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General Legal IT

Top 5 Legal IT technologies – a two year review

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Before I take my annual look of emerging technology for Legal in 2012 or technology that will feature heavily in Legal in 2012, let’s review what I thought would be key things over the last couple of years.

My 2010 list was as follows:

  • Mobile Applications
  • Search
  • Office 2010/Windows 7
  • Instant Messaging
  • Speech Recognition

And then in 2011 was:

  • Glue Tech
  • Microsoft Lync
  • YouTube
  • Mobile Applications
  • Office 2010 and Windows 7

Now given the similarity between the lists it’s clear that things don’t move at a fast pace across the whole of Legal. But I didn’t do a bad job (alright some were bleeding obvious, but they still caught some Legal IT vendors on the back foot. Office 2010 anyone?)

Off the mark! OK YouTube hasn’t been the success I thought, but elsewhere it’s going where I thought it would (see YouTube in Schools), it makes sense to me and so maybe soon we’ll see something appear. Maybe one of the Legal IT vendors (HP Autonomy hint hint) could provide a YouTube channel with product videos (like WorkSite how-tos for example!!). Glue Tech is one to watch still, there is use of this technology of course, but I thought there would be a real rush to this last year. Speech Recognition I think I was a couple of years too early and Search, well let’s put that down as a bad idea!

Mobile Apps,  well the apps themselves haven’t really been making waves in Legal as I thought . Sure there are a few Legal specific ones out there, but I was thinking more of an internal Marketplace/Appstore for firms own apps. But there certainly is a move by lawyers to more personal/consumer devices (iOS, Android, WP7) and away from the controlled blackberry environment which may speed this up over the next couple of years.

Microsoft Lync/IM, now this is taking off in firms. It feels to me like email circa 1995 at the moment, contacting someone in the firm is now easy but outside is still a bit tricky and clunky. I’m sure we’re almost at a tiping point and corporate IM will explode like email did in the late 90’s.

Office 2010/Windows 7, come on who hasn’t implemented something or at least started a project to implement these two? For UK firms it was obvious this was going to happen, almost all of us were Office 2003 and XP and so it was bound to happen. Why then were so many Legal IT vendors caught out and behind the release of Office 2010? I could fill a blog post with the problems we found along the way, mainly with plug-ins to Office from 3rd parties causing issues!

Tomorrow I’ll take a look at 2012!

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General Legal IT

“Siri, will speech recognition ever take off in Legal?”

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Last week I attended the Bighand user conference at the excellent Renaissance Hotel in St Pancras (take note certain legal IT company whose only user event I attended the previous week). Rather than write up a review of the whole day (there’s a good one here if you’re interested) I thought I’d comment on an item that was high on the days agenda.

Speech Recognition.

Now before I get accused of following certain people or the current trend generated by SIRI let me first point out item #1 on this blog post of mine from the 1st January 2010!

But the feeling I got from the conference is that finally the tech, that has been around in Legal ever since I’ve been in this vertical, is finally reaching a point that it is useable. The latest version of the Bighand product (4.2) uses the new Nuance 11 engine and from the demo shown on the day is impressive (demo online too). The workflow with transcribe and proofing seems ideal and the tools given to the secretary to control the dictation playback with the resulting document for amendment is well thought out. I seem to recall in a previous Bighand session that this correcting by the secretary would help with the teaching of the speech recognition software for that author (I could be wrong on this one so check with Bighand first!)

With a bit of work with the API that Bighand now provide you could create a great Fee Earner interface from the DMS (document management system) that would ensure the document being created is started on the correct template, filed in the right place and transcribed ready for a secretary to finish the document.

There were some good case studies from law firms who had started to use speech recognition. Stating that the transition wasn’t difficult for existing Bighand users, but the lawyer had to want to embrace the technology (due to the initial time taken to teach the system and perhaps having to adapt dictation style for better results). Also feedback was not that this led to reduction in secretaries (those lawyer-secretary ratios were high enough already!) but to enabling the secretaries to do other work for the lawyer.

