Jun 7 2017

Yes sorry it’s another AI (and Uber) post – but also Ravn and iManage!

Jason

Honestly this isn’t Legal AI click bait! But on the back of the big news in Legal IT recently (the news regarding Ravn and iManage, not the Tikit and NetDocuments news yesterday) it reminded me of this interesting post on Uber’s use of AI I caught in the tech press.

This was the article, Uber using AI to adjust prices according to the rider. It caught my eye as I am always intrigued by Ubers continued use of technology. Whether it’s pushing the envelope with the AppStore to try and fingerprint itself to track reset devices or use of specific apps to detect and avoid city agencies sting operations with the tool called greyball, their innovative use of tech (if not their moral use of it) is fascinating.

The AI article though got me thinking, is this a use of AI that law firms could utilise? On the face of it it looks a little bit dishonest or a recipe to annoy your clients even more, but factor in some specifics like acceptance of risk the client is likely to take, speed over quality or vice versa, whether they are a key client, a loyal client or a one off engagement, or a client in a market you want to break into, their location (ie for global firms in jurisdictions where the average local rate is much lower than the firms average global rate) etc etc and you could start to get an interesting model that is consistent to the client and tuned to their need, but also financially beneficial to the law firm. Of course as @jordan_law21 put it on twitter, “You can have a flat fee, or you can see our dockets, but not both. Build client trust and they won’t ask for the latter”. As with fixed fees you would need to be up front with the client that this “tailored rate” was in play but they would get the best value using it!

Like I say I’m not sure it would fly, but for innovation to flourish in law firms we need to have a few wild ideas, poke them a bit and be willing to bin them if they just won’t fly.

For those that missed it, this was the Ravn/iManage news that came out of ConnectLive17.

“that iManage, the leading provider of Work Product Management solutions, today announced that it will revolutionise the way companies find, extract and act on key information from documents and emails through its acquisition of RAVN Systems, whom as you know are leading experts in the field of Artificial Intelligence (AI) and Cognitive Search” – press release here.

If you’re a customer of either it’s got to be exciting or at the very least interesting news. The possibilities of all that core law firm data in your document stores combined with Cognitive Search and AI are numerous. It also makes the introduction of AI solutions more about what you’re trying to do than about the technology complexity of getting all that volume of information through yet another system.

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Jun 22 2016

Tikit signs new partnership deal with NetDocuments

Jason

I don’t usually blog about press releases but the news today from Tikit is worth a post. It’s been quite a year in the document management world (looking back at my last few posts, there are a higher proportion of DM posts than anything else), and today Tikit announce  they have signed a global partnership agreement with NetDocuments.

From a purely commercial sense as a reseller it seems an obvious move, there are likely to be more new installations for NetDocuments, simply because most folks have already got iManage and if you’re moving the only alternative is ND. I suspect resellers make more from new sales than ongoing support costs. Also there are many competitors in the iManage reseller, services and support space and not so much in the ND space, so first to a new market and all that.

Does it change anything for iManage customers? Probably not. But it offers a bit of validation that ND has moved into the space of #1 challenger in the DM space. As the world moves to a SaaS/cloud/hosted model it will be good to have two companies vying for business to accelerate development.

For Tikit it gives comfort that they are still  pushing in legal, though when I heard rumours of a press release this morning my initial hope was to follow iManage’s lead and an MBO from BT 🙂

A few lines from the Tikit release:

This new partnership, which makes Tikit the first Global Premier Partner for NetDocuments, is a continuation of our strategy of offering choice to the market and offering customers the best of emerging technologies from existing and new partners across the world.

Our product roadmaps will remain the same, but integration with NetDocuments will shortly be available for our products, TMS and eMS. As always, we will continue to invest in our own products, making sure they are kept up-to-date, to deliver what our clients and the market wants and needs.

 

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May 25 2016

Well it’s back! iManage Gear Up returns with a new moniker ConnectLive!

