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Document Generation

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

What Styles in Microsoft Word Can Do

Styles in Microsoft Word can help improve everything from formatting to editing a document. Styles can be applied to make better templates, improve navigation, generate an automatic and hyperlinked Table of Contents, and make self-updating and numbered headings painless. What are the advantages of using Styles in Microsoft Word and how do you use them? Styles in Microsoft Word are…

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

Unlocking the Power of the View Tab in Microsoft Word

Legal pros understand the importance of efficiently managing long and intricate documents. Yet, many Word users may not have fully explored the myriad of tools available in the View tab of the Microsoft Word ribbon. This often-overlooked section is a treasure trove of features designed to enhance your document navigation and review experience. From adjusting your document’s layout to using…

Cloud Computing, Document Generation, Productivity

Easy Automations in Dropbox

If your firm or office is using Dropbox, then you should be aware that they have recently added some particularly useful automation tools that can help you keep your files organized without effort. Automations include categorizations, file renaming, and file format conversions. To invoke the automation options, open Dropbox and add a new folder. When you add the folder check…

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, 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.

Document Generation, Email Management, Ethics, Management, Productivity, Security, Wellness

Some Best Practices from Law Firm Associates

A recent Reddit thread posed the question “what are some examples of best practices you employ in your daily routine or have learned from more senior attorneys?”. The following is a summary of the responses, edited for repetition and some negative advice removed. In some cases, more senior attorneys submitted their thoughts. These are helpful suggestions whether you are a…

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…

Artificial Intelligence, Document Generation, Email Management, Productivity, Research, Technology

Google Bard Gets a Big Update

When Google’s generative AI Bard was released, it was less capable than competitors like ChatGPT, Claude2, and Microsoft’s Bing Chat. However, with the introduction of the DeepMind project named Gemini, there are many enhancements including the ability to reason in Google Workspace products like Drive and Gmail, as well as the release of the Google NotebookLM, a “smart” notebook. Google’s…

Artificial Intelligence, Document Generation, Productivity, Research, Search

The Difference Between Search Engines, Generative AI, and Automation Tools

Search engines like Google, generative AI applications like ChatGPT, and automation tools like Zapier serve distinct purposes and have different capabilities. The key is choosing the right tool for specific business needs and use cases, rather than trying to replace one with another. With an understanding of the unique capabilities of each, organizations can combine these technologies to enhance productivity….

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

The Problem with Dropbox

Pardon the clickbait headline. There really isn’t a problem with Dropbox, per se. The problem is that many law firms are using Dropbox and multiple other hardware and services to store documents. Saving and sharing documents from multiple places can lead to a host of issues for the office, the least of which is overspending. Are users in your firm…