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Productivity

Center For Practice Management, Marketing, Productivity, Security, Smartphones, Social Media, Technology, Wellness

Gift Ideas for the Lawyer(s) in Your Life – 2024

The holiday gift buying season is upon us! If you are shopping for deals or just making sure there is plenty of time for shipping, don’t forget that Black Friday, Small Business Saturday or CyberMonday start this week. Whether you are buying office gifts, or for the person who has everything, there are a lot of ways to save, give…

Center For Practice Management, Document Generation, Microsoft Office, Productivity

Microsoft Loop for Collaboration

Microsoft 365 has been slowly rolling out Loop, the collaboration tool, in business subscriptions. Challenging tools like Notion, Loop has the advantage of already being in the Microsoft 365 ecosystem used by many law firms. Loop lets you create collaborative clauses, checklists, and other disembodied elements not tied to a particular email or document. Update it in one place and…

Center For Practice Management, Cloud Computing, Productivity, Security

Collect Documents and Data with Pipe|File

You want to make it easy and secure to exchange electronic documents and information with clients. There are many ways to do this, including using online document storage services, SaaS based practice management portals, and document management systems. However, if you are not using any of these or are looking for something that is simple and purpose built, Pipe|File might…

Artificial Intelligence, Center For Practice Management, Email Management, Ethics, Financial Management, Microsoft Office, Productivity, Search

Popular Articles from the CPM ICYMI Newsletter (August – October 2024)

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. 4 AI Search Engines I Use Every Day (July 26, 2024) Search engines and Generative Artificial Intelligence tools are not the…

Center For Practice Management, Document Generation, Microsoft Office, Productivity

What Styles in Microsoft Word Can Do

Styles in Microsoft Word can help improve everything from formatting to editing a document. Styles can be applied to make better templates, improve navigation, generate an automatic and hyperlinked Table of Contents, and make self-updating and numbered headings painless. What are the advantages of using Styles in Microsoft Word and how do you use them? Styles in Microsoft Word are…

Center For Practice Management, Document Generation, Microsoft Office, Productivity

Unlocking the Power of the View Tab in Microsoft Word

Legal pros understand the importance of efficiently managing long and intricate documents. Yet, many Word users may not have fully explored the myriad of tools available in the View tab of the Microsoft Word ribbon. This often-overlooked section is a treasure trove of features designed to enhance your document navigation and review experience. From adjusting your document’s layout to using…

Center For Practice Management, Productivity, Smartphones

The Little Things: Connect Your PC to Your Phone

Many lawyers keep their smartphones on their desks alongside their computers. Without your phone handy, you might need to retrieve it for two-factor authentication codes, to answer text messages from home, or to take calls. Did you know that if you’re using Windows 11, you can link your Android or iPhone to your computer? This allows you to access calls,…

Artificial Intelligence, Center For Practice Management, Email Management, Microsoft Office, Productivity, Smartphones, Social Media, Tip of the Month

Tips for Bar Leaders (and Lawyers and Legal Pros) 2024

At the recent 2024-5 NCBA/F Leadership Orientation, CPM Director Catherine Sanders Reach shared some tips for productivity and efficiency for busy lawyers and bar volunteers. Add Your Volunteer Activities in the Right Place There are lots of Profile Sections to add to your LinkedIn profile. The primary ones include Education and Experience. Many lawyers put their bar associations and professional…

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

Making a How To Guide as Simple as 1, 2, 3

Do you need to show a client, support staff, or another lawyer how to do something, provide instructions, or educate them? The tools to record a quick video or create a step by step guide are well within your reach. In fact, you probably already have some in your toolbox. What are simple, low cost ways to create tutorials, manuals,…

Artificial Intelligence, Center For Practice Management, Cloud Computing, Productivity, Technology

Zoom Workplace: New Branding, New Features

Zoom is now called Zoom Workplace. The name change reflects the added features that provide far more than a mere video conferencing platform. Zoom Workplace includes collaborative whiteboards, team chat, email and calendar applications, meeting scheduling and appointment booking, share notes, a word processor, video recording, a scheduler, and the AI companion. Many of these tools are available in the…