with a select few.  Its definitely a slow process to get software deployed to the entire firm, but once it gets out there its there.

• JamesCoffman wrote:

...The dual monitor thing is a breeze..  We have attorneys in Litigation and Paralegals/Assistants who are reviewing 50,000+ documents from clients.  It makes the review process and the document integrity process tons easier.  Not to mention productivity of work.  Just find your money making attorney/partner and sell him on the idea, then the rest will follow.
Agree with the above, hard to sell the cost...  even to my favorite shareholder.

It's hard to argue with digital dictation.  Attorneys apparently like to talk notes and have their assistant type it out, its just part of the job.  Not to mention being able to dictate the phone calls that they have or interviews or whatever the process will help them have the ability to retain a little bit more of that info.  The program we use for dictation now is WinScribe and it works like a charm.  Great program from what I can see, another worthy investment along with dictation devices for attorneys would be some foot-pedals for the transcribers (play, forward, reverse controls at their feet!).  Then you have to consider the best headset for them to use.

Don't get me wrong we use dictation, just not digital.

• I dont think, here over the ponds, DMS systems are relevant to you guys as we have different requirements but a good digital dictation system that we use and it'a aveailabel to you guys is bighand it requires a bit of investment but it could make your life a lot easier. The integration with speech recognition is amazing and we are looking at lowering the ratio of fee erner to secretary to 5-1,

S

• Digital Dictation!

I have a user fighting this, granted the one they have (Sony with Sony's software) for transcribing.  I need some good suggestions for software/hardware for dictation and transcription.

• Snyper82 wrote:

Digital Dictation!

I have a user fighting this, granted the one they have (Sony with Sony's software) for transcribing.  I need some good suggestions for software/hardware for dictation and transcription.

how big is the firm ? for small firms there is no point on deploying a digital dictation software like big hand as the costs are too high however for any firms that are above 60 users and with limited IT resources I think the solution saves money and time.  For smaller firm I Install a local save to fileserver solution that comes when you purchase Phillips speech mikes speecexec.

Something i ve also been investigating is speech recognition nuance http://www.nuance.com. Lots of different solution depending on the specific requirements. feel free to drop me a pm if you have any other questions.

s