The key point that stood out from the day though were some comments generally on the technology. For a while I’ve thought that maybe dictation was a dying technology, after all the “younger” lawyer is used to typing his/her own documents right? Well this generation maybe, but the next generation is growing up with the likes of SIRI. Maybe this generation is a blip before lawyers throw themselves back at dictation and with the advances in the technology maybe speech recognition is now a viable solution to both improve efficiencies and to make those straining lawyer-secretary ratios work!

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General Legal IT

WorkSite 9

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I’d very high hopes for WorkSite 9. Admittedly a lot of these hopes I’d developed circa version 8.2 (i.e. before the Autonomy merger) so a lot has happened since. But because of this I feel just a little underwhelmed by what’s in v9.0.

Now don’t get me wrong, there is some good stuff in 9.0 that is going to be really useful for a lot of firms, but there were a couple of things that I’d hoped for that haven’t materialised. First off though let’s take a look at the things that are there:

Unicode: Now if you are a one country, one language firm that has no international offices nor international clients then this probably isn’t a big deal. But for everyone else it’s a big cheer of “Yes! finally”, no more agonising over the code pages of libraries and limiting the poor folks in the small office in Russia to using the Latin character set for everything! There’s the ability to handle the meta data of course, but also to handle dialogues in multiple languages based on the locale that Windows is set to.

Security: Two areas of security jump out:

  • Security in the ACL (Access Control List) currently uses an optimistic model (or can be set at the server for an all pessimistic model). i.e. the higher or the lower security always wins if the person is in the ACL more than once (e.g. marked as an individual as well as in a group). In 9 you can have a hybrid model, where no access trumps everything. Basically no mimicking the way Windows file security works.
  • Encryption. file encryption built in. So you can set specific documents to be encrypted at the file store level. In law firms I can see this being an increasing requirement in the near future!

Remote use:

  • https support: an alternative access to having to set up VPN connections to gain remote access to your firms WorkSite setup. Similar to Outlook where you can set the client up to talk to Exchange via https enabling easier remote access.
  • The other is not necessarily designed for remote access but will be beneficial for those on slow connections. It’s the utilisation of OffSite cache whilst you are online. So if there is a local version of the document that is the most recent, then that is used rather than fetching one from the server. Reducing network traffic (at least for large document transfer).

Client:

  • 9 has features for saving native word comparisons into WorkSite and to allow you to compare WorkSite documents
  • Integrated into the save as PDF functions in Office, allowing you to save to worksite (interesting these two seem to be an “attack” on Workshare, Docscorp & Litera territory!)
  • In Office 2010 you can now view NRL link attachments within email (similar to standard Office attachments)
  • Add-on available that plugs into the Outlook 2010 social connector that can show WorkSite activities.
  • iPad client v2 – take a look at this post on Legal IT Professionals for full details.

Some additional features that help IT department more than the fee earner are:

  • Easier desktop upgrades through automatic upgrade of custom configurations, handling re-install in the install package.
  • FilesSite and EMM will become one package.
  • v9 server compatibility with 8.5 schema to ease upgrades.
  • Autonomy Control Centre – Allows managing of all IDOL components. Includes graceful start-up and shutdown, ability to edit config files etc. In future sounds like there are plans to include all WorkSite components in this!
  • IPv6 support.

Finally there is a push to the cloud, where you can have Autonomy host the WorkSite infrastructure. There is also a hybrid cloud solution. Where your data centre would replicate to their cloud for disaster recovery purposes or just for backup purposes. Uses replication products from Autonomy’s recent iron mountain acquisition.

So what were those two things that I would have liked to be in v9.0 that weren’t?

I was hoping for a significant rework of the database schema. Something that would really remove any limitations on docmaster in terms of number of documents and give significant performance gains to workspace/folder navigation. Also an addition of a much more flexible custom field set up, allowing full user configuration of meta data.