Jason

London

Through the dark days of Autonomy and HP, iManage blew away the cobwebs and returned with a new version of the old “Gear Up” user conference, titled ConnectLive 2016. To celebrate it’s return a rather unique post , dual authored with Mubashir Mian. First my view of the conference through a view of day one and Mubashir will cover his view through day two.

Day One – author Jason Plant

Keynote

Things kicked off at the Park Plaza Riverbank London with the usual keynote address, giving a chance for some old faces (Dan Carmel, Neil Araujo, Mohit Mutreja, Rafiq Mohammadi) and some new faces (Dean Leung the new Chief customer success officer) to run us through the rebirth of iManage and what it means for customers. It does feel like someone at the top of the new iManage issued a “The Internet Tidal Wave” style memo to the firm, that famous call to action that Bill Gates sent round Microsoft in 1995, the one that refocused the software giant back on the right path.

There were three key things that came across to me at the keynote: 1) They understand the “new professional” in law firms and their requirements, 2) they understand the desire for firms to use the data from their DMS’s for other purposes and 3) they realise quality and customer service was lacking in the dark days of Autonomy and HP and are actively doing things to improve this.

To highlight point one, there was a video that was shown during the keynote that for me summed up the vision for iManage products and how they see them enabled the new professional, better still gave a timeline for this to happen. If there is anyone from iManage that reads this, can you point me at a direct YouTube or Vimeo link so I can link it here?

Edit: Thanks to iManage here is the link : http://go.imanage.com/2016-New-Professional.html

And on point two there were some nice demos of the analytics work iManage Labs are doing, for example, using the data in the DMS to look at threat analytics using machine learning. A nice concept to identify rogue behaviour that is more intelligent than simple thresholds. There were also demo’s of the compass UI that uses analytics to show you info around documents, emails, matters, people, relationships etc. Given the number of documents and vast amount of meta data in our DMS (Document Management System) it will be interesting to see how these concepts develop to leverage value from that data.

Sessions

At this point in the day I got hijacked by Dan to record some customer thoughts on the key concepts iManage brought up in the keynote. It was a glimpse into the life of television and endless takes, I’m sure I answered one question five times and really got sick of hearing “just try that one again”.

I did then get to a number of the sessions, but I’ll highlight a couple:

iManage Share

I saw what was LinkSite quite some time ago and the current incarnation is still very similar to early days, just more polished. The view that you get from within the worksite application (sorry iManage Work) is really slick and has a great UI and UX. And although the client view is nice, with a slick interface now using “html5 type” functionality, like drag and drop files to the website for me I can’t get past the feeling that it’s still another interface for the client if already using a deal room (e.g. HighQ)

But within worksite the UX back and forth is really very slick, very few clicks to do stuff. Audit trails kept etc. Integration into outlook so if attachments go above limits it suggest replacing attachments with smart links (however if you’ve got Workshare too this could mean a pop up for send and file with WorkSite EMM, another for meta data stripping from Workshare and then one for smart links!!). Again with attention to detail they’ve thought through a few of the client access requirements too, so the login requirements are minimised.

On the roadmap are SAML SSO compliance (H2 2016), responsive interface (H2 2016), BYO key for encryption (H2 2016) and in 2017 video, comparison and enhanced collaboration.

iManage Cloud

I posted a tweet during this session that sums up my thoughts, I don’t need to say who the other cloud is in the Legal DMS world is do I?

The iManage solution is more a “hosted” solution in my opinion, it’s the iManage stack that you know but built, managed and looked after by iManage in their datacentres. The benefit is that moving to it really is as simple as a DNS change from the address of your servers to theirs (once the data migration is done of course!). There was lots of information in the session on the hardware that will support this, that the implementation is yours and not shared, on the security aspects and on the locations they’re building out in the US, Europe and AsiaPac. It’s a different proposition to the competition, thus my tweet, and it will be interesting to see which get’s traction as I’m sure “cloud” will become more and more a part of legal.

