20 Apps for Lawyers

It’s been a while since we talked apps. From the first iPhone/iPad educational tracks at the ABA TECHSHOW, iOS apps for lawyers have only grown. We’re an attractive market with money to spend, even if our profession tends to be slow in adopting new technology.

This begs the question: which new (or newer) apps are among the best? Which of the tried and true are still worth using? Check out my curated list of the top 20 most-mentioned apps for lawyers:

Calendaring and Docketing

SmartDockets, DocketLaw, and CourtDaysPro promise to help users quickly and easily calculate deadlines using federal and state automated court rules. Choose the court, the trigger, the date and time, hit “Calculate” to get the result, and post to your calendar.

Courtroom Presentations

Looking for courtroom presentation software? TrialPad is the most popular kid on the block. The developer, LitSoftware, boasts “Whether you need to display a document in an evidentiary hearing, annotate a photo during a deposition, or compare, highlight, and call out two documents for a jury, TrialPad makes it easy. And while you can plug and play in the courtroom or the boardroom, you can also present wirelessly with AppleTV.” TrialDirector is free, and a good alternative if you have limited exhibits and no need to display video.

Credit Card Processing

SquareRegister lands high on the popularity list, but isn’t the best when it comes to trust accounting compliance. Honestly, you’d be better off with LawPay or Headnote.

Digital Signing Apps

Jeff Richardson of iPhoneJD favors SignMyPad Pro for digital signature capture. I’m a fan of DocuSign and HelloSign, which integrate with some of the more popular cloud-based practice management programs.

Encrypted Messaging for Lawyers

If you care about secure client communications (and you should), eielegal is for you. It offers “encrypted information exchange,” thus the name, and also creates an archive of conversations. As you’ll recall from a post two years ago, texts are part of the client file and should be preserved. The eielegal app solves that problem, as does Zipwhip.

File Sharing, Storage, Markup, and Management

Dropbox remains the most popular app for file sharing and storage. While the standard version will get you far, the advanced version at $20/month is a great price point for unlimited file storage. Advanced data protection is available for both.

Want to read, markup, sign, and share docs? Consider iAnnotate.

Readdle Docs and GoodReader are the kings of file management – superior to iOS’ “Files” app. Both allow users to open, access, and work with files regardless of where they are stored.

Legal Research

Everyone loves the Fastcase app but if you’re looking for an alternative, consider Westlaw or LexisAdvance.

Reminders

Sometimes free is best. The built-in iOS Reminders app does a stellar job of creating time- and location-based reminders. Tell your iPhone: “Remind me to call John Doe when I get to my office.” When you return, your iPhone will notice you’re in the office and remind you to make the call. Doesn’t get better than that!

All Rights Reserved 2019 Beverly Michaelis

 

Should MCLE Requirements Follow Emerging Trends?

The Washington Supreme Court Mandatory Continuing Legal Education (MCLE) Board says yes.

As reported by NW Sidebar, the board voted to send such an amendment to the Washington BOG for its approval. The proposed changes would require one credit hour each of:

  • Equity, inclusion, and anti-bias,
  • Mental health and addiction, and
  • Technology education focusing on digital security

per MCLE reporting period. The three credit hours would be part of WSBA’s ethics requirement (six credits overall).

Where Oregon Stands

Equity, inclusion, and anti-bias

Presently, Oregon requires three introductory Access to Justice (AJ) credits per reporting period. Equity, inclusion, and anti-bias are often folded into Access to Justice programming. For examples of AJ CLEs, visit the PLF Website.

Mental health and addiction

Beginning January 1, 2019, all Oregon State Bar members are required to obtain one credit hour per reporting period on the subject of mental health, substance use and cognitive impairment (MHSU). You can learn more about MHSU credit here.

The Oregon Attorney Assistance Program (OAAP) has a wide variety of past CLE programs that qualify for MHSU credit. To find MHSU programming, visit the PLF website. Under “Credit Type,” choose Mental Health and Substance Use, then click the blue SEARCH button.

