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Objective A week long, total immersion training for technically-minded paralegals who wish to be integrated into a litigation support / eDiscovery group.  Using a scenario-based methodology, we will follow the lifecycle of a matter from inception.  By close of training, which includes a mentoring program, participants will be sufficiently proficient to act, with guidance, as advisor to manage and counsel throughout the lifecycle of litigation.  The desired candidate has proven management skills and exposure to large-scale eDiscovery projects.  Successful participants will understand: Components of IT infrastructure/business information systems Litigation ...
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Making bookmarks inside a pdf To make a bookmark from pdf text Select a title or short text with the   select text   tool in the standard toolbar. Press ctrl b. The bookmarks panel opens and the selected text appears as a bookmark Or if the bookmarks panel is already open, the new bookmark appears below the current bookmark selection.   To set where a bookmark points to Select the bookmark. Move to the target page in the current document or in any other opened pdf. Optionally mark a location on the page with the   select text  or   select area   tools. Click the   set destination   ...
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Choosing Interdepartmental Applications: Give Them What They Need I changed firms on Memorial Day this year and with that change in firms came a change in job description. I am no longer the trainer who recommends products, I am now the Applications Specialist who researches, demos, purchases and trains on products. OK, so there is still some training involved. The Task I was given the task of working with our Operations Manager to select and implement a technology solution for managing our four conference centers. In all 91 years the firm has been open we have only ever used a paper calendar to manage this function. Where to begin? Taking ...
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How to copy and paste edits with track changes from a Word document into an email without losing the changes - works also to paste into another Word document that has Track changes as well. Select the text you wish to copy. Turn off Track Changes (Review / Track Changes button) Enable the Developer ribbon. File>Options>Customize Ribbon and check Developer Click the Group button, then select Group. Copy the text. Paste the text into your email message. Click Paste Options button to adjust formatting as needed (so that your changes are visible). Submitted by Heather Morrow Manager of Training and Special Projects Loeb & Loeb
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Virtual Leadership

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Why is Virtual Leadership important? Virtually Everything There are numerous reasons why firms of all sizes have remote employees. Large firms have multiple offices across the country or the world and small firms may have remote employees to conserve expensive office space. Additionally, firms require specialized staff; offering flexible or remote work as a benefit is an excellent recruiting and retention tool. Organizations must be agile, investments have been made in cloud technologies, and staff expect mobile access to everything, making virtual employees more commonplace. As leaders we are seeing our teams are becoming increasingly geographically ...
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PDF Information – Searchable and Reducing in Size You do NOT have to make any PDF searchable that is stored in the DMS. We now have an OCR program that finds any PDF in our DMS that is not searchable, makes it searchable, and creates a version 2 of that document. Q. Why does Nuance mess up a file (at times) when you make it text searchable and reduce the size? A. When you reduce the size, it attempts to use less “pixels”, and thus the “pictures” of the scanned text, etc. become blurrier. So it’s not always good to reduce the size of a document, if there are a lot of graphics in it. There is another way to make a PDF smaller in size, instead of ...
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There has been active conversation on the online communities around tools available for task management and project management. Kate Armstrong and myself, over the course of a few months, have compiled a list of popular tools on the market. We hope you find this informative and encourage you to share it with your colleagues!  If you have any questions please contact Kate or myself.  Happy tasking!  Task_Management_PM_Software_Comparison.pdf
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As premise-based phone systems age out, companies across many industries are moving to cloud-based communications systems and services. UCaaS (Unified communications as a service) effectively consolidates the range of enterprise services collectively known as unified communications (voice, voicemail, audio conferencing, video conferencing, fax, presence, collaboration, mobile integration), and provides those services as a cloud service. Magic Quadrant providers include Ring Central and Verizon, with Microsoft and Google coming on as challengers. I'm interested in understanding the adoption of UCaaS across the legal vertical. Has your firm migrated its unified ...
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Here is a quick way to copy and paste into an email. Go to appropriate program to find what you want to copy (Ctrl+C). Then go to Outlook. Make sure your mouse is on the word " Inbox ".  Do not open an email.  Simply do a Ctrl + V to paste.  An email will pop open with your text ready to go.   Submitted by Michelle L. Kinney Technology Enhancement Coordinator PretiFlahert
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WhatsApp Desktop

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Is anyone running WhatsApp desktop on firm owned computers inside your firewalls?  If yes, how do you monitor for document transfers (going out) as well as how do you log attorney/client messaging that take place via the app? Thanks! Peter
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As a content coordinating volunteer for ILTA, I was interested to learn more about our female leaders of today. In May of 2018, my ILTA colleague Chandra Foreman was able to put me in touch with the Chicago Chapter Board of Women in eDiscovery. As a non-profit organization, WiE holds monthly meetings for legal professional women with a primary focus on education and networking. They also collaborate, fundraise, and mentor. I enjoyed taking the interviews and am sincerely excited to share them with the ILTA community. “Women can empower other women” as Jennifer Roe so eloquently put. I hope you find these interviews as fun and insightful as I did. Interview ...