Summing up day one

One of the most surreal things about the new iManage is the number of old faces that are back, and it was great to see so many of them over in Europe (Aaron Rangel, Tim Hurren, Melody Easton) along with those folks who stayed through the HP days but rarely got to these shores (Chris Rubert, John Fenley, Garth Hermanson) and of course Geoff who’s been with us all this side of the pond through the whole journey. A great opportunity to catch up with these folks.

Overall I thought the day was a great start to a two day conference, I only could attend one day though and as such the day felt a bit rushed. The keynote didn’t kick off until 11am and then the sessions were pretty much back to back until the day concluded. If I could offer a suggestion it would be to start the day earlier and have more gaps to network and chat to vendors. The end of day drinks are a great time to catch up and the time between these and the dinner was just about right.

 

Day Two – author Mubashir Mian

To echo Jason’s comments, there was a great vibe throughout the event, an energy and enthusiasm from the iManage folks that hasn’t been seen in a while. A distinct and memorable theme was iManage viewing their different types of users as personas. A “new professional” is someone on the move, accessing and sharing content across smart devices and remote working options; “classic users” requiring performant, stable software on their day-to-day workstations to carry out the bulk of the work. It’s a pretty good idea and although I’m not sure it is as neat as that in a law firm, the definition is well enough to work around requirements for both camps.

I talked to a number of iManage team members at the event, each keen to share the developments in their respective areas – management, mobility, support, server, consulting. Everyone displayed great passion in what they do and were full of optimism for the future. A cynic might say the post-MBO high is still at work, but to counter, there have been major milestones delivered – White Rabbit, 9.3 and there’s strong strategic planning across all the components which are complementing each other harmoniously.

Just a quick follow on from the first day sessions, Mohit did an in-depth technical session on Work Communications server. Personally, I’ve been closely involved with the product since the beginning (see here and here) and have gone through its many iterations and faults. The strong message given was think about upgrading to 9.3, or at least 9.2.2. There is a lot of work gone into these later releases and even though due to the ever-evolving nature of Work-Outlook-Exchange it’s always been “work in progress”, the latest version is robust and can handle many different scenarios around delegate filing & sent item filing (every Work techie’s nightmare) and Mailbox Sync. I’ve resisted Mailbox Sync so far and speaking to my peers they have similar concerns about it’s impact on Exchange but the new “event driven filing”, which will come in 9.4 sounds interesting and will work with Exchange on a lighter footprint.

Moving on to the second day, Nancy had an interesting session on Office365 covering amongst other topics, co-authoring in Word. Admittedly, I’m not sure how much uptake there is for co-authoring over here, but as Office365 and Office 2016 deployments are taken up within the enterprise, this will become more common. Working with Exchange online and Work’s use on the iPhone and Mobility were delivered in some detail.

Something you hear with the new iManage is a recurring message of “we should be doing this already”, a tangible example of which is the introduction of Control Centre. This is designed to update the admin tools that have been around for years and are woefully out of date. The team were clear to convey their direction – that the Work product software should come with its own ability and tools to administer the software. There was talk amongst peers of an inevitable clash with partner products, however I don’t see it this way. The products that are widely used in the customer base have been around for some time and have matured to what they are today. iManage seems like they’ll focus on rebuilding the core and so there will always be a market for supplementary third-party products.

A regular feature in iManage events is a Feedback from the Field session, where the support teams relay back what common issues they’ve seen and what the latest patches & software builds are recommended if you are looking to upgrade today. It’s almost always run by Chris Rubert, this time joined by John Fenley and its still invaluable now as in the past – this session itself makes it worthwhile attending an iManage event. One thing I did relay was that even though it disseminates excellent knowledge, it never quite finds it’s way back into the iManage websites where you can find it again. A tip I found that works for me is before looking at a version upgrade, find the slides from the last known event, an ITLA or a user group and use the recommended release versions from there. Hopefully this will be taken on board and using the (now excellent) Help Site, this dynamic information can be found quickly.

