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CardMunch Review at iPhone J.D.

This has been sitting in my queue for a couple weeks – just forgot to post.

Great write up about CardMunch from Jeff Richardson at iPhone J.D. yesterday. CardMunch is my preferred business card scanner app because of its integration with LinkedIn. I find LinkedIn very helpful for networking with potential clients and referral sources. Jeff makes a good point about setting the app’s preferences to match your preference as to whether you automatically want to connect on LinkedIn with every person’s card you scan. I like to take a little time to read through the LinkedIn profiles of people I meet before I deciding whether they would be a good connection to follow up on. As a result, I don’t mind the time delay between scanning and processing the card info as I tackle those tasks separately. The increased accuracy of human transcription is also valuable to me.

If we get a higher quality camera in the iPad 3, I wonder whether these apps will make universal versions for the iPad. I can’t really see the benefit of a larger form factor for this type of task, though from time to time I’ve wished the iPad camera was a bit better so I could quickly “scan” a document using my iPad when my iPhone wasn’t handy.

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OfficeTime: Time and Expense App for Lawyers

I’ve recently been trying out the timekeeping app, OfficeTime from OfficeTime Software. OfficeTime is a universal app that efficiently captures time and expenses on your iOS devices, generates reports on how your time was used and exports that time back to your computer.

I think the strongest feature about OfficeTime is the ability to start a timer with two taps. Simply tap “New Session” and then tap “Start”. You don’t need to enter project, category or other notes to start a timer. Enter all that data later (or not at all). Eliminating friction between the start of a new activity and capturing time for that work is key.

Time and expense entries can be annotated with as much or as little additional data as you want. “Projects” are used to define each of your billable matters. “Category” can be used to define different types of job activities (e.g., “calls” “drafting”) or different rates. A freeform notes section accompanies each time and expense entry for capturing the details of your work, file notes or whatever else. New projects and categories can be added from the time entry screen and time can be manually adjusted or added if you didn’t get the timer started on time.

OfficeTime comes in both Free and Pro versions. The Free version is a good place to try out the app but limits the number of projects you can have and doesn’t allow export. OfficeTime Pro allows unlimited projects, categories and export options.

OfficeTime would seem to work best when integrated with its counterpart PC or Mac application (also named OfficeTime) but that is not required. If you have the counterpart desktop application, then your timekeeping data will sync directly to the application. If you use a diffent desktop application for timekeeping and invoicing, you will either need to reinput your data. While duplicate entry is less than ideal, if OfficeTime helps you to caputure even just .1 or .2 more per day, then the repeat entry would seem to be worth the effort.

Couple things I’d like to see in OfficeTime. For users of the iPad and iPhone versions, some sort of interdevice sync would be helpful. I’d like to be able to take time on my iPhone all day and see those time entries on my iPad when I pick it up that evening. Integration of this app with TextExpander Touch would be amazing. Lawyers love their timekeeping codes and TextExpander would make quick work of time descriptions.

All in all, I like OfficeTime a lot and wish it had been around when my practice was more tied to the billable hour. The app has a clean and intuitive interface that enhances usability. It is fast and low friction. I can see OfficeTime in the workflow for attorneys of small and large firms. OfficeTime could easily operate as the only timekeeping tool for a solo/small firm or supplement the server-based practice management software in the largest firms.

OfficeTime Free is free (iTunes link) and OfficeTime Pro is $7.99 (iTunes link)

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Air Dictate: Harnessing Siri for Dictation on your Mac

Lawyers who use Macs and prefer to dictate will be excited about Air Dictate (iTunes link), the new app from Portland, Oregon developer Avatron. Air Dictate uses Siri technology plus a small receiver app to turn your iPhone 4S into a dictation device linked to your Mac. Any text that you dictate into Air Dictate is automatically transcribed into text on your Mac (so long as both devices are on the same wireless network). This entire post was dictated using Air Dictate (though I made transcription corrections and added links manually). I am very impressed with the app’s design end ease-of-use.

