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Legal Humor
A lawyer had a jury trial in a very difficult business case. The client who had attended the trial was out of town when the jury came back with its decision, which was for the lawyer and his client. The lawyer immediately sent a telegram to his client, reading "Justice has triumphed!"
The client wired back, "Appeal at once!" |
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Updates Review
2010 Updates
We will continue our commitment to provide you updates to ProDoc forms as agency forms change and statutory changes dictate. We will also ship form changes we make as a result of customer suggestions and enhancements we make in both ProDoc and the automated forms.
March WebUpdates
The WebUpdates we released in March were:
- Family Law –
We added the new text to the Automatic Orders required in every Family action pursuant to NY Bill 5588.
- Lipman’s Wills & Trusts – We added the new 60-3 form – a memorandum to send to clients regarding estate tax repeal and the impact on their plans. We also revised the transmittal letter (form 60-1) with minor grammatical changes.
May Update
We will send you the following update via CD:
- Business Transactions Solution - We're updating the Directors’, Officers’ and Principal Shareholders’ Questionnaire form per an update from the author, Alan S. Gutterman.
- Lipman's Wills & Trusts - We're revising approximately 100 forms with numerous enhancements, including:
- We're modifying and improving the fee agreements so that you now have more options available when creating these forms.
- We're adding a new form that revokes your client’s existing revocable trust. The form comes in six different versions depending on who created the trust that is being revoked.
- We're revising the deed forms so that you can now draft an unlimited number of deeds at one time. Each of the deeds will be sent to a single output file, with one letter following the other.
- We're improving and renaming the forms that were previously called Memorandum Regarding Transfer of Accounts. We're reworking the forms so that they are now letters from your client to the financial institutions. And, you will now be able choose to draft an unlimited number of these letters at one time. Each of the letters will be sent to a single output file, with one letter following the other.
- You will now have the option to draft trust agreements without withdrawal rights in all of the irrevocable trusts that contain Crummey withdrawal rights.
- We're modifying the language regarding the creation of pet trusts so that other provisions relating to the early termination of uneconomical trusts will not apply to pet trusts.
- We're removing the Widow and Orphan format settings from every form. There will be places where the forms previously looked better than they do now, and you will find that certain provisions, notary acknowledgments especially, start on one page and end on the next. However, the formatting has been improved a great deal, especially for users of Microsoft® Word.
- ProDoc Database Enhancement - We will also release a database enhancement to make your ProDoc more stable and reliable.
April WebUpdates
We provided the following WebUpdates:
- Family Law – We revised 66 forms by replacing the term “Law Guardian” with “Attorney for Children,” or similar text, pursuant to NY Bill 7805.
- Probate – We revised the Application for Copy of Death Certificate (VR-66) - New York City, form 1-110 in accordance with changes to the official form.
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Customer Questions from the Last WebNotes
The following questions were from ProDoc customers like you in response to last month's ProDoc WebNotes.
Q: I have the ProDoc Wills & Trusts package. I want to get rid of the page break that leaves spaces between sections. Can you help me with this?
A: We will release an update soon that contains formatting changes to the Lipman’s Wills & Trusts volume that solve this problem for you.
Q: When are we going to be able to sync SOS with a blackberry, iPhone or other Windows-based phone?
A: We had hoped to release an SOS update this summer that enables SOS to sync with Microsoft® Outlook. If your smart phone syncs with Outlook, you would then be able to sync your device with SOS using Outlook as the intermediary. Unfortunately, we're having to delay that feature until early next year.
Q: When will you have forms that are compatible with Mac and Mac software?
A: (We are asked this question every month so we repeat the question, or a variation of it, monthly.) We are working now to develop a web-based version of ProDoc that runs on any operating system. Watch for that feature to debut around mid-2011. Mac users will be able to use the web-based version while PC-based users will be able to continue with the present computer/server-based version if they wish. Mac users will be able to use the web-based version while PC-based users will be able to continue with the present computer/server-based version if they wish. We have tested and verified that ProDoc runs on a Mac using Parallels™ and a Microsoft Windows® operating system.
Q:
My computer went nuts and I had to reinstall all of the software programs that I had installed in it. Can you send me a CD so that I can reinstall ProDoc? Thanks
A:
No problem. We already directed our Tech Support team to get in touch with you and get you the installation program.
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Who to Call for Billing/Customer Support Issues
We have a special team dedicated to Customer Support issues for ProDoc customers. Call 800-759-5418. This is the "ProDoc only" phone number for obtaining Sales information (option 1), Customer Support (option 2), Free Technical Support (option 3), and Free Training (option 4) and it is dedicated exclusively for ProDoc customers. Call this number and you work with the teams that are the most knowledgeable about ProDoc.
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ProDoc Customer Support: Printing ProDoc Forms Lists
Even experienced ProDoc users are often surprised to find out that forms they assumed were not in ProDoc are actually in there. With the hundreds of ProDoc automated forms available to you,
perhaps you too find yourself overwhelmed with the task of finding the form you need in ProDoc. We do provide a form-find feature in ProDoc but many users report that they prefer to print their own copies of the forms lists. So, we invite you to learn how to print ProDoc forms lists.
Learn the different ways to print ProDoc forms lists >>
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Practice Tip: "Do Something! Request an Introduction"
Allison C Shields of Legal Ease Consulting offers ideas and strategies for taking the next step when you identify a potential client, strategic alliance, or referral source you want to court. Follow her succinct six-step process
to grow and develop your client base with confidence.
Read Do Something! Request an introduction >>
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Tech Tip: Enter an Email Address on a Blackberry the Easy Way
You know how Microsoft® Outlook enables you to enter a few letters of the email address
and it automatically suggests one or more email addresses - saving you time and typing errors? Xobni™ Mobile with Xobni One service does the same thing on your Blackberry. Xobni One provides a powerful index and search capability for your email messages in
Microsoft Outlook.
Learn more about Xobni One >>
Learn more about Xobni Mobile >>
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Tech Tip: Integrate Elite Calendar Manager with Microsoft Outlook
If your firm uses Thomson Reuters®' Elite® Calendar Manager product, a new feature enables it to integrate with your Microsoft Outlook Calendar. Elite Calendar Connect for Microsoft Outlook 5.0 enables you to view your litigation docket in Outlook and on your smart phone after syncing the data. You can also configure Calendar Connect so you receive only the events pertinent to your cases.
Learn more about Elite Calendar Connect for Microsoft Outlook 5.0 >>
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Tech Tip: Protect Your Data in Case Your Laptop is Stolen
Preventing unauthorized eyes from perusing your laptop data is a good thing - right? But, how do you do so if your laptop is stolen or you go through customs, for instance? The answer is to encrypt your laptop hard drive so only you can read what's on it.
There are many products available to you for this purpose but here are a couple for you to research.
Read about BitLocker Drive Encryption (comes free with Microsoft Windows Vista® and 7® >>
Read about TrueCrypt (a freeware product for the rest of us) >>
Review this comparison of disk encryption software >>
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Vent—Tell Us What's on Your Mind
This is your opportunity to
what's on your mind. Email us your suggestions and other feedback.
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