It was three years ago this month that Wolters Kluwer formally introduced Cheetah, its next-generation legal research platform that it described at the time as “a re-envisioning of the legal research experience.” As I explained in an ABA Journal review in December 2015, Wolters Kluwer presented Cheetah as a faster, more intuitive and more responsive alternative to its older research platform, Intelliconnect, which it launched in 2009.

Cheetah has been well received in the market. Wolters Kluwer says it is now being used by more than 2,500 law firms, law schools and corporate legal departments. The annual Dewey B Strategic start/stop survey named Cheetah one of the two best products of 2015.

It was thus inevitable that Wolters Kluwer would at some point discontinue Intelliconnect, and that time has come. In a letter he is sending to customers this week, Dean Sonderegger, vice president, Legal Markets & Innovation, is advising customers that the company will sunset Intelliconnect and move to the one research platform.

“This move will allow us to further invest in enhancements to Cheetah and other value-added solutions for the legal marketplace,” he writes.

Sonderegger told me that 90 percent of Intelliconnect’s users have already been migrated to Cheetah and that all of the content that had been available on Intelliconnect has been copied to Cheetah. (In fact, he says, Cheetah has added content that had not been available in Intelliconnect.)

Given this, it no longer made sense for Wolters Kluwer to invest in maintaining and operating two separate legal research platforms. That’s not the best way to add value for customers, he said, when the investment in Intelliconnect could be better spent on further enhancing Cheetah.

The platform will officially shut down on Dec. 31, 2018. Between now and then, Wolters Kluwer will work with its remaining customers to migrate them to Cheetah. For the most part, customers’ subscriptions should not be affected by the transition and should remain the same, he said.

Below is the full text of Sonderegger’s letter to customers, which is being sent out this week on a rolling basis:

Dear Valued Customer,

It’s no secret that technology is changing the way each of us works and Wolters Kluwer is committed to helping you harness the power of technology to drive greater efficiencies and improved outcomes for your business. As part of that commitment, we continue to invest roughly 10% of our annual revenues into the development and enhancement of new and existing products.

In 2015, based on close collaboration with our customers, we launched the Cheetah™ an intuitive legal research platform, powered by Wolters Kluwer’s world-class content enabling legal professionals to quickly understand and advise on today’s complex matters. In 2018, Cheetah™ won the SIIA CODiE Award for Best Legal Solution.

Over the past year, Cheetah™ has been successfully adopted by more than 2,500 law firms, law schools and corporate legal departments. Based on this adoption, we’ve reached the point where we have decided to sunset the IntelliConnect platform and move to one research platform, Cheetah™. This move will allow us to further invest in enhancements to Cheetah™ and other value-added solutions for the legal marketplace. As part of this change, we will migrate any remaining IntelliConnect customers to Cheetah™ over the next few months.

Your successful transition to Cheetah™ is very important to us and we are here to support you along the way. We will also provide you with dual access to your subscribed content on Cheetah™ and IntelliConnect at no additional charge at this time.

If you have questions in the meantime, please contact us at 1-800-955-5217 or CheetahSupport@wolterskluwer.com. If you would like to learn more about Cheetah™, please go to our dedicated site for Training & Support.

Thank you for being a valued customer, we greatly appreciate your patronage, and look forward to our continued partnership.

Sincerely,
Dean Sonderegger
Vice President, Legal Markets & Innovation
Legal & Regulatory, U.S.
WoltersKluwerLR.com

The Tax Cut and Jobs Act that took effect Jan. 1 made major changes to U.S. tax laws, including with regard to estate and gift taxes. Needless to say, attorneys who practice in this area need to be well versed in the changes and their implications. A new tool launching this week from Wolters Kluwer Legal & Regulatory U.S. is designed to help them do that.

Over the past year, Wolters Kluwer introduced several products that use “point-in-time” capability, a navigation and redlining tool that allows a lawyer to see how a law or regulation has changed over time and see its exact text at a certain point in time. Now the company is bringing that capability to estate and gift tax laws with the launch of Estate & Gift Tax Plus.