Old school users of dictation (dictators?) may need to adjust some habits in using Air Dictate. You can’t “rewind” to edit over previously dictated text. Also, Air Dictate transcribes what you say faithfully which can be a setback if you are used to dictating instructions to your assistant. My old dictation habit of saying “strike that…” quickly reemerged while I was using Air Dictate (I haven’t dictated in years).

That said, being able to see the results of your dictation on screen immediately made composing the rest of my dictation much easier. Using Air Dictate I was able to walk around while dictating and see the results on my large computer screen while I worked. While you can capture your dictation on the iPhone 4S using any app that accepts text input, Air Dictate puts your dictation where you want it the first time be it a text editor, Pages, Microsoft Word, Excel, Firefox, OmniFocus or other Mac app.

Air Dictate faithfully dictates small and large blocks of text. The delay in transcribing the text onto your Mac is very short. In the amount of time you would stop to compose your next thought, Air Dictate has transcribed your previous thoughts on screen. You can dictate into any text field whether the open page of a text editor or the search box in your browser. Air Dictate seems like a must have app for any lawyer who uses a Mac and an iPhone 4S.

Air Dictate is currently $.99 in the App Store. Highly recommended.

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Exhibit A: Annotation Flexibility with Interface Issues

Shortly after my post about TrialPad (which spawned the most comments on a single post for this blog) the developer of competing app, Exhibit A (iTunes link), forwarded me a promo code to give it a try. While I originally intended to write a “review” type post, this became more of a critique about app interface design. I’m no UX expert, but I know what I like and I know when an app has me confused. Though Exhibit A succeeds in it’s core function of allowing presentation and annotation of multiple file types, I found the app’s interface frustratingly difficult to use.

Exhibit A organizes groups of exhibits into “Projects” denoted by briefcases that can hold PDF, jpg and video. Files can be imported via email, Dropbox, through iTunes, by mounting the app as a wireless USB drive or by FTP (this last option seems quite odd to me as I can’t think of any lawyer I’ve met in my 14 years of practice that manages files with FTP, but perhaps I’m behind the times).

While all these import options are nice, I couldn’t find a way to import directly into the project of my choice. Rather, imports all land in the “Imports” project. From there, the user can copy them into specific project folders. Moving files into projects is far from intuitive, however. When visiting an empty project, the user is prompted “to add an exhibit or folder, tap either button in the toolbar below.”

Empty screen, confusing instructions.

But instead of the typical icons for such actions one might expect, the user is met with six somewhat confusingly labeled buttons (spoiler: the button you want is Imports, not Files). I always thought “either” meant two but in any case, why wouldn’t the instructions simply say “To add an exhibit or folder, tap the Imports button.” Or perhaps highlight the button I’m supposed to tap? More to the point, why can’t I import directly to a Project?

Case navigation also has quirks. When looking at a project on screen, there is no indication that the app contains multiple projects other than dots toward the bottom of the screen. While these dots match how multiple screens full of apps are navigated in iOS, I don’t think they translate as well to the page or project metaphor.

Where are my other projects?

Compare switching between documents in an app like Penultimate (shown below) or any of the Apple apps like Pages, Numbers or Keynote. When focused on one document, the edges of other nearby documents (with contextually appropriate thumbnails) are visible giving the user a clue as to where other projects are and how to get to them. Exhibit A offers the user no such contextual clues which often left me hunting for my other projects and swiping about aimlessly. I frequently felt lost navigating the app until I had an “oh yeah” moment.

Penultimate provides context for where my other projects can be found.

Similarly, I found disorienting the Project icon of an open briefcase that appears to be full of photos, videos and PDF. This icon is static regardless of what is inside the actual project. Empty Projects represented by a full briefcase? Completely different projects represented by the same full briefcase? (Note: I had the same criticism of Penultimate during its early iterations when the face of each notebook was identical. This went away when Penultimate was updated to allow the user to customize the cover of a notebook with a title.)