The team are involved in generating a lot of content and knowledge which will be hosted in the Help Centre. Personally I’m a big fan of the podcasts, I find them an easy way into a topic that is new (the iPhone app, for example) rather than picking up and reading the huge manual. A really interesting feature that’s coming is to expose the NT lifecycle on the Help Centre, meaning when a problem is reported by another client, iManage will make it visible at the earliest possible point whilst working to apply live updates on when the problem will be resolved. If I had a pound for every time I reported a bug and got given an existing NT number…

There was ample time to network with partners and colleagues from other firms and overall, it was a superb event. Clearly a lot of effort & dedication by Geoff, Melody and the rest of the UK team and great engagement from Dan, Neil, Mohit and the exec team.

Mubashir Mian is the Senior Applications Specialist at a major City law firm. His LinkedIn profile can be viewed here.

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Apr 8 2016

Technology for the future lawyer

Jason

To kick off 2016 (where have the first three months gone!!) I thought I’d put up a post based on my recent talk at the British Legal Technology Forum in London. The talk was titled as this post and looked at some of the key challenges Legal IT have for the core technology lawyers use in their day to day work.

I started by using consumer technology to show how a simple tool can become really complicated.

Old style simple TV of the Eighties! Multiple TV channels, Multiple platforms

We started with a simple concept of a handful of TV channels.

Then we introduced digital television through satellite and multi-channel offerings, which was great initially as we had choice. But then came the competing sports channels, meaning if I want to watch all football competitions, the cricket and the boxing I needed to pay for multiple extra channel packages.

Then came the multiple delivery platforms, so I no longer can watch everything with just Sky I need Sky, Netflix, Amazon etc.

So before you knew it something simple had become a complex range of services and channel packages to watch all the TV you wanted. Posing the question:

So are we better off?

If we then play through a similar story in Legal IT we see the same complexities.

Whether it’s the choice of mobile device, do I go iPhone or Blackberry? The choice of device to work on, is the future Surface type hybrid devices or iPad Pros? Then even in the software delivery things get complicated, so do I download Outlook from the Appstore or use the desktop app or maybe I use the web app?

It’s enough to drive a lawyer mad!

Stress. Woman stressed is going crazy pulling her hair in frustration. Close-up of young businesswoman on white.

So what does the future hold?

In the talk I took a journey through the key areas for a lawyer to see how things could become simpler. How do we go from the existing, at times still very Windows XP type world, to a simpler future?

Documents

Documents are key to a lawyer and in this space Microsoft are already moving into a much simpler Office model with Office365. The ability to edit documents on different devices or on the web. Bringing mobility and allowing you access, through OneDrive, to your documents wherever you are. And the big DMS (Document Management System) providers get this, talking to the new HP  free iManage you get the feeling they understand this new world and have real plans for the direction Microsoft are going. In the shorter term they are already releasing versions of their mobility app on iOS that allows easy editing within mobile versions of Office.

NetDocuments are also aware of this and have plans for 365, they’re also in the cloud already so document access anywhere is easy.

Finally I touched on some discussions I’d had with Microsoft and their move to look at allowing document mark up using their pen technology that they have with the Surface. Imagine being able to mark up the documents with a pen and then manage them inside the .docx using track changes/comments in document review.

Finance

Here I briefly talked about the IntApp/Rekoop merger and the indication that there is a real understanding of the mobile news of lawyers, moving their technology very much into the cloud and mobile space.

Communications

Finally I talked about communications and how in the consumer world it’s simple enough for grandparents to set up and use video calls, but that also we need to be aware that there is a new wave of people entering the workplace where using a phone to talk is quite alien! A lot of law firms are using Skype for Business, some enlightened ones are actually replacing handsets off desks and really making calls and IM truly mobile.

Skyping the Grandparents

What do you mean talk?

 

The final section of the talk took a look at mobility, looking at the different ways two software giants are taking. Focusing on mobile as the device or looking more at the mobile person.

The mobile lawyer

Citrix

The Citrix strategy seems more about making your desktop or your application available on many devices, so in the talk I showed the concept of running your firms desktop on an iPhone or iPad using Citrix Receiver (and XenApp or XenDesktop in your datacentre). I also showed a cool device that Citrix have launched called the X1 Mouse, this talks to Citrix Receiver on the iOS device and allows you to use a mouse with an iPad! So when paired with a Bluetooth keyboard aswell gives a very mobile desktop experience.

