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Document Generation - page 3

Center For Practice Management, Document Generation, Marketing, Productivity, Social Media

Picture This: Timeline Graphic Tools for Communication

The human brain processes visuals faster than text. Whether you are creating a persuasive argument, informing clients about a matter, keeping your team on track, or want to add visual interest to your website or social media, a timeline can provide a lot of information at a glance. Learn how to create timeline graphics with tools you already have and…

Center For Practice Management, Document Generation, Email Management, Ethics, Productivity, Security, Technology

Tips from the CPM ICYMI Newsletter (October 2021 – January 2022)

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. Following are a few popular links from the past issues of the newsletter. Judge Disparaged Lawyer, Apparently Unaware of Livestream: ‘Can You Imagine Waking Up Next to Her Every Day?’ (January 21, 2022) We have…

Center For Practice Management, Document Generation, PDF, Productivity, Technology

Esign on the Dotted Line

Have you ever sent an engagement agreement to a potential client, never to hear from them again? Waited on the mail to get a signed document so you can move the matter forward? Sent an MS Word document or image only PDF to a client for signature? In addition to improving your client-centric focused practice, electronic signature tools can help…

Center For Practice Management, Document Generation, Email Management, Marketing, Microsoft Office, Productivity, Security, Technology

Tips from the CPM ICYMI Newsletter (May – July 2021)

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. Following are a few popular links from the past issues of the newsletter. Update Your iPhone, iPad, Mac Immediately, Apple Warns (July 30, 2021) If you have not yet updated your Apple devices do so…

Document Generation, Email Management, Microsoft Office, PDF, Productivity, Technology

Stop Emailing Attachments

Every day you probably attach a document (or two) to an email, send it and move along. However, there are a lot of options for sending documents elec­tronically that are far better than attachments. Most law firms have several products designed to securely send doc­uments, collaborate, review, and collect information. Before you reflexively attach a document to an email, think…

Center For Practice Management, CPM Connect, Document Generation, PDF, Productivity, Security

6 Automation Tips to Revolutionize Your Document Workflows

This guest post is written by Jac McQueeney, Senior Business Technology Consultant at Hendrix Business Systems, one of the CPM Connect partners. Let’s start from the top. You are a lawyer. You went to school to be proficient in your practice area and spent more time than you care to admit to loved ones building your skill set and pouring…

Center For Practice Management, Document Generation, PDF, Productivity

A Survey Tool for Gathering Client Information

Do you want a way to gather information from clients easily and securely? Sending a MS Word document requires that the client has the appropriate software to fill it out and can be frustrating. PDF forms are often hard to create and clunky. JotForm is a secure, easy, and functional tool that lets you convert existing forms into surveys that…

Document Generation, Email Management, Marketing, Microsoft Office, Productivity

Tips from the CPM ICYMI Newsletter

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. Following are a few popular quick tips from the past issues of the newsletter. How to Help Others Pronounce Your Name Correctly on LinkedIn If your name is frequently mispronounced, you can help…

Center For Practice Management, Document Generation, PDF, Productivity

Better Ways to Gather Information from Clients (Part 2)

After pre-screening and intake (see Part 1), once your potential client become a client, you will likely need to gather a lot of information from them to start representation. When gathering information from clients consider the ease of use for the client, the security of the information gathering method to ensure confidentiality and statutory/regulatory requirements, and how easy it is…

Backup, Center For Practice Management, Cloud Computing, Document Generation, Microsoft Office, Question of the Month, Technology

CPM Question of the Month: May 2020

Q: If I get Microsoft 365 for Business (formerly Office 365) do I have to use OneDrive to store my files in the cloud? A: No, you don’t. You can continue to store your files on your local device, on a file server, in a document management or practice management system, or with the cloud file storage provider of your…