Private and group training sessions delivered by Adriana Linares. Questions? Looking for a different class or a custom session? Contact us – we can likely still help get you what you need.
Our webinars are always focused on legal-specific topics, tips, and tricks. From general topics like Word and PDF’s to trends, issues and challenges facing the legal profession, our webinars are always fun and on-point.
Attorneys have been subjected to substantial sanctions for their ignorance, or even reckless disregard, in handling client documents, data, communications and other electronic exchanges. This session will explain the ethical implications of dealing with law office technology and provide attorneys with the knowledge to avoid ethical dilemmas others have faced. We will discuss common claims and how technology can assist in preventing them.
• How to prevent clerical errors and administrative failures using matter management and trust accounting
• Performing effective conflict of interest searches
• Using calendaring software to prevent missed deadlines, missed filing dates and failure to react to calendar (including automated court rule calculations)
• How an integrated document management system can prevent lost, misplaced or misfiled documents
*This course is typically delivered featuring the Clio practice management system, the concepts and processes are applicable to many other cloud based and traditional programs.
Attorneys have been subjected to substantial sanctions for their ignorance, or even reckless disregard, in handling client documents, data, communications and other electronic exchanges. We will explain the ethical implications of dealing with law office technology and provide you with the knowledge to avoid ethical dilemmas others have faced. We will discuss most common technology mistakes and show you how to avoid making them.
Metadata is electronically stored information that generally is not visible from the face of a document that has been printed out, or as first seen on a computer screen. Microsoft Word is particularly vulnerable to exposing such information which often is useless but at other times, can be quite significant and perhaps even privileged. This session highlights potential pitfalls of sharing documents and emails in their electronic form as well as discussing tools and techniques for avoiding issues when sharing documents and emails.