No option for Law Firm

Workspaces. They’ve been around for quite a while and I’ve thought about doing a post on what they are since starting the blog. The aim being to try and easily explain the concept of workspaces and libraries within the Autonomy iManage WorkSite document management system (DMS). So basically removing the tech speak and explaining what they are in “real life” terms. I was going to title this post “The Dummies guide to Workspaces”, but apart from possibly getting sued for copyright infringement I figured the concept of Workspaces and libraries are terms that to be fair aren’t that easy to grasp. So, here it is. Let me know in the comments if it hits the mark.

Let’s start at the top. That green blob in Outlook under FileSite or the application called DeskSite on your desktop. The document management system (DMS) itself, think of this as your firm. In a paper world this is where everything is stored. DMS = Your firm

The Office = The DMS

Now inside your office or firm you can have many of Filing cabinets. This is the place where your documents are stored. In the DMS these are pretty much what are known as the libraries. Library = Filing cabinets

You can group these in logical ways just like filing cabinets, a row for Litigation, a row for Real Estate or maybe you just have a bank of cabinets for all the firms clients. It’s exactly the same for your libraries in the DMS. You might have one way of grouping them, you may have many. e.g. Litigation Library = Litigation filing cabinets

Filing Cabinets = Libraries in the DMS

Right what’s in the cabinets? Yes, files and typically lots of them! In the DMS this is known as a Workspace. Workspace = File

Workspace = Matter File

Your firm will probably have hundreds or thousands of these files. Some of which you’re working on, some of which are just stuck in the filing cabinets (let’s not touch on those in archive today!). How do you organise those you’re working on? This is where your desk comes in! Your desk, the place where you put your files. In the DMS this is like the list of files under “My Files” (you may have it labelled My Matters or My Woirkspaces). My Files/My Matters/My Workspaces = Your desk

My Desk = My Files/My Matters/My Workspaces

This list can be changed by removing files or adding new ones. Remember though you’re just using these files, they aren’t just yours. Update them and all the office can see the updates. To add these in the DMS you would use a search to find the workspace (file) and add it to your My Files, in the real world you would go and get it from the filing cabinet and put it on your desk. Same concept.

Back to the file. Within the paper file you can arrange the documents with tabs and/or folders. Within the workspace (file) in the DMS  you can do the same. Tabs = Tabs, Folders = Folders

Tabs and Folders

Within tabs you can store folders, within folder documents and emails.

Finally that thing called “Subscribe” what on earth is that? This is basically the ability to look at your colleagues desk and see their files!

For those that struggle with the concept of workspaces, hopefully that will make some sense. From here you can read on and learn about how you can apply security to these workspaces (files) (worksite security pt1 and worksite security pt2).

Such a dull title, but that was the title of one of my final year modules at University. The textbook is probably in the loft somewhere. It was all about designing applications to be intuitive and easy to use (a much harder job when everything was DOS based!).

A couple of things over the last week got me thinking again about the design of applications from a user perspective and how important this is.

First off was the launch of Windows Phone 7 Series.

Clearly Microsoft finally “got it” with this release. They went back to the drawing board and designed something from a users perspective. Grouping things together in a logical human way (rather than technical grouping). Take a look at the video over at MSDN.

Second though was the interface with the most potential, Microsoft Live Labs Pivot.

Basically it is an interface into huge amounts of information. It allows you to slice up information in different ways, allowing you to go from huge amounts of data down to small amounts and back out in logical and connected ways.

It’s quite difficult to explain how this works using text, so take a look at the video over at the Microsoft Pivot site – http://getpivot.com/

In a law firm the possibilities for this are huge.

Law firms have huge amounts of data in documents and emails that this kind of interface would be perfect for. Imagine this being the main interface for Outlook or your document management system. You could slice up your emails quickly to find the information you were after. Or slice up your documents to collect together specific types of agreements, in specific jurisdictions etc.

On the developer page there are a number of challenges. One of which is a front end to SharePoint. I’m going to put my own challenge out there for any legal software developer to front end Autonomy iManage’s WorkSite, imagine this being the user interface of DeskSite!

Looking back on 2009 there seems to be a few familiar names that have branched out from the large Legal IT companies to set up their own businesses aimed at Legal IT.

I mentioned Paul O’Connor from Interwoven/iManage UK and the GS Link Warden product he’s been working on for Grant Select back in August.

There are two more that I thought worth pointing out.

The first is Simon Ellison-Bunce who some of you may know from Tikit. He has started a company called FellSoft Limited. They are focused on CRM and in particular InterAction and have recently released a product called Feed Watch.

Feed Watch is an add-on product for InterAction that basically can bring in content from the web (via RSS) into InterAction.

The second is Keith Lipman who some may know from Interwoven/iManage. He has started a company called Prosperoware. They are focused on information management and have a product available called Milan.

Milan is an add-on for Autonomy iManage WorkSite and adds a number of useful tools for managing the environment.

I think 2010 will be an interesting year for Legal IT as there does seem to be a wave of new software companies providing innovative add-ons and expansions to the “core” Legal IT products.

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?