3rd Annual Legal Technology & Law Practice Management Institute
3rd Annual Legal Technology & Law Practice Management Institute
Paul J. Unger and Barron Henley, Affinity Consulting
OBA Members – $199 (Registration can be done here online)
IT Professional Non-Attorney – $139 (Please call Renee at 405-416-7029 to Register)
Paralegals / Support Staff – $119 (Please call Renee at 405-416-7029 to Register)
After February 28th tuition increases $25 and walk-ins will be charged an additional $50
8:30 - 9:00 am
Registration and Continental Breakfast
9:00 - 10:00 am
PLENARY SESSION - 60 Legal Tips, Gadgets, Apps & Websites in 60 Minutes
10:00 - 10:10 am
10:10 - 11:10 am
Track One - A Lawyer's Guide to PDF Files
Track Two - Essentials of Task Management & Digital Detox
11:10 am - 12:10 pm
Track One - Ethics: How to Protect Yourself and Preserve Confidentiality When Negotiating Instruments Electronically
Track Two - Document and Practice Management for Legal Professionals
12:10 - 12:50 pm - Networking Lunch (included with registration)
12:50 - 1:50 pm
Track One - Inbox Ninja – Using Outlook to Organize & Manage High Volume Email
Track Two - Trial Presentation Technology & Death by PowerPoint
1:50 - 2:50 pm
Track One - Microsoft Word Master Class on Styles - Word’s Most Powerful Feature Explained
Track Two - Mobile Apps for Lawyers
2:50 - 3:00 pm - Break
3:00 - 4:00 pm
Track One - Microsoft Word Masters Class on Formatting Complex Pleadings
Track Two - Ethics: Cybersecurity & Ethical Pitfalls of Everyday Law Office Computing
60 Legal Tech Tips, Gadgets, Apps & Websites in 60 Minutes: The best of legal technology, practice management, electronics and incredibly useful websites for lawyers. This rapid-fire, entertaining hour is full of great ideas you can immediately incorporate into your practice.
BREAKOUT SESSION – TRACK ONE
A Lawyer's Guide to PDF Files: You probably noticed that PDF files are everywhere. They are the file format of choice when trading documents with other lawyers and clients. Many courts now require that all pleadings be filed as PDFs; most governmental forms are only available in PDF format; and if you want to reduce paper in your office, then PDFs are front and center. Because of their prevalence, everyone in your office needs to understand the risks and benefits of PDF files. Regardless of the PDF program you use, this seminar will show you the appropriate uses of PDFs. We'll cover extremely important topics such as redaction, metadata removal and electronic document security, Bates Numbering, splitting/combining PDFs, reducing file-size for electronic case filing, review/comment and PDF collaboration, adding signatures & stamps, routing PDFs for comments/feedback, and more. Finally, we’ll identify the programs you can use for all of these functions (you are not limited to Adobe Acrobat) and explain their relative pros and cons.
Ethics: How To Protect Yourself and Preserve Confidentiality When Negotiating Instruments Electronically: 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’re 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'll learn when it's appropriate to use word processor files and when it's appropriate to use PDFs. We'll 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'll 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're working with (this hidden information is known as metadata). Finally, using plain email arguably affords you no reasonable expectation of privacy. We'll also discuss your email encryption options which ensure that only the intended recipient can open your emails and/or attachments thereto.
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'll also show you how to fix Outlook's default settings for email, calendar, contacts and tasks. Finally, we'll explain many amazing and useful Outlook features which most users don't even know are there.
Microsoft Word Master Class on Styles - Word’s Most Powerful Feature Explained: Microsoft Word combines font and paragraph formatting into something called Styles. Styles are applied to all text whether you want them or not; and the feature cannot be turned off. Unfortunately, using Word reveals almost nothing about what Styles are, what they do, or how to control them. This seminar will demystify this subject and show you how to control and customize them. Be prepared for many “a-ha” moments.
Microsoft Word Masters Class on Formatting Complex Pleadings: 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). In this seminar, you'll be able to download our customizable appellate brief template and follow along on your own computer as we demonstrate how to use the built-in formatting tools. We'll also show you how to easily customize it for any font, point size or paragraph alignment you may want. The heavy lifting is already done, and if you use this template as the starting point for your next brief, you'll shave many hours off the process because the formatting will just work.
BREAKOUT SESSION – TRACK TWO
Essentials of Task Management & Digital Detox: Get Laser Focused in 2020! Legal Professionals today are constantly distracted by technology, connectivity, and information overload. These distractions cause very smart people to underperform. In this session, you will learn how to take back control and own your technology instead of it owning you, with distraction management techniques and practical task & deadline management methodologies that let you regain control of your out-of-control unfocussed day.
Document and Practice Management for Legal Professionals: In order to get tasks done and respond to emails properly, you must be organized and your must have a complete digital file with all the answers. Most lawyers still maintain a paper file AND an electronic file. Reducing dependence on the paper file is not an easy step, but it’s an essential one! In this session, Paul will share the essential tools and protocols needed to get your files in order, reduce paper, and get tasks done!Trial Presentation Technology & Death by PowerPoint: Set your presentation in the courtroom apart from the “ordinary” presentations you see all the time. Learn how to make it work for you and avoid the mistakes and common pitfalls of the over-used mundane presentations. You'll see high-tech courtroom presentations and the latest bells & whistles developed for the courtroom. Learn about the major software packages that can assist you in presenting your case in trial – where to get it, how much they cost, whether you should you do it yourself, and what these programs offer. You'll also learn how these programs can instantly retrieve documents and deposition testimony (even video) in the courtroom.Mobile Apps for Lawyers: Mobile Apps have redefined the way we work inside and outside the office. Whether you are a road warrior, a weekend warrior, or a transactional attorney, this session is packed with tools that will increase your productivity! This session will cover Smartphone Apps (iPhone and Android), as well as iPad and Android-based tableting. You do not want to miss this fast-paced, information packed session!Cybersecurity & Ethical Pitfalls of Everyday Law Office Computing: Practicing anywhere at any time is no longer just a dream for lawyers—it’s a reality. However, that reality also comes with responsibility and risks! Under Rule 1.6 lawyers must take reasonable precautions to protect client info and data that is in their custody! In this seminar, we will discuss the ethical and malpractice pitfalls of mobile, cloud, and general everyday law office computing. We will learn about Cloud options and address how to safely store documents, data, and programs in the cloud and on mobile devices. Learn what programs and features you should and must use with Cloud storage options like Dropbox, Box & OneDrive. We will also discuss security vulnerabilities related to documents, emails and metadata associated with those files. We will also discuss how to properly delete client data, assign passwords, and dispose of computer equipment while protecting client privacy. Finally, we will discuss the essential elements of your firm’s cybersecurity plan.
|7 Total Credit Hour,
2 of which may be applied towards Ethics
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