The second area I was hoping for work on was to allow easier global working. We know latency is a killer for any global set up, so I wasn’t expecting the Chicago guys to perform miracles. But just add more flexibility to allow “on the fly” connections to other libraries. For example, I could create matter shortcuts to an Australia matter in the library in Sydney from within my UK system and the DMS servers would then manage the connection only on my entering that particular matter (releasing it once I navigated away). This would save me having to maintain a connection to the Australia DMS as well as my UK one. DocAuto have a product that does something along these lines, but can’t help feeling it should be in the core product?

I did say my hopes were high didn’t I!

But what we do have with v9 is a good step forward. Plus as they will be targeting Office 2007 and 2010 only, it will hopefully mean we see some further exploitation of Office 2010’s features and better integration as we move forward through 9.1, 9,2 etc. as well.

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General Legal IT, Legal

Hamburgers needlessly uniform and fast or coffee annoyingly complex and slow?

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I read an article in The Spectator a couple of months back that I’ve been meaning to tie into a Legal or Legal IT post for a while.

There were two areas of Law that I was thinking about when I first read it. First off this paragraph.

These changes happen because there are two kind of business competition. The first is where you try to be better at doing what the business next door is doing already. The second is where you create a ‘paradigm shift’, pursuing some entirely new ideal no one has focused on before.

This one got me thinking of the crossroads that a lot of law firms are reaching in these tough economic times. Do they try and do things better than their close competitors? Or do they create the “paradigm shift”? The majority of the press and many legal commentators would suggest that “Tesco Law” will usher in a new kind of law firm and the old firms that stick to the current model will wither and die. Is there room for the old style law firm anymore or will law pump out agreements “needlessly uniform and fast”? I suspect there’ll be room for both, after all the two businesses sited in the article (McDonalds and Starbucks) haven’t totally wiped out the “old diners” or the “old style cafés”.

The second area I thought of was after I read this.

I sometimes wonder whether it’s time for government to try a paradigm shift. If, instead of devoting all its energies towards huge, intractable problems such as wholesale NHS reform, our government were to establish a Ministry for Eradicating Trivial Irritations, some degree of success would be assured.

And this got me thinking of a few Legal IT vendors. How the clamber for larger firms through mergers and takeovers have led to a chase the next big thing. Whether it be the cloud, the latest in eDiscovery or Legal Hold or another big technology to sell to the law firms. My thoughts usually are that I wish they’d just look at what they do/did well and make it better. Ironing out those trivial but annoying “features” that drive the lawyers nuts.

Anyway, take a look at the article it’s worth a read in its entirety and perhaps read through some of the other articles by “The Wiki Man”.

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General Legal IT

“The smelly people who cry”

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This is just a short post to point out a great blog post I read the other day about in-house lawyers. What struck me was the similarity between in-house lawyers and their customers and IT departments and their customers.

It was this section that made me smile:

People who don’t speak to customers that often (and this gets worse the more senior that person is) are prone to taking every complaint that they do hear at face value. After all, if it wasn’t serious they wouldn’t have called the boss, would they?

So where more a experienced complaint wrangler has a range of techniques for getting angry people off the line so that they can do a proper investigation of the issues, the senior manager can think of nothing else but an immediate promise that Something Will Be Done. Thus expectations are raised and the lives of minions made harder.

It’s a generalisation of course and the seniority isn’t necessarily the issue in IT departments. But this does happen (I can even see where I’ve done it myself!) and you end up chasing problems that affect only a few people or delay other projects that could benefit many.

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General IT

Windows Phone 7 – You’ve just been Mango’d

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This week I have managed to get the latest release of Windows Phone 7 on my HTC (codename Mango) and I have to say that yet again I’m impressed with the work Microsoft have done with this phone.

