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60 results for “planner”
Artificial Intelligence, Center For Practice Management, Wellness

The Importance of Personal Interaction in Legal Client Services

Generative AI tools can summarize court decisions, draft legal memos, and even engage in natural-sounding conversation. It’s tempting to imagine a future where much of a lawyer’s client-facing work is handled by machines. Intake forms become chatbots. Follow-up emails are automated. The tone sounds just right. It’s efficient, scalable, and consistent. But is it wise? While automation has its place,…

Artificial Intelligence, Backup, Center For Practice Management

Popular Articles from the CPM ICYMI Newsletter (November 2024 – May 2025)

Every week subscribers receive the ICYMI enewsletter from the NCBA Center for Practice Management. The newsletter highlights tips, tools, trends, and techniques to help your law practice. The following are a few popular links from the past issues of the newsletter. Lawyer Flat Fees or Hourly Billing? The Pros and Cons (11/8/2024) Ruth Carter, writing for Attorney at Work, outlines the pros…

Center For Practice Management, Cloud Computing, Microsoft Office

A Sweet Suite: Exploring All the MS 365 Business Standard Apps

Many law offices have switched from the installed versions of Microsoft Office to a subscription version of Microsoft’s Office suite. There are quite a few subscription models, but for most firms either Business Standard or Business Premium are the best fit. When you subscribe to the Microsoft 365 Standard plan you get far more than the familiar Office applications (Word,…

Center For Practice Management

MS Planner: Simple Project Management Tool

If you have explored tools to create task lists, with assignments and deadlines, you know that there are a whole lot of options on the market. If you are curious if a project management tool would help your firm stay on top of multiple matters from a task-based perspective, as well as monitor your team’s progress without micro-management, consider starting…

Center For Practice Management, Email Management, Management, Microsoft Office, Productivity

What’s New with Microsoft To Do?

Microsoft continues to improve MS To-Do, the app they purchased from Wunderlist in June 2015. While you can get MS To Do as a free stand-alone product, integrations with MS Planner, MS Teams and expanded integrations with MS Outlook/Exchange in the MS 365 suite mean that you have more intelligent suggestions for what should go on your daily task list….

Center For Practice Management, Microsoft Office, Technology

Task Management with Microsoft To Do

Microsoft To Do is a task management tool that comes with Office 365. It is based on the Wunderlist platform, which Microsoft bought in June 2015. Like all of Office 365, it works in the browser and has apps for desktop and mobile devices. You can create tasks, with rich context including deadlines, reminders, sub-tasks, notes, and files. You can…

Center For Practice Management, Management, Productivity

Technology Check-Up for the New Work World: Documenting Procedures and Managing Projects

Over the last several years there has been momentous change in the work world. During the pandemic, lawyers and their teams learned how to work from home using new tools and technologies. People reassessed their lives, and some retired or changed focus and followed their passions. Economic shifts resulted in reductions in force and layoffs. Many lawyers want to continue…

Center For Practice Management, Cloud Computing, Document Generation, Microsoft Office, Productivity, Technology

Can MS 365 Replace Law Practice Management Software?

Microsoft rolled out Office 365 in 2011, a subscription plan instead of the traditional installed Office suite of products. In 2020 the name of the subscription became Microsoft 365. There are different plans for home and work. The Business Standard and Premium versions come with the installed software constantly synchronized through the cloud to browser and app versions. It comes…

Center For Practice Management, Technology, Tip of the Month

Small Tech That Makes a Big Difference

Over the past four years the NCBA Center for Practice Management blog “From the Center” has provided tips and tools that can help your firm with productivity and client service. Here are some of those that are small but mighty. You can adopt these tools into your practice without a huge investment or tech overhaul. A Better Way to Find…

Center For Practice Management, Productivity, Smartphones, Technology, Wellness

The Perfect Traveling Companions

Summer is just around the corner. Whether you are planning a vacation or business travel there are a lot of apps and websites that can help you get the best prices, stay in the know, get organized and reduce stress from travel surprises. Flights and Accommodations There are lots of websites to compare flights but two especially stand out.  One…