Gestures in the app led to similar frustrations. If you swipe to move to a new Project but accidentally start your swipe touching the project briefcase, the swipe is read as a tap to enter the project. This is made more confusing because the resulting animation looks like you have successfully moved over to the next project (a sliding pane) but instead you have entered a project (also a sliding pane). Again compare how Penultimate or Pages zooms in to a selected project rather than sliding into it. In sum, trying to navigate multiple projects left me disoriented and frustrated.

Once you enter annotation mode, things improve. Tap a file to display full screen. A choice of annotation tools including yellow highlight, freehand pen (with five ink color choices), eraser and laser pointer are at left. The pen and highlighted thickness are adjustable by a slider at the bottom of the screen. Rotate, undo, redo, clear, save and show buttons at the top have their expected functions and can be hidden by a tap. I like how undo/redo and the clear/redraw can be toggled on and off to highlight a particular annotation. I also like how the highlighter is a pen rather than a selection block, though the color seems to obscure rather than emphasize the text being marked. I appreciate than an annotation tool stays selected until I deselect. This saves me a number of trips to the annotation toolbar.

Again, the interface could stand to be improved. The buttons for Rotate, Undo, Redo, etc. are white text on transparent menubar. When overlayed on a white document (as many are), these buttons become difficult to see. Another miscue: page navigation is offered in two conflicting ways on the same interface – forward and back page turn buttons and an up and down slider. While the slider is nice for jumping to the back of a long document quickly, the up and down slider is inconsistent with the left / right gesture used to turn pages.

Exhibit A annotation interface.

I think with some effort, a person could learn to work around the idiosyncrasies of Exhibit A’s interface. Indeed, I have heard from a couple folks who either aren’t bothered by these interface issues or have become accustomed to them and use the app successfully. I, however, am not that person and I think most other users would be similarly frustrated.

Comments { 3 }

TrialPad for iPad: Courtroom Presentation Tool for Lawyers

I was happy to see an update for the new app TrialPad (iTunes link) on my iPad the other day. This new app from Lit Software LLC (website) promises an easy way for trial lawyers to collect, organize and present PDF based exhibits and demonstrative evidence in the courtroom.

At it’s core, TrialPad is a PDF organizer with annotation and VGA out capabilities. When I first looked at this app, I thought it was duplicating features in other apps. On further inspection, I think the developers have put a lot of time into thinking about small details that would be important to an attorney presenting at trial.

On entering the app, the user is prompted to set up case files into which PDF files can be imported. TrialPad added Dropbox support in its most recent update, which is a welcome addition to being able to import files from Mail. Imports from Dropbox retain whatever folder structure they had ensuring that organization is preserved. Once PDFs have been added to a case folder, they can be organized into subfolders or reordered. The ability to reorder files in any way you want is nice most apps simply organize by name or date. I’d like to see a little better file management in the app in the way of being able to synchronize a case with a particular Dropbox folder or perhaps with a desktop app. Currently, once a set of files is added to a case and organized, there does not appear to be a way to incorporate changed or new PDF files other than by adding one file at a time manually or by starting from scratch.

TrialPad File and Presentation view with Annotations

The app is organized like many document based apps: list of files at the left (in landscape mode), a viewer on the right with annotation tools at the top and VGA presentation tools at the bottom. The annotation tools are minimal, but seem appropriate for what a person would want when presenting at trial: a highlighter, a redaction tool and a freehand pen. The highlighter is nice in that it highlights a block rather than line by line. This is nice when you want to highlight an entire paragraph, but I’d also like to see line by line highlighting. One aspect I found frustrating is how the annotation tools turn off after one stroke. This makes sense with the redaction and highlighter, but it didn’t make sense to me with the freehand pen. Numerous times in testing the app when I wanted to write a word, I would have to switch the pen annotation tool on for every stroke. The ostensible reason for this choices is to prevent inadvertent marks on an exhibit when a user wants to pinch and zoom. This seems like it could be overcome by simply not making marks if two fingers touched the screen rather than having the frustrating.

The presentation tools have some nice features tailored for the courtroom including the ability present one exhibit on screen while you find, queue up and annotate another exhibit on the iPad. This took some getting used to for me, as typically VGA out in apps is either off or on. But once I started thinking about how I would want to present in a hearing, this was a welcome feature.

