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Legal Technology Training Sessions Offered
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.
Creating legal documents is a part of every lawyer’s day to day practice. Knowing how to take advantage of a word processors powerful automation and document development features can help any legal professional serve their clients more effectively and with minimized errors in their document products. Attend this session to learn about some of Word’s best features and functions that are sure to make you more efficient and certainly less frustrated!
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.
Legal professionals who are transitioning from WordPerfect to Word frequently ask how to reveal codes in Word. While the “reveal codes” feature may seem unique to WordPerfect, Word does have an equivalent. There are many ways that Word allows you to see how text is formatted. After attending this session, you’ll be able to tell at a glance what formatting has been applied to your documents. We will also reveal some of Word’s best formatting tips and tricks.
Whether you are a transactional lawyer or a litigator, PowerPoint can help you present opening statements and closing arguments, communicate information to clients or deliver seminars to your peers. Learn to use PowerPoint to effectively display graphics that actually help complement the story, instead of creating distractions that muddy your presentation.
This session includes techniques for using presentations for:
- Opening and closing statements
- Animating a car accident
- Creating organizational charts
We’ll cover the fundamentals needed to create and modify basic presentations using PowerPoint. We’ll tour the interface and environment and learn how to format text and images on slides, create slide transitions and print and share a presentation.
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.
No law firm should be fully operating in the digital world without a good understanding of Adobe Acrobat. With more and more of our colleagues, courts and clients expecting PDF output, understanding how Adobe Acrobat works along with all the features it has to offer, is the key to mastering digitizing your documents to PDF.
- Create PDF files from scratch, from multiple files
- Manipulate pages (cropping, rotating, deleting)
- Mark up PDF’s with your notes and comments
- Create a text searchable PDF document
- Convert PDFs to Word (and what to expect)
While this session will be conducted in Adobe Acrobat DC, most of the features and tips discussed apply equally to other Acrobat versions and other professional PDF tools and services.
Failure to respond, failure to communicate, failure to supervise and missed deadlines are the leading malpractice claims that plague today’s lawyer. Learn how the most powerful email and information managers can help you better organize emails, contacts, calendars and tasks avoid malpractice claims.
- Managing email messages from clients, colleagues and contacts
- Organizing contact information
- Working with calendar: sharing calendars with clients; creating, managing and sharing trial calendars; calculating dates (tickling); setting up alerts, reminders to avoid missed deadlines; creating recurring events to send regular communications to clients
- Assigning and managing tasks and deadlines to support staff
With laptops, smartphones, and persistent internet, lawyers are only a call, text, or email away from business and client demands Simple and affordable tools, services, and apps can be used to help busy lawyers reduce stress while delivering superlative client service.
Creating legal documents is a part of every lawyer’s day-to-day practice. Knowing how to take advantage of a word processor’s powerful automation and document development features can help any lawyer serve their clients more efficiently and with minimized errors in their document products.
- Setting default font and line spacing
- Setting other important options and defaults
- Understanding how Word works