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Center For Practice Management, Microsoft Office, PDF, Tip of the Month

CPM Tip of the Month: July 2020

Not all PDFs are created equal, especially when it comes to transferring hyperlinks from the original document. If you have ever spent a substantial amount of time creating a hyperlinked Table of Contents or adding embedded links into a MS Word document then be aware that how  you save the Word document to PDF will have an effect on the…

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…

Center For Practice Management, Ethics, Microsoft Office, PDF, Productivity, Security

Déjà vu: Do Redaction Right

Another day, another redaction failure. When a document is redacted it often piques the interest of people because the natural question is “what am I not seeing?”. In court filings, the purpose of redaction is to protect sensitive information, such as social security numbers or the names of minors. In other instances, such as an FOIA request, information is redacted to…

Center For Practice Management, Ethics, Microsoft Office, PDF, Security, Technology

Arsenic and Old Lace: Update Your Technology

The NC Rules of Professional Conduct Rule 1.1 (Competence) comment [8] was updated in 2014 to read: “To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with the technology relevant to the lawyer’s practice”.  One very real risk is the continued use of…

Center For Practice Management, Document Generation, Microsoft Office, PDF, Technology

E-Signing with Adobe Acrobat DC

Update: Adobe just introduced Adobe Sign for Small Business that incorporates the signature features in the free Reader (though the service itself will cost $30 per month as an introductory rate for 1-9 users). Requesting (or applying) an electronic signature is a great way to reduce reliance on paper, toner, and postage. It can help speed up acquiring signatures on documents…

Center For Practice Management, Email Management, PDF, Productivity

Saving Email for Record Retention

In a whitepaper on file management and retention NC Lawyer’s Mutual writes: “to maintain all relevant information in one place, export the case-related email. If it is sitting in MS Outlook, the email is separated from the rest of the client file. Export it from Outlook, and save it with the rest of the electronic files”. Email communication, as well…

Center For Practice Management, PDF, Security

How To *Really* Lock Down a PDF Document

Did you know that it is very easy to edit a PDF document unless you take steps to secure it? You can convert a PDF to Word in MS Word 2016 or in Adobe Acrobat and other PDF conversion applications. You can also easily edit a PDF in Acrobat. If you want to secure a PDF there are many ways…