One of the key features of the app is the ability to save multiple annotated versions of the same document (a “Hot Doc”) and access those views different questions or witnesses. I can see a plaintiff’s lawyer in an auto accident case asking a the driver, passenger, witness, and cop to each annotate a map of the intersection where the accident occurred – saving each as a separate annotated file for presentation in closing. One problem I encountered was that all Hot Docs made of the same file have the same name. While a file can be renamed, this seems like an extra step that might get missed in the heat of trial. I might like to see each Hot Doc of the same file separately and automatically labeled with letters or numbers as they are created (e.g., Map – A, Map – B) or labeled with a time stamp. This would make referring to them later more useful.

I’m not a trial lawyer, but I can see this app as a useful tool. It seems like it would be best for small to medium trials. Even more common will be the short trial or hearing where you have just a few exhibits to present. It simply takes no time to add those documents to TrialPad and be ready to go. Use in more complex trials with dozens of exhibits seems possible, but I think some other navigational aids like thumbnails, tagging, quick naming and the like may be necessary – especially once multiple Hot Docs start to be added. Also, as the cases get larger, the power of the more fully featured trial management programs are probably more appropriate.

I have had a couple email exchanges with the developer and I know they are listening to customers, which is always good. One thing we exchanged emails about was the price of the app. The app retails for $89.99 which is high for many apps. But, in terms of typical legal software, it is nothing. The app is about the same cost as preparing a large foam core board with an exhibit. I also think there is a difference in pricing apps for personal use and professional use and in the latter case, TrialPad is not inappropriately priced. Perhaps the TrialPad folks should consider launching a free version of the app with limited functionality (e.g., 3 documents max, 3 minutes continuous VGA out max) so people can try before they buy (or ask a firm to buy). There are a number of videos on TrialPad’s website introducing the app and highlighting some of its features (an example below).

I’m particularly glad to see app development specifically for lawyers. I think the fact that there are some PDF and VGA Out apps that can do some of the things that TrialPad does will ensure that the folks at TrialPad keep developing. From my e-mail exchanges with the developer, I can tell you that they are all ears for input and suggestions. So, if there is something you want to see, drop them a line!

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Getting Law Firms to Support the iPad

I was surprised to hear in a conversation with a colleague at a larger firm that someone in the IT department at his firm refused to allow him to connect his iPad to the firm’s Exchange network. The reason given was that the iPad was “not compatible” with the firm’s Exchange/Blackberry IT infrastructure.

I’m no expert on managing large corporate networks, but I think something else is at work here. Law firms are very often long standing Windows/PC environments with IT staff having experience to match. An IT administrator’s job is to ensure network performance and reliability. Introducing new elements to a network can be at odds with those two goals. Couple that with the difficult customers that law firm partners can be (what, really?), and I can see where an IT admin might choose to adopt new technologies carefully.

Fortunately, expert resources are available. I was recently given a chance to review a new book from Apress publications, Enterprise iPhone and iPad Administrator’s Guide by Charles Edge. The book provides detailed steps for deploying and controlling iOS devices in a network environment.

The book begins by discussing the inevitability of iPhone in the enterprise. Recognizing that even if a firm’s policy is to support a different breed of mobile device, the amazingly widespread adoption of iOS devices means that employees, CEOs and law firm partners will have iOS devices at home and want them connected to their corporate environments. The book goes on to discuss the purchase/activation process (for small and large deployments), configuration decisions, Exchange integration settings, document/file management, support models and the like.

As a partner in a law firm, I like this book as well for having something of a “business minded” perspective to deployment decisions. The strengths and weaknesses of the platform are acknowledged as well as the benefits and burdens of deciding whether to support iOS devices. All told, I think a book like this would be an indispensable resource for a firm IT administrator and possibly even the lawyer trying to get support for an iOS device in an otherwise recalcitrant firm.