Citrix Receiver and the X1 mouse in action 1Citrix Receiver and the X1 mouse in action 2

Citrix Receiver and the X1 mouse in action 3Citrix Receiver and the X1 mouse in action 4

 

Microsoft

Then I looked at Microsoft’s strategy, which is more about developing the apps as universal apps. This allows them to run on any device size, but change the behaviour based on that size. It also has the advantage of not needing a large datacentre implementations to facilitate it. Plug it into a full screen and it just works like a desktop app. So as you can see from the images below you plug the phone into a dock (which has USB ports for peripherals, e.g. mouse and keyboard but also USB drives etc) and it behaves like a Windows 10 desktop with start menu etc. Clearly Windows Phone (or Windows 10 Mobile) hasn’t a huge market share, but I think Microsoft’s play is to bring in a new kind of smaller computing device to work on rather than go after a smartphone consumer. It is a concept much as the first Surface RT was, one that will iterate a couple of times until we all go “Oh Yeah, now I get it!”

Microsoft continuum in action 1Microsoft continuum in action 2

Microsoft continuum in action 3Microsoft continuum in action 4

 

I finished off summarising things by saying what lawyers really want for their future world are two simple things:

  1. Get the basis right – make the documents, finance, communications apps quick, simple and easy to use without all the complexity.
  2. Mobility – prepare for a world that makes it possible for a lawyer to do their work wherever they are on whatever they want. This is the mobile lawyer, not the mobile phone.

I did have a few slides at the end on Artificial Intelligence, but this was really as it was mentioned in my early synopsis and I needed to at least touch on why I hadn’t covered it in detail!

You can listen to the talk in full and see a copy of the slides to follow on the British Legal Technology Forum website.

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Oct 5 2015

The future of document management?

Jason

I’ve been reading a bit on Office 2016 this week and getting interested around their real time collaboration on documents using any device, true mobility (meaning ubiquity not device type). The challenge for legal here is the DMS (document management system), how does this fit into the picture?

It feels we’re on the cusp of change here, like the shift in DMS when Windows 95 and Word came online, out went stand alone DMS desktop apps and in came integrated Open, Save etc within Word. What we need now is a DMS that is fully aware of Microsoft’s emerging ecosystem to allow us to take full advantage of the new features of Office 2016. Ignoring Windows 8 and, to a large extent, Office 2013 (by ignore I mean taking advantage of the new systems rather than compatibility) was fine, most law firms skipped these, but Windows 10 and Office 2016/365 I think will be different.

You get the feeling this is no longer just about access on mobile devices, but something more fundamental. It’s ubiquity of access to what you want to do. Working wherever, whenever, on whatever. I’m sure for law firms Microsoft Office will still remain the core to this, as will the need for industry strength robust DMS’s. But the the next generation DMS needs to swim faster with the Microsoft Office tide in true document mobility rather than just constrain itself to addressing iPad access and being in the cloud.

Maintaining a good electronic file in the DMS is key but it can not afford to be at the expense of efficiency in creation of what is part of the core business, the legal document.

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Jul 21 2015

The HP and Autonomy era is gone! iManage leadership completes buyout.

Jason

Well this morning sees the official announcement that the iManage leadership team has completed a buyout from Hewlett-Packard (HP). I’m not going to post comment yet, I’ll let the dust settle a few days before that. But here are some links to read what’s currently being said:

From the Legal IT Insider : “The Boys Are Back In Town as Team iManage complete management buyout from HP

From Legal IT Professionals : “iManage Leadership Completes Buyout of Business Unit from HP

The brand new iManage website press release : “iManage Leadership Announces Buyout from HP

From Phoenix’s website : “Phoenix congratulates iManage

Post from Neil Araujo on the iManage site : “Who is iManage Today?” and on LinkedIn Pulse “Who is iManage Today?

