If you subscribe to the Business Standard or Premium versions of Microsoft 365 there are many features that can be useful to your law firm. Other Microsoft products, like Bing and Edge, are supercharged when you are logged in with your business subscription. Here are three ways you can get see a daily dashboard of your activities, search across email,…
What is Notion? Notion wants to bring the “duct-taped” tools that include email, document editors, databases, task management and more into one product. Notion lets you collaborate, annotate, store, search, generate and manage tasks, documents, workflows, and information. It can be used by an individual or as a team. They further describe it as a toolbox of building blocks to…
There are many times you need to ask that your clients send you files. Most everyone knows how to attach files and send via email, but is there a better way? Are there a lot of files? Large files? Do the files hold sensitive information like bank records, taxes, or insurance claims? There are many ways to securely request files…
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. DIY Text Message Capture (January 28, 2022) If you have ever attempted to preserve text messages in screenshots watch this…
Microsoft Word and Outlook have a feature called “Quick Parts”. You can save selected text into a library and insert it into emails and documents. It works well with MS Word templates as a clause library to select and reuse text and images. Quick Parts are powerful and can save a lot of time. However, there are some issues with…
Whether you are a Bar Association leader, active in your bar association, or just like productivity tips for your computer and smartphone, peruse these tips from the recent Bar Leadership Institute 2022 held in Chicago by the ABA Division for Bar Services. When Should I Leave? If you use the Google Maps app you can plot your course, of course….
If your firm does not have a document management system (application), then it is likely that you have file and folder naming conventions and procedures. What are the best practices, how do you get people to follow them and how can your existing technology help? The Basics Many law firms share and store electronic documents on network drives or cloud…
If you live in Microsoft Word, Outlook, PowerPoint, and Excel you can customize the Ribbon with the QAT (Quick Access Toolbar) to add contextual commands at your fingertips. How can you take advantage of this feature, including use of the particularly useful “Commands Not in the Ribbon”? Read on! What is the Quick Access Toolbar (QAT)? The QAT is a…
Microsoft 365 has so many features and functions it is overwhelming. Yet, there are hundreds (thousands) of add-ins and integrations to expand MS Office and the MS 365 suite of programs. What add-ins are useful for lawyers? Are they safe? How do I find them? Below are the answers to those questions plus several business and legal specific add-ins that…
Using templates for word processing documents is a wonderful way to maintain consistent formatting, reduce errors and improve efficiency. However, two “ripped from the headlines” examples serve as reminders of how templates can be a powerful risk management tool or lead to costly and embarrassing risk exposure. What Are Templates? There are many ways to leverage templates in the tools…