Apress has graciously made the first three chapters of the book are available for TabletLegal readers to preview at this link. The full book retails at $59.99 but is available new from Amazon for $44.99 at this writing (Amazon link). I see that the book is also available for Kindle (or Kindle app equipped iPads) for $37.67 (Kindle store link).

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New Apps for Lawyers: PDF Annotation App Shootout (Part 4 of a Series)

So here we are in episode 4 of 7 planned posts about basic apps a lawyer needs to outfit an iPad into a functional working rig. Nothing fancy in the app categories – just the basics. And when I think about my basic workflows, not a day goes by where I don’t spend at least some time with PDF files. I suspect I’m not alone as some of the most popular posts here at TabletLegal are those discussing PDF Annotation apps. So I decided to do this one a little differently.

There are really four contenders in this area (if there are others that I’ve missed, please let me know). In alphabetical order:

  • Aji’s iAnnotate
  • Goodiware’s Goodreader
  • omz software’s PDF Highlighter
  • Readdle’s PDF Expert

I’ve probably been a little partial to Goodreader in my coverage at TabletLegal simply because it fits my workflow really well. But, my workflow isn’t the same as your workflow. I needed to expand my horizons so I spent a few days putting all four of these apps through their paces.

Unsatisfied with a simple textual summary of my work I decided to really break it down. How better than a 4 page spreadsheet (in PDF of course) comparing and contrasting features of these four apps in over 25 categories that I thought would be of primary interest to a lawyer. The spreadsheet is linked at the end of this post for perusal at your leisure.

But I’m not sending you off to figure it all out on your own. I did come to some conclusions, but probably not the ones you are expecting. I’m not saying which app is the “best” or the “worst.” Rather, each app has its own strengths and weaknesses. The good news is that all four all handle the basics great – if you need to highlight while reading and make a couple notes, then any of these will work fine. Beyond that, the app that is best for you depends on your workflow. I break it down like this:

Aji’s iAnnotate. You want iAnnotate if you live in PDFs. The power feature of this app is its ability to have multiple PDF files open in separate tabs that you can quickly flip between. If you are a heavy PDF user, you won’t mind the nonstandard interface of this app because you can customize it to fit your workflow exactly. You’ll also be spending enough time in this app to learn and appreciate every feature described in the 36 page on-board user guide. Powerful file management tools will help you keep boxes worth of documents organized.

iAnnotate - Multiple PDFs in Tabs



Goodiware’s Goodreader. Consider Goodreader if you have basic to moderate annotation needs and PDF is one part of a multi-piece workflow. A fairly standard interface for accessing annotation tools will allow you to get your work done quickly. Lowest price makes it a good place to get started while also handling the necessary file management needs for almost every other file type you might come in contact with.

Goodreader - File Management and PDF Annotation



omz software’s PDF Highlighter. This is the 1.0 app in the group (actually, 1.1 just released), but still a very competent offering. Use PDF Highlighter if your needs are pretty straightforward. I think PDF Highlighter may be ideal for someone referencing PDFs with unfamiliar content because of the integrated Wikipedia lookup. I can imagine sifting through a stack of depositions with medical terms or technical client documents where the ability to tap on a word and get wikipedia feedback could be tremendously useful.

Highlighter - Graphic Annotation Summary



Readdle’s PDF Expert. This app is almost as feature loaded as iAnnotate with a very strong organizational side and a very usable interface. If you need to fill out PDF forms, then you must use PDF Expert as it is the only app supporting forms at this point. PDF Expert’s file management tools will suit the heavy PDF user and its ease of use will appeal to even one-off uses.

PDF Expert - Fillable PDF Forms



You’ll see that the spreadsheet is labeled “Version 1.0.” I suspect I’ve made some mistakes which I’ll correct as I find them or folks bring them to my attention. These apps will also be updated and I’ll try to reflect those updates in the grid. I’ll refine and expand on some categories and possibly drop others as a refine my thoughts about these apps as tools for a lawyer’s workflow. I’ll also be sticking a link to this spreadsheet in the sidebar of TabletLegal so it is easy to access.

So there you have it. Let me know what I’ve missed and what is working best for you.

