Are you overwhelmed with the back and forth of email, including managing it (filtering, storing, searching)? While we may not be getting rid of email any time soon, there are other tools that can reduce your reliance on email for electronic communications and help reduce the number of emails you send and receive. Alternatives for Communicating with Your Internal Team…
The human brain processes visuals faster than text. Whether you are creating a persuasive argument, informing clients about a matter, keeping your team on track, or want to add visual interest to your website or social media, a timeline can provide a lot of information at a glance. Learn how to create timeline graphics with tools you already have and…
Many of the questions answered by the Center for Practice Management inspire blog posts for From the Center. Here is a compilation of blog posts that answer specific questions or are inspired by NCBA members’ queries. Got a question for CPM? Get in touch! Q: If I get Microsoft 365 for Business (formerly Office 365) do I have to use…
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. Following are a few popular links from the past issues of the newsletter. Judge Disparaged Lawyer, Apparently Unaware of Livestream: ‘Can You Imagine Waking Up Next to Her Every Day?’ (January 21, 2022) We have…
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…
Have you ever had a client write down a bill? Or question an amount? Your bill is one of your most important client communications. Find ways to show the value of the work you do for clients, follow best practices for billing and send invoices that clients pay without question. You can also develop standardized descriptions for your whole firm…
You have a thriving practice. Almost too thriving. The phone is constantly ringing. Clients say that you are not responding to calls, but they often do not leave a message. Your team is overwhelmed. Is there some way to help deal with the incessant and time-consuming phone communication? Outsourcing If you do not have a dedicated receptionist and you or…
Microsoft continues to improve MS To-Do, the app they purchased from Wunderlist in June 2015. While you can get MS To Do as a free stand-alone product, integrations with MS Planner, MS Teams and expanded integrations with MS Outlook/Exchange in the MS 365 suite mean that you have more intelligent suggestions for what should go on your daily task list….
Do you feel like your calendar is under constant bombardment with meetings, events, client consultations and to-dos? Do you know how to effectively leverage electronic calendars such as Google Calendar or Microsoft Outlook to block and tackle for time? Apply some defensive calendaring techniques and tips to effectively coordinate meetings with multiple people, allow people to self-schedule and leverage artificial…
If you recently switched from using Gmail or MS Outlook and miss some of the features and layout of your familiar email application, there are some things that you can do to make Gmail look more like Outlook (or make Outlook look more like Gmail). The interfaces to these two popular email programs are vastly different, but there are lots…