Below are some of the highlights in the basic release i.e. I’m not going to go into the Apps, just those features that are there as standard in the phone. After all every smartphone has plenty of downloadable apps and most of what you have on iPhone and Android is now (or is in the pipeline) for Windows Phone (so facebook, Sky News, Twitter, Foursquare are all there, Skype and Spotify are on there way etc)

I’m also trying to pick core phone features that may interest a lawyer (although they are useful functions for anyone really), but it means I’m not looking at Music, Video etc.

People hub

The key part of Windows Phone is how Microsoft have designed it from the ground up as a phone interface. So a lot of the design is around People, after all interacting with people is the primary function of a phone right? So they built the People hub, from the earliest versions of Windows Phone this held all your contacts and from each person you could interact with these contacts in all the ways you’d expect on a smartphone (email, text, phone etc). These contacts can be pulled from mulitple locations Exchange, Windows Live, Google, facebook etc and then deduplicated i.e. you can link together records for the same person, giving one contact record on the phone rather than one for facebook, one for linkedin etc. This data is kept in sync with the source “over the air”.

In Mango the set of sources got bigger. You can now link in Twitter, LinkedIn (excellent for lawyers, LinkedIn can really be your CRM system!) and from multiple Exchange accounts. So you get all your contacts collated in one place, and for a lawyer if the client updates his/her record in LinkedIn, the update is automatically made to the lawyers phone contact. As well as keeping information from these sources up to date you can also see real time information from contacts in the form of status updates from facebook, twitter, linkedin etc

What about the fact that you may therefore have hundreds of contacts pulled into your phone? Well you can then group contacts in the Mango release, so for example create a “Family” group. Then as well as easily finding your family you can also interact with the whole group. See all the collated updates for the group, text all the group etc. You can also filter your contacts by the source.

With all this being built into the phone (rather than multiple additional apps) everything is where you’d expect it to be. Wherever there is a contact you can interact with it as you’d expect.

Office

As you’d expect from a Microsoft product, Office has been available in Windows Phone 7 from the off. But the integration has now improved in Mango. Now Word, Excel, OneNote and PowerPoint can all integrate with SkyDrive (Microsoft’s online storage), Office365 or your firms SharePoint environment. There are also a number of additions for Exchange users (Out of Office setting, search mail not on your phone but on the server).

Bing

Now Bing. Pre-Mango this was just a web search that was location aware. Now there’s “Vision” search where you can scan QR codes and translate text, basically point the camera at a QR code and it jumps to the relevant web page or point at a sign for example, it scans the text and translates it. Also is a Shazam like music search, not sure of a use for a lawyer other than say to cheat in the pub quiz! There’s also “Scout” which with a single press will provide “eat & drink” and “see & do” information for your location, useful for when room service again is too much to bear!

As well as using the camera to scan signs you can utilise for the obvious as well and with Mango you can share directly to twitter without an additional app (although this posts a link to a public skydrive area rather than use traditional services like twitpic or yfrog, a shame in my opinion), this joins the ability to share to facebook and the ability to automatically upload all photos taken straight to SkyDrive (no more needing to remember to sync or manually copy your photos off your phone).

Email/Calendar

Finally a few additions to the core parts of any smartphone. Email and Calendar.

In email you’ve three great additions:

Consolidated inbox – allowing you to merge multiple mailboxes (Exchange, Hotmail and Google for example) into one Mailbox on the phone. And it’s not an all or nothing, you could merge 2 personal accounts and keep your firm account separate for example.

Exchange – as you’d expect you can easily hook Windows Phone to Microsoft’s Exchange mail servers, but now with Mango you can sync to more than one.

Conversation View – I love this in Outlook 2010 and now it’s available on Windows Phone thanks to Mango.

In the calendar you can add multiple calendars into one phone calendar. Colour coding appointments so you can see at a glance which calendar they’re from. Previously missing Tasks from Exchange are now available in Mango.

And all this synchronisation is over the air, there’s no need to hook your phone up to a computer to do any of this with Windows Phone (the same goes for pretty much everything, including over WiFi sync with music from your music library).