Here is the PDF Annotation App Shootout Summary Spreadsheet Version 1.0.

Links to App Store:

  • iAnnotate PDF – Aji, LLC
  • GoodReader for iPad – Good.iWare Ltd.
  • PDF Highlighter – omz:software
  • PDF Expert – Readdle
  • Comments { 20 }

    Jury Tracker for iPad

    Jury Tracker

    Over the weekend I was introduced to an intriguing new app for trial lawyers: John Cleave’s Jury Tracker (iTunes link). As the name implies, Jury Tracker facilitates the collection jury information and observations about jurors during trial. Detailed data collection is supplemented by comprehensive reporting. Unlike the voir dire tool iJuror (iTunes link), Jury Tracker is designed to record jury observations during trial. I spent some time with the app this weekend and for a 1.0 release, it shows real promise.

    On opening Jury Tracker, the user either chooses an existing case or enters data for a new case. The case data entry screen collects the expected case related details (parties, case number, court, judge, number of jurors, etc.) and has a notes field for other information. Data for each juror is then entered into a wide variety of fields including demographic information, employment data, family and marital status, military service, prior jury experience, hobbies and the like. Simple avatars can be selected for each juror to aid in identification and matched up with the jury layout in your particular court room.

    Jury Setup

    Once the trial begins, the data capture features of Jury Tracker come into play. Tapping a juror’s avatar takes you to the Juror Observation screen. From here, juror reactions from the simple to the complex can be recorded. I like how the app separates facial reactions (nodding, shaking head, crying, smiling, etc.) from body reactions (looking at watch, taking notes, day dreaming, etc.). Facial reactions can be refined further through simple popups (reaction “to the witness” or “with the witness”). A number of multiple choice buttons and sliders allow for more categorization. Jurors can be assigned a flag (green, red, blue), designated as a “leader” or “follower”, labeled with a plaintiff or defendant prediction or labeled as a “key” juror. A freeform note field collects other observations by the trial team.

    Jury Observations

    All or some of the above data can be recorded for each juror at multiple times during the trial. Once collected, the data can be compiled into reports for analysis. Sort all the data by juror to observe reactions over the course of the day. Sort by plaintiff or defendant to see who is leaning what way. Separate the leaders from the followers, or those with positive body language from those with negative. These reports can be saved to the case file for later review or e-mailed to other members of the trial team for analysis.

    I like the interface of the app. It is clean and well organized, allowing for rapid data capture. The app could use some tune up in terms of responsiveness. Sometimes the app was slow to respond to my taps resulting in me tapping again (needlessly). Some of the animations also seem a bit slow to me (switching from one view to another). These types of things are typical for a 1.0 app, so hopefully we’ll see some updates in this department.

    A feature for consideration in a future update is the ability to define custom fields and buttons for juror data or juror observations. I can see where a lawyer might like the ability to track a particular attribute or observation and a custom tick box or flag would help record that data quickly. This might also be accomplished through some sort of tagging feature.

    My one main criticism is the use of a “save” button in certain screens rather than persistently saving data behind the scenes. This is a different approach than many apps and, for me at least, counterintuitive. More than once I jumped back from the Juror Observation screen to the Jury Tracker screen without tapping Save causing me to lose my observations. Perhaps there is a technical reason why this method of preserving data was used as opposed to the persistent background save used in many apps.

    I don’t try cases myself, but it seems that effective use of the app would require a second set of hands. Along the same lines, one of the understandable problems is that a user can really only enter data for one juror at a time. At different times during a trial, there may be reactions you want to collect or observations to record for multiple jurors at the same time. For large trials, I can imagine multiple paralegals or jury observers, each with iPads, assigned to tracking chunks of the jury. I can see a tool like this being very useful in bigger trials. In addition to helping the lawyer adjust his or her presentation, I can see this type of reporting being very interesting to the client in evaluating settlement offers and trial progress.

    All in all, a very solid 1.0 app. Looking forward to how this app develops. Great to see more apps customized for specific legal needs.

    You can pick up Jury Tracker for $9.99 in the App Store.

