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Center For Practice Management, Productivity, Technology

Sanity Savers: Essential Settings for Online Scheduling Tools

If you use an online scheduling tool like Calendly, Accuity, Bookings, or Doodle then you know that having the ability to let people find a time that works with their schedule and automatically set up a meeting saves a TON of time. However, there are some settings to consider so that whether you share the link on your website or…

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

Microsoft 365 and MS Office Resources

Microsoft 365 (fka Office 365) is the subscription model that consists of the MS Office suite (Word, PowerPoint, Excel, OneNote) plus MS Outlook and cloud-based servers (Exchange and SharePoint). The Business Standard version is $12.50 per user per month. That is merely the tip of the iceberg, as the subscription also comes with many other tools like Teams for communication…

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

SimplyFile Add-on for MS Outlook

If you are a Microsoft Outlook user and you have dozens and dozens of folders to help keep your inbox clean and your emails organized you know that moving those emails to the appropriate folder can be quite the task, especially if you have nested folders. SimplyFile from TechHit can help by “learning” your folder structure and suggesting the correct…

Center For Practice Management, Email Management, Marketing, Microsoft Office, Productivity, Social Media, Technology

Ten Tips to Speed Up Your Work

There are so many ways to save yourself keystrokes and headaches while you are using your computer, whether dealing with email, opening a website, sharing information, requesting information, or interacting with social media. Following are just a few tips that can help you speed activities up for little to no cost. 1. Add Apps to the Windows Start Menu Many…

Document Generation, Email Management, Microsoft Office, PDF, Productivity, Technology

Stop Emailing Attachments

Every day you probably attach a document (or two) to an email, send it and move along. However, there are a lot of options for sending documents elec­tronically that are far better than attachments. Most law firms have several products designed to securely send doc­uments, collaborate, review, and collect information. Before you reflexively attach a document to an email, think…

COVID-19, Productivity, Technology

Time to Manage Videoconferencing

In a post-COVID work world, will videoconferencing become outdated? Likely not. While much has been learned about using videoconferencing for law practice, in the courtroom and in law school, there are some potential improvements to be made with how a law firm manages its use of videoconferencing now and in the future. Meeting Best Practices Whether the meeting is purely…

Email Management, Microsoft Office, Productivity, Security, Technology

Tips from the CPM ICYMI Newsletter (February – April 2021)

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. Following are a few popular links from the past issues of the newsletter. How to Free Up Space on Your iPhone A step-by-step guide to freeing up space on your iPhone so you can download…

Center For Practice Management, Productivity, Question of the Month, Technology

Help Me, Help You: Getting Clients to Do Their Homework

In most practices, your ability to successfully represent your client depends on the willingness of your client to help you. You will need information and documentation from your client. They will need to take action and meet deadlines for you to move their matter forward. However, many attorneys express frustration because their clients will drop the ball and then are…

Center For Practice Management, Ethics, Productivity, Technology

Calculating Dates: Trust, but Verify

Lawyers often need to count days between dates to determine deadlines. A recent discussion on Twitter revealed several tools, some built right into your computer, which can help with this particularly important task. Since deadline related errors are the subject of disciplinary complaints and malpractice claims it is important to get this right! While you can use free tools to…

Email Management, Microsoft Office, Productivity, Technology

Turn Emails into Calendared Events in An Instant

If you use an electronic calendar, especially if you share that calendar with support staff or with clients via a booking link, you know that you need to keep it meticulously up to date. Many events on your calendar start life as an email. We will explore effortless ways to turn email messages into calendared events instantly to reduce mistakes…