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Document Generation, PDF

Adobe Acrobat Has a New (Inter)Face

Subscribers to some versions of Adobe Acrobat may soon find themselves a little lost because the desktop application has a fresh new interface. Just when you had gotten used to the feature pane on the right, it has now moved to the left. What else has changed? Read on. Out With the Old Adobe Acrobat, whether through download or the…

Center For Practice Management, Cloud Computing, Financial Management, Marketing, Microsoft Office, PDF, Productivity, Research, Security, Technology

Free and Cheap Technology for Thrifty Lawyers

During the program “Weathering the Storm: Managing Your Firm Through an Economic Downturn” Erik Mazzone and Catherine Sanders Reach presented “Free and Cheap Technology for Thrifty Lawyers“.  As law practice becomes increasingly technology-oriented, law firms spend on technology has also increased to command an ever-larger share of the budget. We can’t turn back the clock and practice without all the…

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, Ethics, Microsoft Office, PDF, Security

Exposed! What Lawyers Need to Know About Metadata

In the early 2000s many lawyers were horrified to find that their documents could reveal more than they meant to share. In addition to forgetting to remove comments and track changes, Microsoft and PDF documents have file properties that reveal everything from author to editing times to file location. There are many ethics opinions that address metadata, including NC 2009…

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, PDF, Productivity

Adobe Acrobat Alternatives for Lawyers

Over the years Adobe has made some significant changes in how the Acrobat Standard and Pro versions are developed and priced. In the past you could purchase a license for Adobe Acrobat and keep the software for several years with support. Adobe would issue an upgrade, and existing customers – so long as they had a recent version of the…

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…

Center For Practice Management, PDF, Productivity

Advanced Acrobat Tips

Adobe Acrobat is the de facto standard for law firms. It is used for forms, esignatures, converting Word processing documents to PDF, reviewing discovery files, sharing information, combining multiple documents, redaction, Bates stamping and much more. Tools that let lawyers create and manipulate PDF documents are essential to the paperless office and are the standard for efiling. The current supported…

Center For Practice Management, Microsoft Office, PDF, Productivity, Question of the Month

CPM Question of the Month: July 2020

Q: I need an app on my iPhone that converts images (such as photos I take of filed documents in the court house) into a PDF.  Do you have any suggestions? A: You may already have something on your phone to do that. See: Top 4 Ways to Convert Any Photo to PDF on iPhone and iPad Also, Adobe Scan…