Post from Kraft Kennedy : “iManage Splits from HP, Becomes Independent Company

From Forrester : “The Rebirth of iManage: A New Company With A Familiar Name Re-enters The ECM Market

From Ascertus : “iManage buy-out great news for the market

Nothing from Tikit as yet?

I’ll update this page through the day with new articles, so if you’ve got any comment or posts that’s not just the press release please point them out to me on twitter @planty

 

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Jul 7 2015

Someone has poked the iManage lion and it’s realised there are a few other predators on the plain

Jason

iManage seems to be back in the game, technically I realise it never went away but over the last month or so they seem to be on a real social media push. I mean I’ve actively been encouraged to blog about some of their new products on the horizon, those who’ve followed this blog for a few years will know just how surprising that actually is!! I’m not complaining at all, this is great news.

So this blog post is just some of my thoughts on the products they’ve had on show over the last month or so at user groups and CIO briefings.

First up the “White Rabbit project”, this has been in development for a while but is starting to near an initial rollout. What is it? Well it’s effectively a new interface for the WorkSite DMS (document management system), not a replacement for FileSite or DeskSite but a brand new web interface using responsive design, built using HTML5. So this should work as well on your PC as it will on your Mac or Android phone.

I have to say it’s pretty impressive. With an intuitive design and “in app help” it should be easy for the lawyer to pick up without too much training. As said it’s not intended to replace exisiting interfaces into WorkSite (although overtime I suspect it will replace WorkSite Web), but there will be a rolling programme to rollout some of its features into some parts of FileSite/DeskSite; the admin dialogues etc This can only be a good thing as the search, profile and security dialogues are looking a bit old fashioned and unintuitive in this day and age. There are some really well thought through amendments to viewing, this is built to facilitate better mobile experience. The document is streamed to you as you read, so on a mobile device that 500 page document won’t kill your 3G connection.

Next up the cloud is back on the agenda, can’t help think this is a response to the emergence or netdocuments and Matter Centre from Microsoft. Though I don’t see this as a transition to SaaS ala Satya Nadella’s moves at Redmond. This is more a “look we know you’ve got all these terrabytes of old archive data now, let us look after them for you” approach. At least that’s the way it seems to me at the moment. Given the success of Mimecast maybe this is a sensible move?

Finally a word on LinkSite. There was a big rush a year or so ago to be in the “dropbox” space by many vendors, unfotunately I don’t think though firms saw this as big enough of an issue to rollout out an enterprise wide solution. My personal view is that it’s such a shame LinkSite its not platform agnostic as their interface into WorkSite is excellent! It’s that “other end”, the HP cloud access, it’s a little too parochial for me, the ideal would be the LinkSite integration with SkyDrive or Box at the other end with the app support they bring across multiple platforms. Still I understand their (iManage) reasoning, because they own the whole experience they can develop something that looks so seemless. The Apple approach!

To wrap up, just a final word or two on cloud. Last month saw netdocuments announce new developments in their encryption, and today (7th July) they announced they received the International Organization for Standardization (ISO) 27001 Certification confirming NetDocuments meets or exceeds international standards for data privacy, security, and information governance practices. You’ve also got Microsoft pushing their auto encryption ability in the Office 365 Exchange email platform based on the emails content (ie if it seems personal information such as bank details it will encrpyt the message). Email and Documents are the staple ingredients of law firms and their clients, so inevitably there is still the “on premise, on premise, on premise” mantra (you only have to read the recent LinkedIn online discussion following comments in an article in the latest Legal IT Insider – page 9 comments from Farrer & Co IT director, Neil Davison), but the consumer demands of access from anywhere combined with security offered by SaaS providers surely is pointing to a cloud based future for the core functions. After all, as I said in the LinkedIn post above, “why as IT depts would we want to spent all our efforts keeping operational systems running when we could use our sparse resources on strategic projects to help grow our firms?? We’ve allowed the Iron Mountains of this world to look after our clients data for years in paper form, it’s only a matter of time before we make the shift surely”.

