No option for Law Firm

Last week I had a webex with Paul O’Connor from GrantSelect, Paul’s an ex Autonomy iManage employee and was demoing a new product GrantSelect have developed for WorkSite.

There are three main areas to the product:

Sending WorkSite Documents/Links

This I think is the neatest area and is a very simple (from a user perspective, not for one minute suggesting technically it’s simple!) solution to a classic WorkSite problem.

For those that use WorkSite, do you default your “Attach worksite document” as an NRL link or as a Copy of the document? If it’s set to the former you risk sending your clients useless NRLs, but if the later you could clog up your inboxes internally with large attachments (and lose all your version control as people use the copy in the Inbox rather than the latest copy in the document management system).

The GrantSelect solution is a service that sorts this out. You can set WorkSite to always send an NRL link, if it’s internal then great! People get the small link and all the version control, security etc WorkSite brings. If it’s external then the GrantSelect product swaps out the link for an actual copy! Thus your client gets a useful document.

It’s a simple yet effective solution to a simple but annoying problem. My only question is will it be cheap enough? It’s one of those problems that probably can’t justify a high priced solution.

Receiving documents in emails as attachments

Next part of the product is for incoming emails, specifically those with attachments. The email is processed before the inbox and the documents are replaced with NRL links, the documents are then filed in a secure workspace (I think Paul said they are secured to the email recipients, but can’t be 100%).

If you subsequently file the email from your inbox into WorkSite, the documents are also refiled to the same workspace (for example, alongside the email in the client matter workspace).

This one I wasn’t too sure about and after a few chats I got similar feedback. Which is although the storage saving and single version controlled instance of the attachment is very nice, you’re ultimately messing with the email. We couldn’t help thinking that fee earners won’t appreciate their email not being as it was sent from the client.

I would love to hear other people’s comments on this one:

What do you think about the whole "email as a record" question?

Do you think people in general will get it?

Working remotely (without WorkSite for BlackBerry!)

This one’s another nice simple idea, especially for those Blackberry or Outlook Web Access (OWA) users without access to the document management system.

Basically it allows you send an email to a "Doc Request" email address, be it either an NRL or just a document number. The product will then email you back a copy of the document for you to access either through your BlackBerry or OWA.

Again like “Sending WorkSite Documents/Links” it’s  a simple solution to a common problem (especially if you started defaulting all your internal links as NRLs!).

Paul also mentioned that they were considering this for InterAction, so you could email in a contact and receive details of that contact in return.

Overall I think these are very nice simple solutions to common problems (they’re not major WorkSite issues, but niggles that crop up time and time again). The key to these products will be cost and scalability. I can’t see people wanting to spend huge amounts on these problems (especially at the moment), but at a reasonable cost they could form part of a usability and email management solution. The scalability due to the volumes of emails medium/large law firms will receive.

There is also the benefit of reduced storage space (which for email could be considered a major issue due to the exponential growth of the stuff!) and keeping the multiple copies of emails with links to single instances of the documents will facilitate this, but as I’ve mentioned I’m not sure about the ramifications of this email “alteration”? Also this area will need some hard case study evidence as to the cost benefit.

The full name of the product is GS Link Warden for Worksite and there’s more information over on the Grant Select website (http://www.grantselect.co.uk/products/products.htm)

One final thing that I thought was in relation to my recent posts on email management. That is with WorkSite 8.5 on the horizon, Zantaz EAS (or other email archiving) and Exchange already in use, it’s a lot to think about tying all these technologies together into something that in the end makes file management (especially of emails) easier for the fee earner. I mean the fee earner doesn’t care about IT storage issues, they want their electronic file to be as easy to browse, read and manipulate as the paper one was/is!

This week we got a suggestion from a fee earner in one of our offices for improving WorkSite. It was a simple request and once I’d thought about it fairly obvious omission from the functionality.

It was a comment that came from a document search and from there you can see where the document is located. The query was once you knew where the document was located from the Where Filed/Where Used dialogue, whether there could be an enhancement to allow you to access the workspace from here?

I can see how this could be a requirement. A colleague passes you a document and asks you for advice and mentions there are comments from the client in the emails folder of the workspace.

