Archive for the ‘software’ Category

Tinderbox In Litigation

Thursday, January 21st, 2010

Tinderbox offers intriguing and very appealing features. The software provides some powerful analytical tools, accompanied by visual representation. However, a very steep learning curve, severe limitations in the type of data that can be handled, and overall difficulty in using data once entered may not make it a good fit for litigation management or case analysis… i.e. it’s your choice whether or not to follow the siren’s call of the perfect case analysis tool.

Tinderbox – Exuberance, Frustration

Exuberance- What it does: Tinderbox collects notes or text in small ‘buckets’ or ‘containers.’ The cool part, each bucket or container can, itself, contain other buckets…. think stacking Russion doll.  Further, each note/bucket can exist as an alias inside other areas.

You can view these notes/buckets through two representations: a mindmap style representation; or, a hierarchical outline style. In map view, the ability to create links amongst various note buckets also can lead to interesting analysis and can springboard a brainstorming session. The outline view can be further manipulated to display information inside each note, a kind of table with additional information displayed in columns.

Even more interesting, intriguing and useful, a bucket can also act as an ‘agent,’ think of it as a Smartfolder in Finder. The agent will collect all relevant notes and buckets and can sort them by date, name or other specified criteria. So, one can create agents which track all people in a case and sort them by name, or all facts and sort them by date, place, type etc.

Agents can also go one step further and, if certain criteria are met, actually alter the appearance or other characteristics of a bucket which meets the criteria.  For example, a case may contain many facts, some of which are just plain ole’ chronological facts and others which might be medical treatment.  In the fourth gallery image, an agent identified those ‘medical’ facts, changed their color to ‘blue’ and added a ‘blue flag’ so that they stand out in the chronology. Really, really slick.

Another slick feature is the ‘wordcloud’ view, image #5 in the gallery, called “Common Words” in the Tinderbox menu. It gives you a hyperlinked word cloud of words contained in your Tinderbox document, the more frequent the word occurs, the larger the font. Clicking on the word takes you to a list of all notes containing that word. But, clicking on the individual note doesn’t jump you to the word inside the note… which brings us to the frustrations.

Frustration- The global find function is limited to a two word boolean search. Worse, there is no global find and replace readily available.

The biggest pitfall with Tinderbox is that to sort, filter or otherwise ‘mine’ your data, you need to create an ‘agent.’ There are no on the fly filtering tools available. Imagine if, in iTunes, every time you wanted to look at just the albums by Jay-Z you had to (1) open a separate window; (2) type out the following arcane command “Artist(Jay-Z)&Prototype=album”; (3) close the separate window; and, (4) open the newly created agent so you could see just those albums by Jay-Z. Those are, at a minimum the steps required just to gather all albums by Jay-Z.

Two blogs have both attempted to demonstrate Tinderbox as a useful tool for lawyers. Attorney Steve Winnick’s blog Winvictus’s Summary Judgment describes an attempt to create a Tinderbox based case management tool called Summary Judgment.  In the most recent post, eighteen steps are required to get information into Tinderbox for case management/litigation purposes. An older blog, Tinderlaw, apparently dead ended since the last post regarding Tinderbox back occurred in September ‘09.

Further frustration lies in using Tinderbox for anything other than storing text notes. There is no way for the software to efficiently include images, audio or video files. You *can* link to a file as part of a note bucket, but this step alone is often difficult, requiring a manual drill down through finder because drag and drop rarely worked. Of course, this mere linkage does not index any document which might have indexable content (e.g. Word documents or PDFs containing rendered text).

Finally, Tinderbox appears to be coded in java or some other language. In other words, it’s not written in Mac OS X’s programming language and therefore loses much of the shine you may have come to expect from Mac software. Additionally, the software employs some rather strange keyboard shortcuts. And, last but not least, the software appears to be entirely dependent on a single developer. After watching Journler go down in flames, it would be difficult to put too much data in software that depends so much on a single individual.

So, in summary, if you wanted to plan out every possible need for your data, in advance, take the time to learn what borders on an arcane scripting language, and become familiar with some rather awkward keyboard shortcuts, you might find Tinderbox useful… Tinderbox does offer some very powerful features and interesting takes on data mining. But, as a lawyer working daily with data and the need to be flexible in searching, filtering and finding information, I find it more frustrating than useful.

