Making Technology Work for You: How to Thrive in the Practice, It’s Easier Than You Think - May 5

TOPICS:

Formatting Complex Indiana Pleadings in Microsoft Word

One of the most difficult technical tasks one can undertake is formatting a complex brief in Microsoft Word that has a title page, table of contents, table of authorities, multi-level paragraph numbering, and page numbering that starts over in the middle of the document and switches formats (for example, Romanettes to Arabic). Attend this class and you will receive a 7th Circuit Court of Appeals brief template, and an Indiana Court of Appeals brief template. During the class, you will learn how to customize the templates, use them to control formatting perfectly and generate a table of authorities and table of contents automagically (without manually typing them). The heavy lifting is already done, and if you use these templates as the starting point for your next brief, you’ll shave many hours off the process because the formatting will just work.


Inbox Ninja - Using Outlook To Organize & Manage High Volume Email

Lawyers and staff are generally drowning in email and many feel helpless when trying to get it under control. This seminar will show you how to use all of Microsoft Outlook’s feature set to efficiently store, organize email (and attachments), and successfully deal with high email volume. We will also show you how to fix Outlook’s default settings for email, calendar, contacts, and tasks. Finally, we will explain many amazing and useful Outlook features which most users do not even know are there.



Microsoft 365 - The Value Proposition and the Very Useful Applications It Includes That Most Subscribers Are Not Even Aware Of

Microsoft 365 offers a compelling combination of local software, document/email management and cloud services. In other words, it is far more than Word, Outlook and Excel. Even if you already subscribe to Microsoft 365, there are dozens of extra applications that come with it you could be using. Examples include Teams, Bookings, ToDo, learn how it works, what it does best, and the different plans available. You will soon see why Microsoft 365 is rapidly taking over the legal market.


The Evolution of Speech Recognition Software – You Will Not Believe How Good It Has Become

Lawyers have to draft pleadings and documents, capture time entries in accounting software, respond to emails, and enter case-related information into a file (or case management system). All those things typically involve a keyboard, and unfortunately, many lawyers just aren’t good typists. Years ago, it was common for support staff to handle such things. But today, a high percentage of lawyers have limited or no access to support staff simply due to the cost. As a result, today’s lawyers must be far more self-reliant in the generation of work product. Thankfully, speech recognition technology can resolve these issues. You talk, and the software types exactly what you are saying. This technology can be used for automatic transcription, time entries, and any drafting task without ever touching the keyboard. Speech recognition has arrived, and this seminar shows you how it works and what you need to incorporate it into your practice. We will focus on the popular Dragon Professional software application.


ETHICS - How to Protect Yourself and Preserve Confidentiality WhenNegotiating Instruments

Opposing lawyers routinely email versions of a document back and forth during the negotiation process; and many instruments are never reduced to paper until they are ready to sign. This approach is unquestionably fast and convenient compared to mailing or faxing paper documents. However, electronic document exchange presents many issues that practitioners need to be aware of and risks to protect against. In this seminar, you will learn when it is appropriate to use word processor files and when it is appropriate to use PDFs. We will cover how to track your changes in a document and how to ascertain what changes were made by others (even if there are attempts to conceal those changes). You will also learn how to add comments and annotations to Word or PDF files, how to lock documents down to prevent further changes, and how to avoid including hidden (and potentially damaging) information in the files you are working with (this hidden information is known as metadata). Finally, using plain email arguably affords you no reasonable expectation of privacy. We will also discuss your email encryption options which ensure that only the intended recipient can open your emails and/or attachments thereto.

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NATIONAL SPEAKER:

Barron K. Henley

Affinity Consulting Group, LLC, Columbus, OH


Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating & streamlining law firms and legal departments. He is an attorney and has been helping other lawyers with technology for 25 years. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, & the Worthington Estate Planning Council. He is a member of the ABA Law Practice Management Section and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook. Barron is also an expert in launching new law firms, overhauling existing firms and documenting and re-engineering law firm processes. Barron also teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology & ethics.

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Making Technology Work for You: How to Thrive in the Practice, It’s Easier Than You Think

5 CLE (NLS) 1 CLE / 1 E - Wednesday, May 5; 9:00 A.M. - 4:30 P.M.


Live In-Person Seminar - ICLEF Conference Facility, Indianapolis

Live Individual Webcast - From your home or office

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