Finally you have the addition of instant messaging, not a separate app but fully integrated into the messaging (text) area. Keeping the theme in Windows Phone of integrating features in all the right places. So if you’re chatting with someone on facebook and they log off, when they continue talking via text you can still see their facebook responses in the same conversation thread. You can fire off an instant message from your contacts (either Microsoft Live or facebook).

Internet Explorer 9

With Mango comes Internet Explorer 9 giving full support of HTML5, CSS3, SV, XHTML, DOM apparently. Plus a faster JavaScript engine and hardware-accelerated graphics that use the phone’s built-in GPU when rendering HTML5 animation or video.

 

Summary

This is not the Windows Mobile of old. If your experience of Windows Phone was from a couple of years or more ago in it’s Windows Mobile 6, 5 or even 2003 guise then you’ll be very surprised. Windows Phone 7 has been built from scratch and bears absolutely no DNA of that old system.

It’s hard to compare Windows Phone over Android and iPhone, they all do some things better than each other. It’s true iPhone and Android have more apps available (but who’s going to use more than the 30,000 apps currently available for Windows Phone, never mind the 400,000 or whatever that the iPhone now has!). But the key differentiators for Windows Phone is it’s design from the off, the integration of social networking, email and text into the core phone OS.

I’m a big fan of Windows Phone 7. But I hope neither Google, Apple or Microsoft “win” this war, keep the competition of three heavyweight in the mix and the customer will benefit from constant innovation!

 

Finally if all you heard about Windows Phone was that cut ‘n’ paste wasn’t available, well that was provided some time ago with the previous release (codename NoDo)! And for those in the UK of a certain age who recognise the inspiration for the title of this post, here you go: You’ve been tango’d (YouTube)!

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General IT, General Legal IT

RIP RIM

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Well it’s been a bad few days for RIM this week (and I dare say a difficult time for a fair few IT depts in law firms as a result). And it looks like it isn’t just contained to EMEA either, reports suggest a spread to the US now.

A few things spring to mind off this:

1) It’s going to be one heck of a case study for IT service failure. From the technology that failed, the (lack of) disaster recovery and what resilience was built into a critical system through to studies into how not to manage an incident (the failure in communicating to customers etc). No matter how much redundancy you put in place we know things like this do happen in IT. But for your core product, in RIM’s case, there seems to have been no contingency (although in the aftermath this may end up being something truly unavoidable) and worse still no method of communicating good up to date information to the customer in place. It’s even worse when you consider the mainstream 24hr news services have been carrying the story and would have surely loved to broadcast comment and updates direct from RIM.

2) It’s a real kick in the teeth for cloud computing. Another provider (Office 365 outage, Amazon outage, Google Apps/Mail outage, Apple MobileMe outage) suffering a major outage and thus clients seeing service outages for their own customers.

3) In the corporate email and smartphone arena it’s a big bonus for Apple, Google and Microsoft. The other three key competitors in the smartphone arena. Also for services like Good Technologies who provide app based email solutions for enterprise.

RIM were on the back foot as it was, their main benefit over their rivals was enterprise strength email solutions (although personally I don’t buy into the whole BlackBerry is less of a risk that ActiveSync type technologies argument, but there you go). This reputation though has been dealt a big blow with this incident and they’re going to need some excellent PR work and customer deals to stop a desertion of the enterprise to rivals.

There are plenty of lawyers that use Apple or Android devices already (more so outside the UK), and now Windows Phone has a release that puts it on a par with the others. So at the moment it seems like RIM’s days are numbered.

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General Legal IT

WorksharePoint – a law firm perspective – part 2

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An article I wrote that was originally published by Legal IT Professionals in July

OK so let’s take a look at Word. Clicking on File Open brings up a WSP dialogue box replacing the native Word open dialogue.

This type of dialogue replacement will be familiar to a user of any DMS and you get obvious views (My Matters, Favourites, Recent). There’s a checkbox allowing me to keep the document checked out (allowing me to stop others amending the document whilst I’m working on it) which is set by default.

