Technical FAQs

Question

In PrizmDoc, why can’t I delete a full page redaction? The menu pops up for a rectangle redaction, so why not for a full page?

Answer

First, some terminology for PrizmDoc Viewer menus:

Traditionally, when you right click on a page, application, etc. the menu that pops up is called the “context menu”. However, in PrizmDoc, we refer to that menu as the Immediate Actions Menu, and there is a larger box that appears off to the side that we call the Context Menu

This functionality is viewable in the demo linked below. When you create a full page redaction and right-click on it, you get the Immediate Actions Menu. When you create a rectangle redaction and left- or right-click on it, off to the side you’ll see the Context Menu, and can delete it using either that menu or the “delete” key.

https://www.accusoft.com/demos/redaction-demo/

When you make a full page redaction, the only way to delete it is by using the delete button in the Immediate Actions Menu. You cannot click on it and press “delete”, and you cannot delete it via our Context Menu. This is currently a design feature being discussed below at the time of writing:

https://ideas.accusoft.com/ideas/PDEN-I-512

By default, the parameter immediateActionMenuMode is set to off, which disables the menu. If you are having trouble getting this menu to open in your application, you may need to set it to be on when you have a redaction on the page. You can read more about enabling and disabling this feature here.

digital vault application

Security is everything for organizations when it comes to their sensitive data assets. Whether it’s vital documents, account passwords, or proprietary financial formulas, essential business information needs to be well-protected as companies continue to incorporate digital platforms into their operations. Developers can support this critical goal by providing secure digital vault applications that allow their customers to manage and use information assets without exposing them to unnecessary risks.

The heightened emphasis on security has made digital vault services quite popular in recent years. In order to maximize the potential of these security platforms, however, developers must integrate the right tools for managing multiple file types ranging from standard documents to complex financial spreadsheets.

What is a Digital Vault?

Much like its physical counterpart, a digital vault is a secure repository for storing vital assets in one easy-to-manage and fully-encrypted location. In some respects, these platforms are similar to information management services or cloud-based storage, but they set themselves apart by emphasizing security and access control. Digital vaults are frequently used for estate planning thanks to their ability to securely store account log-in information and vital documents, but they’re also popular with high-net worth individuals and organizations that need a safe place for sensitive financial data.

The core feature of a digital vault is its ability to prevent unauthorized access to materials stored inside them. They do this by strictly monitoring access rights at multiple levels. Just because someone has access to the vault itself, for instance, doesn’t mean they have access to everything it contains. The files and documents stored within the digital vault can all be set with their own access permissions. These controls mirror those used in a physical bank vault, such as:

  • Requiring manual authorization from an administrator to access data.
  • Implementing dual key control mechanisms.
  • Limiting access to certain times of day.
  • Segmenting access to relevant assets only.

Managing Digital Vault Information

Digital vaults also make the process of managing data much more secure. Since all of the assets stored within the vault are protected by encryption, they can be shared through a portal rather than downloaded, copied, or transmitted over poorly secured channels like email. The data itself never leaves the protective confines of the vault, and the security controls track who has been granted access when files are shared. This makes it easy to monitor activity and ensure that confidential files are not broadly distributed.

In order to facilitate this access, however, digital vault developers need to build viewing and editing tools into their applications. Without the ability to open and view a document within the web-based portal, for instance, users will be forced to rely on external software. This defeats the whole purpose of a digital vault, as it exposes the file to whatever security vulnerabilities that application might possess.

Integrating HTML5 viewing capabilities into their vault’s web portal allows developers to let their customers review documents and even make annotation markups without having to remove the file from a secure, encrypted environment. For most documents and images, this is a relatively straightforward process using a series of API calls to render the file within the browser.

The Challenge of Excel Spreadsheets

Microsoft Excel spreadsheets, however, frequently pose a major challenge to digital vault platforms. Unlike documents, spreadsheets are often designed to be interactive and can contain sensitive financial calculations within cell fields. Simply sharing a static, print preview image of a spreadsheet might be helpful for reviewing financial records, but it’s not very useful to someone who needs to enter fresh data into the formulas to calculate new results.

