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Center For Practice Management, Microsoft Office, Productivity, Technology

Back to Basics: Understanding Core Business Technology for Lawyers

In today’s fast-paced legal environment, lawyers must be adept at using basic office software, Microsoft 365, browsers, and their operating system. This ability is essential for maintaining competency, efficiency, and productivity, which are critical for effectively serving clients. Lawyers who do not understand and master how to use critical business tools like operating systems, office application suites, and browsers will…

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, 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.

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, 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…

Center For Practice Management, Microsoft Office, Productivity

What’s New with Microsoft’s OneNote?

Microsoft’s OneNote has some updates and feature enhancements that lawyers may find appealing. The OneNote note taking application has been around since 2002 and bundled with the Office suite since 2010. OneNote is a great way to keep notes, tasks, screenshots, and more with links to context like emails and documents. It works well on smartphones, tablets, convertible devices with…

Uncategorized

What’s New with Microsoft’s OneNote?

Microsoft’s OneNote has some updates and feature enhancements that lawyers may find appealing. The OneNote note taking application has been around since 2002 and bundled with the Office suite since 2010. OneNote is a great way to keep notes, tasks, screenshots, and more with links to context like emails and documents. It works well on smartphones, tablets, convertible devices with…

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…

Uncategorized

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…