IOLTA Basics- Excel 2013 for Lawyers

IOLTA Basics: Video This video shows the IOLTA basics, including what an IOLTA account is and when to use an IOLTA account. IOLTA Basics: Overview An IOLTA, or Interest on Lawyer’s Trust Account, is used to hold client funds separately from the funds of a law firm or individual lawyer. An IOLTA account is an
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Microsoft Word for Lawyers: Using Legal Templates in Word 2013

Using Legal Templates There are a variety of legal templates that you can use that allow you to quickly create professional legal documents of many types. To download and use the templates that are available on office.com, you will need to be connected to the Internet. Assuming that you have an internet-connected computer, you can
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Microsoft Outlook 2013 For Lawyers: Task Tracking

Microsoft Outlook contains features that can come in handy for law firms, attorneys, lawyers, and anyone who practices law. In this post, we will cover task tracking. Task Tracking for Lawyers in Outlook 2013 vs. Forwarding Email Many times you may have the temptation to forward an email that needs follow-up to an assistant or
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Microsoft Excel for Lawyers: Using the Law Firm Financial Analysis Worksheet

Microsoft Excel contains law firm templates that can be used by law firms, attorneys, lawyers, and anyone who practices law. In this post, we will cover the usage of the Law Firm Financial Analysis Worksheet.             Using the Law Firm Financial Analysis Worksheet Let’s examine the structure and usage of
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