On October 17, 2019 in Bend, Oregon the OAAP will present “Supporting Lawyer Well-Being: What is Your Role?” The program includes an optional reception and social with fellow Deschutes County attorneys and the Professional Liability Fund Board of Directors. For more information, or to register, click here. The CLE and social are free.

Technology education – Digital Security

Oregon does not yet require explicit training on issues of digital security, but don’t be surprised if this is added to our curriculum.

Oregon and Washington seem to follow each other in tandem when it comes to policy changes, such as MCLE requirements. Further, the Oregon bar has already made clear that competent representation includes competent use of technology and protection of clients’ digital information. Can a new MCLE credit be far behind?

All Rights Reserved 2019 Beverly Michaelis

 

Last Call for Getting Paid – October 2 CLE Event

Don’t miss out on the chance to attend “Getting Paid” on Wednesday, October 2, 2019.  Learn how to talk to clients about money, incentivize clients to pay, collect accounts receivable, and modernize billing and payment practices. Designed for lawyers, legal staff, and office administrators – anyone interested in improving billing and collection practices.

When and Where

Wednesday, October 2, 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

How to Register

Click herechoose the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price. Group discounts available to firms who wish to register 5 or more attendees. Contact me for more information.

Topics include

  • Identifying your fee strategy
  • Ensuring the client is invested in the case
  • Documenting and reinforcing fee discussions
  • Exploring the advantages of automated billing systems
  • Using billing descriptions clients understand
  • Making it easy for clients to pay
  • Sourcing the latest options in credit card processing and click-to-pay invoicing
  • Unbundling services to meet marketplace demands
  • Offering hybrid fee agreements
  • Getting practical about collection

Can’t Attend?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

Don’t Miss Out!

All Rights Reserved 2019 Beverly Michaelis

 

Getting Paid October 2, 2019 – CLE Event

Learn how to talk to clients about money, incentivize clients to pay, collect accounts receivable, and modernize billing and payment practices. Join me on Wednesday, October 2 for “Getting Paid.” 1.25 OSB MCLE Practical Skills credits approved. Designed for lawyers, legal staff, and office administrators – anyone interested in  improving billing and collection practices.

Topics include

  • Identifying your fee strategy
  • Ensuring the client is invested in the case
  • Documenting and reinforcing fee discussions
  • Exploring the advantages of automated billing systems
  • Using billing descriptions clients understand
  • Making it easy for clients to pay
  • Sourcing the latest options in credit card processing and click-to-pay invoicing
  • Unbundling services to meet marketplace demands
  • Offering hybrid fee agreements
  • Getting practical about collection

When & Where: Wednesday, October 2 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Group Discounts: Available to firms who wish to register 5 or more attendees. Contact me for more information.

Participate in Polling & Ask Questions: Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

How to Register

Click herechoose the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price.

Can’t Attend?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

Register Now!

All Rights Reserved 2019 Beverly Michaelis

 

Automate Something – Anything!

Automation is the answer to improving workflows and productivity. If a given action requires entries in multiple systems – say opening a new client file – automate it. Tired of performing the same redundant task? Automate it. Want to save time? Automate! To learn how, read the story of Joe Lawyer.

Virtually anything can be automated – document production, emails, marketing, or client management. Avoid overwhelming yourself or staff by starting small. Pick one area of office operations. Diagnose what works and what doesn’t. Get staff input. Identify any steps you may be performing out of habit that no longer serve a purpose and eliminate them. That alone will improve efficiency! Now that you’ve whittled it down to the essentials consider how technology can help. Do some research, starting with a better understanding of what your existing software can do. Check out Joe’s story for ideas, then visit the ABA Legal Technology Resource Center. You can also call your friendly practice management advisor for suggestions.

All Rights Reserved Beverly Michaelis 2019.