Skip to main content

Microsoft Office - page 3

Center For Practice Management, Email Management, Microsoft Office, Productivity, Search

Three Personal Knowledge Management Tips for MS 365 Subscribers

If you subscribe to the Business Standard or Premium versions of Microsoft 365 there are many features that can be useful to your law firm. Other Microsoft products, like Bing and Edge, are supercharged when you are logged in with your business subscription. Here are three ways you can get see a daily dashboard of your activities, search across email,…

Center For Practice Management, Microsoft Office, Productivity, Technology

Quick Parts: The Good, the Bad, and the Alternative

Microsoft Word and Outlook have a feature called “Quick Parts”. You can save selected text into a library and insert it into emails and documents. It works well with MS Word templates as a clause library to select and reuse text and images. Quick Parts are powerful and can save a lot of time. However, there are some issues with…

Center For Practice Management, Email Management, Microsoft Office, Productivity, Smartphones, Technology

10 Tech Tips for Bar Leaders

Whether you are a Bar Association leader, active in your bar association, or just like productivity tips for your computer and smartphone, peruse these tips from the recent Bar Leadership Institute 2022 held in Chicago by the ABA Division for Bar Services. When Should I Leave? If you use the Google Maps app you can plot your course, of course….

Center For Practice Management, Microsoft Office, Productivity

MS Office Hack: The Quick Access Toolbar

If you live in Microsoft Word, Outlook, PowerPoint, and Excel you can customize the Ribbon with the QAT (Quick Access Toolbar) to add contextual commands at your fingertips. How can you take advantage of this feature, including use of the particularly useful “Commands Not in the Ribbon”? Read on! What is the Quick Access Toolbar (QAT)? The QAT is a…

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

Expand MS 365 with Add-ins and Integrations

Microsoft 365 has so many features and functions it is overwhelming. Yet, there are hundreds (thousands) of add-ins and integrations to expand MS Office and the MS 365 suite of programs. What add-ins are useful for lawyers? Are they safe? How do I find them? Below are the answers to those questions plus several business and legal specific add-ins that…

Center For Practice Management, Ethics, Microsoft Office, Productivity, Security

A Tale of Two Templates

Using templates for word processing documents is a wonderful way to maintain consistent formatting, reduce errors and improve efficiency. However, two “ripped from the headlines” examples serve as reminders of how templates can be a powerful risk management tool or lead to costly and embarrassing risk exposure. What Are Templates? There are many ways to leverage templates in the tools…

Center For Practice Management, Ethics, Microsoft Office, PDF, Security

Exposed! What Lawyers Need to Know About Metadata

In the early 2000s many lawyers were horrified to find that their documents could reveal more than they meant to share. In addition to forgetting to remove comments and track changes, Microsoft and PDF documents have file properties that reveal everything from author to editing times to file location. There are many ethics opinions that address metadata, including NC 2009…

Center For Practice Management, Marketing, Microsoft Office

What’s New in MS PowerPoint?

You can use a slide deck for enhancing your opening and closing statements, educating an audience, or persuading a client. The MS PowerPoint software is feature rich and you can do far more than just use it during a live presentation. Because subscribers to Microsoft 365 receive constant updates to the software here are a few new features and some…

Center For Practice Management, Email Management, Management, Microsoft Office, Productivity

What’s New with Microsoft To Do?

Microsoft continues to improve MS To-Do, the app they purchased from Wunderlist in June 2015. While you can get MS To Do as a free stand-alone product, integrations with MS Planner, MS Teams and expanded integrations with MS Outlook/Exchange in the MS 365 suite mean that you have more intelligent suggestions for what should go on your daily task list….

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

Defensive Calendaring

Do you feel like your calendar is under constant bombardment with meetings, events, client consultations and to-dos? Do you know how to effectively leverage electronic calendars such as Google Calendar or Microsoft Outlook to block and tackle for time? Apply some defensive calendaring techniques and tips to effectively coordinate meetings with multiple people, allow people to self-schedule and leverage artificial…