Westlaw is Broken...

... for Firefox users at least.

The Volokh Conspiracy confirms that I'm not going crazy. Though their article only specifically identifies the issue on Windows XP the comments report similar problems across various operating systems, and even in Google Chrome. Westlaw is - supposedly - "on it."

Edit: The issue has, apparently, been fixed.

Outlook Email to Task Macro

For several months I have been using ClearContext to categorize and sort my Outlook inbox. One of the features that I liked most about CC is it's abilities to easily create appointments or tasks from an email. However, once the 90 day free trial of ClearContext Pro expires, these utilities are disabled.

Many people probably use the Follow Up flag on the email and call it a day. In fact, I was completely happy with this until just recently. The shortfall with using "follow up" is that it does not create a "task". Both "follow ups" and "tasks" appear in your to-do list in Outlook, and both "follow ups" and "tasks" appear in your tasks pane in Outlook. So, if you don't ever want to do anything but view your tasks in Outlook, you're fine using the follow up flag. However, if you (like me) want to be able to export your outlook tasks in an effort to do something awesome with them, your "follow ups" will be left behind when exporting tasks. (Yes, hopefully that link is a tease to a future post).

I set out to make a macro that:

1. Made a task out of the currently selected email; and
   
2. Used the categories I'd assigned to that email using rules to fill in data for the new task for sorting purposes.

Here is my Macro

Public Sub CreateTaskFromItem()

'This version by Bill Blewett (billblewett.com)
'Modified from KC Lemson's script (http://blogs.technet.com/kclemson/archive/2004/01/31/65586.aspx)
'Which was modified from Jim Durant's script (http://blogs.msdn.com/johnrdurant/archive/2004/01/30/65039.aspx)

  Dim olTask As Outlook.TaskItem
  'Using object rather than MailItem, so that it
  'can handle posts, meeting requests, etc as well
  Dim olItem As Object
  Dim olExp As Outlook.Explorer
  Dim fldCurrent As Outlook.MAPIFolder
  Dim olApp As Outlook.Application

  Set olApp = Outlook.CreateObject("Outlook.Application")
  Set olTask = olApp.CreateItem(olTaskItem)
  Set olExp = olApp.ActiveExplorer
  Set fldCurrent = olExp.CurrentFolder
 
  Dim cntSelection As Integer
  cntSelection = olExp.Selection.Count
 
  For I = 1 To cntSelection
    Set olItem = olExp.Selection.Item(I)
    
    'add email as an attachment to the new task
    olTask.Attachments.Add olItem
    
    'set subject of the new task
'    olTask.Subject = "Follow up on " & olItem.Subject
'    I moved this down lower to make the new name ONLY the category that's left over not both original categories
    
    'copy body of email into body of the new task // added by me.  I prefer the body text plus the attachment.
    olTask.Body = olItem.Body
    

' =~`~= BEGIN PERSONAL CATEGORY RELATED MODS =~`~=
    
    '==STEP ONE==
    'Copy ALL the categories from the Item (e-mail) to the new Task... Simple.
    
    olTask.Categories = olItem.Categories
    
    '==STEP TWO==
    'Give the new task the proper overall value using BillingInformation field

        If InStr(1, olItem.Categories, "Mark", vbTextCompare) <> 0 Then
            olTask.BillingInformation = "Mark"
        End If
        If InStr(1, olItem.Categories, "Clint", vbTextCompare) <> 0 Then
            olTask.BillingInformation = "Clint"
        End If
        If InStr(1, olItem.Categories, "[2.Clint]", vbTextCompare) <> 0 Then
            olTask.BillingInformation = "Clint"
        End If
        If InStr(1, olItem.Categories, "Me", vbTextCompare) <> 0 Then
            olTask.BillingInformation = "Me"
        End If

    '==STEP THREE==
    'Strip the task of ONLY the specific categories which were used above to create BillingInformation values.
    
    olTask.Categories = Replace(olTask.Categories, "Mark", "", , vbTextCompare)
    olTask.Categories = Replace(olTask.Categories, "Clint", "", , vbTextCompare)
    olTask.Categories = Replace(olTask.Categories, "Me", "", , vbTextCompare)
    olTask.Categories = Replace(olTask.Categories, "[2 ]", "", , vbTextCompare)
    olTask.Categories = Replace(olTask.Categories, "[2. ]", "", , vbTextCompare)
    olTask.Categories = Replace(olTask.Categories, "[2]", "", , vbTextCompare)

    
' =~`~= END PERSONAL CATEGORY RELATED MODS =~`~=


    olTask.Subject = olTask.Categories & " - Follow Up, " & olItem.Subject 'moved from above to include the proper category
    
