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Law Firm Strategy: Is the Subscription Based Law Firm Model Ethical?
As lawyers we are ethically bound to deliver legal services for a fair and reasonable fee. In this regard, we suggest that if you are considering a modern revenue model like this, that you must think outside the proverbial box, so to speak. Let’s consider ABA Model Rule 1.5 which, in a nutshell states, “A lawyer shall not make an agreement for, charge, or collect an unreasonable fee.” Accordingly, although not tested yet by a bar association or law society, if the subscription monthly fee is outside the normal fee range for similarly situated lawyers delivering substantially similar legal services, could a subscription fee in total be unreasonable?
Law Firm Software Tip: How to use NetDocuments and its Advanced Search Sort Options
When you run an advanced search in NetDocuments, the search results appear with the most recently modified documents at the top. You can change this on a search-by-search basis or set another sort as your default. Learn how!
Real-Time Filtering of Search Results in NetDocuments
NetDocuments has a feature much like the Amazon shopping filter that they call Faceted Search Results, and it is located on the left-hand side of the screen in advanced search result. Learn how to use this seldom-used feature to see your result narrowed in real-time!
Real-Time Filtering of Search Results in Worldox
Worldox has a feature much like the Amazon shopping filter that they call Filters (or the fancy name for it is “faceted search results”), and it is located on a tab along the bottom part of the screen in any list or search result. Learn how to use this seldom-used feature!
New ndMail Tips and tricks
ndMail is a very useful tool to help you manage email. Core to this application is the predictive email filing component which uses complex algorithms to determine which matter each email message in your inbox should be filed against. Here're some tips and tricks to get the most out of ndMail.
Legal Software Training: How to use Worldox Quick Profiles
Quick Profiles are save-templates that you can store and use for future saving that will automatically fill-in the desired fields for quicker saving. Paul Unger's article will show you how.
Compare Docs with NetDocuments
Manually comparing documents for changes is prone to error. NetDocuments users can find every change using compareDocs for fast and reliable document comparison. Learn more about industry-leading compareDocs.
Compare Docs with Worldox
Manually comparing documents for changes is prone to error. Worldox users can find every change using compareDocs for fast and reliable document comparison. Learn more about industry-leading compareDocs.
Worldox Categories Organize Your Documents
Categories is a feature of Worldox that is used to organize documents. "Tag" a document into a special category so it, and others that have been tagged that way, can be pulled out into its own list. Find out how!
(Don’t) Manually Update to Windows 10 Version 1809
Microsoft releases Windows 10 updates twice a year (spring and fall). You will be notified via Windows Update when a new version is ready for your computer. But if you don't want to wait and prefer the new features now, you can manually update your PC to Windows 10 version 1809.
Prepare for 2019 Now!
Year-end is fast approaching. The fourth quarter of the year is prime planning time. Time time to start preparing for 2019 is now.
Legal Software Training: Setting up External Users With NetDocuments
Because ShareSpaces is somewhat limiting, many organizations have made the choice to create and maintain External Users. This might be the right fit for your company, as well.
ndCompare for Easier Document Comparison
Comparing documents is one of the more important functions of Microsoft Word. Performing this function efficiently within your document management system is important, too. NetDocuments streamlined document comparison with the ndCompare tool as part of the ndOffice add-in to Microsoft Word.
How to Hide Groupings in worldox
We often hear users say, when sorting their matters in list view, there are so many grouping separators that the view is not always pleasant to work with. World Software has an answer for this called “hide groupings”. Learn how!
Draft Complex Documents Like a Pro
Legal documents are drafted using an approach with a high margin for error. Specifically, lawyers simply find an existing document they previously created for a similar client or purpose, save it as a new file name, and start making changes to it. There are better ways to draft complex documents
Leading Your Firm in Challenging Times
Sometimes, the challenge is – figuring out what the challenge is. All firms or all sizes and all disciplines have challenges. And, while leadership is never easy – it becomes especially difficult – and critically important, during challenging times.
PCLaw Version 14.2 Available in Canada
Attention all PCLaw users in Canada, PCLaw 14.2 is for you! But, only if you are in the jurisdiction of the Law Society of Upper Canada (Ontario).
NetDocs Gmail Integration
Affinity Partner Jeffrey Krause describes several tips and tricks for using NetDocuments on a Mac. He also tells us more about the integration between NetDocs and Gmail.
Inserting NetDocs Hyperlinks into Documents
Often times, we want to create a Word or PDF document that lists and serves as a hyperlink to all the relevant documents that are saved in NetDocs. Examples of this include pleading indexes, a cor
NetDocuments Office Add-ins for Microsoft Outlook
So many useful NetDocuments add-ins for Microsoft Outlook - so little time!
In particular, this blog will share some Outlook features that can be utilized in NetDocuments when sending docume