L IFE OF THE L AWYER C OPY 2C ONTACT The quintessential Outlook - - PowerPoint PPT Presentation

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L IFE OF THE L AWYER C OPY 2C ONTACT The quintessential Outlook - - PowerPoint PPT Presentation

Jul 11, 2023 26 likes •627 views

L IFE OF THE L AWYER C OPY 2C ONTACT The quintessential Outlook utility Highlight contact info in any program and with one click, turn it into a contact entry in Outlook amazing! www.copy2contact.com T RACK Y OUR T IME E NTER Y

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SLIDE 1

LIFE OF THE LAWYER

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SLIDE 2

COPY2CONTACT

  • The quintessential Outlook

utility

  • Highlight contact info in any

program and with one click, turn it into a contact entry in Outlook – amazing!

  • www.copy2contact.com
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SLIDE 3

TRACK YOUR TIME

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SLIDE 4

Get rid of all of the proofing, reproofing and delays Enter your own time for billing in your software application yourself.

Jim

ENTER YOUR OWN TIME

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SLIDE 5

MANAGE YOUR INCOMING!

  • Set policies for voicemail, visitors, office

meetings and other interactions for info gathering

  • Improve existing systems and procedures
  • Make a rule of handling information in the

most professional and efficient way possible – no exceptions

  • Test your management with “test

interruptions”

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SLIDE 6

BUYERZONE.COM

  • Objective information and reviews for

products and services for small businesses, including:

  • Office equipment
  • Furniture
  • 401K
  • Payroll services
  • Tractors
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SLIDE 7

DELEGATE WITH DEADLINES

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SLIDE 8

Tape business cards to the back of all mobile phones, iPads and laptop computers. Write reward for return of lost … on them. Or put a message

  • n your lock screen

with your contact information.

Jim

DIY Smartphone Security

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SLIDE 9

PLAN RESPONSES TO CRISES

  • Know how you work
  • Manage crisis situations before they happen
  • Plan ahead especially for deadlines
  • Use structured techniques like timed work and

rest periods to be more productive

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SLIDE 10

CONVERT DOCUMENTS

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SLIDE 11

KNOW THYSELF

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SLIDE 12
  • Dropbox is a free

service that lets you bring all your photos, docs, and videos anywhere.

  • Automatically

synchronize to all your computers, phones and even the Dropbox website.

Jim

DROPBOX

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SLIDE 13

MAPCRUNCH

  • Get away with Google’s MapCrunch
  • Pretend you need a vacation, you’ve dropped

everything , boarded a plane and now you’re here – OR here – OR here!

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SLIDE 14

MARKET CONVENIENCE

  • Make your offices and services convenient for

your intended market

– Office location – Retail hours – House calls – Free no-hassle parking – Web-based intake forms – Collaboration technologies

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SLIDE 15

BACKUP WEB EMAIL

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SLIDE 16
  • Type the user’s cell phone number

with one of these domains:

– Verizon Mobile Email address - <number>@vtext.com – AT&T Mobile Email address – <number>@txt.att.net – Sprint Mobile Email address - <number>@message.sprintpcs.com – T-Mobile Email address – <number>@tmomail.net

Jim

SEND TEXTS VIA EMAIL

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SLIDE 17

SIGN WITH MEANING

  • Signature blocks can be used for more than

just signing off.

  • Use customized signatures to create quick

replies to commonly answered items.

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SLIDE 18

WRITE A FIRM COOKBOOK

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SLIDE 19

TRY CHECKLISTS

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SLIDE 20
  • Use on business cards, marketing materials or to disseminate

presentation materials to others with ease

  • Go to Google’s URL Shortener web page at http://goo.gl/ and

sign into your Google account

Jim

CREATE YOUR OWN QR CODE

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SLIDE 21
  • Paste the URL you wish to convert to a QR code
  • Click on Details. Copy the QR code to any application.

Jim

CREATE YOUR OWN QR CODE

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SLIDE 22

GO FOR PAPERLESS

  • Reducing paper can help you save time and
  • perate more efficiently
  • Consider “Going Green” to help the

environment, too!

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SLIDE 23

TAKE TIME FOR YOU

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SLIDE 24

GET A RESPONSE TO EMAIL

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SLIDE 25
  • Select text you

want to save

  • Choose the

Insert tab & you’ll see the Quick Parts in the text group

  • Name it and

Save

Jim

QUICK PARTS (1)

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SLIDE 26

Inserting a saved Quick Part

  • 1. In your Word document, position the cursor where

you want to place the saved Quick Part text.

  • 2. Click the insert tab.
  • 3. Click Quick Parts.

Jim

QUICK PARTS (2)

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SLIDE 27
  • Choose AutoText and select the entry you

want from the gallery or

  • Type the first few letters of the Quick Part

name and hit F3

Jim

QUICK PARTS (3)

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SLIDE 28

TRAIN UP

  • One of the most egregious productivity

mistakes - ever!

