Document Management

PDF Bookmarks

Bookmarks: The Secret to Quickly Creating User-Friendly PDFs

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

Danielle DavisRoe - January 13, 2023
paper reduction

Your Four-Step Foolproof Paper Reduction Plan

This four-step plan will reduce your reliance on paper without risking your license (or sanity).

Danielle DavisRoe - January 6, 2023
microsoft word read aloud

Tricks for Reading Documents in Microsoft Word

Microsoft Office 365 subscribers have access to some new features — including Read Aloud and Immersive Reading — that make reading easier.

Danielle DavisRoe - May 29, 2022
metadata scrubber

Metadata 101 for Lawyers

Most lawyers have probably heard the word "metadata" and, at a minimum, know that it has something to do with their documents. But it's vital that every law office, staff included, is aware of the risks posed by metadata, and what steps can ...

Ali Moinuddin - May 24, 2022
excel tables

Harness the Power of Tables in Excel

Quick tips from Affinity Consulting's how-to manual "Microsoft Excel for Legal Professionals."

Danielle DavisRoe - May 13, 2022
microsoft word styles

Four Steps to Taking Control of Document Formatting With Microsoft Word Styles

Follow these four steps to take control of Word styles and remedy its document formatting quirks.

Danielle DavisRoe - April 29, 2022
microsoft word autocorrect

Tricks for Using Microsoft Word AutoCorrect to Speed Up Legal Document Drafting

How to quickly "undo" AutoCorrect errors and customize your Word AutoCorrect entries list to make drafting much faster.

Danielle DavisRoe - November 9, 2021
client intake checklist

The Only Client Intake Checklist You’ll Ever Need

Lawmatics Client Intake Checklist | The client intake process is one of the most time-consuming parts of being a lawyer. Here's how to streamline the process.

Lawmatics - October 27, 2021
adobe sign

Take Advantage of Adobe Sign for Collecting Digital Signatures

Whether you’re just now jumping on the digital signature wagon or you’re looking to consolidate your subscriptions, Adobe Sign may be the answer.

Danielle DavisRoe - October 6, 2021
client portal for law firms

Client Portals: A Must-Have Service for Today’s Law Firms

Jim Calloway | Beyond secure document sharing, client portals can serve as your "virtual lobby."

Jim Calloway - June 4, 2021
envelope

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