This new tool allows tax attorneys to view estate and gift tax laws dating back to 1954 and tax regulations and commentary dating back to 2016. Using point-in-time navigation, the tool allows attorneys to see the text of a law or regulation as it stood at any specific point in time. This is useful for lawyers who are involved in an audit or litigation where they have to go back in time.

A redlining comparison tool allows attorneys to see how the text changed over time, showing all versions of changes across a timeline. Additions to text are shown in green and deletions are shown in red. These redline views can be printed and will retain their color coding.

EGT Plus is based on content from Wolters Kluwer’s Federal Estate and Gift Tax Reporter. The point-in-time technology is licensed from Propylon, a company that develops software to enhance legislative and legal research.

During a demonstration this week, Anand Daga, senior product manager for tax in legal markets at Wolters Kluwer, told me that this tool uses natural language processing and machine learning technologies to decipher changes to laws and regulations.

“The technology that powers this is reading the text and leveraging natural language algorithms to understand the differences between any two documents,” Daga said. “As we add additional data, machine learning technologies will start understanding the context to better understand the data over time.”

See also:

I have said before and I continue to believe that for a legal research company to compete against the longstanding dominance of Westlaw and LexisNexis, having secondary content such as treatises and practice guides is the Holy Grail.

Fastcase clearly sees it the same way. It has steadily been building its libraries of secondary content, acquiring Loislaw in 2015, bringing on former LexisNexis VP Steve Errick to develop new editorial products, adding blog posts and commentary from the LexBlog network, launching a legal publishing arm in November, and, just two weeks ago, debuting its first law journal, RAIL: The Journal of Robotics, Artificial Intelligence & Law.

Today, Fastcase is announcing another step in that direction. Through a partnership with Wolters Kluwer Legal & Regulatory U.S., it will offer an extensive collection of WK’s expert treatises, handbooks and other secondary sources.

The collection includes 129 titles covering areas of law such as bankruptcy, business, construction, elder law, employment, estate planning, family, litigation, health, insurance, pension and benefits, personal injury and real estate.

“This partnership intentionally closes the gap between Fastcase and the incumbents in the legal publishing market,” Fastcase CEO Ed Walters said. “There are vanishingly few advantages that the old players have left. With the analytics of Docket Alarm, secondary treatises from Wolters Kluwer, legal news from LexBlog, and our innovative research platform and mobile apps, Fastcase is a complete solution for legal researchers.”

But for Fastcase subscribers, there are two limitations. One is that the titles will be available only by purchase. So, if a subscriber wants, for example, Bankruptcy Litigation and Practice, the subscriber will have to purchase it for an annual price of $510. (A complete list of titles and prices is below.)

Second, Fastcase’s licensing agreement with WK permits it to sell these titles only to subscribers in firms of 1-9 lawyers. Subscribers at larger firms will be able to purchase these only through WK.

Fastcase users will see the new titles in the library immediately as of today. Those in firms of fewer than 10 lawyers will be able to subscribe to and use the materials from directly within the Fastcase application.

The agreement to provide the Wolters Kluwer content extends a partnership that began when Fastcase purchased legal research provider Loislaw from Wolters Kluwer in 2015, but this agreement includes titles that were not available for sale in Loislaw.

For WK, the licensing agreement provides an effective distribution channel for it to reach a wider audience in the small firm segment, said Dean Sonderegger, vice president and general manager of Legal Markets, Innovation at WK. “As a rising innovator in the space, Fastcase was the clear choice and we’re pleased that our titles and expert authors will receive even greater exposure and reach more professionals.”

Below is the full list of titles that will be available and their prices.

