From the Center Blog
Client Facing Tools in Your MS 365 Subscription
If your firm is paying for the Microsoft 365 subscription product but only using the standard applications like Word, Outlook, Excel, PowerPoint you are missing out! Explore client facing tools that can help you communicate, collaborate, and interact with clients, outside counsel, and others outside of your firm or organization. Your subscription comes with products like Forms, Bookings, Stream, Sway,…
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Popular Articles from the CPM ICYMI Newsletter (January – March 2024)
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. The following are a few popular links from the past issues of the newsletter. My 40 Most-Read Blog Posts This Year Tell a Story of a Legal Industry Consumed with Generative AI (1/5/2024) Generative AI…
Easy Automations in Dropbox
If your firm or office is using Dropbox, then you should be aware that they have recently added some particularly useful automation tools that can help you keep your files organized without effort. Automations include categorizations, file renaming, and file format conversions. To invoke the automation options, open Dropbox and add a new folder. When you add the folder check…
Modern Note-Taking
Lawyers take notes. Lots of notes. Client notes, research notes, brainstorming, checklists, ideas, reminders and the list goes on. Taking notes on paper is comfortable and efficient, but extremely limited. Handwritten notes on paper cannot be searched or repurposed. They are difficult to share or use for collaboration. Paper notebooks begin to proliferate like bunnies. In our multimedia world paper…
Documenting Your Tech Stack
You may have heard someone refer to your “tech stack” in your law office or legal department. In software development a tech stack is the set of technologies used to develop an application. However, the phrase has taken on a wider meaning, describing, and defining what technology tools you use in your office. Why document your tech stack? It will…
Don’t Doodle
Actually doodling, or scribbling, is good for your mental health. However, using the free Doodle poll tool may have the opposite effect on recipients. What is a Doodle poll? Doodle is a web-based service that helps you find a mutual time for a meeting with multiple participants. So, what is wrong with the free Doodle poll tool? Doodle has a…
Avoid Overwriting Documents
There are many problems with using an existing word processing document and opening it to use as a “template”. For one, if you are syncing with online file storage and you forget to rename the document with “save as” you will overwrite the old file. Further, you may fail to remove or edit confidential information from the previous file.
Some Best Practices from Law Firm Associates
A recent Reddit thread posed the question “what are some examples of best practices you employ in your daily routine or have learned from more senior attorneys?”. The following is a summary of the responses, edited for repetition and some negative advice removed. In some cases, more senior attorneys submitted their thoughts. These are helpful suggestions whether you are a…
Reducing Computer Eye Strain
If you spend a lot of time in front of a computer screen you might experience some physical discomfort including tired or watery eyes, blurred vision, headache, neck/back/shoulder pain, and other symptoms associated with sitting in one place staring at a fixed spot. There are a number of things you can do to make your screen time a little easier…