But I love the fact that the DMS (document management system) world is hotting up up again. It’s been a stale environment for a few too many years andso I hope the iManage developers crack on and deliver White Rabbit asap, netdocuments continue to push their product and Microsoft continue to build on Matter Centre in their 365 world. I suspect we may see at least two out of the three 😉

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Jan 6 2015

NetDocuments Acquires Decisiv Email Technology and Team from Recommind

Jason

Well today NetDocuments has made a move into controlling the explosion of email in law firms. Not the first to do it, but a bold move to acquire Decisiv Email from Recommind. I didn’t know too much about Recommind’s product until last summer when they (Recommind) were on a panel at ILTA, the session was titled “Predictive analytics: email management magic”. Given the challenges that email management brings in law firms (underlined by ILTA’s 2014 technology survey where it was shown as a major technology headache) the session got my interest.

The panel were mainly vendors looking at predictive technologies to try and understand the email content and context to be able to control and manage the email received, there was also a bit of “sales talk” sandwiched in between this and some good case studies.

Neil Etheridge of Recommind talked about approaches to email management and the scenarios they were best suited to, for law firms the most pertinent was:

  • Suggested filing (great for the day forward)
    • Great for matter-centric filing
    • Filling location suggested to the user
    • No training = minimal set up time

The case study in the ILTA session was from a mid sized North American law firm where Decisiv Email  was implemented, it was used to suggest likely Client/Matters, with the user then confirming or editing. They ended up with high accuracy through the combination of Recommind’s analytics and user intervention.

NetDocuments intend to rebrand Decisiv Email to be NetDocuments Email. It will be separate from NetDocuments EMS Folders and EMS Profiler. What’ll it bring? Well this section from the press release sums it up nicely:

Email continues to grow at a staggering pace and firms are struggling to incorporate, protect, file, and manage email in the document management system. The Decisiv technology will bring several key components to email management that will improve the ease of use when filing and managing email. Key features for effective email management across the firm’s matters, clients, and internal communication include:

    1. Predictive filing to the DMS – The Decisiv technology allows for robust predictive filing based on key criteria such as To, From, Cc, Subject, contents, etc. Predicted locations are visually ranked, indicating probability and enabling filing to the correct matter with just one click. Automatic filing can be enabled with a set threshold (e.g. email that reaches a 95% confidence rank or higher will be automatically filed to the predicted matter).
    2. De-duplication – Email is filed to the content management system once, regardless of how many individuals file it.
    3. Folder Mapping – Select folders in Outlook and map to the document management system. Email filed to mapped folders will be sent to the DMS.
    4. Global filing indicator – Email is visually tagged in Outlook for all internal recipients to see in their own mailboxes, indicating it has been filed to the DMS regardless of who in the firm filed it.

Now to an iManage customer with WorkSite Communications Servers and Email Management plumbed into FileSite this may not seem a massive deal, but it does bring the feature set of the two DMS products closer in terms of email management. I guess the key will be down to whose analytics engine produces the better recommendations. I presume that Decisiv Email under the Recommind guise could be plugged into iManage, so I’d be interested to hear any analytics stories in the comments from people who’ve used both?

My final thought though is one I’ve had for some time, is the DMS actually the right place for email? It’s probably too late given the volumes of email we’ll all have in our DMS’s, but I’d love someone to come up with some way of leaving the physical email in an email archiving product and the DMS hold a pointer to the physical item in the matter file. All this wrapped up in some lovely UI that was available on multiple devices with multiple apps for different use cases!

Link to the NetDocuments full press release

 

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Jul 15 2014

NetDocuments Secures $25 Million to Fuel Growth in the Document Management Market

Jason

So today NetDocuments announce a “strategic partnership with Frontier Capital, securing a $25 million equity investment to accelerate NetDocuments’ increasing growth across the legal market”. Interesting move from both sides, a private equity firm willing to invest heavily in Legal IT and a big investment for NetDocuments to use pushing their product forward. I understand it will be a push on the marketing and sales rather than the technology side. I guess they feel the technology is at a mature state that is ready for a big push.