  • Take serious time for training
  • Options for Technology Training

– Bar Association training events

  • ABA
  • Chicago Bar
  • Practice Management Advisors

– Lynda.com (www.lynda.com) – LearnKey (www.learnkey.com)

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SLIDE 29

MY FAVORITE IPAD APPS

  • Jibbigo
  • Pocket
  • JotNot Pro
  • Trial Pad
  • Skype
  • Noteability
  • Zite
  • Dropbox
  • Fastcase
  • Keynote
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SLIDE 30

MEETING WIZARD

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SLIDE 31
  • Installs as MS Word

Plug in

  • Easy insertion via tool

bar

  • Free version
  • $89.00 Pro version
  • TheFormTool.com

Jim

SIMPLER DOCUMENT ASSEMBLY

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SLIDE 32

EXPAND AND ABBREVIATE

  • Don’t forget QuickParts, AutoCorrect, and
  • ther text expansion features
  • Help you to quickly add in commonly used

text and information

  • Don’t use abbreviations that equal an actual
  • r near actual word or term you use
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SLIDE 33

GOOGLE PLACES

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SLIDE 34

COPYWRITING FOR THE WEB

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SLIDE 35
  • Looks like a legitimate case
  • Get a large cashier’s check in rather easily
  • Followed by increasingly agitated requests to

wire out the funds

  • Don’t believe bank officials who say it is good

unless in writing

  • Deposit “for collection” to be safe (small fee)

Jim

DON’T GET SCAMMED

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SLIDE 36

SEARCH AND SORT

  • Sort the columns you want by first choosing

fields

  • Then sort (ascending and descending) to find

information more readily

  • Make use of Libraries and other options in

Windows 7

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SLIDE 37

DESKTOP CHECK DEPOSITS

  • From your desktop via Desktop Now
  • From your smartphone via apps from Bank of

America, Chase, and more.

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SLIDE 38

EAT A FROG FOR BREAKFAST

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SLIDE 39
  • 1. Universal Bluetooth kits – Visor clip. May not

mute stereo

  • 2. Stereo-specific Bluetooth Adapters – made to

work with same brand stereo

  • 3. Stereos with Bluetooth built in

$149.99 Tutorial from Crutchfield.com at

http://bit.ly/whyblue

Jim

BLUETOOTH YOUR CAR

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SLIDE 40

REVAMP YOUR DICTATION

  • Use Dragon Naturally Speaking (Professional

Edition) to draft documents and e-mail.

  • Upgrade to digital dictation service
  • Use your smartphone
  • SpeakWrite (www.speakwrite.com)
  • QuickScribe

(http://www.digitaldictation.us/lawyers.htm)

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SLIDE 41

FORGET THE ATTACHMENT?

  • Microsoft Forgotten Attachment Detector
  • Free from MS Office Labs
  • Works with Office 2007 and 2010
  • In Beta
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SLIDE 42

TAKE NOTES

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SLIDE 43

Jim

BIT.LY – MORE THAN SHORT LINKS

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SLIDE 44

ASSEMBLE DOCS IN THE PM

  • Quickly “pull” information out of the system

for use on labels, in letters, on envelopes, etc.

  • Use assembly functions to help quickly build

address labels, lists for reports and more complex document sets.

  • Saves a lot of time for you and your staff.
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SLIDE 45

HEALTHY ENVIRONMENT

  • Poor lighting = eyestrain
  • Excess noise = distraction/frustration
  • Poorly positioned computer = trouble
  • Bad office chair = bad back and neck
  • Uncluttered office = ready for business
  • Add a water cooler for even better health
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SLIDE 46

MANAGE SOCIAL MEDIA

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SLIDE 47
  • Live Phone Answering from

Portland Oregon;

  • Live Call Transfer to wherever

you are;

  • Customized Call handling;
  • Temporary call instructions

(going to a deposition);

  • Messages delivered via email

and text

  • Ruby confirms appointments;
  • Track Usage;
  • Use RUBY: All the time,

sometimes, after hours, for

  • verflow.

Jim

OUTSOURCING OPTIONS

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SLIDE 48

AUTOMATE TIME & BILLING

  • Use legal-specific time billing and accounting

systems to make drafting bills for clients easier.

  • Helps with capturing more time to making

more money

  • Consider an outside service for assistance
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SLIDE 49

USE DUAL MONITORS

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SLIDE 50

REDUCE DISTRACTION

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SLIDE 51

Jo tNo t Sc a nne r Pro $1.99 Sc a nne r Pro fro m Re a ddle $6.99

Jim

SCAN WITH YOUR PHONE

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SLIDE 52

MOBILE SYNCH FASTCASE

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SLIDE 53

SET GOOGLE ALERTS

  • Get email alerts for:
  • Your name
  • Important clients
  • Client industries
  • Competitors
  • Legal topics & cases
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SLIDE 54

AROMATHERAPY

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SLIDE 55
  • Lojack If lost or stolen,

Lojack tracks down and disables or destroys computer data -$50 annual fee

  • Prey installs a tiny agent in PC or phone,

which silently waits for a remote signal to wake up and contact you or take other

  • actions. Prey is free from PreyProject.com

(Now there is also a paid Pro version.)

Jim

FIND YOUR LAPTOP

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SLIDE 56

PHONE SYNCHING

  • Synch phone to your calendar and contacts
  • More detailed timekeeping and case record

information now accessible via synch

  • Popular synch scheme is from a practice

manager to Microsoft Outlook to the smart phone

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SLIDE 57

LMGTFY.COM

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SLIDE 58

STAY HEALTHY

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SLIDE 59
  • www.ZamZar.com
  • Link is e-mailed to you
  • Download converted file
  • Great for saving YouTube Videos to your computer

to avoid buffering delay.

Jim

FREE FILE CONVERSION

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SLIDE 60

CATEGORIES AND FLAGS

  • Flags give Outlook users the ability to

categorize e-mails that require action.

  • Users can sort and search by Flags
  • Categories can be set and used to color-code

e-mail into useful groupings