Optimizing the Digital Trial Notebook: Leveraging Dropbox, Word, and Excel for Efficiency (2025 Edition)

Kathleen Brown
Kathleen Brown | Charleston School of Law

Kathleen (Katie) Brown is the Associate Dean for Information Resources at Charleston School of Law and a 2024 vLex Fastcase 50 honoree, recognized for her contributions to integrating technology and ethics into legal education. She often presents on the topics of intellectual property, legal technology, and the business of law, with a focus on process optimization and legal research.

On-Demand: February 6, 2025

2 hour CLE

Tuition: $195.00
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Program Summary

This engaging CLE webinar is designed as a comprehensive two-hour session that will equip attorneys with best practices and innovative strategies for digitizing their trial notebooks using Dropbox, Microsoft Word, and Excel.

Participants will learn how to structure and manage their digital trial notebooks, including organizing documents in Dropbox, creating templates in Word, and tracking case details in Excel. Advanced features such as real-time collaboration, securing sensitive case information, and presenting digital materials effectively in court will also be explored during the CLE. Attendees will leave with practical skills for streamlining trial preparation, enhancing collaboration, and securing case files.

Key topics to be discussed:

  • Building Your Digital Foundation
    • Discover how to create a robust digital trial notebook framework
    • Structuring case files efficiently within Dropbox
    • Crafting customized templates in Word for various trial documents
    • Utilizing Excel for meticulous case detail tracking and analysis
  • Advanced Techniques and Courtroom Application
    • Explore sophisticated features that enhance your trial preparation
    • Implementing real-time collaboration tools for seamless teamwork
    • Enhancing document security to safeguard sensitive case information

Closed-captioning available

Speakers

Kathleen Brown_myLawCLEKathleen Brown | Charleston School of Law

Kathleen (Katie) Brown is the Associate Dean for Information Resources at Charleston School of Law and a 2024 vLex Fastcase 50 honoree, recognized for her contributions to integrating technology and ethics into legal education. She is also the recipient of the 2024 AALS Section of Technology, Law & Legal Education Technology & Ethics Award, honoring her significant impact in this field.

Brown holds a J.D. from Seattle University School of Law with an emphasis in intellectual property law, an M.S. in Library and Information Science from Drexel University, and a B.F.A. from DePaul University. She often presents on the topics of intellectual property, legal technology, and the business of law, with a focus on process optimization and legal research.

She has also taught courses on Legal Technology for Practice, Art of Advocacy, Contracts, and Advanced Legal Research. An active member of the American Association of Law Libraries (AALL), Brown has held numerous leadership positions within the organization, including serving on the AALL Executive Board from 2011 to 2014.

Some of her research interests include intellectual property, acting skills for lawyers, law and literature, and legal tech management.

Agenda

I. Building Your Digital Foundation | 2:00pm –3:00pm

  • Discover how to create a robust digital trial notebook framework
  • Structuring case files efficiently within Dropbox
  • Crafting customized templates in Word for various trial documents
  • Utilizing Excel for meticulous case detail tracking and analysis

Break | 3:00pm – 3:10pm

II. Advanced Techniques and Courtroom Application | 3:10pm – 4:10pm

  • Explore sophisticated features that enhance your trial preparation
  • Implementing real-time collaboration tools for seamless teamwork
  • Enhancing document security to safeguard sensitive case information

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 Technology in the Practice of Law

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hours

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 Technology

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Pending CLE Approval
2 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hours

Maryland

No MCLE Required
2 CLE Hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for Self-Study Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 Technology

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Approved for Self-Study Credits
2 General

South Dakota

No MCLE Required
2 CLE Hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Other (Office Management)

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
2. Law Practice Management

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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