Document Management

client engagement agreements
Client Engagement Agreements: Your Attorney-Client Relationship

Jared Correia |Client engagement agreements, or fee agreements, are an underused tool in a lawyer's arsenal. Here are 5 smart upgrades

Jared Correia - January 24, 2025
bates numbering
How to Apply Bates Numbering to Documents in Kofax Power PDF

In this tips series, the legal technology training experts at Affinity Consulting Group offer straightforward answers to common questions about popular software programs used in law offices. This time: Handling Bates numbering in Power PDF, ...

Danielle DavisRoe - January 3, 2025
knowledge management and AI
Law Firm Knowledge Management: How AI-Enabled Systems Can Help Small and Midsize Firms Level Up

Laura Wenzel | A KM initiative requires a culture shift for most small and midsize firms. Here's why it’s worth it.

Laura Wenzel - January 1, 2025
microsoft-word-speech-to-text 6
6 Ways Microsoft Word Speech to Text AI Can Help You Write Faster and Better

Microsoft Word's editor, dictate and text prediction features are all based on AI.

Danielle DavisRoe - December 31, 2024
PDF Bookmarks
PDF Bookmarks: The Secret to Quickly Creating User-Friendly Documents

These tips show how to use bookmarks to make PDFs user-friendly.

Danielle DavisRoe - December 31, 2024
CosmoLex juggling multiple tools
Tired of Juggling Multiple Tools to Manage Your Law Firm?

Product Spotlight | CosmoLex NextGen is designed for attorney-operated firms who need a seamless, end-to-end practice management solution.

CosmoLex - November 22, 2024
paperless law office
Paperless Law Practice: How to Boost Efficiency, Cut Costs and Improve Client Satisfaction

The shift to paperless goes beyond merely reducing paper use.

Danielle DavisRoe - November 12, 2024
multilevel paragraph numbering
How to Master Paragraph Numbering in Word for Multilevel Lists on Mac

Take some stress out of setting up multilevel paragraph numbering schemes in complex documents, from Affinity Consulting's "Microsoft Word for Mac for Legal Professionals."

Danielle DavisRoe - October 24, 2024
compare documents in word
How to Compare Documents in Word: Quickly Redline Legal Documents With Word’s Built-In Feature

Learn how to use compare documents in Word and you will know exactly what changes are made by reviewers. Whether you’re sending a document to a client, opposing counsel or co-counsel for feedback, you need to know exactly what changes were ...

Danielle DavisRoe - October 9, 2024
new outlook settings
New Outlook Settings: 8 to Change in the New Interface

Danielle DavisRoe | If you’re using the new Outlook interface, you’ll want to customize the settings to best meet your needs.

Danielle DavisRoe - October 8, 2024
envelope

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