Skip to main content

Center For Practice Management

Center For Practice Management, Microsoft Office, Productivity

Client Facing Tools in Your MS 365 Subscription

If your firm is paying for the Microsoft 365 subscription product but only using the standard applications like Word, Outlook, Excel, PowerPoint you are missing out! Explore client facing tools that can help you communicate, collaborate, and interact with clients, outside counsel, and others outside of your firm or organization. Your subscription comes with products like Forms, Bookings, Stream, Sway,…

Center For Practice Management

Popular Articles from the CPM ICYMI Newsletter (January – March 2024)

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. My 40 Most-Read Blog Posts This Year Tell a Story of a Legal Industry Consumed with Generative AI (1/5/2024) Generative AI…

Artificial Intelligence, Center For Practice Management, Document Generation, Productivity, Research, Technology

Modern Note-Taking

Lawyers take notes. Lots of notes. Client notes, research notes, brainstorming, checklists, ideas, reminders and the list goes on. Taking notes on paper is comfortable and efficient, but extremely limited. Handwritten notes on paper cannot be searched or repurposed. They are difficult to share or use for collaboration. Paper notebooks begin to proliferate like bunnies. In our multimedia world paper…

Center For Practice Management, Technology

Documenting Your Tech Stack

You may have heard someone refer to your “tech stack” in your law office or legal department.  In software development a tech stack is the set of technologies used to develop an application. However, the phrase has taken on a wider meaning, describing, and defining what technology tools you use in your office. Why document your tech stack? It will…

Center For Practice Management, Microsoft Office, Productivity, Tip of the Month

Don’t Doodle

Actually doodling, or scribbling, is good for your mental health. However, using the free Doodle poll tool may have the opposite effect on recipients. What is a Doodle poll? Doodle is a web-based service that helps you find a mutual time for a meeting with multiple participants. So, what is wrong with the free Doodle poll tool? Doodle has a…

Center For Practice Management, Document Generation, Microsoft Office, Productivity

Avoid Overwriting Documents

There are many problems with using an existing word processing document and opening it to use as a “template”. For one, if you are syncing with online file storage and you forget to rename the document with “save as” you will overwrite the old file. Further, you may fail to remove or edit confidential information from the previous file.

Center For Practice Management, Productivity, Technology, Wellness

Reducing Computer Eye Strain

If you spend a lot of time in front of a computer screen you might experience some physical discomfort including tired or watery eyes, blurred vision, headache, neck/back/shoulder pain, and other symptoms associated with sitting in one place staring at a fixed spot. There are a number of things you can do to make your screen time a little easier…

Artificial Intelligence, Center For Practice Management, Cloud Computing, Microsoft Office, Productivity

I’m a Lawyer, Not a Designer!

The Star Trek series featured the curmudgeon physician, beginning with Leonard McCoy, aka Bones. He frequently reminded Admiral James T. Kirk that he was a doctor and not an anything-else-Kirk-asked-him-to-do. If you are asked to do some light design work, whether a newsletter layout, an ad, finding an image, social media posts, or creating a graphic you too might find…

Artificial Intelligence, Center For Practice Management, Research

AI and KM: Two Great Tools That Work Great Together

By Catherine Sanders Reach and Ben Schorr For many years the promise of knowledge management in law firms was poised to take off, but the technology and the results proved expensive, illusive or both. Effective knowledge management puts content at the fingertips of those who develop and provide your products and services. Knowledge management helps shorten development cycles for new…

Artificial Intelligence, Center For Practice Management, Document Generation, Microsoft Office, Productivity, Smartphones, Wellness

Popular Articles from the CPM ICYMI Newsletter (September 2023 – December 2023)

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. How to Create a Fillable Form in Microsoft Word (9/8/2023) If you haven’t embraced document assembly tools but would like to…