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Document Generation - page 4

Center For Practice Management, Document Generation, Microsoft Office, Productivity, Smartphones, Technology

Technology Spring Cleaning

Spring is often the time people clean out closets, declutter their homes, move bulky sweaters to storage and other tasks to celebrate the new season with a fresh start. Lawyers can do some “spring cleaning” on their technology – whether optimizing your devices, adding some automation, or finally unsubscribing from all the unread emails, there are lots of things to…

Center For Practice Management, Document Generation, Email Management, Microsoft Office, Productivity, Technology

Writing for Tone and Clarity

Lawyers write every day. Yet how you express yourself in writing is as important as what you say. Many clients are under duress and need to “hear” the tone of your words when they read. Remember, when working with consumer clients, the average reading level of the U.S. population is 9th grade. Readability is of utmost importance. Several applications can…

Center For Practice Management, Cloud Computing, Document Generation, Microsoft Office, Productivity, Security, Technology

Online Document Collaboration with Track Changes

Online document collaboration means that instead of emailing documents back and forth to multiple parties you can now send a link and people can edit the document in a browser window – no software necessary! However, while Word Online and Google Docs do maintain versions, they do not show tracked changes. So, how do you take advantage of online editing…

Center For Practice Management, Document Generation, Microsoft Office, Security, Smartphones, Technology, Wellness

What People Are Reading: ICYMI Roundup (June/July)

The CPM ICYMI enewsletter brings a brief weekly wrap-up of legal tech and practice management tips, breaking news and useful information. Here are the articles that captured the attention of the readers by top click each week in June/July: Public Speaking Tips for Your Next Presentation A short but helpful piece by Ari Kaplan including an infographic on “10 ways…

Center For Practice Management, Document Generation, Microsoft Office, PDF, Technology

E-Signing with Adobe Acrobat DC

Update: Adobe just introduced Adobe Sign for Small Business that incorporates the signature features in the free Reader (though the service itself will cost $30 per month as an introductory rate for 1-9 users). Requesting (or applying) an electronic signature is a great way to reduce reliance on paper, toner, and postage. It can help speed up acquiring signatures on documents…

Center For Practice Management, Document Generation, Microsoft Office, Productivity, Technology

Automation 101: Merge Form Data into a Document

When you collect information from your clients you can automatically insert it into a document! You just have to have the right tools and know how.  For instance, if you are creating an estate plan you can take information gathered via an intake form for decendants, property addresses, etc. and insert it – without retyping it – into a document….

Center For Practice Management, Document Generation, Microsoft Office, Security, Smartphones, Technology, Wellness

What People Are Reading: ICYMI Roundup

Beginning in April 2019, CPM starting distributing the weekly CPM ICYMI enewsletter to subscribers, which brings a brief weekly wrap-up of legal tech and practice management tips, breaking news and useful information. Here are the articles that captured the attention of the readers by top click each week: Kill Your Telephone! Your Clients (and Staff) Will Thank You In the…