West. Get the tools you need for the study, practice, and business of law. ProDoc is the solution to saving your firm time and reducing errors in document assembly.
California
July 2010
 
Legal Humor
"It's like seeing your mother-in-law drive over a cliff in your new Cadillac."


Don Barrett,
American Lawyer,
Describing his reaction when jurors found for his client but awarded no damages because they said both parties were at fault

[Return to top]


Updates Review

July WebUpdate
The July WebUpdate will include the following:

  • Lipman's Wills & Trusts - We're making minor changes to answer validations to a few of the forms in this volume. The issue does not affect the legal content of the documents in any way.
  • Workers' Compensation - We're adding two new EAMS forms, panel reviews for Qualified Medical Examiners.

June Update
This update includes our mid-year Judicial Council Forms update. You will receive it before the July 1, the effective date of the changes. It will also include our regular enhancements and local forms revisions. Here is an overview of the update:

  • Attorney-Client Matters – We updated four attorney fee agreement forms pursuant to California Rule of Professional Conduct 3-410, allowing for the disclosure of personal liability insurance to the client.
  • Business Transactions Solution - We updated the Directors’, Officers’ and Principal Shareholders’ Questionnaire form.
  • Family Law – We added one new and updated 13 Judicial Council Forms in accordance with the July 2010 changes. We added 29 new mandatory local forms from various counties for alternative dispute resolution, mediation, and fee statements of the mediator or arbitrator. We also updated 63 other local forms for various counties. We updated the FL 685, Response to Governmental Notice or Motion or Order to Show Cause (Gov) form to allow it to be assembled by either petitioner or respondent. Finally, we modified three forms pursuant to customer requests and suggestions.
  • Conservatorships – We updated one Judicial Council Form and added another in accordance with the July 2010 changes. We also updated two forms in this volume with minor changes in one form concerning the person signing the document and a minor change to another regarding the reference to a limited conservator. Finally, we modified one form pursuant to a customer request.
  • Criminal Defense – We updated two Judicial Council Forms in accordance with the July 2010 changes. We updated five local forms pursuant county updates. We added 10 new mandatory local forms; seven for Yuba County, one for Orange County, one for Riverside County, and one for Amador County.
  • Federal Civil Litigation –We updated 20 forms, including two Administrative Office forms with minor changes pursuant to the AO update. Three other changes are pursuant to Central District of California updates. We removed one Southern District of California form and replaced it with a similar form.
  • Guardianships – We updated four local forms. We also modified five forms pursuant to customer requests and suggestions.
  • Juvenile Law – We updated 13 Judicial Council Forms and removed nine outdated Judicial Council Forms in accordance with the July 2010 changes. We also updated three local forms and tweaked the assembly logic in the proof of service forms.
  • Landlord and Tenant – We added one new Judicial Council Form and updated another in accordance with the July 2010 changes. We added 10 new forms, including various Memorandums of Costs, a 30 day notice to quit, and two new mandatory local forms. We also modified nine forms pursuant to customer requests. Finally, we updated eight local forms in accordance with county changes.
  • Lipman's Will & Trusts - We enhanced hundreds of forms in 11 major categories of changes.
  • Litigation – We added 15 new, updated 21, and removed four outdated Judicial Council Forms in accordance with the July 2010 changes.  We modified 11 forms pursuant to customer requests. We also updated 30 and added 21 new mandatory local forms in accordance with county changes. Finally, we tweaked the assembly logic in one form.
  • Probate – We updated 77 local forms and added one new local form in accordance with county changes. We also tweaked the assembly logic in two forms.  Finally, we removed one retired form.
  • Real Estate – We added back in a signature line for the settlement agent for the three versions of the HUD-1 forms. We also updated 264 local forms in accordance with county changes (many of the changes affect the Change of Ownership statements and various claim forms). We also made minor assembly logic fixes to five forms. Finally, we added five new forms.
  • Worker’s Compensation – We updated almost 30 forms, added one new form, and removed thirteen Vocational Rehabilitation forms that were obsolete.
  • ProDoc/SOS Database Enhancement - We also released a database enhancement to make your ProDoc more stable and reliable.
  • Support for Corel WordPerfect® X5 - We updated ProDoc and SOS to support this word processor version.

Read more detailed information about this update >>

[Return to top]


Preparation for Installing the June Update
Please ignore the following if you already installed the June update:

This update includes a one-time-only database enhancement. As a result, the installation process has special requirements and will take longer. Please read this and the next article carefully before initiating the installation from the CD.

The database enhancement in this update has minimum system requirements that include the most current Microsoft Windows Service Pack for your operating system. If that is not installed on your computer/server, you will not be able to complete the installation of the update.

However, you should have the most current Service Pack installed for your peace of mind. Microsoft Service Packs contain bug fixes and even more importantly, they contain patches to known vulnerabilities in the Operating System. You should have automatic updating turned on but, if not, here is your opportunity to get current.

Here is how to check how current you are with your operating system: On your desktop click Start > click My Computer > click System. On the System window, look for the Service Pack information. If the most current Service Pack version does not display as shown below, be sure to download and install the most current Service Pack before installing the June update.

Operating System Most Recent Service Pack
Microsoft Windows 2000 Windows 2000 SP4
Microsoft Windows XP Windows XP SP3
Microsoft Windows Vista1 Windows Vista SP1
Windows Vista SP2
Microsoft Windows 7 None needed

1Unlike service packs for other Microsoft Operating Systems, SP2 for Vista is not a standalone service pack. It requires SP1 to be installed. If neither service pack is installed on your Vista Operating System, first install the Windows Vista SP1 and then the Windows Vista SP2.

