ABA TECHSHOW 2018: From First to Last Ripple
By Sean Doherty | Mar.15.18 | Case Management, Daily Dispatch, Legal Technology, Product Beat
The opening ripple of ABA TECHSHOW 2018 a few weeks ago began at the conference’s second annual Startup Pitch Competition, where 14 legal technology startups competed. Voluble, a social media data analyst provider won, but not for sentiment analysis. The company creates trial exhibits from consumer posts discussing products, manufacturers and purchasing decisions. The exhibits aim to show secondary meaning, deceptive advertising, anti-competitive behavior, the likelihood of confusion and dilution, and more.
It would have been nice to see a runner-up to Voluble because there were plenty of candidates. Take Digitory Legal, which uses historical law firm billing data and industry trends to help firms manage the cost of matters. Or Qualmet, a web and mobile platform that allows corporate legal departments and outside counsel to measure and benchmark performance to drive business value. Or pick a champion from the finalists listed here.
Regardless of who wins or loses these pitch contests, they’re becoming standard fare at conferences and a benefit to startups and the legal tech community. The pitch format exposes new technology to the community in a concise, convenient forum and gives startups a mechanism to test, and perhaps validate, their problem identification and resolution. Once approved by the community, startups may find new champions, customers and venture capital investment, and maybe celebrate future anniversaries at TECHSHOW.
Themis Solutions’ Clio and Rocket Matter, web-based practice management software, are 10 years old and Worldox is celebrating 30 years of business. I covered Clio’s new integrations for Microsoft Outlook in “Overcoming Fear and Loathing of New Technology at ABA TECHSHOW 2018.” The Vancouver-based company is poised for significant calendar updates later this year. Perhaps at the Clio Cloud Conference Oct. 4-5 in New Orleans? In the meantime, Clio will be adding 20 new integration partners to its platform, which now sports version 4 of its application programming interface (API) and a total of 90 app integrations. You will find all the new integrations in the Clio App Directory.
I found some new Clio partners at TECHSHOW, including BirdEye and startups Gideon and Lawyaw. BirdEye automatically sends review requests to clients after users close a Clio matter. Gideon offers a messaging and client intake platform to qualify leads and convert them to clients. And Lawyaw automates document creation from more than 5,000 state, county and local court forms. (Gideon and Lawyaw competed in the Startup Pitch Competition.)
Rocket Matter introduced a workflow management platform for law firms, called Rocket Project Management. It automates matter management by creating transitions between different phases of a case, such as client intake, litigation, settlement, and file closure. Each phase or status can support tasks, custom data, calendars and date functions to comply with deadlines. When matters change status, predefined data substantiate the matter. The new platform works with Rocket Matter’s Communicator, an internal messaging tool, to alert lawyers of case status changes on their mobile devices. Rocket Matter also released integration updates for LexCharge payment processing and LawToolBox‘s rules-based deadline calculations. Look for Rocket Matter to integrate with Google G Suite later this year.
Worldox, a New Jersey-based document management system (DMS) provider, will celebrate a pearl anniversary at its user conference May 20 in New Orleans. There, it will announce the Beta version of its next-generation DMS, which will engage server-based email with predictive filing and build on Microsoft Azure, integrating with tools like Microsoft Flow and PowerBI. Besides the platform tools, the Microsoft cloud will allow Worldox to scale over 1,000 users. On a physical front, Worldox continues to expand its DMS market in North Africa, South America, the Middle East, Canada and Australia.
Empower Legal launched its Litigation Suite at TECHSHOW. The suite consists of streaming video tutorials that help litigation attorneys and their clients prepare for mediation, depositions and trials. Alan Fanger, an award-winning trial attorney and radio legal analyst, casts professional actors in the videos produced by Reflection Films and published on the Vimeo platform. The characters, testimony and events are fictional, but the lessons are real. For example, the mediation video conveys the essential elements of any mediation, including advice toward settlement: listen effectively, acknowledge litigation risks, accept the reality of settlement, be courteous to opponents, and establish a bottom line number to settle. Empower Legal makes Google Android and Apple iOS apps to view the videos. The Newton, Massachusetts-based company has two more videos in production: expert witnesses and investigations.
Lawmatics is a CRM and marketing automation tool designed for solo practitioners and small to midsize law firms. The startup company, founded by Matt Spiegel, the founder of MyCase, said Lawmatics is like Salesforce and HubSpot for the legal profession. The marketing tool is built on AWS and includes custom forms, an email agent and built-in e-signature functions. Spiegel demonstrated Lawmatics’ automation from lead intake to client conversion while showing me an accurate and dynamic picture of pipeline activity. But many lawyers will find the area between leads and retained clients outside their bailiwick. Spiegel agreed and said education would be a big part of customer engagement and the onboarding process. If Lawmatics is anything like MyCase, it’s one to watch. Investors are on board, and Spiegel is looking at growth mode.