    Comments { 5 }

    Word Processors on iPad for Lawyers: Word Compatibility Shootout (Part II – Pleadings)

    This is a follow up to the post I did a couple weeks ago about the Microsoft Word compatible word processing apps for the iPad. In that post, we compared how the different iPad apps handled some basic Word formatting that a lawyer would use in notes, correspondence, memoranda and the like. In this post, we’ll see how the different iPad apps handle pleading specific formatting.

    Once again, our four major contenders are:

    My methodology for this test was the same as the first test. First, I created a basic pleading on my desktop using Microsoft Word 2003. I made sure to include the major types of formatting one might find in a pleading: line numbering, caption, case citations, a text box, a footer and footnotes.

    Click on the image for a larger view of the original file.

    Once I had an original, I imported it into four iPad word processing programs. Within each app, I made a change to the document to ensure that the file was being saved anew by the app. I then exported the file from the iPad back to Word on my desktop. I created a pdf of the resulting output for use in this post.

    A quick note about WYSIWYG performance. The iPad version of the file and the ultimate output often bore no resemblance to one another. While the ultimate output from a couple of the iPad apps was very good, you wouldn’t know it from looking at the iPad screen. In other words, the iPad, while having Word compatibility, does not provide a WYSIWYG experience. To highlight this, I captured a screen shot of the iPad screen of each app as I was editing the. Those images are also pasted below.

    QuickOffice Connect Mobile Suite (iTunes link). QuickOffice did a great job. All formatting elements in the final product appear to be intact. Footnote preserved (even though not visible while editing on iPad). No WYSIWYG on the iPad. No line numbering, no text box, lost the footnote.

    QuickOffice final output

    QuickOffice on iPad

    Pages (iTunes Link). Far from great. Caption has been moved around a bit and a bunch of extra space has crept in beneath the caption. The pleading now takes up a page and a half rather than one page like the original (only first page below). Footnote was also lost. Pages is closest to WYSIWYG on the iPad. Line numbers and text box made are showing up, but some formatting and spacing problems have already crept in distorting it from the original.

    Pages final output

    Pages on iPad

    Documents to Go Premium (iTunes Link). About tied with QuickOffice. Caption, line numbering, case formatting, footnote, text box all appear intact in the final product. Terrible WYSIWYG performance (no line numbering, butchered caption, no text box), but gets top marks for final output.

    DTG final output

    DTG on iPad

    Office2 HD (iTunes link). Sadly, Office 2 HD turned in dead last. Lots of formatting changes, caption is a wreck, line numbering lost, line formatting lost, pleading pushed onto a second page. Oy. Far from WYSIWYG performance on the iPad.

    Office 2 HD final output

    Office 2 HD on iPad

    Verdict. As before, the ultimate output from Documents to Go Premium and QuickOffice Connect Mobile Suite are best. Both of these apps preserved line numbering, the caption box, case citation form and the footnote. Sadly, the output from Office 2 HD and Pages isn’t even a close second. Interestingly, the app that provided the best WYSIWYG experience on the iPad was Pages by handling the line numbering successfully.

    I have all of these apps on my iPad for testing purposes, but QuickOffice Connect Mobile Suite (iTunes link) is the one that I use when I need Word compatible functionality. Even though the final output is on par with Documents to Go Premium (iTunes Link), I find the file management capabilities of QuickOffice to be superior (or at least easier for my brain to understand). That said, I am still muddling around in these apps a bit. I do most of my iPad writing in SimpleNote, so I haven’t had the experience with the full  featured word processing apps on the iPad to learn all their respective quirks yet.

    Next in this series I think we are going to tackle contract drafting. I think the most notable formatting element there is use of outline numbering of various styles (each with differing indentation) and automatic cross references. Let me know in the comments if there is something you’d like to make sure I address.

