Category Archives: 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 [...]

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 [...]

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 [...]

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 [...]

Creating a Case Timeline Using Microsoft Planner

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

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 [...]

Using Microsoft Outlook Rules to Organize Legal Email Automatically

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

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 [...]

Creating an Email Retention Policy for Legal Compliance Using Microsoft 365

Law firms must retain and manage client communications in compliance with legal, ethical, and regulatory [...]

Creating a Trial Exhibit List Using Microsoft Excel and SharePoint

Litigators must organize and manage trial exhibits efficiently to ensure courtroom readiness. Using Microsoft Excel [...]