Skip to main content


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,…

Cloud Computing, Document Generation, Productivity

Easy Automations in Dropbox

If your firm or office is using Dropbox, then you should be aware that they have recently added some particularly useful automation tools that can help you keep your files organized without effort. Automations include categorizations, file renaming, and file format conversions. To invoke the automation options, open Dropbox and add a new folder. When you add the folder check…

Artificial Intelligence, Center For Practice Management, Document Generation, Productivity, Research, Technology

Modern Note-Taking

Lawyers take notes. Lots of notes. Client notes, research notes, brainstorming, checklists, ideas, reminders and the list goes on. Taking notes on paper is comfortable and efficient, but extremely limited. Handwritten notes on paper cannot be searched or repurposed. They are difficult to share or use for collaboration. Paper notebooks begin to proliferate like bunnies. In our multimedia world paper…

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.

Document Generation, Email Management, Ethics, Management, Productivity, Security, Wellness

Some Best Practices from Law Firm Associates

A recent Reddit thread posed the question “what are some examples of best practices you employ in your daily routine or have learned from more senior attorneys?”. The following is a summary of the responses, edited for repetition and some negative advice removed. In some cases, more senior attorneys submitted their thoughts. These are helpful suggestions whether you are a…

Center For Practice Management, Productivity, Technology, Wellness

Reducing Computer Eye Strain

If you spend a lot of time in front of a computer screen you might experience some physical discomfort including tired or watery eyes, blurred vision, headache, neck/back/shoulder pain, and other symptoms associated with sitting in one place staring at a fixed spot. There are a number of things you can do to make your screen time a little easier…

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…

Artificial Intelligence, Document Generation, Email Management, Productivity, Research, Technology

Google Bard Gets a Big Update

When Google’s generative AI Bard was released, it was less capable than competitors like ChatGPT, Claude2, and Microsoft’s Bing Chat. However, with the introduction of the DeepMind project named Gemini, there are many enhancements including the ability to reason in Google Workspace products like Drive and Gmail, as well as the release of the Google NotebookLM, a “smart” notebook. Google’s…