I can then make some amends to the document. If I then click save on either the quick access toolbar or the backstage I get a dialogue asking whether I want to save as a new version or save over the existing document.

point-browse

Using Save As I get a similar WSP dialogue to Open, where I can select a new location and a new file name. If I cancel this you get similar behaviour to that of Workshare Professional when integrated into a DMS, in that the WSP (DMS) dialogue is replaced by a standard Windows dialogue allowing a local save. Quite nice consistency between the two Workshare products!

All the standard DMS functions are handled, but some areas still need some polish. For example the versions in Office 2010 on the backstage are integrated (presumably because it’s designed with SharePoint in mind) but the compare seems to jump to Microsoft’s version.

In other areas the native SharePoint use is a bonus for WSP i.e. the recent documents in the backstage (and the Recent Places) all link correctly to the documents and folders in SharePoint (i.e. the WSP versions). So if I open a document from a link and then click the Save button, the WSP kicks in and asks me what I want to do with the document as you’d expect.

Other things to note in WSP
In Outlook there is a ribbon for WSP and it’s in here you’ll find a few quick links to things like File Email and the WSP home page in Outlook mentioned earlier.

point-ribbon

Also you’ll find the configuration option, as with other parts of WSP, this is kept simple. Basically you can say which Office products to integrate with, the name of the SharePoint server(s) and some simple configuration for things like number of items in the recent list.

A couple of things that jumped out as missing for me are matter creation and the afore mentioned meta data inheritance from the matter file. The former I suspect a lot of firms would like some basic “generator” out of the box, but then as the backend is vanilla SharePoint writing something to generate “matter files” from the practice management system should be straight forward. The inheritance though goes with the missing client/matter meta data and is something that is on the plans for Workshare to address. I just hope they create a flexible meta data model that allows customers to build in their own requirements (e.g. allow fairly simple meta data for basic matter documents or more detailed data for say know how documents)

A final niggle is the synchronisation with SharePoint for which there is an option to do so in various places, but in others there’s a refresh. Again it’s nothing serious just some polish that is required to keep consistency. Also I’d suggest that fee earners just won’t get the need to synchronise with the DMS, they’ll just want their document where they expect them.

Summing up
So let’s try to start and sum things up. Starting with a question “What is it that an Legal IT department want from a DMS?”

Well fundamentally it’s to provide the functionality required by the fee earners. Both that I’ve outlined at the start, but also some they may not want, but should be using – i.e. filing emails and documents correctly in the e-file! It should do this in a simple to use, quick and un-intrusive way. And then do it all as cheaply as possible with the least amount of support work required to keep it running.

Well in so far as what the fee earners want, WSP does most of the functions and where it doesn’t there looks to be plans to add that functionality. I did have to remind myself that this is early version, it does the basics well (and some bits very well – hook into compare for review, neatness of email send/file and attachment) but there is work still to do to make it polished. And I have to say it’s fairly simple, I was provided no documentation and yet I still understood it enough to find my way around the core DMS features you’d expect.

From a desktop management WSP of view it has a small footprint and at the moment has a nice simplicity about it, yes there are some things that look a bit techie but there are others that look simple and are well integrated.

There are some future features that look interesting too:

  • Offline – the ability to mark folders (hopefully whole matters can be selected!) for cached offline use. And from what I gather the plan is that this will be part of the core app rather than an extra which is nice!
  • There are plans to support SharePoint foundation which is good news for firms on a budget!
  • Then what I think is the real interesting addition the move to look at Office 365 and SharePoint in “the cloud”. Workshare say they are looking to exploit by allowing people to simply connect to a SharePoint server online and still access that content via their office applications-just like WSP does now- except they will be connecting to a SP server hosted elsewhere.
    • Given the cost of 365 (£4 per person per month for SharePoint, email, IM and Office online!) this could be a real low maintenance legal app for small law firms

Finally the other aspect I mentioned was the fact Legal IT departments want to provide all this with the least amount of support work required to keep it running. Now this is the crux I think with the current buzz around SharePoint.

