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Using Technology to Improve Your Practice CLE Classes for Attorneys |
Course Length: 3.25 Hours per Seminar |
Technology in the legal profession is advancing rapidly. Attorney Resource is committed to providing attorneys with the skills needed to effectively meet today's technology challenges. View our exciting and informative seminar series. The cost is $90 per seminar. Each 3-hour seminar is MCLE Certified. | |
| If you have any questions or wish to register for any of the following CLE classes, call Elaine Lowenkron at 214.922.8050 or email etl@attorneyresource.com. I hope to meet you soon! | |
| Training | |
Effective Electronic Communication
8:45 am - Noon | Advanced Legal Document Creation
1:00 pm - 4:15 pm | |||||||||||||||
Objective: Attorneys will develop an understanding of effective electronic means to communicate with clients, co-counsel and courts. | Objective: Improving an attorney's skill of legal writing using advanced skills needed to create effective transactional or litigation documents. | |||||||||||||||
| Skills and Guidelines for Electronic Messaging for Attorneys | Developing Long Document Skills | |||||||||||||||
 | Compose and send an electronic message | | Leases for transactional attorneys | |||||||||||||
| Attach legal documents to a message | | Pleadings for litigators | |||||||||||||
| Emphasize message importance | | Changing headers and footers | |||||||||||||
| Receive a message | | Styling a document | |||||||||||||
| Security concerns with message attachments | | Advanced document numbering | |||||||||||||
| Proper way to save attached legal documents | | Automating and updating a Table of Contents | |||||||||||||
| Effectively and securely responding to messages | | Automating and updating a Table of Authorities | |||||||||||||
| Storing electronic messages | | Working with frequently used text | |||||||||||||
| Legal and security concerns regarding electronic communication | | Working with signature blocks | |||||||||||||
| Skills and Guidelines for Electronic Calendaring for Attorneys | | Effectively modifying an existing document | ||||||||||||||
| Why use an electronic calendar? | Develop Awareness of Information That Can Breach Confidentiality (Metadata) | ||||||||||||||
| Scheduling appointments and meetings | |||||||||||||||
| Rescheduling, modifying and canceling appointments | Comparing Documents | ||||||||||||||
| Replying to a meeting request | | Ways to effectively display document changes | |||||||||||||
| Skills and Guidelines for Managing Contacts | | Comparing Documents | ||||||||||||||
| Storing client and co-counsel information in an address book | Questions and Answers | ||||||||||||||
| Locating contact information | |||||||||||||||
| Working with contacts | |||||||||||||||
Working with PDF Documents
8:45 am - Noon | ||||||||||||||||
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| Why Should Attorneys Use PDF Documents? | Securing PDF Documents | |||||||||||||||
| Smaller file size makes it easy to e-mail lengthy documents | | Controlling access to confidential information with security | |||||||||||||
| Useful for E-Filing | | Digitally signing a PDF document to provide authenticity to clients and co-counsel | |||||||||||||
| Ability to secure and digitally sign documents | |||||||||||||||
| Commenting and sharing capability | |||||||||||||||
| Easy to scan documents to PDF | Reviewing PDF Documents | ||||||||||||||
| Easy to organize for case management and trial | | Prepare a PDF document for review and collaboration | |||||||||||||
| Creating PDF Documents | | Review and comment upon documents without altering the original document | ||||||||||||||
| Discussion of methods used to create PDF documents | | Multiple reviewers - compiling and viewing collaborated document comments | |||||||||||||
| Guidelines to remove metadata from PDF documents prior to sending to clients | | Can use redaction tools with PDF documents to prevent confidential information from leaving the firm | |||||||||||||
| Consolidating information from different applications into one searchable PDF document to easily provide information to clients, co-counsel and others | |||||||||||||||
| Accessing Information in PDF Documents | ||||||||||||||||
| Browse through a PDF document | |||||||||||||||
| Navigate to specific content | |||||||||||||||
| Searching for key text | |||||||||||||||
| Guidelines regarding exporting content from a PDF document | |||||||||||||||