' Misc Cleanups for task names and categories

    'to clean up the new task's subject use:
    'olTask.Subject = Replace(olTask.Subject, "Text to be replaced", "Text to replace it with", , vbTextCompare)
    '
    'to clean up the new task's categories use:
    'olTask.Categories = Replace(olTask.Categories, "Text to be replaced", "Text to replace it with", , vbTextCompare)
    
    olTask.Subject = Replace(olTask.Subject, "[1.", "", , vbTextCompare)
    olTask.Subject = Replace(olTask.Subject, "]", "", , vbTextCompare)
    olTask.Subject = Replace(olTask.Subject, "[6 ", "", , vbTextCompare)
    
Next

  'Make the new task display - delete or comment it out (') to not show
  olTask.Display
  
  'Set the due date for today
  olTask.DueDate = Date
  
  'No Reminder, but if it was True it would remind in 3 hours
  'the original author of this script had the reminder as True
  'and used the 3 hour mark to make sure that she had all of the
  'settings correct... it's super annoying to me.
  olTask.ReminderSet = False
  olTask.ReminderTime = DateAdd("h", 3, Now)
 
  'Saving the new task automatically
  olTask.Save
 
End Sub

Now let's take a look at what this is doing.

The first third of the macro is creating a new task, pasting the text of the email into the task and also attaching the email to the task.
The second third of the macro is my custom categorizing. If an email has a category of "Me" "Mark" or "Clint" then that value is given to the "BillingInformation" field of the task. The purpose of this is so that when viewing my tasks I can have them sorted by categories for each client, but also have a higher value in the hierarchy for whose client they are. I then wanted to strip the task of the "BillingInformation" category since I am already using this information somewhere else, and having multiple categories in a task would lead to duplicate entries in my custom task view. However, I wanted to keep the client specific category in tact. This was trickier than I expected.
The final third of the macro cleans up some left over oddities from category names, sets the due date and reminder value of the new task, then opens and saves the new task.

This macro works perfect for what I was trying to do. You will need to customize to suit your specific needs, but I've left comments in the code that should help with that.

If you need help installing the macro see this article.

Automatically Format Names of Word Document

Good organization of your electronic files requires two key elements. First you need a logical and consistent folder hierarchy. Each client or project folder should have identical, or at least similar, folders corresponding to that particular client. Second, you need a consistent file naming procedure to organize files within each folder.

Many people include dates in file names in an attempt to organize their folders and find what they're looking for with a glance. However, too often people fall into the mm/dd/yyyy trap of dating their files. I get it, we're Americans, we were raised writing the date that way. If we were European we would likely name our files dd/mm/yyyy. However, computers are neither Americans nor European. If we want our files to be organized as best they can we need to learn to speak a bit of computer.

Shortfalls of conventional date formats
Your computer wants to organize things alphabetically and in descending order. What this means is that a letter titled 04-12-2010 - Letter to Joe.doc will be placed after 04-11-2010 - Letter to Jane.doc and before 04-15-2010 - Letter to Jim.doc. That's great so far, but we run into trouble when we change years. For example 04-12-2011 - Letter to Joe.doc when placed in the same folder will result in sorting like this:

04-11-2010 - Letter to Jane.doc
04-12-2010 - Letter to Joe.doc
04-12-2011 - Letter to Joe.doc
04-15-2010 - Letter to Jim.doc

The dates become jumbled. Our British friends' folders, would be even more chaotic. And people who put their dates at the end of the file name run into even more of a mess by sorting first by recipient then by date. Fortunately, the solution is simple. We change our date format to a YYYYMMDD format.

A better date format method
Some people like YYYY-MM-DD, some like YYYY.MM.DD. I prefer YYYYMMDD because as applied to my preferred naming convention this method results in the least visually cluttered names.

In my folder the above examples would be formatted as:

20100411 - Letter to Jane.doc
20100412 - Letter to Joe.doc
20100415 - Letter to Jim.doc
20110415 - Letter to Joe.doc

Much better right? But I'll be the first to admit that it's kind of a pain to write out those numbers and place them in front of each file name. Again, there is a simple solution, though it is likely a bit intimidating to the average Word user.

Scripting a solution
Mike has previously written on some of the basics of scripting here. By default Word's suggested Save As filename is the title of the document. Most users probably know that when they first "Save As" a document word picks up the first few words as a suggested file name. Behind the scenes word is actually substituting those words for the document's title field if no title has been defined.