Subject Title Annual Price
Bankruptcy Advanced Chapter 11 Bankruptcy Practice, 2nd Edition $416
Bankruptcy Bankruptcy Litigation and Practice, 4th Edition $510
Bankruptcy Bankruptcy Litigation Manual $653
Bankruptcy Ginsberg & Martin on Bankruptcy, 5th Edition $863
Bankruptcy Ordin on Contesting Confirmation, 5th Edition $472
Bankruptcy Strategies for Creditors in Bankruptcy Proceedings, 6th Edition $267
Bankruptcy Tax Planning for Troubled Corporations $536
Business Practice S Corporation Taxation Guide $429
Business Torts Business Torts Reporter $829
Business Torts Business Torts: A Fifty-State Guide $363
Business Torts Civil RICO Practice Manual, 3rd Edition $423
Construction Law Alternative Clauses to Standard Construction Contracts, 3rd Edition $261
Construction Law Construction Disputes: Practice Guide with Forms, 2nd Edition $334
Construction Law Construction Law Handbook, 2nd Edition $210
Construction Law Fifty State Construction Lien and Bond Law, 3rd Edition $544
Consumer Finance Structuring Commercial Real Estate Workouts, 2nd Edition $932
Drunk Driving Defense Drunk Driving Defense, 7th Edition $426
Elder Law Elder Law Answer Book, 3rd Edition $209
Elder Law Loring & Rounds: A Trustee’s Handbook $423
Elder Law Representing the Elderly Client Law & Practice $666
Elder Law Social Security & Medicare Answer Book, 5th Edition $497
Elder Law Special Needs Trust Handbook $478
Elder Law The Elder Law Forms Manual $652
Elder Law The Elder Law Portfolio Series $1,016
Elder Law The Elder Law Report $422
Employment Discrimination Americans with Disabilities Act Handbook, 4th Edition $953
Employment Discrimination Civil Rights in the Workplace, 3rd Edition $456
Employment Discrimination Employment Discrimination Law & Practice, 4th Edition $724
Employment Discrimination Representing Plaintiffs in Title VII Actions, 4th Edition $671
Employment Discrimination Sexual Harassment in the Workplace: Law and Practice, 4th Edition $680
Employment Law AIDS and the Law $456
Employment Law Covenants Not to Compete, 3rd Edition $571
Employment Law Employee Dismissal Law & Practice, 5th Edition $576
Employment Law Employment Law Answer Book, 8th Edition $505
Employment Law Employment Law Update $519
Employment Law Employment Relationships: Law & Practice $446
Employment Law Equal Employment Opportunity Compliance Guide $490
Employment Law Labor & Employment Law Handbook $395
Employment Law Privacy & Cybersecurity Law Deskbook $489
Employment Law State by State Guide to Human Resources Law $485
Estate Planning Estate & Gift Tax Handbook $435
Estate Planning Estate & Retirement Planning Answer Book $399
Estate Planning Internal Revenue Code $301
Estate Planning Multistate Guide to Estate Planning $490
Estate Planning Practical Guide to Estate Planning $338
Estate Planning Price on Contemporary Estate Planning $579
Evidence Destruction of Evidence $455
Evidence Evidence: Practice Under the Rules, 4th Edition $416
Family Law American Journal of Family Law $453
Family Law Child Support Guidelines: Interpretation & Application, 2nd Edition $556
Family Law Drafting Prenuptial Agreements $793
Family Law Family Law Update $681
Family Law Psychological Experts in Divorce Actions, 6th Edition $388
Family Law Qualified Domestic Relations Order Handbook, 3rd Edition $511
Family Law Valuation Strategies in Divorce, 5th Edition $382
Family Law Value of Pensions in Divorce,  5th Edition $499
Family Law Valuing Specific Assets in Divorce $355
General Litigation Discovery Practice, 6th Edition $406
General Litigation Electronic Discovery, 2nd Edition $371
General Litigation Expert Witness Update $275
General Litigation Judgment Enforcement, 3rd Edition $423
General Litigation Jury Selection, 4th Edition $384
General Litigation Motion Practice, 6th Edition $508
Health Law & Compliance Clinical Research Compliance Manual $581