Is managing a SharePoint backend (after all WSP leaves pretty much a vanilla SharePoint backend) going to be any easier than managing one of the other major DMS’s? I’m not a SharePoint expert but I can’t imagine it will be, however finding the skills to do so may prove easier being a technology that goes wider than the Legal IT market. As for the as cheaply as possible, well a lot of firms already have a SharePoint licence as part of a wider Microsoft agreement or as an intranet (plus if the integration of SharePoint foundation is a success then all you’ll need is a Windows Server licence for the backend!).

But for large firms (and maybe the larger middle firms) that already have a DMS I’m not sure there is enough there to warrant a shift. This is not a fault of WSP, just that there is nothing really new in the DMS world and there is already a skillset supporting the systems in place. There is also the unproved nature of SharePoint.

Times are changing though; big firms are dabbling with SharePoint DMS’s (Clifford Chance springs to mind). In any case I like competition in markets as it forces all vendors to up their game. Microsoft was stagnant in the consumer PC world until Apple resurrected itself, they’re now playing catch-up Without Apple, Windows 7 and Windows Phone 7 wouldn’t be anywhere near as good as they are.

Overall what do I think of WSP? Well it does what a DMS should do (or at least it has the delivery of those missing parts on a roadmap). It does need some polish, but I’m sure that will come as it’s there in parts. I guess it then comes down to whether you’re convinced that SharePoint can be a DMS and whether Workshare can nail the price for the client to make it a very cost effective proposition.

Workshare have provided the test VM for me to use and kevin.docherty@workshare.com has been very helpful in answering my many questions on what is planned down the line. Apart from this they’ve left me to comment on the product as I saw it without any final review or editing.

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General Legal IT

WorksharePoint – a law firm perspective – part 1

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An article I wrote that was originally published by Legal IT Professionals in July

“SharePoint, SharePoint, SharePoint, SharePoint, SharePoint, SharePoint, SharePoint, SharePoint!”. There you go, I’ve written Steve Ballmer’s keynote if he ever gets invited to ILTA to talk to a Legal IT audience (My inspiration? See Steve in this video for a developer conference.

Yes, it’s that hot topic in legal IT, SharePoint as a Document Management System (DMS). In particular, Workshare’s latest offering WorksharePoint. This isn’t “Workshare’s DMS” but a product that utilises SharePoint as the DMS and enhances it through its tight integration.

I’ve been running a virtual machine on my home PC for about a month and have just been looking at it with the experience of using a DMS for years, rather than as say a product assessment for my employee. So don’t read this as a review/recommendation as such, I’m not going to compare it directly against any DMS competition (OpenText, Autonomy or Netdocuments amongst others). Nor am I going to go into a detailed debate on whether SharePoint can make it as a DMS. I’m going to just try and look at it objectively from a Fee Earner or Secretary’s perspective and also from a Legal IT department perspective.

So first off let’s start with asking “What does a lawyer or secretary want from a Document Management System?

  • For it to integrate seamlessly with Microsoft Office? Microsoft Office is the tool of choice for the lawyer and secretary. The DMS should be there to support that and not get in the way.
  • Indexing of full document content and making it searchable? Basically the lawyer just wants to find their document!
  • One logical and organised place for the storage of the documents. Again to allow documents to be swiftly retrieved through either browsing, searching, using a unique number or some other categorisation of material (i.e. meta data).
  • Security of documents (I’m a bit of an advocate for simplicity here! ).
  • Assistance in drafting of documents by allowing versioning of documents, ensuring the most up to date or correct draft of the document is used.

These are pretty much the basics of what any DMS should do. Yes the lawyer and secretary want the DMS to do all these, but they want the DMS to work with them in what they’re trying to do and make things easy and quick. In particular when they are using their key tools of the trade, Word and Outlook.

