Hawaii Patent of the Month – April 2022

Many lawyers use their personal phone to contact other lawyers, clients, and work related contacts. Ofcourse, these messages can get lost amongst the other text threads from their personal life. FirmScribe, LLC has developed a tool that effectively and automatically archives your work-based communications in legal softwares such as Clio, Intapp, Mimecast, NetDocs and more.

This text capture tool can be used to archive text messages, iMessages, video and image attachments and so on. Any work related text thread is identified by adding the FirmScribe phone number to the thread. For instance, if a lawyer is texting their client, they simply create the thread and add both the client and FirmScribe phone number. Each message is then automatically transferred and stored in their legal software. 

They have further included matter association within their tool. In the legal world, a “matter” could be a legal case, dispute, or proceeding of any kind. By texting the matter number (eg. “Matter – 007”) prior to sending your message, FirmScribe will automatically save the communication in the Matter-007 folder in the legal software of choice. If no matter is identified, they are stored in the regular communications file. This is achieved using complex relationships between the devices and legal software in order to create near real time data transfer and synchronization. The goal here is to streamline the communication tracking process for lawyers, allowing them to use their personal phones without worrying about losing any pertinent information.

Are you developing new technology for an existing application? Did you know your development work could be eligible for the R&D Tax Credit and you can receive up to 14% back on your expenses? Even if your development isn’t successful your work may still qualify for R&D credits (i.e. you don’t need to have a patent to qualify). To find out more, please contact a Swanson Reed R&D Specialist today or check out our free online eligibility test.

Who We Are:

Swanson Reed is one of the U.S.’ largest Specialist R&D tax advisory firms. We manage all facets of the R&D tax credit program, from claim preparation and audit compliance to claim disputes.

Swanson Reed regularly hosts free webinars and provides free IRS CE and CPE credits for CPAs. For more information please visit us at www.swansonreed.com/webinars or contact your usual Swanson Reed representative.

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