Lynx Workflow’s FactBox, a web-based fact management and timeline software provider, came to TECHSHOW for the first time hoping to go beyond word-of-mouth advertising and social network marketing. The San Francisco company tackles inefficiencies in workflows for trial and other court proceedings, which can be decentralized, inconsistent and expensive. FactBox, like an Evernote for litigators, makes chronologies and timelines of key facts and links them to source documents. Explore sample case notes here.
Notes from the Expo Hall
AbacusNext redesigned the user interface (UI) to its CRM software ResultsCRM (formerly Results Software), which is now fully cloud-enabled and optimized to run on Abacus Private Cloud. The new UI provides a consistent user experience across desktop, web and mobile applications and supports drag-and-drop tiles and data modules for customization.
Case.one came to TECHSHOW with its recent launch of File.one, a new application in its .one suite of case management tools for law firms. File.one tackles the problem of files stored in multiple systems and locations using a search tool that simultaneously searches on-premises servers and cloud storage and supports approximately 120 different file formats.
DocsCorp‘s document comparison software, called compareDocs, has undergone a significant upgrade that includes two new comparison workflows: Compare Selected Text and Compare from Clipboard. The new Compare Selected Text and Compare from Clipboard functionalities give users the ability to compare specific sections or snippets of text vis-a-vis comparing an entire document with a modified version. The new workflows save time and allow users to stay focused on a particular task, such as changes to a single paragraph, a clause, or contents of a table.
Before TECHSHOW, Judicata’s Clerk, a web-based California legal research tool that has ingested thousands of pages of legal text and millions of case data points, was recently upgraded to correct citation errors based on the California Style Manual or The Bluebook. Besides remedying citations, Clerk assesses the strength of arguments, drafting (quotations and attribution accuracy of quoted text), and context, considering cases with similar causes of action, facts and judges.
Lit Software, a maker of iOS apps for litigation (TrialPad, DocReviewPad and TranscriptPad) came to TECHSHOW with two feathers in its hat. Earlier this year the Miami-based company updated TranscriptPad to include Impeachment Reports, showing deponent name, date, and volume of deposition with page-line source designations. It also enabled users to sort reports chronologically to see issue codes in the context of surrounding testimony. And in two months, Lit Software will release a new product, called TimelinePad, for depositions and trial. With the forthcoming app, users can organize litigation events in a timeline.
If you lack an iOS product, check out ExhibitView Solutions. Although the company makes an iPad app called iTrial, its trial presentation software ExhibitView 7 is primarily designed for Windows 10 and has many new enhancements, including the ability to create high-definition synchronized depositions in its TranscriptPro tool.
Web-based practice management provider MyCase released an easy button to receive and process online payments. Instead of asking clients to log into a client portal to pay, MyCase users can email clients a unique, secure payment link copied from their latest invoice. When clients click on the link, they are taken to a secure credit card form to pay. Besides email, MyCase’s secure payment link can be sent via chat or SMS message.
Look for more good things to come from Panther Software, maker of web-based practice management software PracticePanther. The Miami-based company announced that Alpine Investors invested in PracticePanther. The software underwent a significant accounting update in 2017 and recently partnered with LawToolBox.
WordRake editing software, which makes prose clear and concise for legal documents, will soon support MacOS. Watch the Seattle-based company’s blog and check out the company’s writing tips.
60 in 60
The final ripple at TECHSHOW featured a crescendo of tips and tools from the “60 in 60” session, an annual affair highlighting the latest in apps, new technology and work hacks. This year, conference co-chair Debbie Foster, a partner at Affinity Consulting Group; Lincoln Mead, director of Information Services at Utah State Bar; Tom Mighell, vice president of Delivery Services at Contoural and also TECHSHOW co-chair; and John Simek, vice president of Sensei Enterprises, orchestrated the session and shouted out their favorite findings, which included:
Fastcase AI Sandbox, a private digital environment to analyze law firm data using artificial intelligence and data analytics tools, Fastcase resources, and other external libraries to derive new insights to drive decision-making.
DuckDuckGo, a search engine (and Chrome extension) that doesn’t track you, follow you with ads, or store your personal information. From the DuckDuckGo blog, check out “How to Live Without Google.”
ROSS Intelligence EVA. Upload a brief (drag-and-drop) to ROSS Intelligence, and EVA returns, for free, a hyperlinked list of cases cited in the brief that received negative treatments.
Other notable tips included AI tools like Voicera and Jog.ai that attend your phone conferences and transcribe phone calls; Anchor lets you record a podcast on your mobile device, with remote guests; and Tresorit, a cloud-based storage provider that puts encryption keys in the hands of customers.
And finally, until next TECHSHOW, cover your Apple watch to mute a call. Priceless, from Debbie Foster.
Sean Doherty is a sole practitioner advising organizations on technology controls that comply with industry standards, laws and regulations governing information technology, safeguarding privacy and preserving evidence in litigation. Sean previously worked as an analyst for 451 Research, where he directed the company's business and technology coverage of information governance, compliance, and electronic discovery. He also worked as a technology editor at ALM Media. Follow him on LinkedIn and on Twitter @SeanD0herty.