While the XLSX file could be made available for download to anyone who is authorized to use it, this defeats the purpose of having it stored in a digital vault. Not only would it be impossible to track the downloaded file, which creates serious data security risks, but allowing multiple copies of the file to proliferate will quickly lead to version confusion.

Enhancing Spreadsheet Functionality with PrizmDoc Cells

Digital vault developers can easily solve their spreadsheet challenges by integrating Accusoft’s PrizmDoc Cells into their application. A completely web-based spreadsheet viewer and editor, PrizmDoc Cells provides native XLSX file support without any external dependencies. The API-based integration allows users to open their existing Excel files to view, edit, and add comments completely within the application’s web portal. PrizmDoc Cells provides a familiar interface that developers can customize to meet the specific needs of their customers.

That same customization extends to the spreadsheet elements themselves. A digital vault provider may not want to allow users to have full access to every element of an Excel file. For instance, an organization may be fine with allowing someone to enter new data and calculate results in the spreadsheet, but not want anyone to be able to view the proprietary formulas buried within the cell fields. When integrating PrizmDoc Cells, developers can control what aspects of the XLSX file are actually shared. This makes it easy to keep formulas and other data locked in place within the spreadsheet and secure from unauthorized viewing.

Unlock Your Digital Vault’s Potential with PrizmDoc Cells

Accusoft’s PrizmDoc Cells gives digital vault developers the ability to control how spreadsheet files are shared and managed within their secure application environment. By integrating native Excel support, they can sever their dependency on Microsoft Office and other potentially insecure software platforms and enhance the value of their digital vault services. With PrizmDoc Cells, their customers can easily access, review, and edit their spreadsheets without exposing them to additional security risks or version confusion.

To learn more about the versatile functionality of PrizmDoc Cells, check out our detailed fact sheet for an overview of critical features and use cases. If you’re ready to test the integration in your application environment, download a free trial today in an easy-to-deploy Docker file.

Question

What does it mean when I see “Email Address is not Registered” when entering in an email in the Evaluation Dialog?

Answer

You will see this error if you have not registered on the Accusoft website.

To register your email address, please visit the following link below:

https://my.accusoft.com/Account/FirstTimeUser?Length=7

OCR segmentation

Today’s high-speed forms processing workflows depend on accurate character recognition to capture data from document images. Rather than manually reviewing forms and entering data by hand, optical character recognition (OCR) and intelligent character recognition (ICR) allow developers to automate the data capture process while also cutting down on human error. Thanks to OCR segmentation, these tools are able to read a wide range of character types to keep forms workflows moving efficiently.

Recognizing Fonts

Deploying OCR to capture data is a complex undertaking due to the immense diversity of fonts in use. Modern character recognition software focuses on identifying the pixel patterns associated with specific characters rather than matching characters to existing libraries. This gives them the flexibility needed to discern multiple font types, but problems can still arise due to spacing issues that make it difficult to tell where one character ends and another begins.

Fonts generally come in one of two forms that impact how much space each character occupies. “Fixed” or “monospaced” fonts are uniformly spaced so that every character takes up the exact same amount of space on the page. While not quite as popular now in the era of word processing software and digital printing, fixed fonts were once the standard form of typeface due to the technical limitations of printing presses and typewriters. On a traditional typewriter, for example, characters were evenly spaced because each typebar (or striker) was a standardized size.

From an OCR standpoint, fixed fonts are easier to read because they can be neatly segmented. Each segmented character is the same size, no matter what letters, numbers, or symbols are used. In the example below, the amount of space occupied by the characters is determined by the number of characters used, not the shape of the characters themselves. This makes it easy to break the text down into a segmented grid for accurate recognition.

OCR segmentation:  Monospace Font Example

“Proportional” fonts, however, are not uniformly spaced. The amount of space taken up by each character is determined by the shape of the character itself. So while a w takes up the same space as an i in a fixed font, it takes up much more space in a proportional font.

OCR segmentation:  Fixed versus proportional font

The inherent characteristics of proportional fonts makes them more difficult to segment cleanly. Since each character occupies a variable amount of space, each segmentation box needs to be a different shape. In the example below, applying a standardized segmentation grid to the text would fail to cleanly separate individual characters, even though both lines feature the exact same character count.

