This is an not-all inclusive list of topics for private or group training sessions delivered by Adriana Linares. Questions? Looking for a different class or a custom session? Contact Adriana and ask!

Sessions  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. They are all designed to last one hour and most of them are worthy of general, practice management or technology CLE.

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!

Headers and footers are easy to manage as long as the same text appears on every page in your document. But how often does that REALLY happen in your legal documents? Sometimes we want complex page numbers with roman numerals for tables, Arabic numbers for the body of the document and specially labeled page numbers for Exhibits. How is this accomplished?  The key to working successfully with headers, footers AND page numbers is to understand Sections and Sections Breaks. Attend this session to learn how to manage headers and footers from simple to complex, page numbering and more.
This session will be delivered in Word 2016 for Windows but most of the tips are applicable in older versions and Word for Mac.

The Review Ribbon in Word contains several helpful tools for legal professionals. There are groups on the Ribbon that can be used to add and manage comments to a document, track the changes in a document, or to protect a document. We’ll be sure to cover these three features, and if times permits, a few extras. Attend this session to become a pro in working with comments, dealing with track changes and compared documents, and how to protect parts or all of your Word doc from being edited. This session will be delivered in Word 2016 for Windows but most of the tips are applicable in older versions and Word for Mac.

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


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.

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.

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

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:

  • Mediations
  • 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.


Mac users! It’s your turn! Finally a program dedicated Mac users. During this session, Adriana will focus on productivity tips and tricks in Word and Outlook. This session will be delivered in the latest and most recent version of Office 365 for Mac.

Microsoft 365 (née Office 365) is an extremely powerful set of business and productivity tools that can help law firms become more productive with less effort. While Microsoft 365 includes five main and traditional applications; Word, Excel, PowerPoint, Outlook, and OneNote, it also offers several other tools, services, add-ins and apps. Attend this session to learn more about what is included, what the different apps are for, and how they can benefit your law practice.
This session will be delivered in Word 2016 for Windows but most of the tips are applicable in older versions and Word for Mac.

Dealing With Documents

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.


There are many tools and services available for collecting e-signatures these days. We can’t share and show them all, so Adriana Linares, will demo two popular services: Adobe Acrobat and DocuSign. Even if you don’t use these particular tools, seeing how they work will help you understand how this breed of software works. Bonus: We will show you how you can sign a Word document and save it as a PDF.

The success of your law firm depends on how efficiently it operates. How can you keep paper to a minimum and perhaps achieve “paper zero” in your practice while still maximizing productivity and working with clients? During this session we’ll discuss what you need to organize your digital files and design a paperless workflow.

Communicating and Collaborating


A client portal allows lawyers to securely share information such as documents, messages and invoices with clients. As a fairly new concept in legal technology, a client portal may seem slightly onerous. However, with the right approach, client portals can make communication more convenient for your clients, and more efficient for your law firm. Attend this session to learn about key features of client portals, and best practices for implementing them.

Discover tools, techniques and trends that every lawyer should know to be proficient in utilizing technology, while delivering exceptional client service. The practice of law has evolved over the years, and the impact of technology has created significant challenges. Adriana will discuss ways of utilizing technology to professionally respond to client expectations while running an efficient law firm.

Technology & Practice Management

What technology does a modern law firm need to practice successfully, and securely, amidst these changing times and the challenges they may bring? Attend this session to learn what new tools you may want to add to your tech toolbox that can help with communications and practice management.

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.


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.

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.

This session is ideal for users who are not yet NetDocuments users (makes for a great demo), for new users and for existing users who need a refresher on the most important features of NetDocuments.

Topics:

  • NetDocuments interface on the web (Chrome)
  • NetDocuments components / add-ins on the desktop
  • Working with emails and attachments in Outlook
  • Search for, opening, saving documents

Clio’s Document Automation feature allows you to create a document template with Merge Fields from your Contacts and Matters. These Merge Fields automatically pull information from a Matter in Clio and put them into your documents – saving you time on data entry and proofing. Join Adriana for this session to learn how to create custom fields and add them to document templates.

Topics:

  • Creating Custom Contact and Matter Fields
  • Viewing and Using Available Merge Fields
  • Creating the Template in Word
  • Adding Templates to Clio
  • Creating Merged Documents