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

 

Don’t Miss Out on the Latest Tech Tips, Workflow Hacks, Apps, and Gadgets

Don’t miss out on the latest technology tips, workflow hacks, apps, and gadgets for the busy legal professional. Register now to attend Technology Tips for Busy Legal ProfessionalsDesigned for lawyers, legal staff, and office administrators – anyone interested in law office technology and automation.

Here are just a few of the topics

3 ways to automate workflows, the importance of practice management integration, better email management and document drafting with apps, ink-to-digital notebooks, specialty legal keypads, a smart conference room camera that tracks and follows speakers, creating a free online profile, ethically-compliant business texting, online contract lawyering resources, four legal research options using artificial intelligence, creating a 30-minute mission statement, rewarding referral sources, benefitting access to justice, and outsourcing in 5 minutes.

When & Where: Wednesday, May 1, 2019 from 10:00 a.m. to 11:00 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.

Don’t Miss Out!

All Rights Reserved 2019 Beverly Michaelis

 

 

All Rights Reserved 2019 Beverly Michaelis

 

Best of 60 Tips in 60 Minutes – 2017 ABA TECHSHOW

Yesterday I shared the Best in Mobile Apps for IOS and Android from the 2017 ABA TECHSHOW.  Today: the Best of 60 Tips in 60 Minutes with ideas on:

  • Blockchain Technology [A direct payment solution that bypasses banks]
  • Document and Workflow Automation
  • Document Indexing
  • Email
  • eSignatures
  • Facebook Advertising
  • Hardware Hacks
  • Lawyer Websites
  • Meeting Apps
  • Microsoft Office
  • Mirroring Content from Mobile Devices
  • Mobile Scanners
  • Note Taking
  • Online Collaboration
  • Online Intake
  • Organization
  • Outsourcing Tasks
  • Practice Management Software
  • Productivity
  • Proofreading
  • Saving Money
  • Scheduling Assistants
  • Security
  • Social Media Management
  • Slide Presentations
  • Spam
  • Timekeeping
  • Travel
  • Virtual Assistants
  • Web Conferencing

For a recap, click here or on the image below.

The Best Legal Blog Posts of 2016

2016-word-cloudIf you’ve followed my blog for a year or more, you know I generally publish a “Year in Review” post.  This December I thought I’d take a slightly different approach. Instead of a comprehensive list, I’m filtering it down to my personal favorites. And while it may be controversial, I’m calling this compilation The Best Legal Blog Posts of 2016.  There is plenty of good stuff out there, but this is the best that has appeared here.  Mostly my content, but also sourced from other great writers.

Client Relations

eCourt and court procedures

Finances

Marketing

Security

Staffing

Technology

Time Management

All Rights Reserved 2016 Beverly Michaelis

Get Your Financial House in Order Now

thFor the last few years I’ve shared an
annual tradition with you: getting financial records organized for year-end.

This entails gathering up receipts, identifying deductible expenses, updating your accounts, running reports, and possibly pre-paying some 2017 bills.  Whew!

Fight the Urge to Procrastinate

With all the responsibilities that vie for our attention this time of year, it’s easy to push aside the task of gathering, organizing, and updating financial records.  Don’t succumb!

Getting organized for year-end is an absolute necessity – especially for the sole practitioner.

Step 1: Get Started

If needed, begin with a little background reading from the experts:

General Tips on Tax Preparation

Tax Deductions FOR SOLOS AND HOME-BASED LAW PRACTICES

Step 2: Learn How to Organize Tax Records

Step 3:  Begin the Process by Chipping Away at Organization and Prep

I don’t recommend a marathon session of tax organization and prep.  The only time it makes sense to do this is if you’ve procrastinated and you’re up against a filing deadline. The point here is to avoid that.  It’s too stressful!  And as we all know: when you’re up against a deadline the odds of making a mistake rise exponentially.  Let’s not go there.

Instead, open your calendar and schedule some dates to start gathering and organizing records.  30 or 60 minute appointments will allow you to chip away and make progress:

First appointment

Assuming your accounts are reasonably up to date (income and expense entries are current), do a quick check. Does it make sense to pre-pay 2017 expenses [bar dues, professional liability coverage, rent] or contribute to your IRA/retirement fund? Make this assessment early to take advantage of 2016 deductions.

Second appointment

Prepare to organize your records.  Physically gather receipts.  If necessary, schedule follow-up appointments to finish the process.  If your records are digital, use this time to pull all receipts into one 2016 expense folder.  If you have unscanned receipts, catch up on your scanning.

Third appointment

If you are paper-based, label a manila envelope “Personal Expenses.” Start sorting your paper receipts.  For now, anything that is a personal expense goes into the “Personal Expenses” envelope to be dealt with later.  If your records are digital, create a file folder labeled “2016 Personal Expenses” and segregate personal receipts.  Once you’ve achieved this basic separation, start organizing your business expenses.  This can be done a variety of ways – see the reading above.  While date order is good, it is preferable to sort by expense category first, then by date.  If necessary, schedule follow-up appointments to finish the process.

Future appointments

You get the drift. Even the most robust procrastinator can generally commit to increments of 30 or 60 minute appointments.  Keep moving.  Anything you do helps advance the cause.

Step 4: Jumping Ahead to the CPA

If you already work with a CPA, hallelujah!  If your CPA is like mine, he or she will automatically send you a tax organization packet, which will go a long way toward helping with the steps above.

You Do your own taxes?

I know some of you are stubbornly independent, as I once was, and you prepare your own taxes, as I once did.  Please: at least contact a CPA for a ballpark estimate of what it would cost to delegate this task.  What can it hurt?  You can still prepare your own taxes if you prefer.

But my taxes are simple!

Kudos! Guess what?  The cost to prepare your return will be nominal.  If your taxes are complex, anything you pay a CPA will be well worth it.

I have used CPAs for business, personal, and trust-related tax preparation and have never been sorry I did.  The prep work is enough for me!  Try it at least once and see what you think.  I’ll bet you free admission to one of my future CLEs that you won’t go back to doing your own tax returns.  Select the Contact page on the menu above to take me up on this offer.

A Quick Thought About Apps

The tech-savvy among may you may be curious about apps, so here are two suggestions: 7 of the Best Apps to Scan, Track, & Manage Receipts and Best Free Finance Apps for the iPhone and iPad.  (The latter is my list of favorites.)

Parting Thoughts

Get started now by scheduling those appointments on your calendar!  I promise you that doing a bit here and there makes the process less overwhelming.  Good luck!

All Rights Reserved – Beverly Michaelis [2016]