Proportional Font Example

Yet another font challenge comes from “kerning,” which reduces the space between certain characters to allow them to overlap. Frequently used in printing, kerning makes for an aesthetically pleasing font, but it can create serious headaches for OCR data capture because many characters don’t separate cleanly. In the example below, small portions of the W and the A overlap, which could create confusion for an OCR engine as it analyzes pixel data. While the overlap is very slight in this example, many fonts feature far more extreme kerning.

Example of Kerning

In order to get a clean reading of printed text for more accurate recognition results, OCR engines like the one built into Accusoft’s SmartZone SDK utilize segmentation to take an image and split it into several smaller images before applying recognition. This allows the engine to isolate characters from one another to get a clean reading without any stray pixels that could impact recognition results.

Much of this process is handled automatically by the software. SmartZone, for instance, has OCR segmentation settings and properties that are handled internally based on the image at hand. In some cases, however, those controls may need to be adjusted manually to ensure the highest level of accuracy. If a specific font routinely returns failed or low confidence recognition results, it may be necessary to use the OCR segmentation properties to adjust for font characteristics like spaces, overlaps (kerning), and blob size (which distinguishes which pixels are classified as noise).

Applying ICR Segmentation

All of the challenges associated with cleanly segmenting printed text are magnified when it comes to hand printed text. Characters are rarely spaced or even shaped consistently, especially when they’re drawn without the guidance of comb lines that provide clear separation for the person completing a form.

Since ICR engines read characters as individual glyphs, they can become confused if overlapping characters are interpreted as a single glyph. In the example below, there is a slight overlap between the A and the c, while the cross elements of the f and t are merged to form the impression of a single character.

ICR Segmentation Properties

SmartZone’s ICR segmentation properties can be used to pull apart overlapping characters and split merged characters for more accurate recognition results. This is also important for maintaining a consistent character count. If the ICR engine isn’t accounting for overlapped and merged characters, it could return fewer character results than are actually present in the image.

Enhance Your Data Forms Capture with SmartZone

Accusoft’s SmartZone SDK supports both zonal and full page OCR/ICR for forms processing workflows to quickly and accurately capture information from document images. When incorporated into a forms workflow and integrated with identification and alignment tools like the ones found in FormSuite, users can streamline data capture and processing by extracting text and routing it to the appropriate databases or application tools. SmartZone’s OCR supports 77 distinct languages from around the world, including a variety of Asian and Cyrillic characters. For a hands-on look at how SmartZone can enhance your data capture workflow, download a free trial today.

 

Having the right file conversion tools in place can make or break an application. Developers frequently face the challenge of managing multiple file types within a consolidated workflow. Without effective conversion tools, users are forced to rely on external applications that compromise both efficiency and security.

Out of all the file formats developers must account for, PDFs remain among the most important. The ability to convert a wide variety of document and image file types into PDF format can provide an application with unmatched versatility. In fact, PDF conversion support is one of the keys to unlocking better workflow performance, security, and collaboration.

5 Reasons to Convert Files to PDF


1. PDF Format is Consistent

Sharing documents and images across different devices and operating systems can sometimes create problems if the recipient lacks the up-to-date software necessary to view the file properly. This is a particular challenge with documents created using Microsoft Word since the formatting could look quite different across different versions of the program. Since PDF files are designed to look the same no matter how they’re being viewed, the format is ideal for sharing. Both documents and images can display equally well as PDFs, so converting files into this format is a quick and easy way to make them accessible for viewing.

2. PDF Files Are Easily Compressed

Sharing large image files can be a challenge for many organizations. High-resolution JPEG or TIFF files are often too large to share over email or web-based applications. Converting them to compressed PDFs is a quick way to reduce file size for easier sharing while still retaining a copy of the original file. Since the compressed version is in PDF format, there is less chance of version confusion when someone needs to access the original source image.

3. PDFs Are Widely Supported

Although PDFs once required specialized viewing software, thanks to JavaScript-based libraries like PDF.js, they can now be viewed by a conventional web browser. For all intents and purposes, this has made PDF a universal file format that can be viewed on any device. Converting a file into PDF ensures that it will be accessible to anyone who is granted access to it, regardless of the device or operating system they’re using.