Yes, you could look at the document properties, then note the client and matter number, then search for the workspace, check it is the same workspace as you saw on the Where Filed/Where Used and then add the workspace to your your My Workspaces/My Files. But that’s quite a few clicks!

Or an option could be added onto the Where Filed/Where Used dialogue to allow you to add the workspace to My Workspaces/My Files. I can’t see how you could access the workspace direct from there, but a shortcut to the workspace seems feasible.

So I thought I’d put it out there in the hope Autonomy see this, if you use WorkSite and think this would be a good addition could you mention it in the comments of this post?

Here’s a problem for you all, let’s see if this blog post can generate some comments on possible solutions.

Lawyers travel a lot, whether they’re in a regional firm or a global firm they will travel and they will want to use IT whilst they travel (especially email). Now although we are in a WiFi world the hotspots aren’t always accessible or cheap and so offline or limited connection is still the norm away from the office.

The problem I’m building up to is caused when you want to file email in a matter centric way within a document management system (DMS). I’m sure the ideal for most lawyers is to maintain a full electronic file using the DMS just as they’d maintain a full and proper paper file. But the electronic file is usually the current file too and thus they want to have access to these emails when away from the office (the same as historically they would have carried a pile of papers in a briefcase).

As a lawyer in the office, from an Autonomy iManage point of view using WorkSite, I can maintain the electronic file for all my documents. But the answer for out of office access is either by using their OffSite product or by using the WorkSite for BlackBerry product. Both an expense, did I say I also didn’t want to spent a lot of money solving this problem?

Now with WorkSite 8.5 the new synchronised folders within the Outlook Inbox is fantastic, I can keep all my emails in Outlook/Exchange (which is running in cache mode so all my emails are on my laptop offline or available in the Blackberry) and I know that they are being filed/synchronised into WorkSite. Thus at the end of the matter I can remove the folder in Outlook with confidence that the emails are on the electronic file.

Perfect!

Now here’s the problem. Sent items! What do I do with them?

Filing them has always been difficult, products like Send and File help with this by suggesting filing locations as I send the email. However if I move the email on Send and File then I can’t refer to the emails out of the office? But I can’t copy as I want the ability to keep my Sent Items clean like my Inbox, removing emails I’ve finished with!

An ideal would be for Send and File to move the email into the synchronised sub folder in my Inbox, that way it’s filed, available offline and out of my Sent Items. But I’ve checked with Autonomy, it doesn’t do this!

So there it is. How do I keep my Sent Items clean and tidy, have access to my emails through Outlook cached mode and ensure filing in the electronic matter?

Comments very much appreciated!

WorkSite 8.3 Express Search/WorkSite Miner.

This tool has been out a while, but unless you jumped to WorkSite 8.3 with the Velocity search engine or are lucky enough to be one of the WorkSite 8.4 with IDOL implementations you probably haven’t used it.

We’ve just completed an 8.4 upgrade and so we’ve had chance to use this tool. It basically works like a desktop search. It sits in your system tray until required and can be activated with a simple key press (default is Ctrl+Ctrl). Then simply type in a term and hit return. The term will then be searched across your default library (this can be altered using the drop down).

You can use usual boolean operators (AND, OR) and also you can use key fields to be more specific e.g. in this example above To: to denote where an email is to me (you can also search doc numbers, document or workspace names etc). Right click on the documents returned and you get the usual WorkSite DMS menu options.

Apart from a quick way to launch your documents I see the real power of this application being for finding emails. Something that is difficult in the standard FileSite or DeskSite applications given the volumes of email in a typical document management system (DMS) library.

As mentioned you can search quickly using the Express Search and its key fields for email (To: etc), plus adding say a word or two you expect to be in the body. If the number of emails is large you can click the “Show All Results” and launch the WorkSite Miner application.

Again this is a simple application that basically searches, but on the fly you can “slice” up the results in a very easy way. Either by ordering using the columns, dragging the columns into groupings, adding further search terms etc. Nothing earth shatteringly new, but very effective.

This gives a much more flexible way to order your results to try and identify the item you are looking for. This is particularly useful for emails, especially now that on a typical legal case you could see thousands of emails.

Also from within the Miner application you can preview the documents and emails (like Quickview in FileSite) and right click on them to get the standard WorkSite DMS actions.

