Switching from Lookout to X1

  Lookout was great; X1 is better.  I used Lookout for about a year and found it wonderful for going through my personal stuff.  And right now, the price (free!) is right.  But, my office now has six folks, and we all will correspond by e-mail with attorneys and providers.  Unless the e-mailer decided a post was important enough to copy and paste into a comment on the attorney's record in our internal system, there was no way for other staff members to know of that communication.  And, since the next time that attorney called in, he or she might be talking to someone else, this could be a problem.

I've been looking for ways to give each staff member the capability to rapidly access ALL records of communication with an attorney.  For e-mail, I've settled on X1 on each person's machine and a public folder in Exchange into which a copy of every e-mail, outgoing or incoming, is automatically placed.  Since X1 can search such public folders on the server, I don't have to buy and install some kind of "enterprise" software.  Cheaper, easier to manage, and it works a treat!  Here's part of an e-mail I got this week from one of my staff:

Also – the X1 e-mail search tool is one of the best additions to our system I’ve seen so far. It is just saving lots and lots of time trying to figure out if an issue forwarded from me to staff has been handled. Fantastic tool!

I love it when a plan comes together!