Health Law & Compliance Consent to Treatment $593
Health Law & Compliance Emergency Department Compliance Manual $421
Health Law & Compliance Health Care Organizations Risk Management $452
Health Law & Compliance Health Law & Compliance Update $370
Health Law & Compliance HIPAA Compliance Handbook $367
Health Law & Compliance HIPAA: A Guide to Health Care Privacy and Security Law $782
Health Law & Compliance Hospital Legal Forms, Checklists and Guidelines $1,226
Health Law & Compliance Medical Group Practice $603
Health Law & Compliance Medical Staff Management $543
Insurance CGL Policy Handbook, 2nd Edition $365
Insurance Insurance Coverage Litigation, 2nd Edition $410
Insurance Policyholder’s Guide to the Law of Insurance Coverage $448
Insurance Practitioner’s Guide to Litigating Insurance Coverage Actions, 2nd Ed $643
Law Practice Resources Lawyer’s Desk Book $409
Law Practice Resources The Lawyer’s Almanac $540
Limited Liability Federal & State Taxation of Limited Liability Companies $499
Payroll California Payroll Guide $596
Payroll Complete Guide to Federal & State Garnishment $694
Payroll Multistate Payroll Guide $539
Payroll Payroll Answer Book $560
Payroll Wage and Hour Answer Book $576
Payroll Wage Hour Compliance Handbook $539
Pension & Benefits 401(k) Answer Book $499
Pension & Benefits 5500 Preparer’s Manual $499
Pension & Benefits Cash Balance Plan Answer Book $497
Pension & Benefits COBRA Handbook $505
Pension & Benefits Coverage & Nondiscrimination Answer Book $506
Pension & Benefits Defined Benefit Answer Book $497
Pension & Benefits Dividing Pensions in Divorce $511
Pension & Benefits Employee Benefits Answer Book $487
Pension & Benefits Employee Benefits in Mergers & Acquisitions $487
Pension & Benefits Employee Stock Ownership Plan Answer Book $513
Pension & Benefits ERISA Fiduciary Answer Book $497
Pension & Benefits ERISA Law Answer Book $487
Pension & Benefits ERISA: A Comprehensive Guide $506
Pension & Benefits Executive Compensation Answer Book $497
Pension & Benefits Governmental Plans Answer Book $491
Pension & Benefits Handbook on ERISA Litigation $511
Pension & Benefits Health Insurance Answer Book $519
Pension & Benefits Health Savings Account Answer Book $497
Pension & Benefits Individual Retirement Account Answer Book $511
Pension & Benefits Mandated Benefits Compliance Guide $511
Pension & Benefits Medicare Handbook $511
Pension & Benefits Multistate Guide to Benefits Law $497
Pension & Benefits Pension Distribution Answer Book $497
Pension & Benefits Plan Correction Answer Book $497
Pension & Benefits Plan Termination Answer Book $511
Pension & Benefits Qualified Domestic Relations Order Answer Book $497
Pension & Benefits Quick Reference to ERISA Compliance $511
Pension & Benefits Quick Reference to HIPAA Compliance $510
Pension & Benefits Roth IRA Answer Book $511
Pension & Benefits SIMPLE, SEP and SARSEP Answer Book $511
Pension & Benefits State by State Guide to Managed Care Law $534
Personal Injury Tort Law Desk Reference: A Fifty State Compendium $445
Personal Injury Understanding the AMA Guides in Workers’ Compensation, 5th Edition $534
Product Liability Product Liability Case Digest $405
Product Liability Product Liability Desk Reference a Fifty-State Compendium $391
Product Liability The Preparation of a Product Liability Case, 3rd Edition $381
Real Estate Commercial Real Estate Leases, 5th Edition $365
Real Estate Commercial Real Estate Transactions Handbook, 4th Edition $330
Real Estate Environmental Liability & Real Property Transactions: Law & Practice, 2nd Edition $1,288
Real Estate Law of Real Estate Brokers, 3rd Edition $324
Real Estate Law of Title Insurance, 3rd Edition $336
Real Estate State-By-State Guide to Commercial Real Estate Leases, 5th Edition $891
Remedies Proving and Defending Damage Claims: A Fifty-State Guide $380