4. PDFs Offer Security Protections

For many organizations, protecting privacy and confidential information is incredibly important. Converting document and image files into PDF format allows them to take advantage of the standard’s security features. Passwords can be set to authorize viewing and editing access to a file, which not only helps to ensure privacy but also limits who can make changes to a file so version control is easier to maintain. Files can also be converted into PDF/A format for secure archival purposes.

5. PDFs Support Annotation Markups

Most PDF viewing solutions support some form of annotation markups, which allows multiple contributors to make notes and comments on a file. Converting documents or images into a PDF facilitates this collaboration while safely preserving the original version of the file for future reference. Since PDF viewers provide a variety of annotation tools, they offer a great deal of flexibility when it comes to marking up images and documents without having to depend upon specialized software. Image and document files with additional annotation layers can also be converted into flattened PDFs for easier viewing.

Converting Files to PDF Using ImageGear

Accusoft’s ImageGear provides an extensive array of file conversion tools that allow developers to easily save multiple document and image file types into PDF format. With these conversion capabilities built into the back end of their applications, developers can help customers streamline their file management.

Converting Microsoft Documents to PDF

ImageGear supports the conversion of multiple Microsoft Office documents, including Word (DOCX/DOC), Excel (XLSX/XLS), and PowerPoint (PPTX/PPT). The conversion engine supports all text elements, raster images, and graphic shapes for Microsoft Office Open XML and Microsoft Office 97-2003 formats. It can convert the entire document into a PDF as well as any designated page or page ranges. The following examples show how this can be done using C#.

Converting Microsoft Word to PDF

To convert a Microsoft Word document in its entirety, the first step involves loading the ImageGear filters to create the input and output instances: 

ImGearFileFormats.Filters.Add(ImGearOffice.CreateWordFormat());
ImGearFileFormats.Filters.Add(ImGearPDF.CreatePDFFormat());

For the next step, the PDF library needs to be initialized:

ImGearPDF.Initialize();

The ImGearFileFormats.LoadDocument method is then used to read all pages of the file:

ImGearDocument igDocument;
using (FileStream fileStream = new FileStream(inputFileName, FileMode.Open,
       FileAccess.Read, FileShare.Read))
{
   igDocument = ImGearFileFormats.LoadDocument(fileStream);
}
Finally, the ImGearFileFormats.SaveDocument method is used to save the output PDF: 
using (FileStream fileStream = new FileStream(outputFileName, FileMode.Create,
       FileAccess.ReadWrite))
{
   ImGearFileFormats.SaveDocument(igDocument, fileStream, 0,
       ImGearSavingModes.OVERWRITE, ImGearSavingFormats.PDF, null);
}

Converting Microsoft Excel and PowerPoint to PDF

The process for converting Excel and PowerPoint files follows the same basic format as converting Word files. First, initialize the input, then modify the sample code from above for the appropriate formats.

To initialize Excel:

ImGearFileFormats.Filters.Add(ImGearOffice.CreateExcelFormat());

To modify sample’s open file dialog for XLSX/XLS extensions:

ofd.Filter = @"DOCX files (*.docx)|*.docx|XLSX files 
(*.xlsx)|*.xlsx|XLS files (*.xls)|*.xls";

To initialize PowerPoint:


ImGearFileFormats.Filters.Add(ImGearOffice.CreatePowerPointFormat());

To modify sample’s open file dialog for PPTX/PPT extensions:

ofd.Filter = @"DOCX files (*.docx)|*.docx|PPTX files 
(*.pptx)|*.pptx|PPT files (*.ppt)|*.ppt";

Converting an Image File to PDF

ImageGear PDF supports the conversion of multiple image types into PDF format just as easily as it converts documents, but the process looks a bit different in code. After initializing PDF support for ImageGear.NET, the following C# example can be used to load an image file and then save it as a PDF page. The conversion process can be used for any file format that ImageGear supports.

using System;
using System.IO;

using ImageGear.Core;
using ImageGear.Formats;
using ImageGear.Formats.PDF;
using ImageGear.Evaluation;

public void SaveImageAsPDF(string inputFilePathName, string outputFilePathName)
       {
           try
           {
               const int FIRST_PAGE = 0;

               // Initialize evaluation license.
               ImGearEvaluationManager.Initialize();
               ImGearEvaluationManager.Mode = ImGearEvaluationMode.Watermark;

