No option for Law Firm

If you’re an Autonomy iManage customer and you have access to the WorkSite Support portal, then there is some new content on there that will be of interest. Unfortunately there doesn’t seem to be a direct link to it from the portal home and I’m not sure I should link from here direct to the resource due to it’s customer only nature, but have a word with your Autonomy contact for a link (also if Autonomy are reading this and don’t mind pointing out the location please feel free to add it into the comments).

The new content is a number of video webinars on the IDOL worksite indexer deployment that are worth a look if you’re on or about to go to version 8.5. There is about 60+ minutes worth of flash video taking you through such topics as:

• Indexer Deployment
• WorkSite Indexer Components & Key Settings
• Initial Crawl vs. Maintenance Crawl
• How Indexing and Searching Works with Active Content
• Plus a number of other related topics

I think it’s a great way to spread the knowledge of this new indexer and as IDOL becomes a key part of WorkSite it is a much better than the traditional training methods Interwoven (and other vendors) have previously implemented for new products.

I’ve not had time yet to watch all the videos but colleagues have and have said they’re excellent. Once I’ve had chance to watch them I’ll post what I think in the comments.

You work with a product for years and every so often you find something new, something so obvious you probably should have known but it had escaped your notice. And that’s exactly what happened to me with iManage WorkSite last week. Finding a small feature in v8.2 to do with searching.

Basically if you use FileSite then you have the ability to use the Advanced Search in Microsoft Outlook to search your folders/workspaces.

Just simply select Advanced Search:

Outlook Advanced Search

And then you can use the Browse to select folders etc from within the FileSite. The limitations of Outlook are the same as if you have a PST (archive file) attached, in that you can only search something in the Inbox OR FileSite but not both at once.

This feature is pretty useful for searching for emails as you can use the From: lookup to select email addresses to search for.

As far as I know this is available in v8.5 as well. That is it’s on page 28 of the User’s Guide (it probably is in the 8.2 Guide but being a techie I’ve never picked up the manual for the current version! I just dived straight in), I just haven’t used the feature in our v8.5 test environment yet.

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.