RegReview enables the user to navigate to all forms, regulations and SEC guidance related to the filing.

In a post here in July, I provided a preview of RegReview, a new component of its Transactional Law Suite for Securities that Wolters Kluwer Legal & Regulatory U.S. planned to showcase at the annual convention of the American Association of Law Libraries. Yesterday, Wolters Kluwer formally launched RegReview to its customers.

RegReview allows users to quickly identify changes in the law and navigate to all relevant laws governing a particular SEC filing. It features what Wolters Kluwer calls Point-in-Time navigation, which identifies the exact language within a law, regulation or form that has changed and allows users to compare versions of all prior changes made to that law since 2013. It also tells you when there have been no changes. This lets the user quickly see whether the law has changed since a given point in time.

The Point-in-Time feature lets the user compare versions of all changes made since 2013 to the laws, rules, regulations and forms.

The product also allows users to view all primary source materials associated with a particular form or SEC filing while viewing the form. When a lawyer opens a filing, such as a Form 10-K, RegReview shows all the rules, guidance and other primary source materials associated with that form. All of the links and rule-checking information are curated by attorney editors and analysts at Wolters Kluwer.

As I wrote in July, RegReview is designed to address to major pain points for securities lawyers in drafting securities documents. One is the difficulty of identifying changes in the laws, regulations and forms. The other is “rule checking,” the systematic review of all relevant law governing the SEC filing being drafted.

As noted, RegReview is part of WK’s Securities Transactional Law Suite, which provides tools for researching SEC filings and for document drafting and due diligence. The suite also includes RBsource and RBsourceFilings, for researching and tracking securities laws and filings, and Clarion, a tool for M&A due diligence and strategic advisement.

 

The home page of M&A Clause Analytics

At the annual convention next week of the American Association of Law Libraries, Wolters Kluwer Legal & Regulatory will unveil two new features of its Transactional Law Suite for Securities. One, M&A Clause Analytics, uses analytics to help streamline the process of drafting documents for mergers and acquisitions. The other, RegReview, is designed to boost the efficiency of SEC rule checking.

Both are additions to WK’s Securities Transactional Law Suite, which provides tools for researching SEC filings and for document drafting and due diligence. The suite also includes RBsource and RBsourceFilings, for researching and tracking securities laws and filings, and Clarion, a tool for M&A due diligence and strategic advisement.

M&A Clause Analytics

M&A Clause Analytics uses a combination of artificial intelligence and subject-matter expertise to provide a market standard for a range of acquisition agreements, clauses and related documents. The purpose is to provide M&A lawyers with access to a vetted set of market standard M&A documents they can use to streamline and verify drafting.

WK developed the set of documents using two steps. First, for each type of agreement, it used a machine learning algorithm to create a composite model derived from a sample set of 250 documents chosen by its M&A editors. It then had M&A attorneys review the composite document and perform the final editing and curation.

The drafting attorney can then use this model as a benchmark to compare a single clause or an entire agreement against what has been identified to be the market standard. It shows the extent to which clauses are or are not most conforming to the market standard. It also provides practical guidance around each clause.

The product includes merger, stock purchase and asset purchase agreements. Lawyers can search from the home page to find on-point agreements and clauses, and then use the “select and analyze an agreement” function to learn the extent to which the selected agreement’s clauses conform to the market standard.

The product includes expert-prepared practical guidance for critical issues on a clause-by-clause basis. Also, for each clause, it provides analysis of three key considerations: difficulty of drafting, legal mistake/risk, and standard versus negotiated. The product identifies any of these that are outside the norm so that the attorney can address them.

“This offering breaks new ground through the combination of artificial intelligence with expert attorney curation, driving both improved productivity and better client outcomes,” said Dean Sonderegger, vice president and general manager, Legal Markets & Innovation, in a statement issued by the company. “The launch of M&A Clause Analytics is Wolters Kluwer’s latest move to enhance our best-in-class transactional offerings by integrating its deep legal expertise with the best in emerging technology, content curation and aggregation and seamless workflow integration.”

RegReview

RegReview is designed to address to major pain points for securities lawyers in drafting securities documents. One is the difficulty of identifying changes in the laws, regulations and forms. The other is “rule checking,” the systematic review of all relevant law governing the SEC filing being drafted.

RegReview addresses these pain points in two ways:

  • By providing “Point-in-Time” analysis of the law that lets the attorney see which regulatory content has changed and the exact text of the changes. It does this by letting the attorney compare versions of all changes made since 2013 to the laws, rules, regulations and forms, using WK’s RBsource and RBsourceFilings.  This lets the lawyer quickly see whether or not the law has changed since a given point in time.
  • By integrating forms with all associated regulatory content. When a lawyer opens a filing, such as a Form 10-K, RegReview will show all the rules, guidance and other materials that its content experts have identified as associated with that form. This gives the lawyer a comprehensive view of what needs to be reviewed before working on the filing. This will be available for four types of forms: the registration statement, the 10-K report, the 10-Q report, and the 8-K report. (This associated content feature will not be available next week but will become available in September.)

