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Center For Practice Management, Management, Productivity, Technology

Ten Tips for Time Management

You cannot manage time. You can’t make it faster, slower, or create more of it. However, you can manage yourself, your focus, and your priorities. What results are you trying to achieve by controlling how you use the time you have more effectively? From triaging priorities to task management to controlling interruptions, we will explore some techniques to leverage how…

Center For Practice Management, Management, Productivity, Technology

Product Watch: Notion: An All-in-One Solution?

What is Notion? Notion wants to bring the “duct-taped” tools that include email, document editors, databases, task management and more into one product. Notion lets you collaborate, annotate, store, search, generate and manage tasks, documents, workflows, and information. It can be used by an individual or as a team. They further describe it as a toolbox of building blocks to…

Center For Practice Management, Security, Technology

How to Identify a Phishing Attempt and Thwart It (Video)

On May 18, 2022 the CPM Learning Objective online seminar was called How to Identify a Phishing Attempt and Thwart It.  Opening or clicking on one link in a phishing email sent to your firm can have disastrous effects. It is not just email either, they come from phone calls, texts, messaging services, and more. Learn how to identify the…

Center For Practice Management, Ethics, Productivity, Technology

Requesting Files from Clients (Without Email)

There are many times you need to ask that your clients send you files. Most everyone knows how to attach files and send via email, but is there a better way? Are there a lot of files? Large files? Do the files hold sensitive information like bank records, taxes, or insurance claims? There are many ways to securely request files…

Center For Practice Management, Productivity, Technology

Tips from the CPM ICYMI Newsletter (February 2022 – May 2022)

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. DIY Text Message Capture (January 28, 2022) If you have ever attempted to preserve text messages in screenshots watch this…

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….

Marketing, Technology

Tools for Email Marketing

Whether you want to start an email marketing campaign or an email newsletter, there are a variety of tools for the job. According to the Content Marketing Institute’s 2020 B2C Benchmarks, Budgets, and Trends report, email newsletters are some of the highest performing content types for securing and nurturing leads. Once you get into a cadence, and with the right…

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, Email Management, Productivity, Question of the Month, Technology

CPM Question of the Month Roundup

Many of the questions answered by the Center for Practice Management inspire blog posts for From the Center. Here is a compilation of blog posts that answer specific questions or are inspired by NCBA members’ queries. Got a question for CPM? Get in touch! Q: If I get Microsoft 365 for Business (formerly Office 365) do I have to use…