Compliance Data Privacy Tutorial

Encrypting and Securing Legal Emails with Microsoft Outlook and Microsoft 365

Attorneys routinely send sensitive communications containing confidential client data, case strategy, settlement terms, or privileged [...]

15
Apr

Compliance Tutorial

Using Microsoft Forms to Collect Conflict Checks for New Clients

Law firms must perform conflict checks before accepting new clients or matters. Microsoft Forms provides [...]

15
Apr

Case Management Tutorial

Tracking Client Billing Hours in Microsoft Excel for Small Firm Attorneys

Accurately tracking time is essential for legal billing, client transparency, and profitability. While many firms [...]

15
Apr

Tutorial

Using Microsoft Word’s Table of Authorities for Legal Briefs

When drafting appellate briefs, motions, or memoranda, attorneys are often required to include a Table [...]

15
Apr

Tutorial

Creating a Case Timeline Using Microsoft Planner

Legal teams often manage matters involving deadlines, motions, hearings, and deliverables. Microsoft Planner offers a [...]

15
Apr

Tutorial

Creating a Task Tracking Dashboard in Microsoft Lists for Legal Teams

Legal teams across litigation, corporate, tax, and real estate practices must coordinate and track tasks [...]

15
Apr

Tutorial

Using Microsoft Outlook Rules to Organize Legal Email Automatically

Legal professionals manage high volumes of client communications, court notifications, and internal updates via email. [...]

15
Apr

Case Tracking Tutorial

Creating Conditional Fee Calculators in Microsoft Excel for Legal Billing

Law firms—especially in litigation and personal injury—frequently use conditional fee agreements, also known as contingency [...]

15
Apr

Contract Review & Drafting Document Management Instructional Tutorial

Using Microsoft Teams Approvals for Legal Document Sign-Off

Legal documents—such as contracts, settlement agreements, NDAs, and client engagement letters—often require internal review and [...]

05
Apr

Instructional Legal Practice Tutorial

Using Microsoft Excel to Create a Legal Retainer Tracker

Law firms often manage retainers and pre-paid legal service funds, especially in litigation, corporate, and [...]

05
Apr

Instructional Litigation Strategy Tutorial

Issuing and Managing a Legal Hold

Step 1: Access eDiscovery in Microsoft Purview ⚖️ Legal Tip: Use a clear naming convention [...]

26
Mar

Instructional Tutorial

Microsoft Outlook Calendar for Legal Deadline Management

Attorneys and paralegals manage complex schedules filled with filing deadlines, court appearances, client meetings, and [...]

24
Mar

Instructional Tutorial

Microsoft Stream to Record and Store Legal CLE and Training Sessions

Continuing Legal Education (CLE) and internal training are essential to keep legal professionals informed and [...]

24
Mar

Instructional Legal Practice Technical Tutorial

Microsoft Delve to Locate Legal Expertise and Documents Firm-Wide

In large law firms, quickly locating relevant case files, internal legal memos, or attorneys with [...]

24
Mar

DMS Instructional Tutorial

SharePoint for Legal Document Version Control

Legal professionals often work with contracts, pleadings, and compliance documents that require strict version control. [...]

24
Mar

Instructional Technical Tutorial

Automating Legal Billing with Microsoft Excel

Accurate and efficient billing is essential for law firms to ensure proper invoicing, track billable [...]

24
Mar

Videos

Why Every Attorney Needs a Strong Web Presence (and What It Should Do for You)

In today’s digital-first world, your law firm’s website isn’t just a business card—it’s your office [...]

09
Mar

Instructional Tutorial Videos

ChatGPT Power Tips for Lawyers & Law Firms

Below is an expanded version of the guidelines for using ChatGPT for legal research—with sample [...]

16
Jan

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