               // Initialize common formats.
               ImageGear.Formats.ImGearCommonFormats.Initialize();

               // Add support for PDF and PS files.
               ImGearFileFormats.Filters.Insert(0, ImGearPDF.CreatePDFFormat());
               ImGearPDF.Initialize();

               // Load required page from a file.
               ImGearPage page = null;
               using (Stream stream = new FileStream(inputFilePathName, FileMode.Open, FileAccess.Read))
                   page = ImGearFileFormats.LoadPage(stream, FIRST_PAGE);

               // Save page as PDF document to a file.
               using (Stream stream = new FileStream(outputFilePathName, FileMode.Create, FileAccess.Write))
                   ImGearFileFormats.SavePage(page, stream, FIRST_PAGE, ImGearSavingModes.OVERWRITE, ImGearSavingFormats.PDF);
           }
           catch (Exception exp)
           {
               // Write error to Console window.
               Console.WriteLine(exp.Message);
           }
           finally
           {
               // Call PDF engine terminating in any case.
               ImGearPDF.Terminate();
           }
       }

 

Add Conversion Flexibility to Your Application with ImageGear

Accusoft’s ImageGear provides applications with comprehensive conversion, annotation, and viewing support for PDF files. As part of the broader ImageGear collection, it also delivers powerful image processing capabilities and support for multiple document and image file types. These features can help turn any application into a robust document management platform capable of streaming workflows and empowering collaboration.

If you’re ready to see how the SDK will function as part of your development environment, start your free trial and get straight to the code.

Today’s applications need tremendous versatility when it comes to document management. Developers are expected to deliver tools that can handle multiple file types and have the ability to share them securely with internal users and people outside the organization. As more companies transition to remote-first work environments, online (and secure) collaboration tools are becoming a must-have feature. One of the major challenges facing developers is how to adapt existing document technologies and practices to an increasingly interconnected environment without creating additional risks.

Rendering and Conversion Challenges of Microsoft Office

Microsoft Office (MSO) files have long presented problems for organizations looking for greater flexibility when it comes to viewing and marking up documents. This stems in part from the widespread reliance on the Office software itself, which held a staggering 87.5 percent share of the productivity software market according to a 2019 Gartner estimate. Companies of all sizes across multiple industries rely on programs like Word, Excel, and PowerPoint, but there are many instances where they would like to be able to share those documents without also surrendering control of the source files.

The challenge here is twofold. On the one hand, if an organization shares an MSO file with a client or vendor, there’s no guarantee that the recipient will be able to view it properly. They may not have access to Office, in which case they can’t open the file at all, or they may be using an outdated version of the software. While they may still be able to open and view the file, it may not display as originally intended if it uses features not included in previous editions of Office.

On the other hand, however, sharing files outside a secure application environment always creates additional risk. Microsoft Office documents are notoriously attractive targets for hackers seeking to embed malicious code into files, and older, unpatched versions of the software contain numerous known vulnerabilities. Sharing MSO files with an outside party could quickly result in the file being exposed to a compromised machine or network. There’s also a question of version control and privacy, as a downloaded file could easily be copied, edited, or even distributed without authorization.

Unfortunately, it has proved quite difficult to natively render MSO documents in another application. Anyone who has had the misfortune of trying to view or edit a DOCX file in Google Docs will understand the challenges involved. While it’s certainly possible to render MSO files in a different application, the end result is often a little off the mark. Fonts may be rendered incorrectly, formatting could be slightly (or drastically) off, and entire document elements (such as tables, text fields, or images) could be lost if the application doesn’t know how to render them properly.

Rendering MSO Files Natively with PrizmDoc Viewer

As a fully-featured HTML5 viewing integration, Accusoft’s PrizmDoc Viewer can be deployed as an MSO file viewer that renders them like any other document type. However, this doesn’t provide a true native viewing experience, which many businesses require for various compliance reasons. Fortunately, the PrizmDoc Server’s Content Conversion Service (CCS) allows applications to natively render MSO documents with a simple API call.

