Premier’s PDF Form Filler for Time Matters
Have Data, Need to Fill a PDF Form? Then it’s your lucky day.
Watch Premier’s PDF Form Filler for Time Matters short Video. It is simple, fast and easy
– Works with most any fillable PDF. (This is possibly brilliant, if I do say so myself.)
Now is a good time to ask your CIC about Lexis’ plans for Time Matters v13, PCLaw etc. as most of us will be attending the annual CIC conference later this week Oct.17-18th.
Time Matters v13 has been announced and Lexis has integrated 
WatchDox, a secure document ‘Client Portal’ as the main new feature. Actually, WatchDox is more than a simple feature, it is an entirely new File/Synch/Share sub-system and a very capable one at that.
I understand the Time Matters Messenger feature has also been improved for better performance. There are also details about the continuation of support for Billing Matters, but the discontinuation of support for the firm accounting portion, originally called Billing Matters Plus.
The primary new feature ‘Client Portal Online File-Sharing’, links from within
Time Matters to WatchDox. This is an enterprise level ‘file, synch and share’ solution and you not find WatchDox as a consumer product. Documents will be hosted on secure Lexis servers. WatchDox may be delivered several ways: using a desktop application; using a browser based web interface; thru dedicated Smartphone apps and of course as integrated right from within Time Matters.
The unique attribute of WatchDox is its ability to set permissions at the document level, not just folder or user level. This allows better control over the shared users ability to view, print, download, forward and expire a shared document. Permissions may be changed at any time, in real time.
WatchDox can serve as a faster and better way to share drafts, for example, of estate planning documents prior to actual document signing. A watermark may be turned on and it may consist of two lines at the top, bottom or diagonally and can be set to include viewers name, email, date time, ip address or a custom text message.
The WatchDox Mobile apps include an Annotation icons to enable users to some text, or highlight a block of text or to add a note – all layered on top of the actual document. Another icon, the Mobile Editor, allows actual text editing. Edits to documents are synched to your local copy automatically. WatchDox can retain versions and versions may be easily viewed and restored. Finally their appears to be a branding option, but my trial version required additional set-up.
My first impression of WatchDox is a very good one. Hats off to Lexis for making this very advanced file/synch/share utility available right from within Time Matters.
Links:
What’s New Time Matters 13 and
ContactPremier: Read the rest of this entry
Code42is the company behind CrashPlan, an excellent backup service that Premier is now using for it’s clients . Many of our clients are incorporating video presentations and I thought this particular video sets a high standard for getting a message across quickly and effectively. To Watch it Click Here
I came into the office the other day and saw a card in my mail slot, and it really grabbed my attention. I found myself picking it up and saying hey this looks really good. Why? Because it was my own company’s home page on the face of the card.
This company, www.prospectsmarter.com, apparently lets you log-in and quickly construct a unique card, for example, a contacts photo and Google profile – you can quickly place it on a card, include a brief to the point message – include a link to a brief 1 minute video where you offer a web based or in person 1-on-1 meeting. It is not your average, generic direct mail piece. It costs about $10.00 per card but I have to say it really seems to be a unique and effective approach. I have heard experts say that the sweetest sound to a person is that of their own name, and to me this personalized card is the direct mail tied to web/social media equivalent.
I have a client who twenty years ago left a large law firm and started his solo litigation practice with only a part time secretary. His passion and avocation is a flying so let’s say he
started his medical malpractice practice ‘on a wing and a prayer’.
Part of his unique marketing was a $10.00 per copy firm brochure that included licensed use of images of the famous painter Thomas Akins paintings. The point is he differentiated himself.
Fast forward, he now owns ten (10) WWII war birds including a P-51 Mustang. Oh, he is also a great trial lawyer.
It begs the question, do you know the ‘cost of acquisition’ for your best clients or highest quality referral sources. Perhaps that is Premier Software and my link to all of this – we can show you the cost and revenue from your best clients and referral sources.
(I currently have no relationship with www.prospectsmarter.com)
Attorney Ben Neiberger, who operates a successful elder law practice in Chicago land,
on keys to marketing to other lawyers and, at the 2 minute mark, importance of using practice mangement software – Time Matters. A few years back Ben became a solo after having worked in a 2,800 lawyer firm. (Tip of the hat to James Campbell of Integrity Marketing for directing me to this Youtube video).
Tablet/Smartphone Dictation Solution: How to Cut the Tape by Making Your Tablet or Smart Phone… Smarter
Tablet/Smartphone Dictation Solution:
Here’s an everyday problem that Premier’s John Papasadora (JP) recently helped to solve by taking an existing smartphone or tablet and adding some apps and add-ons. Now just about every lawyer in a 20 lawyer firm uses this new way, every day.
Using an inexpensive ($20.00) app for either an Apple iOS or Android device, using Dictamous or Dictadroid, mobile smartphone users can employ their smartphone or iPad to capture a voice file and have it saved automatically to their drop box dictation folder, and automatically notify the appropriate support staff. There are options including an app for the PC and usb connected foot pedal for the person transcribing the voice file.
Your dictation can now be completed by the time you return to the office.
Very convenient, very cost effective, our lawyer clients love it…
If you want to totally replace a proprietary digital dictation device and simply use your smartphone or tablet, contact Premier – we can show you how.
(856 429-3010 or support@premiersoftware.com )
We work with many Estate, Trust and Elder Law, even Life Care Planning law firms. Years ago, an estate planning lawyer provided my father, now 92, with his estate planning docs. However, an elder law lawyer could have provided the same documents, and also how to anticipate and deal with future elder care problems – legal, healthcare and financial. For example, over the years my work with elder law firms has educated me about the increasing dangers posed to older folks from falling. Plus how to avoid or prepare for dealing with the problem, in advance. In my fathers case we acquired a Help Alert device – recently used twice in two weeks. Hitting the button the first time avoided a fall , and the second time when he did fall help arrived quickly. Thank you Janie Deleon Male of Rothkoff law firm for the Help Alert tip and and Andy Hook’s newsletter regarding the danger to elders from falling and to all who do elder law.
Premier is the leading source for practice management technology for small law firms, especially for Estate, Trust and Elder Law, as well as, for Civil Litigation and other practice areas. Let us show you how we can apply over 25 years of law office automation experience using products highlighted below.