[Return to top]


REALLY Helpful Hints for Installing Your ProDoc Update
Please ignore the following if you already installed the June update:

The June update is unusual in that it includes an enhancement to the underlying ProDoc database. Please read the following information before installing this update:

Time Your Installation for the Last Task of the Day
This time only, you will need to reboot/restart your computer during the installation process. So, and particularly if your installation is on a network server, we strongly advise that you wait to run the installation until everyone else is off the network.

Lengthier Installation
This installation will take longer than a typical ProDoc update. This is a one-time occurrence and we ask that you be patient with this process.

Your Computer Server Will Restart - Leave the CD in the Computer
The installation process will continue after the restart so do not remove the CD until you click the Finish button.

Installation Messages
You may encounter system messages during your installation process. Most commonly they are triggered because you have not installed all the Microsoft Windows service packs or you do not have administrative rights on the computer.

If you encounter any messages, please go to www.prodoc.com/install-2010/ to view our list of potential system messages you may encounter, what they mean, what to do about them, and who to call if you encounter problems with the installation.

Potential Issue After You Open ProDoc
The registration code you entered when you installed ProDoc governs how many users in your firm can simultaneously access ProDoc. If your firm received a network license and individual computer licenses (to install ProDoc on a laptop, for instance), it is possible that the registration codes were misapplied during the original installation. For example, if your firm registered a network server with an individual computer license (if your firm requested any), after this installation only one person will be able to access ProDoc at a time. If this issue should arise, call our Tech Support team at 800-759-5418, option 3.

[Return to top]


Customer Questions from the Last WebNotes
The following questions were from ProDoc customers like you in response to the last ProDoc WebNotes.

Q: Why can't another user from my firm find and edit documents that are specific to my attorneys, and that I've prepared in ProDoc? Can't this program be networked to encompass all our clients and documents?
A: It sounds like ProDoc is not properly installed on your network. Call our Tech Support team at 800-759-5418, option 3) for free assistance with your network installation.

Q: I recently purchased a new laptop with Windows 7 as its operating system. What must I do to stop using the old laptop and use its license (one of two) to use ProDoc on the new laptop which has no ProDoc program on it presently?
A: Go ahead and install ProDoc on the new laptop. You have 15 days in which to license that installation. Contact our Tech Support team at 800-759-5418, option 3) for assistance in transferring the license to your new laptop and transferring over the appropriate ProDoc files.

Q: Does ProDoc support Microsoft Office® 2010?
A: We're working on support for Microsoft Windows Office 2010 - watch for details about a near term release of this enhancement. We recently added support for Corel WordPerfect Office X5.

Q: I use the Lipman's estate planning volume every day. In the volume, there is a form for the drafting attorney to complete and give to an assistant to prepare the documents. The form contains a series of questions that need to be answered to draft the document. I don't like the design of the form provided in the volume. I would love for the volume to contain a form the attorney could print out and complete that would be easy for the assistant to use.
A: We passed your comments on to Mr. Lipman for his consideration of your suggestion. Meanwhile, it is quite simple to create a customized intake form using ProDoc volume questions for your use. You'll find instructions here for creating your customized intake form(s).

[Return to top]


ProDoc Customer Support: Save Editing Time Using Case Data Sheets
There is a faster and easier way to conduct the initial review of ProDoc-generated documents using the Case Data Sheet feature.

Your legal assistant/paralegal can quickly and easily print a Case Data Sheet after generating a document. The Case Data Sheet shows all of the document assembly and client matter choices your legal assistant/paralegal made during the assembly process. If some of the choices are incorrect, it is much easier to spot those issues on the Case Data Sheet with all of the boilerplate stripped out. This process also makes it very easy for your assistant to identify the data to be corrected and then make those revisions.

After such a review of the Case Data Sheet, when your legal assistant/paralegal presents the document(s) for your review, you can feel more confident that the major legal issues are already resolved. This provides you more time to focus on the finer legal issues.

Learn how to use case data sheets >>

[Return to top]


Practice Tip: Succession Planning
Leaving practice, for whatever reason, is less daunting when you have a plan in place. You'll find below a checklist for succession planning and a success story of a smooth transition in a solo firm.

Read Exit, Stage Left! A Succession Planning Checklist for Lawyers >>
Read Keys to the Succession Process: A Success Story >>

[Return to top]


Tech Tip: ABA's Smart Phone Buying Guide
If you're not a techy-type, you may be overwhelmed with your choices for smart phones. The recently released ABA smart phone buying guide provides a basic primer on operating system options, software applications (Apps), models and features, and coverage and carriers that you might find enlightening.

Read the ABA Smart phone buying guide >>

[Return to top]


Tech Tip: Using a Wiki to Promote Collaboration
What's a wiki and why on earth would our firm ever need one—both reasonable questions. However, at least one large law firm has found wikis invaluable for promoting and simplifying collaboration within its ranks. They found that the wikis in their firm were quick and easy to set up, required very little IT support, and provided benefits beyond their initial expectations.

Read Collaboration Through Wikis at Hicks Morley >>

[Return to top]


Tech Tip: Taming Your Email Inbox
Handy as email is, it can be exasperating dealing with the flood of email we deal with every day. With a little planning, however, you can make tame the email beast— leaving more time for everything else you would rather be doing than dealing with your email.

Read The Inbox Ninjas: Helping You Chop Through Your E-Mail Inbox >>

[Return to top]


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.

[Return to top]


ProDoc, a Thomson Reuters company - 962 Coronado Boulevard - Universal City, Texas 78148
Phone: 800-759-5418

ProDoc® and SOS® are registered trademarks of West Publishing Corporation. All other trademarks are the
property of their respective owners.