The following script will define the title of the document as the current date in yyyymmdd format whenever a new file is opened:

Private Sub Document_New()

With Dialogs(wdDialogFileSummaryInfo)
.Title = CStr(Format(Now(), "yyyyMMdd "))
.Execute
End With

End Sub

You can fine tune this script to reflect your personal preferences in naming your files. For example, changing "yyyyMMdd " to "yyyy-MM-dd " or "yyyy.MM.dd ". However, avoid front and back slashes as they are not valid characters for file names.
To apply this script we need to add it to whatever template that you base your documents on. If you want all of your documents you need to add it to your normal.dotm file.

1. Open your normal.dotm template (or whatever template file you wish to apply this behavior to).
2. Press alt+F11 to bring up the visual basic editor. If you have several files open you may see multiple projects on the left of the screen. (If you don't see the Project Viewer screen press Ctrl+R).
3. Double click "ThisDocument" in the "Microsoft Word Objects" folder of the "Normal" project.
4. Paste the above code in the code window.
5. Save your work and close the Visual Basic editor.

Now close out of Word and open a new file. Save the file for the first time to check our work.

SD Supreme Court opinions RSS feed

As many of our South Dakota readers know the SD UJS website got a face-lift recently. One of the several changes is an improved "Opinions" page. One shortcoming of the new design however is the lack of an RSS feed. Because of this I have created an RSS feed using the great tool over at Feed43.com.

Here's the link to the new RSS feed: http://feed43.com/sdsct_opinions.xml

The feed should only hit your feed reader with the new opinions and ignore old ones. Unfortunately there's no way for me to test this until they Supreme Court releases some new opinions.

CiteGenie is awesome

I can not believe it's taken me this long to write about CiteGenie.  CiteGenie is a great firefox extension that I literally use every single day.

Cutting and pasting when doing legal research using your browser is simple. But having to construct the citation for what you pasted is not so simple. This is especially true with legal citations from sources like Westlaw. You have to stop and copy the case name separately, determine the pinpoint page numbers, and adjust the date and court name format.

Basically, CiteGenie adds... oh well... I'll just let them tell you:

When CiteGenie™ is installed, it adds a new option to the browser's right-click menu to "Copy with CiteGenie."  To use CiteGenie, simply highlight the text in the court opinion, right-click and select the "Copy with CiteGenie" option (or just press Ctrl-Shift-C).  Then you can paste the text into any other program, such as your word processor, and the text will be pasted, along with the pinpoint citation for the selected text from the court opinion.  This illustrated example shows CiteGenie™ in operation.

CiteGenie can handle Bluebook or ALWD citation styles.  Originally support was pretty limited to case law, but the author has consistently expanded support and more and more sources (eg. legal encyclopedias, periodicles, journals) are covered with each update.

CiteGenie comes with a 90 day free trial.  CiteGenie Pro costs $14.97 and gives you the ability to install the Pro version on three separate computers (Office, Laptop, Home).  Additional computers added for $4.99 apiece.  There doesn't appear to be any difference in price for a commercial/personal license.

CiteGenie makes copying and pasting law from westlaw or lexis a no-brainer.

Allwaysync as a Backup Solution for the Small Law Office

As the techie in the office, I am responsible for the data backup strategy. To put it simply, think back to college when you were pulling that all nighter to finish the final paper and you got that blue screen of death and the smart ass passing by said "hope you saved." With the ever increasing move to digital file keeping in the legal world testing fate is no longer an option.

There are a number of strategies for protecting data. Vaulting, where data is kept backed up off-site, is one of the best. At the very minimum,  some sort of redundancy is required.

I've been testing AllwaySync to keep a mobile laptop synchronized with the files I'm working with on the office network, to both keep files current and to protect the hard work I have put into creating them. The program works as advertised and it is fairly easy to set up. Just tell the program the folder on the local and remote computers to keep synchronized, analyze the folders, tell the program how to resolve conflicts, and sync. The program has an option to do a scheduled sync but I have yet to test it.

AllwaySync is free for personal use.

OfficeTab

The internets are abuzz this morning with posts about OfficeTab.

OfficeTab is an addon for Microsoft Word/Excel/Powerpoint that enables you to open multiple files within a single window using Firefox-like tabs.  The initial reaction is that this is a great feature that should come standard with Word.  One drawback that I've found in the short time I've been using it (the last 20 minutes) is that there is no obvious way to open two instances of Word for purposes of comparing two documents side by side.  There is, of course, the "View Side by Side" option on the "View" tab.  However, if you're like me and have dual monitors set up you would rather have two separate files open.

Additionally, there is some concern over the fact that this is a 5-day-old addon posted from an unknown chinese programmer with questionable Terms & Conditions language.  See the links above.

Original Chinese Page | Translated Page | Direct Download