The MSO rendering feature allows PrizmDoc to communicate directly with an installed version of Microsoft Office, which ensures that every element of the file is rendered accurately within the HTML5 viewer. For example, a DOCX file opened in Microsoft Word should look identical to the same document rendered within an application by PrizmDoc Viewer. Once the document is accurately rendered, it can be shared with other users inside or outside an organization. This allows people to view and even markup MSO files without the original source file ever having to leave the secure application environment. It’s an ideal solution for reducing security risks and eliminating the possibility of version confusion.

Converting Additional MSO File Elements

In many instances, organizations need to share MSO files that have already been marked up or commented upon. This could include Word documents with multiple tracked changes or PowerPoint slides with extensive speaker notes. Those additional markups could be important elements that need to be shared or reviewed, so it’s critical to include them during the conversion and rendering process.

Using the server’s CCS, PrizmDoc Viewer can convert Word documents with accepted or rejected markup changes when converting the file into a different format (such as converting an MSO file to PDF) or rendering it for viewing in the application itself. The same capabilities extend to PowerPoint presentations with speaker notes. When converting these MSO files, the outputted version can consist of slides only or include the speaker notes along with them.

These conversion and rendering capabilities provide developers tremendous flexibility when they’re integrating viewing features into their applications. They can easily deploy them to help their customers collaborate and share MSO files without having to remove them from a secure environment. It’s also a winning feature for end users, who don’t need to worry about downloading files or having access to the latest version of Microsoft Office.

Improve Your Document Capabilities with PrizmDoc Viewer

With its extensive file conversion, redaction, and annotation capabilities, Accusoft’s PrizmDoc Viewer is an essential integration for any document management platform that requires an MSO file viewer. It provides support for dozens of file types to give applications the flexibility needed to meet the demands of today’s complex workflows and improve efficiency. As an HTML5 viewer, it can be integrated into any web-based solution with minimal development effort, which frees up valuable resources developers need to focus on the innovative features that will help set their applications apart in a competitive market.

To learn more about PrizmDoc Viewer’s robust feature set, have a look at our detailed fact sheet. If you’re ready to see what our HTML5 viewer will look like within your application environment, download a free trial and start integrating features right away.

After years of discussion and debate over the state of digital transformation in the legal field, 2020 delivered something of an ultimatum to an industry that has proven historically resistant to drastic change. The COVID-19 pandemic profoundly altered the way many law firms do business, forcing them to seek out a variety of LegalTech solutions to survive in a new environment. Many of these changes are likely to remain firmly entrenched in the coming years, so it’s worth taking a look back at the factors driving them.

COVID-19 and Change in the Legal Industry

From an outsider’s perspective, the legal industry might have appeared to be uniquely well-suited to adapt to the pandemic. Lawyers are high-skill workers with an extensive range of technology solutions at their fingertips to facilitate remote work. It’s easy to imagine a scenario in which many aspects of the legal process, from client intake to discovery to filing documents with the court, are handled virtually, without anyone needing to step foot outside their home office. 

The reality, unfortunately, isn’t so simple. While it’s true that there are several innovative tools available that could support remote work, the legal industry has long struggled to adopt them at scale. Part of that has to do with the culture of law firms themselves, which tend to be driven by a traditional business model that hasn’t changed much since the 20th century. 

Although the legal industry has benefited from technology throughout its history, the use of that technology has typically fallen not to the lawyers themselves, but to their support staff. From printing out reams and reams of documents to manually tracking time in minute-based increments, many lawyers cling to outdated and inefficient practices out of habit and aversion to change.

Although the Great Recession caused some disruption to the legal industry, the impact was not significant or lasting enough to make firms fundamentally rethink their billing and technology usage. That has changed in 2020. As the industry struggles to adapt to the realities of the pandemic, firms have been forced to engage in what Jennifer Leonard, Chief Innovation Officer for University of Pennsylvania’s Carey Law School, describes as “forced experimentation.” This includes implementing technologies already quite common in other industries, such as video conferencing tools and cloud-based collaboration software, as well as taking a more customer-centric approach to delivering legal services.

Key LegalTech Trends in 2020

The rapid transition to the remote workplace has forced legal firms to implement several years’ worth of technological change into the span of a few short months. Here are a few key LegalTech trends and needs that defined the industry in 2020.

