Building a Case Management System (Legal House) Using the Power of Microsoft 365

Misty Murray
Misty Murray | Arrow Consultants, LLC

Misty Murray is a Litigation Paralegal with more than 23 years in the legal industry. She is the Owner and CEO of Arrow Consultants, LLC, and she is the creator of Arrow365.

Live Video-Broadcast: June 1, 2022

Building a Case Management System (Legal House) Using the Power of Microsoft 365
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Program Summary

This CLE will cover the foundational requirements for building a stable and secure case management system (and legal house) using the power of Microsoft 365. In this CLE, you'll learn how to innovate and create a blueprint for building your legal house, as well as develop an execution plan for moving everything under your new Microsoft 365 roof. Finally, we'll cover scaling your practice, developing workflows, and decorating your new house with powerful Microsoft 365 applications.

Key topics to be discussed:

  • The importance of building a solid, secure foundation for your legal house
  • Creating the blueprint for your systems while focusing on the end in mind
  • Building your Microsoft 365 legal house and executing your move
  • Decorating your house and designing your workflow with Microsoft's Lists and Forms

Date / Time: June 1, 2022

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch the Program "live" in real-time, must sign-in and watch the program on the date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via the on-demand library and watch the program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Speakers

Misty Murray_Arrow Consultan_myLawCLEMisty Murray | Arrow Consultants, LLC

Misty Murray is a Litigation Paralegal with more than 23 years in the legal industry. She is the Owner and CEO of Arrow Consultants, LLC, and she is the creator of Arrow365, which is a code that templates SharePoint sites and optimizes them for legal professionals. Through her YouTube channel, Masterclasses, coaching, and speaking engagements, she provides mentoring and consulting services that empower paralegals and attorneys all over the world.

Agenda

I. The importance of building a solid, secure foundation for your legal house | 1:00 pm – 1:35 pm

II. Creating the blueprint for your systems while focusing on the end in mind | 1:35 pm – 2:00 pm

Break | 2:00 pm – 2:10 pm

III. Building your Microsoft 365 legal house and executing your move | 2:10 pm – 2:40 pm

IV. Decorating your house and designing your workflow with Microsoft’s Lists and Forms | 2:40 pm – 3:10 pm