So how does Workshare Point stack up?
Well first up Workshare Point (which I’m going to abbreviate to WSP from here on!) is a client application; the server side is basically out of the box SharePoint (i.e. SharePoint is the DMS). WSP is designed as a “legal skin” to SharePoint, providing a matter centric document management system with email filing. With it it brings some meta data (including a unique document number) and version control.

WSP in Outlook
As a fee earner what I’d want is to be able to browse my matters, file my emails into the matter and maybe send some of the documents in the matter to clients (and file the returning amends).

WSP helps me here as it appears in Outlook below my Inbox folders. So I can browse matter files and see the documents in there.

I can easily file my emails into the matters by “drag and drop” as I would any other Inbox folder or I can use a file email button on a WSP ribbon.

For those outgoing emails WSP has a “File email to” option when sending an email, the user interface for this integration is really nice, it fits really nicely into an Office 2010 environment (in my view this will be the standard Office version in legal in the next couple of years). It sits above the message body (see enlarged screenshot) and is a simple check box option with drop down for filing location. At the moment this is just a most recently used list with a browse option, but suggestive filing is on the roadmap for v2.0. Also on the roadmap is the ability to auto file the thread on receipt of a returned email.

If I want to send a document I can do easily using another well integrated panel on the compose email window. To the right is a panel displaying my most recent document list. I can simply add a copy of a document or a link to a document from here.

Sending out a document as an attachment brings in a very cool feature that goes above the standard document management features, the seamless integration of Workshares core product (Compare – Deltaview). So, if a client makes amendments to the document that I have attached, when I receive the document back I receive not just the amended document but also a comparison that has been run automatically using Compare! The change of the email is indicated in the Inbox by an icon change from my standard mail message.

I can then drag the document, redline or both into the matter file (for the document WSP will notice that the document already exists and prompt me to file as new version, overwrite etc).

The version I used doesn’t have Protect integrated, but it will be interesting to see if that can be integrated as neatly as Compare has been.

There are a few niggles within email filing in the current version:

  • The view for emails within the WSP matter folder. It would be better to change the view that of an email folder and ensure that the dates are “date received”, Subject etc. At the moment it is a list of .msg files as if they were just documents.
  • De-duplication seems to be on a file name basis rather than a message guid. This could cause problems as it doesn’t necessarily hold true that the email with the same subject is the same message. However Workshare indicate a more advanced de-duplication will be introduced in v2.0
  • Also at the moment it is a little confusing as to what has happened to the email (through icons, indication of location or status etc). So I did wonder what had been filed or whether there was an auto redline attached etc. Workshare say they are aware of this and looking at it for v2.0

So as a fee earner, what about finding my documents in WSP?
As mentioned there is a folder tree below your Inbox, at the moment this a little “flat” and because of this a little hard to get to grips with straight off. A bit of organisation and simplification would be good. Favourites, Recent, Browse and Searches. These are there, but could do with a little polish. The simplicity is in there as it can be seen if you click the main WSP folder, which displays a WSP window in the main Outlook pane.

However once you’ve got to grips with it, everything is there. From the document view you can easily see meta data, document previews, versions etc. One obvious area for legal that is missing at the moment is Client and Matter information on the folders or documents, together with the ability to inherit this information down to lower levels based on what’s filed where. There are plans on the roadmap for this apparently.

The same goes for security, further development is on the roadmap. So at the moment SharePoint security is respected by the WSP application, but there is nowhere in the WSP application to see this, apply this etc. You’d have to go into the SharePoint backend. This is an area I think Workshare should take time over and work with customers (both risk people and fee earners), keep it simple and get it right.

There is a search (obviously as there is in SharePoint) but I was unable to test this in the build I had, it is integrated into the WSP application though. At the moment Workshare say this exposes standard enterprise search, but they are looking to add SharePoint foundation and FAST.

Workshare have provided the test VM for me to use and kevin.docherty@workshare.com has been very helpful in answering my many questions on what is planned down the line. Apart from this they’ve left me to comment on the product as I saw it without any final review or editing.

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