Thus, before drafting a form, the lawyer will be able to easily navigate to all laws, regulations and SEC guidance. By clicking on any of the linked items, the lawyer will be able to see what changes there have been to any relevant regulatory materials and when those changes occurred.

Wolters Kluwer will be showcasing both of these tools at the AALL annual meeting in Austin next week.

It’s a maelstrom of activity in our nation’s capital these days, making it all the harder for lawyers to keep up with federal developments and separate truth from rumor. Cognizant of that, Wolters Kluwer Legal & Regulatory has launched a new product, the Federal Developments Knowledge Center, designed to help legal professionals stay on top of important legislative, regulatory and executive actions.

Better yet, the product is free for anyone to use, at least for the time being. Because this is a beta version of the product, with features still be built and added, Wolters Kluwer is making it available to anyone who completes a registration form. WK expects to launch the full version later this summer, at which point beta users will have to convert to a paid plan. Likely pricing has not been set.

WK’s goal in launching the center is to help legal professionals keep up with bills, regulations and executive actions and understand the potential impact of those actions on their clients. So far, the primary way this is done is through the Key Federal Developments Smart Chart.

Currently, it covers 12 broad areas — antitrust, banking and finance, employee benefits, government contracts, health care, intellectual property, labor and employment, life sciences, pension, products liability, securities and tax. Slated to be added soon are energy, environmental, global trade and immigration.

Select any one or more of these areas and you are then prompted to select the types of document you are interested in. Options are: enacted law, executive order, final rule, presidential memorandum, proposed legislation and proposed rule. You are then taken to the results page, where there are three vertical columns showing:

  • Key Federal Developments. This is the title of the relevant document, with a link to its actual text.
  • WK Commentary. This section describes the status of the document, provides a synopsis of what it does, and summarizes the likely impact and next steps.
  • Related Expert Analysis. This provides links to news coverage of the topic from WK sources. It draws on stories dating back to 2014.

In the screencap above, I started by selecting the labor and employment subject area, and then chose to view presidential memoranda, proposed legislation and proposed rules. Above you see the results for presidential memoranda. Lower on the page — visible if I were to scroll down on the page or collapse the first section — are the results for proposed legislation and rules.

By clicking a button in the upper right corner, I can change the view to a matrix, showing all results arranged in vertical columns that scroll horizontally to the right. I can also select to highlight only those updates that occurred within a recent date range or on a specific date.

Once you’ve created a Smart Chart for any search, you can save it and add it to a research folder. You can also email the chart or expert it into a Microsoft Word or Excel format.

In addition to the Smart Chart feature, the Knowledge Center also includes a feed of news headlines. These stories can be browsed by date. You can also search stories by keywords. New searches open in new tabs so you don’t lose prior results. An RSS feed is available if you wish to follow updates using an RSS reader.

Still in the works are several additional features for the Knowledge Center. One is a raw feed of “breaking news” source documents as they come in, without analysis, allowing users to be even more current on new developments.

Another feature being planned is predictive analytics for legislation. This would provide a more in-depth look at pending bills and would provide predictions of a bill’s outlook and chance of passage.

This is a critical time in Washington. Even in this beta form, the Federal Developments Knowledge Center is a useful way of keeping up with what matters to your practice. It will be free for at least a few months, so you have nothing to lose by trying it out.

 

Just ahead of the annual meeting of the International Trademark Association (INTA), where an expected 10,000 trademark lawyers will gather starting Saturday in Barcelona, Wolters Kluwer Legal & Regulatory U.S. and Alt Legal are announcing an integration that will provide one-click access to WK Trademark Navigator from within Alt Legal.

Through this integration, which will be formally announced Thursday, Alt Legal subscribers can access relevant WK Trademark Navigator content from within their docketing workflows. WK Trademark Navigator customers who are subscribers to Alt Legal can also access their dockets in Alt Legal through WK Trademark Navigator.