    Comments { 13 }

    Word Processors on iPad for Lawyers: MS Word Compatibility Shootout

    Reports in June put the number of iPad specific applications in the App Store north of 10,000. No small number of them feature ways of capturing and manipulating text. But for many lawyers, Microsoft Word compatibility is the gold standard, as it is nearly ubiquitous in law firms. While my personal iPad workflow relies primarily on plain text, the numerous comments on this blog and e-mails to me suggest that most attorneys want Word compatible files from start to finish. So, this post sets out to determine which of the Microsoft Word compatible word processors for the iPad handles the import and export process the best. I’m not tackling other features here – just basic Word compatibility.

    The criterion for inclusion in my test is the ability of an app to (i) import Microsoft Word files, (ii) edit those files and (iii) export Microsoft Word compatible files. By my tally, there are currently four major word processing applications for the iPad that feature this level of Microsoft Word compatibility. Those apps (and their developers) are:

    - Pages – $9.99 (Apple)
    - Office 2 HD – $7.99 (Byte 2) (Tablet Legal review)
    - Documents to Go Premium – $14.99 (DataViz)
    - QuickOffice Connect Mobile Suite for iPad – $9.99 (QuickOffice, Inc.)

    All of these apps are iPad native versions, though they have been on the iPhone for some time.

    My test was pretty simple. I started with a blank document in Microsoft Word. I added some lorum ipsum and applied simple text formatting. Clicking the thumbnail on the right will take you to an image of the original word file. As you can see, it contains the following basic text formatting:

    - normal text, ragged right justification
    - normal text, full justification
    - bullet list
    - numbered list
    - bold, underline and italics
    - tracked changes (deleted text, added text, comment balloon)
    - table (with left, right and center justified text)

    A few comments about how I came up with this list. First, while this is but a small sampling of the formatting available in Microsoft Word, I think it is reasonable to conclude that these are the most frequently used formats. Second, I wanted to focus on formatting that I thought a lawyer would use most commonly. For this reason, features like image inserts were not tested. While other formatting is used in pleadings and business agreements, the above formatting is probably all that is necessary for typical legal correspondence and basic drafting. I plan to do a similar post in the future focused specifically on pleading formatting (line numbering, line spacing, footnotes, captions) and business agreement formatting (automatic section numbering, numbering formats, section cross references, page breaks).

    To test the apps, I imported my original Microsoft Word 2003 file into each iPad application. Once in the application, I added some text to the document in various locations. I then exported the document from the iPad application in Microsoft Word format. These exports were then opened in Microsoft Word 2003 on my desktop from where I created a PDF. Each of the resulting PDF files is attached at the bottom of this post.

    In my test, Documents to Go Premium and QuickOffice Connect Mobile Suite for iPad finished in a dead heat. Both preserved the formatting of the original Word document the best. Most notably, while both DTG and QuickOffice do not display tracked changes on the iPad (the document is displayed as though the changes are “accepted”), the tracked changes formatting was preserved when the file was exported out of these iPad apps and viewed again in a desktop version of Word. This is both important and promising. It is important in that it is good to know that tracked changes formatting is not lost while using these apps (even though it can’t be viewed). It is promising in that it suggests that perhaps this is something that can be addressed in an update of the app since the track change data appears to be preserved in the file on the iPad.

    Office 2 finished next. The main failing here was with the tracked changes. In the final export from Office 2, the text marked as deleted was reinstated, the added text was inserted and the comment bubble was deleted (though the text from the comment bubble was oddly preserved in the last line of the document)..

    Pages finished last. It failed in the same manner as Office 2 with respect to tracked changes except the deleted text was in fact deleted rather than preserved. It went on to muck with the formatting of the table and the formatting of the text I added to the table was inconsistent with the rest of the document.

    For straight Word compatibility, Documents to Go and QuickOffice are equals as far as this test goes. Realize that if you have no need for tracked changes, then any of these applications will do a fine job of allowing you to view, edit and send along Microsoft Word compatible documents. Note that these applications all have extensive feature sets, different price points and other strengths and weaknesses that may make a different application better for your situation.

    What does your word processing workflow entail? Which of these apps are you using as part of your workflow? Others I haven’t mentioned?

    PDF Files

    Original Doc
    DTG Export
    QuickOffice Export
    Office 2 Export
    Pages Export

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