Secure Online Communication

Successful transition to a remote work environment requires the right software tools to facilitate secure communication and collaboration. Lawyers not only need to be able to stay in direct contact with clients and colleagues, but also with the court system itself. With many judicial offices shuttered during the early months of the pandemic, courts have greatly expanded their use of e-filing, e-service, and online dispute resolution software. Various video conferencing platforms have also made it possible to conduct court hearings remotely. In a historic move, even the US Supreme Court chose to hear arguments over telephone.

With so many lawyers working remotely, however, security has become more important than ever. That’s because home networks and personal devices can present a variety of security risks. Sharing documents over unencrypted email rather than through more secure LegalTech applications could potentially compromise secure client information or legal strategies. That has driven firms to implement digital solutions that they might have been hesitant to adopt as recently as a year ago.

Online Legal Research

The research and discovery process has gradually been moving online for quite some time. According to research by the American Bar Association (ABA), nearly 70% of lawyers begin their legal research with a general search engine or paid online resource. All of that online research means that lawyers need to be able to securely access and convert multiple different file types. While many legal documents can be found in various online databases, they often exist in poorly scanned formats that are difficult to read or otherwise manipulate. In order to manage these documents effectively, firms need LegalTech applications with imaging and conversion tools that can perform image cleanup and then convert files into formats that are easier to work with.

Virtual Document Review

Whether they’re negotiating contracts or reviewing information as part of discovery, lawyers need to be able to annotate and redact documents without creating confusion over which edits are the most up-to-date. Version control has long been a challenge for the industry, whether it was multiple people working from different printed copies of a document or everyone having their own copy downloaded to a separate device. It’s no surprise, then, that LegalTech startups specializing in contract review software have had no difficulty finding investors during the pandemic. To meet the growing needs of remote legal firms, these platforms will need to deliver powerful editing and access control features that allow users to collaborate more efficiently.

Innovative Billing Strategies

Although law firms have historically weathered economic downturns better than the rest of the economy, the unique nature of the COVID-19 pandemic hit the industry hard in the first half of 2020. According to data gathered by Clio, billing and case volumes plunged in March and April before starting a slow recovery in May. That recovery has been uneven, however, punctuated by a few sharp declines even as overall caseloads return to baseline levels. Firms frequently responded by laying off staff, with 20% of firms having done so or expecting to as recently as July.

The pandemic has forced many firms to implement timekeeping and billing software to help improve efficiency and deliver more value-based services to their clients. Traditional billable hour approaches tended to discourage efficiency, so shifting to a more flexible and transparent system driven by digital tools can help provide firms with the flexibility they need to meet client needs under adverse conditions. Automating billing also allows legal teams to focus more on acquiring new clients and retaining existing clients.

More Changes Coming in 2021

Several legal industry trends from 2020 are expected to continue, or even accelerate, in 2021. Here are just a few areas that will likely remain key priorities for LegalTech developers seeking to meet the industry’s needs.

  • Improving the Client Experience: With so much of the attorney-client relationship going remote, legal firms will need to continue investing in tools that allow them to communicate and interact with their customers more easily.
  • More Cloud Adoption: Legal firms have been slow to adopt cloud-based LegalTech applications, but the pandemic has demonstrated the value of being able to access essential data and tools from anywhere at any time.
  • Organizational Innovation: As LegalTech becomes more essential, law firms will likely continue to rethink their organizational structure by adding non-legal staff to drive digital transformation.

Unlock Your LegalTech Potential with Accusoft

Developing robust LegalTech platforms that help firms overcome the challenges of the remote workplace is a major challenge. Accusoft’s collection of content processing and conversion solutions allow development teams to easily integrate the collaboration and information-sharing tools lawyers require into your applications. Whether you’re incorporating our REST APIs or powerful SDKs, we provide the functionality your software needs so your team can focus on the innovative features that will set you apart in the crowded LegalTech market in 2021 and beyond.

To learn more about how our content solutions can enhance your legal applications, talk to one of our integration experts today.

Question

Why did my license stop working?

Answer

There are a couple reasons why a license might stop working. The most common would be if the MAC addresses changed (on a virtual machine, or after significant hardware change). Additionally, a temporary two week license can be put on a machine via the Server Licensing Utility if there are no licenses available when you license a machine. Feel free to contact us at marketing@accusoft.com if you have additional questions. If you want a new license please contact info@accusoft.com.