If you are not familiar with Alt Legal, it is a cloud-based platform that automates the creation and docketing of intellectual property filings, primarily trademarks. It is used by law firms and corporate legal departments to manage IP dockets and filings.

WK Trademark Navigator is a trademark-prosecution reference tool that provides expert analysis, forms, Smart Charts, news, foreign jurisdictional requirements, TTAB cases, and other legal material in a one-stop dashboard.

“What we’re doing is taking the best of Trademark Navigator and merging it with Alt Legal,” Alt Legal CEO Nehal Madhani told me last week.

With a click, go from Trademark Navigator to your Alt Legal docket.

When an Alt Legal subscriber signs in, the platform automatically updates the docket status of all the user’s trademarks and automatically calculates all applicable statutory deadlines. With this new integration, Alt Legal’s docket items now provide links to relevant content in Trademark Navigator to help the attorney understand and execute the next steps in the matter.

For example, in the screencap at the top of this post, showing an item from Facebook’s trademark docket, the item shows the status and then includes a link to the relevant section of a guide to registering trademarks available on Trademark Navigator. Click the link to jump to that article in Trademark Navigator, as the second screenshot above shows. The link associated with an item is always tied to the status of the item, as automatically updated by Alt Legal.

In addition, the integration enables users to go from Trademark Navigator into Alt Legal with one click and vice versa.

To enable the integration, users will need subscriptions both to Alt Legal and Trademark Navigator. They would then access their Alt Legal account and enable the Trademark Navigator integration. Only those who enable the integration will see the links in Alt Legal docket items to Trademark Navigator.

More information:

 

 

Wolters Kluwer today announced that Jonah Paransky has been named executive vice president and general manager of its ELM Solutions business, a part of its Governance, Risk & Compliance group. ELM Solutions provides enterprise legal management software to facilitate workflow and collaboration in law firms, corporate legal departments and insurance claims organizations.

Paransky was formerly an executive with LexisNexis, where he last held the position of vice president and managing director, product management, in the Business of Law Software Solutions group. That group oversaw products such as CounselLink, Firm Manager, InterAction, PCLaw, Time Matters and Juris.

Paransky left LexisNexis in July 2015 and most recently was chief executive officer of SkyTouch Technology, the developer of a cloud-based property management system for hotels.

 

Corporate legal departments and insurance claims organizations that receive large numbers of outside-counsel invoices now have a new tool available to them to help review invoices and ensure that they accurately and consistently adhere to billing guidelines.

Wolters Kluwer ELM Solutions today launched LegalVIEW BillAnalyzer, a service that combines machine learning and other advanced technologies with human expertise to help ensure compliance with billing guidelines and achieve savings in legal fees.

David Moran, senior director for product management, legal analytics portfolio, told me during a preview yesterday that corporate legal departments that had been testing this service had seen savings of 4 to 8 percent off outside counsel invoices, even after the firms had been given the opportunity to correct invoice entries and remedy non-compliance with billing rules.

The service is best suited for companies that have a high volume of outside counsel invoices — at least 300 to 500 a month — and that work with a number of different law firms, Moran said. The service integrates with WK’s e-billing products TyMetrix 360, Passport and Passport Pro, and the service is also available to legal departments using other e-billing platforms.

Machine learning is used to understand the company’s billing guidelines and billing history and is then applied to perform a granular, line-by-line analysis of invoices. It also helps a company understand how its outside firms compare against each other in billing rates and time spent for similar work.

Using the machine-learning algorithm and natural-language processing, the service tags and scores different line items within invoices. Expert human reviewers then review the tagged and scored items to determine whether adjustments should be made. The machine-tagging speeds the work and accuracy of the human reviewers, Moran said.

Beyond the immediate task of invoice review, the service provides long-term benefits to both corporations and their outside firms, Moran suggested, in that firms will get better at invoicing accurately and legal departments will get more accurate information about the work being done for them.

The service includes a further human element, which is relationship management with outside counsel. WK’s staff attorneys and paralegals will work directly with outside counsel to manage the negotiation and appeals process for invoice revisions.