Webinars and Seminars 

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.

Sessions

Many attorneys are finding themselves working from home without their in-office support system and staff. Common tasks such as PDF manipulation, editing of Word documents and dealing with matter details (like dates, deadlines and tasks) can be frustrating in this new home environment. During this session, we will review tips and tricks for typical tasks and take questions.

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.