Tinderbox costs $249 per license although a ‘limited’ version can be downloaded for a free test drive, the limitation being only a small number of notes can be created. For what it’s worth, Maclitigator payed full price in order to put the software through its paces. Prior to publication, developer Mark Bernstein was given an opportunity to review the post and comment or suggest anything that may have been overlooked. No response was received.

Update January 22, 2010: Mark Bernstein emailed me and posted a detailed comment below. The comments address some concerns raised above, but not all.

One more positive point needs mentioning: Tinderbox is the only software that allows both data mining and a very useful mindmap style presentation. Personal Brain does present a ‘mindmap’ to some extent, but not nearly as flexible as Tinderbox because each ‘node’ ‘bucket’ or ‘thought’ can only exist in one place at a time in Personal Brain.  The Tinderbox approach is reminiscent of those big white boards/cork boards that you see used by police detectives in movies (think Sopranos, Russell Crowe in American Gangster, Dexter). For some interesting ‘task board’ layouts, look here. This aspect of Tinderbox makes it very attractive, but the other negatives outweigh any benefit of a pretty picture.

ScanSnap Manager & Vonage Companion Updated for Snow Leopard

Monday, November 16th, 2009

Within the last week, both Fujitsu and Vonage finally got their acts together and released updates. Vonage’s Companion (allows you to use your Vonage line from your computer) stopped working altogether under Snow Leopard and Fujitsu’s ScanSnap Manager crashed when scanning to file.

Vonage Companion can be updated here.

Fujitsu ScanSnap Manager can be updated here.

PersonalBrain Screencast

Friday, October 9th, 2009

PersonalBrain offers some really nice features which may be of interest to lawyers. Years ago I tried to use this software in lieu of Casemap, while still working in the Windows environment.  Originally called ‘The Brain’ it had a lot of flash, but was thin on substance.  Since that time, upgrades and improvements have come a long way…. tagging, attachments etc. Here’s a screencast showing PersonalBrain in action with some legal research originally collected and kept in the now defunct Journler. Apologies for the crappy YouTube resolution. FWIW, click on the ‘fullscreen’ & ‘HD’ buttons, bottom right, for best viewing.

Three things not mentioned in the screencast. First, the software is cross-platform and can be used on both Windows and Mac provided you have licenses for both. Second, because the software is cross-platform and because it has been around for quite some time, it is likely that it will continue to be around for some time. Finally, the software has a great export feature which allows you to export the entire ‘Brain’ as a self-sufficient webpage. I haven’t tried this out yet, but the possibilities of being able to share a brain with an expert and/or client are tantalizing.

R.I.P. Journler

Thursday, September 24th, 2009

Longtime favorite, but recently warned-against-use in your practice, Journler has finally bit the dust. So, for the time being, MacJournal stands as your best bet to perform case analysis/Casemap replacement on the Mac.  A previous post details the how-to for MacJournal and notes that you can import your Journler entries into MacJournal.

Many people reported problems getting Journler to work in Snow Leopard/10.6 and the developer just officially terminated all future development for Journler, ruling out future compatibility updates.

3 Reasons to Join MILO

Friday, September 11th, 2009

MILO is the Google Groups forum “Macs In Law Offices.” Recently, there have been three reallyMILO Logo great posts by users on that forum.

  1. You can tether an iPhone to your Mac for internet access over the 3G network without hacking or jailbreaking. MILO user Christian Frank pointed everyone to www.benm.at. But, there are better instructions at mydigitallife.
  2. MILO user Grace Suarez revealed a superb Firefox plug in called CiteGenie. If you’ve ever struggled with getting a properly quoted and cited copy/paste from Westlaw or Lexis into your document, this plugin eliminates hassle, allowing you to focus on the legal and analytical aspect of your work. CiteGenie truly represents the goal of getting computers to do the grunt work so you can focus on higher reasoning skills.
  3. You cannot tether an iPhone with the new 3.1 software update, as hinted at by MILO user Rob Ruffner and confirmed by comments in the mydigitallife how-to.

