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Center For Practice Management, Microsoft Office, Productivity, Smartphones, Technology

Defensive Calendaring

Do you feel like your calendar is under constant bombardment with meetings, events, client consultations and to-dos? Do you know how to effectively leverage electronic calendars such as Google Calendar or Microsoft Outlook to block and tackle for time? Apply some defensive calendaring techniques and tips to effectively coordinate meetings with multiple people, allow people to self-schedule and leverage artificial…

Email Management, Microsoft Office, Productivity, Technology

Set Up Gmail or Outlook to Look Like the Other

If you recently switched from using Gmail or MS Outlook and miss some of the features and layout of your familiar email application, there are some things that you can do to make Gmail look more like Outlook (or make Outlook look more like Gmail). The interfaces to these two popular email programs are vastly different, but there are lots…

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…

Center For Practice Management, Cloud Computing, Email Management, Microsoft Office, Productivity, Smartphones, Technology

Microsoft 365 and MS Office Resources

Microsoft 365 (fka Office 365) is the subscription model that consists of the MS Office suite (Word, PowerPoint, Excel, OneNote) plus MS Outlook and cloud-based servers (Exchange and SharePoint). The Business Standard version is $12.50 per user per month. That is merely the tip of the iceberg, as the subscription also comes with many other tools like Teams for communication…

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

SimplyFile Add-on for MS Outlook

If you are a Microsoft Outlook user and you have dozens and dozens of folders to help keep your inbox clean and your emails organized you know that moving those emails to the appropriate folder can be quite the task, especially if you have nested folders. SimplyFile from TechHit can help by “learning” your folder structure and suggesting the correct…

Center For Practice Management, Email Management, Marketing, Microsoft Office, Productivity, Social Media, Technology

Ten Tips to Speed Up Your Work

There are so many ways to save yourself keystrokes and headaches while you are using your computer, whether dealing with email, opening a website, sharing information, requesting information, or interacting with social media. Following are just a few tips that can help you speed activities up for little to no cost. 1. Add Apps to the Windows Start Menu Many…

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…

Email Management, Microsoft Office, Productivity, Security, Technology

Tips from the CPM ICYMI Newsletter (February – April 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. How to Free Up Space on Your iPhone A step-by-step guide to freeing up space on your iPhone so you can download…

Microsoft Office, Productivity

How to Use Microsoft Teams Channels

Introduced in March 2017, Teams added internal chat and video/audio conferencing to Microsoft 365. In the early days, sorting out the different use cases for Microsoft’s Groups, Teams, and Yammer applications was a little confusing, but Teams seems to have come out ahead as the place for communication and group work. In addition to communications, Teams also lets law firms…

Email Management, Microsoft Office, Productivity, Technology

Turn Emails into Calendared Events in An Instant

If you use an electronic calendar, especially if you share that calendar with support staff or with clients via a booking link, you know that you need to keep it meticulously up to date. Many events on your calendar start life as an email. We will explore effortless ways to turn email messages into calendared events instantly to reduce mistakes…