Use the Bcc Field for Confidentiality with Contact Groups- Outlook Training for Lawyers

Use the Bcc Field for Confidentiality with Contact Groups: A picture of an email with a contact group name addressed within the
Use the Bcc Field for Confidentiality with Contact Groups: Overview             In this lesson, you will learn about creating contact groups and how to use the Bcc field for confidentiality when sending emails to your contact groups. Note that contact groups were called “distribution lists” in Outlook 2007, however they retain the same functionality in
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Microsoft Word for Lawyers- Marking Citations

Click here to view the syllabus for the full course.   In this post, you will learn how to create a table of authorities for your legal documents within Microsoft Word. A table of authorities lists the specific references cited within a legal document along with the accompanying page numbers. It is like a legal
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How to use IOLTA Management for Lawyers in Microsoft Excel 2013

IOLTA Basics 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 interest-bearing checking account. The interest earned from all IOLTA accounts within a state is pooled together to assist low-income individuals to afford legal
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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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Word for Lawyers: Using the Research Pane in Microsoft Word 2013

Law firms and lawyers have specific needs when it comes to using Microsoft Office products. From performing legal reviews to creating citations, learning these tasks is critical for legal success and organization. In this post, we will review using the Research Pane within Microsoft Word 2013.   Using the Research Pane The research pane no
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QuickBooks for Lawyers: Making a Legal Company Using Express Start in QuickBooks 2014

Making a Legal Company Using Express Start in QuickBooks 2014 You can use the Express Start feature in QuickBooks to create a new company file. This feature simplifies and segments the steps in the EasyStep Interview into more manageable sections, so you can get started with QuickBooks more quickly. When you first open QuickBooks, the
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