MILO is a great place to learn and ask questions, a superb resource for any Mac using lawyer.

Google Voice Widget

Friday, August 14th, 2009

Somebody (Apple? AT&T? a conspiracy?) may have killed the Google Voice iPhone Apps, but there is a new widget out that allows you to dial using Google Voice from your Dashboard, GV Connectgvc_call. A huge plus to dialing using your GV number is that people will use it to call you back when looking at their caller I.D.  However, dialing from that number is cumbersome, requiring you to log in to your google account, go to the GV web page, and then dial out. GV Connect does all this, right from your dashboard, lets you choose which of your registered phones the call will connect with and, perhaps most importantly, integrates with your OS X address book. Oh, and you can also SMS directly from the widget. While this doesn’t take the bitter out of your mouth at the loss of an iPhone app for GV, it’s at least a little sugar to make it more bearable.

Another widget added to the collection, replacing the previous time zone clock set up, is iSlayer’s Organized.  This hand widget gives you clocks, calendar, todo and a place to jot down your notes.

organized-sml

Spotlight – The Advanced Course

Thursday, August 6th, 2009

Spotlight quickly finds folders, launches applications, jumps to contacts in address book all with a command-space keystroke and the first few letters of what you want to find/access.  But, Spotlight can go deeper too – filtering folders down to anything you desire based not only on search, but also metadata and through the use of boolean expressions.

Spotlight as a Filter

Spotlight can be accessed from both the command-space keystroke to search the whole hard driver, or through the search box on individual finder windows by hitting command-f (note: if done from a finder window, you must select folder from gray tool bar popup).  Either way, once searching, you can search for more than just text in a filename or inside a document.

In this example, the folder shows all files contained within the folder. In the next screen shot, the same folder has been filtered down to contain just those documents with the label ‘red.’ Finally, using the Spotlight search box, all files have been filtered down files created between 3/1/07 and 8/1/09 AND containing the word “discovery.”

Spotlight as Search Hound

A little language kung fu in your typical command-space search can also yield some great results.  For example, if you are looking for just a contact in address book: (1) hit command-space; (2) type “kind:contact smith” without quotes will bring up a list of all your address book contacts named smith. cursor down to the desired entry, hit return and address book opens.

Similarly, even tasks and events in iCal can be located. Command-space followed by “kind:event deposition” without quotes will call up all iCal events containing the word definition. Now, think about that for a moment. If you get in the habit of using a formal naming convention for events and tasks, you can instantaneously pull up a complete list of all events and tasks for a particular client-matter. Discipline yourself and staff to use Client – Event or Client – Task in the title for events and tasks and you can find them down the road through Spotlight and, of course, through your iCal search function as well.

You can download a complete list of Spotlight search operators from Mac OS X Hints. The Mac OS X Hints post contains an excerpt from David Pogue’s book, The Missing OS X manual which can give you an even more detailed look into how to make this work for you.

MacJournal and Replacing Journler

Wednesday, July 1st, 2009

MacJournal

When hunting around for a ‘Casemap’ replacement a few years back, MacJournal entered onto the final list. Now, because of its ability to import Journler data, complete with tags, MacJournal finds itself doing heavy lifting on case analysis.  Caveat, MacJournal will not pull over images or any metadata other than tags.

Initially, MacJournal lacked the ability to change the date of each entry, making it impossible to use for case analysis chronology.

Pros: Can save individual documents, making client-matter project management easier. You can save a journal as a ‘document’ into Dropbox for each client-matter.  Additionally, this offers the opportunity to keep one journal as your ‘attorney’s daybook’ where you drop all the tidbits that accumulate.  MacJournal has an excellent developer (Dan Schimpf answers questions and listens to user input – check his blog). Questions, comments and concerns often get a personal response.