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Excel’s top most popular functions Worksheet functions are categorized by their functionality. Click a category to browse its functions. Or press Ctrl+F to find a function by typing the first few letters or a descriptive word. To get detailed information about a function, click its name in the first column. Function Description SUM function Use this function to add the values in cells. IF function Use this function to return one value if a condition is true and another value if it's false.   Here's a video about using the IF function . LOOKUP function Use this function ...
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I was always annoyed that the Outlook deleted folder didn’t sort when the email was actually deleted . . . the default is when it was sent - which could be a hassle – if you just deleted something that someone sent you a week ago – and wanted to quickly refer to it - . . . Sort Outlook Deleted Items by Date Deleted If you’ve ever accidentally deleted an e-mail and you can’t remember what day it was originally sent to you, and you need to track it down then this is the tip for you. Here’s how it works: For Outlook: Go to the deleted items folder In the top ribbon bar, click on View tab then select View Settings In the Advanced View Settings ...
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Cracking the Code: Tips for Implementing Task Codes Facing the Challenges (Part III) After you have selected your approach to coding and have your code sets lined up and ready to go, you will face the daunting task of introducing them within the firm. During which time you will likely face one or more of these challenges: Challenge #1 – Where to Find the Time As task codes involve an extra step in the docketing process (for those firms that do not yet have the benefit of Artificial Intelligence (AI) tools), adding this step to a lawyer’s already busy work day is not likely to make you any friends. Tackle by: Demonstrating “what’s in ...
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E-learning designers are routinely challenged to distill, organize, and present vast amounts of information in a way that makes learning more efficient, effective, and appealing. One common misstep is to overwhelm the audience by presenting too much information at once. Striking the right balance between complete information and too much information requires keen professional judgment. Check out these 5 key strategies for streamlining your slides. One Idea per Slide People can only   absorb a small amount of information at one time . If you include only one idea per slide, you will help reduce the amount of mental processing required by your ...
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At ILTACON this year, there were many “must-see” sessions. One of those is actually a three part series on Office 365. Each day of the series focused on a different aspect of the Office 365 platform. In this blog I will be sharing with you an overview of each day’s session. My goal is to help you decide which recording(s) are applicable to you and your environment. The best part of this three part series is that the presenters -- Jeffrey Roach, Donna Payne and Sherry Kappel -- created a fabulous PDF of a OneNote notebook containing all kinds of resources, tips and lessons learned. The first session was on Monday entitled “What You Need to Know About Office ...
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In part one of this three-part post, we compared the pros and cons of using UTBMS and custom codes. But how should you approach the “task” in your organization? Here are four considerations that will help you make the right call. What are your firm’s areas of practice? If the firm’s practice is limited to a few areas that have corresponding UTBMS code sets, you may opt to apply the UTBMS codes across all matters. A litigation boutique, for instance, may find the litigation (or L) codes are, by and large, good enough for the purpose, albeit not perfect. On the other hand, a full-service firm may wish to implement task codes for only those practices ...
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Printing in Excel - How?    1) - Open, and then   Preview the worksheet Click the worksheet or select the worksheets that you want to preview. Click   File , and then click   Print .    Keyboard shortcut     You can also press CTRL+P. Note     The preview window will display in black and white, regardless of whether your worksheet(s) includes color, unless you are configured to print on a color printer. To preview the next and previous pages, at the bottom of the Print Preview window, click   Next Page   and   Previous Page . Note      Next Page   and   Previous Page   are available only when you select more ...
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Cracking the Code: Tips for Implementing Task Codes Types of Codes (Part I) Imagine a typical day. A client calls asking how much it will cost to take a litigation matter through trial. An RFP instructs you to give a budget for each phase of an asset purchase transaction. A partner needs to report on the progress of a client’s matter against budget. If you have not yet established a pricing program, answering any these questions, not to mention achieving successful pricing outcomes, could prove challenging. While most law firms have years’ worth of docketing data, much of it consists of free-form narratives. Making sense of these narratives and ...
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  If you receive documents as part of a set or want to “link” them to one another in NetDocuments for any reason, it is easy to do so. In a list view, check the documents you want to link. Click   More   in the upper right-hand corner of the document list.   Select Link documents .  The following dialog box will appear:        Click   OK .  This dialog box will appear:          Once the documents are linked, they will display in the bottom section of the Details Pane under the Linked Documents sec
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