As the press release says:

“This investment represents Frontier Capital’s confidence in the market and NetDocuments’ ability to accelerate the growth across the legal industry.  The boost in capital will build on a successful sales and marketing strategy that will continue to penetrate NetDocuments’ core market and exploit the robust features of a true SaaS document management service.”

I think it’s actually an exciting time for the bread and butter technology for Legal IT. Here we have NetDocuments looking to move documents into the cloud, we also have Microsoft looking to moving email and lync into the cloud with their Office365 offerings and Mimecast wanting to look after law firms vast email archives in the cloud. These are systems that don’t offer strategic value as they’re common to all firms, but they are absolutely critical services. These SaaS solutions could turn them into utility services allowing hard pressed Legal IT depts. to focus on that game changing disruptive technology that we’ve talked about.

But there is just that pesky word “risk” that comes into play. We’re edging closer but unlike the corporate world we’re not taking the plunge just yet. True, we are custodians of client data and not just users of our own data. But as law firms clients move their own data into the cloud surely the demands from clients for data control will change?

So, if you were a betting man would you bet law firms will take the plunge to an Office365 or NetDocuments? A top 10 firm in less than 2 years? 5 years? Why not take a vote on the poll on the right hand site of this page (won’t be available if you’re on the mobile site).

I put £10 in Bet Victor for the World Cup and had a few 50p’s on various matches. My balance after the final stood at £1.68, clearly I am not a betting man! But I do have a feeling that in the DMS world we could we be in for a bit of a replay of the early 2000’s DMS battles (word of caution before you all log onto Bet365, we all thought this of SharePoint a few years back!). We could do with a bit of competition, the last battle drove some real innovation in the DMS world that led to a shift from profiling to a much more user friendly matter centric DMS with DM5 & Worksite 8.

As Alvin Tedjamulia, CTO, NetDocuments said in the press release:

“We’ve seen the document management industry go through dramatic changes over the last decade and a half, and we’ve been fortunate to be at the forefront with technology that is truly challenging the status quo.”

With some developments HP iManage Worksite have on their roadmap we could be seeing the start of an innovation acceleration in DMS, picking up from my last post, maybe one that will shift us to the “third platform” in this core Legal IT technology.

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Jan 9 2014

Looking back on 5 years of blogging part 3 – Interwoven to Autonomy to HP

Jason

As you’d expect from a Legal IT blog I’ve posted a number of stories about the key Legal IT suppliers over the last five years. But one supplier has proved interesting due to the takeovers it’s been involved in and its almost ubiquitous coverage in law firms. That company is Netright Technologies! I’ve picked out four stories from 2009 to 2010 that take you through the Autonomy takeover.

The first post from January 2009 sets the scene nicely as it was written just as the takeover was announced. You can debate on how much came true in the comment, but I definitely got the new name right in the last paragraph! Interwoven and Autonomy – WorkSite, IDOL and iManage?

I wrote a couple of posts in February of 2009 as information became a bit clearer. The first was picking up more information via Tikit, I think this was my first lesson in the care required when blogging as my original published article had a number of release dates that Tikit had mentioned but weren’t for public exposure until the Autonomy/Interwoven deal was completely done. A quick retraction was needed. There are some worries highlighted in the post that I think in hindsight came true for many during the “Autonomy period” – News on Autonomy/Interwoven

The other February post was more an idea of mine for a simplified DMS design. However I include here just to announce that in hindsight I am rather ashamed of my last sentence! – Calling Autonomy!

Finally to wrap up the Autonomy period is a post from December 2010. Less to highlight the content specifically, more because it shows that really it took from January 2009 all the way to December 2010 to really sort things out in terms of the product and service on offer. Autonomy iManage WorkSite 8.5 and on

The fact I have posted virtually nothing on the HP takeover probably indicates it was an easier and much more successful transfer. There certainly has been more development in the HP era already (LinkSite) but the remaining small concern I have is with the core worksite product, if you read the December 2010 post above the main change is only the release of v9. But it’s been over 3 years, shouldn’t we now be talking about v10?

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