Cons: PDF/attachment handling is done ‘inline,’ kind of ugly, but not a deal killer; No ‘filter’ option for doing a quick filter of entries based on Tag, Annotation, Date, or Content, i.e. must create a ’smart folder’ to accomplish, still not a deal killer; proprietary file format and structure, but considering responsiveness and longevity of MacJournal/Mariner, still not a deal killer.

journler-importmjdoc

When conducting document review with MacJournal, it goes like this: (1) With a document open in Preview, hit Command-c when you come across a choice page; (2) switch to MacJournal and create a new entry, date it, add tags and, in the main body jott a few notes; (3) hit Command-v and the page is dropped into MacJournal for later reference/review. Double clicking the image opens it in Preview where you can annotate/mark-up/add notes if you desire. This approach is simple, quick and gets the job done with a minimal of effort. And, yes, it can be used to review deposition transcripts as well. When reviewing other documents, if you have bates stamped your PDF using a unique ID, you also have a reference back to the original document which can be located via Mac OS X’s Spotlight. A free bates stamper is available here. Click image above for detail view.

MacJournal sells for $34.95.

Other Alternatives

Originally known as ‘K.I.T.’ (Keep It Together), Together offers many of the same features as MacJournal, with one key exception, poor developer response. Together sells for $39.00

Yojimbo also offers the ability to do case analysis on slices from documents. Yojimbo offers an iPhone application to go along with the desktop and sells for $39.00

Finally, there’s SOHO Notes which lists a tantalizing array of features, including the ability to integrate with their SOHO Office software and iCal, creating a group project management environment. However, the forums and customer feed back have been entirely negative as sync fails and databases corrupt. SOHO Notes sells for $39.99

There are others out there as well, but this is just a sampling and, really, any product which works for you is the one that works. The best bet is a systematic approach to case analysis and stick with it. Because MacJournal, Together, SOHO Notes and Yojimbo all offer the ability to filter, sort, slice and dice the data with quick access to the source information, they all provide the ability to be systematic in your case analysis. Other software to look at (and PLAY with if you can afford the time) includes: Eagle Filer, DevonThink Pro; VooDoo Pad Pro; and Curio.

Oh, hey, you’re saying right now “What about Evernote?” Yeah, there’s Evernote too. But, Evernote has a fatal flaw – the inability to store your database and sync it however you want. If you want to sync an Evernote database, you must use their paid service and it also means that your data is going through their service (which is also true for Dropbox, but at least it’s backed by Amazon’s S3 encryption and cloud storage).

Correction & Clarification: As reader Bob Hill pointed out in the comments, EN does not require a paid account. However, the free accounts have a limited data transfer. Using EN for case analysis would or could quickly exceed this data transfer limitation.  Also, the database itself resides in an EN specified location with no ’save as’ option. Hence, you cannot move the database around on your on or use other sync services such as Dropbox.

Why The Switch From Journler?

Several things conspired to drive a search for an alternative to Journler. Despite promises of future development, the forums for Journler are filled with spam, questions to the developer go unanswered and licenses don’t get sent out. Not exactly a reassuring situation for future support or development. Journler still beats MacJournal others in the functionality & feature department. But, until the software gets into the hands of an interested and earnest development company, it simply cannot be considered reliable into the future.

Journler on Sale

Sunday, May 17th, 2009

If you read this blog, you know we are rabid fans of Journler. Lately the developer seems to be MIA, but with this sale at MacZOT! it indicates that the developer still actively engages in the software and that a version 2.6 is forthcoming. So, if you want to pick up a license, or pick up an extra license, here’s your chance to do so at a very reduced price and, special bonus, all licenses purchased include the next release, 2.6, as a free upgrade.

Journler 43% off – $19.95 (but only for the next 13 hours or so). 

Thanks to reader Justin Kahn @ The Kahn Law Firm for the tip.

Transcript Manager Pro – More Semi-Pro than Pro

Monday, April 13th, 2009

1360 Studios produces one of only two known transcript managers for Mac OS X, Transcript Manger Pro. The software incorporates all the right parts, but put together in a rather bizarre fashion that offends any regular Mac user. Further, the software carries a fairly hefty price tag of $199.  But, to their credit, that’s down from the former $625 and cheaper than the only other depo software, Clarity Legal’s Deposmart.

Open, No, Really, Please Open.

Transcript Manager Pro (”TMP”) wastes no time finding a way to offend users. Users cannot import transcripts through a simple drag and drop. Instead, users must use the Import>Open dialogue.  Worse still, the program refuses to use OS X’sno-finder Finder. (more…)