I really hope that the Miner capabilities of “slicing” up your results are integrated into FileSite in the future. But in the meantime this really simple product that takes advantage of the newer search engines in WorkSite 8.3 and 8.4 (and 8.5!) will be a great addition to WorkSite on the desktop.

OK, I’m shooting the gun a little bit. It has only been 66 days since Autonomy’s takeover of Interwoven officially completed, but since it was announced back in January and 100 days has more of a ring to it I thought I’d round it up to the nearest hundred.

So what to make of the first 100 days of Autonomy iManage?

Let’s start with the Autonomy side of things. I can sum up my initial impressions with one simple statement “they are one hell of a marketing machine”. If they were on “The Apprentice” they’d walk it, Sir Alan loves a seller.

If you look behind the marketing sheen you see the one product seems to underpin everything, the IDOL search engine. Before I had any dealings with Autonomy I had heard about IDOL and that it was a very good product, but you really needed to work with it to get it to do what you wanted.

As most Interwoven customers will know the IDOL engine was “rapidly” introduced into WorkSite, IUS and TeamSite. I use quotes as this is technically true, but having seen it in WorkSite it isn’t a simple fit for the customer. The reason for this is because IDOL is very much a product in it’s own right. WorkSite and IDOL are “loosely coupled”. The IDOL engine itself has multiple components and configuration requirements (the licence key itself is complex, tied to a mac address!). This is far from the original verity indexer that was pretty straight forward (and Vivisimo Velocity engine that was very briefly available).

Don’t get me wrong, the product works, but what was once a DMS (Document Management System) with a simple indexer component is now very much a DMS and full blown search engine to manage.

This is not unique to Interwoven’s products. Although I can’t comment myself on the Zantaz 6.1 release with IDOL, I found a comment on it elsewhere that has similar sentiments for this product:

I have it in my demo environment and running for one customer already. It kicks AltaVista’s butt – but it is a bitch to get up and running.

And where as the technical team were out of the blocks like Usain Bolt, the training teams seem to have made a 100m start like, well like me! And because of this it is where I see some short term difficulties. The initial training sessions have been web based and frankly weak and there are only just starting to be UK classroom courses being scheduled (these are specific IDOL courses too, where are the integrated WorkSite/IDOL courses?).

And IDOL will need training, in fact I think that there will be a need for an “IDOL DBA” type function in most law firms (after all WorkSite, IUS and Zantaz are all IDOL powered now).

I forget what the general release target for 8.5 was, but I am sure it was summer ‘09. If that is still the case, then there are going to be a lot of UK customers in a bottle neck waiting to get IDOL trained. If I’m being harsh I would say the promise made at the last user group that the UK team would be ready to support the 8.5 IDOL release sounds a little hollow.

And what about support? Well two things stick out. First there seems to be some re-organisation or upheaval going on, whether it’s support being aligned in Cambridge or something else I don’t know. Nothing has been confirmed and I haven’t heard anything from Autonomy iManage, this is just a feeling I get. The second thing is there still needs to be a lot of knowledge transfer, it seems that old Interwoven people don’t understand IDOL fully yet and Autonomy people don’t understand the WorkSite product.

However these are early days and it shouldn’t detract from the fact the IDOL is a very good product! And most importantly it works with large volumes of data, which is good news for the biglaw firms and for the goals of WorkSite 9.0 (which one of the objectives I seem to remember was 50m+ document libraries).

It’s far from negative. It’s just that I feel a little like I did listening to Tony Blair at the moment, the Autonomy marketing machine is in full swing, but behind the marketing sheen things aren’t quite what they seem, yet.

But as I’ve said IDOL works and it seems very scalable. And from what I’ve seen so far of Autonomy engineers, they are a very capable technical team and if they can marry this with the iManage team in Chicago then we could have product that will continue to improve rapidly. Once the training and support teams catch up then legal has a great suite of products to utilise underpinned by one enterprise search engine.

Unfortunately I just see a H2 2009 that may frustrate customers keen to exploit some of the great features in 8.5. So the next 100 days will be the real test, can they get WorkSite 8.5 and IDOL IUS in the field with the training and support available? I could be wrong, the Autonomy iManage team could just have all their focus (technical, support and training) on getting everything set for 8.5 IDOL launch. We’ll see!

What are your thoughts so far?