Program Details
2025-05-29 14:00:00
Over 1,000+ webinars
Course Overview
2025-05-29 14:00:00
2h CLE Credits
Intermediate
2
2:00 pm - 2:30 pm ESTLearn how to leverage OneNote as the foundation for your digital trial notebook, including its multi-tier organizational structure of notebooks, sections, and pages. Discover powerful features like tagging, cross-application linking with Outlook and OneDrive, and strategies for centralizing all case materials in one accessible location.
Kathleen Brown 2:30 pm - 3:00 pm ESTMaster Word’s ribbon customization and Developer tab to create fillable legal forms and reusable templates for your practice. Explore collaboration features including co-authoring, document protection methods, and strategies for managing lengthy legal documents efficiently.
Kathleen Brown 3:10 pm - 3:40 pm ESTBuild powerful case management dashboards in Excel using formulas, conditional formatting, and color-coded deadline tracking systems. Learn to integrate Outlook for task management, calendar syncing, and creating efficient workflows that keep your entire caseload organized.
Kathleen Brown 3:40 pm - 4:10 pm ESTSet up matter-centric Teams channels for real-time collaboration, secure document sharing, and streamlined client communication with controlled guest access. Discover how to integrate all Microsoft 365 applications into a cohesive workflow while maintaining security and version control across your legal team.
Kathleen BrownKathleen (Katie) Brown is the Associate Dean for Information Resources at Charleston School of Law, recognized for her contributions to integrating technology and ethics into legal education. She specializes in intellectual property, legal technology, and the business of law with a focus on process optimization and legal research.
Kathleen (Katie) Brown is the Associate Dean for Information Resources at Charleston School of Law, recognized for her contributions to integrating technology and ethics into legal education. She specializes in intellectual property, legal technology, and the business of law with a focus on process optimization and legal research.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
