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To dolists shouldn’t take hours to set up, nor should they be complicated. Every second you spend setting up your task list and preparing for the work ahead is time wasted instead of getting out there and eliminating items from your schedule. After all, aren’t to dolists meant to help improve your productivity ?
Here’s how to get more organized and get more out of Microsoft Word by setting up “Gold Standard Templates” that reduce errors, minimize frustration and save tons of time. What Are Gold Standard Templates? Get Organized: Use One Template Per Instrument Type. Word Template Trick. Default Formatting.
So how do you know if you are overworked by your supervising attorney? And, if you are being asked to do the impossible, do you feel you still need to try because there’s nothing else to do about it? What really important items are sitting unaddressed on the “to-do” list? What’s Not Getting Done?
Routine tasks like drafting forms, sending emails, and following up on deadlines should be repeatable and organized for consistency. Create banks of pre-approved forms, email templates, and checklists for tasks handled frequently. Paralegals can bring immense value to their firms when they adopt the mindset and habits of a project manager.
You need to be able to have a quick answer to any question they ask you, and you can’t do so when you are disorganized. I always have a spreadsheet of to-dolists with the assignment they gave, the location of the file, and updates on it. First, go to the firm’s templates, and use one as a guide. Be Highly Organized.
Which apps and connectivity tools do you use to stay productive and focused — and are they working? I use GoodNotes to do everything from jotting down notes during client intakes to creating to-dolists, or even writing personalized thank-you notes. You can also customize it and upload your own templates.
As the lead paralegal, you will need to make a judgment call and decide on the critical projects that need to be done because you simply do not have enough hours in the day to do everything you would normally do to prepare for trial. Prefer to Listen Instead of Read? Last-Minute Trial Prep with a Trial Notebook.
If youre curious about this product and would like to book a demo, you can do so here. With its recent launch of CounselLink+ , LexisNexis has provided a highly comprehensive tool to streamline your law departments entire workflow. Feel free to read on for an overview of the CLM and data reporting features of CounselLink+.
Litigators rarely receive formal training in project management, but this does not mean they do not do project management. This is achieved through the development of boards or lists. Project management tools can help lawyers with ongoing, chaotic, unpredictable workflows. In 1931, Neil H. Project Management Tools.
However, automation and templates can cut down time for these types of repetitive tasks. We’ll share five free legal invoice templates below to help your law firm streamline the invoicing process. We’ll also review the benefits of using templates and provide tips for improving your legal billing system.
And if you’re making any of them, what you can do to self-correct now so that it isn’t detrimental to your paralegal career. It means you do exactly what they ask of you, exactly what is in your job description, and nothing else. Below are 5 paralegal mistakes (and a bonus one) to avoid early on in your career.
I lived my life in 6-minute increments so much that I scheduled my weekend errands like this: Grocery shopping =.6 6 Drop off dry cleaning =.1 1 Billing your time can be stressful if you’re not meeting your firm’s annual quota…or it can be rewarding if you’re exceeding that quota and your bonus is based on that metric.
1 on your purchase list. 1 on your purchase list. In other words, it’s a one-stop-shop for all client communications needs. Functionally, Case Status is a law firm-branded portal, designed to be mobile-first, through which law firm users can push — and law firm clients can access — up-to-date case information and notifications.
Where do you start when you need a law firm logo? If you go this route because you’re on a budget or in a hurry, you will probably only get a minimalist design, possibly one from a selection of templates. Your first option is to hire someone from 99Design’s list of vetted designers. But where should you start?
While that gives it impressive flexibility, it also means youll need coding experience to set up templates, build logic, or customize workflows. Docassemble is the go-to for legal document automation among developers and legal tech pros. But it can be a challenge for legal teams who need a faster (and easier) setup. What Is Docassemble?
So, if youre looking for something more flexible (or simply exploring your options), this list has you covered. It works right inside Microsoft Word (as part of your MyCase subscription), turning your go-to legal documents into smart templates that pull in client data and adjust based on your needs. What Is Woodpecker?
Think about what you have been doing to stay connected with the world outside your door. How do I know when it’s time to update my will? How do I know when it’s time to update my will? Time to take a fresh look and do some updating. Get ready to refresh your online business development toolkit. I thought so.
Fanciful resumes do not align with a conservative corporate environment and can come across as “gimmicky.” A two-column template, where the entire left or right side remains mostly empty, wastes space and is difficult to balance aesthetically. Presentation, content, and readability are critical. Avoid glitz and glamour.
Key features Template automation Turn your frequently used legal documents into reusable templates that auto-fill based on client or case data. While this offers customization, it also means a longer setup process, especially if you dont have the time to build out an entire template library before getting started.
There isn’t enough time to deal with everything your firm needs to do. Many of those firms are hoping to use legal technology like document automation to modernize their operations — to adapt current processes to be more efficient so that their teams can do more with existing resources rather than trying to hire their way out of the problem.
Litigation Paralegal Boot Camp Are you still waiting for on-the-job training that takes you through each phase of a litigation case and shows you what you can do to support your attorneys? The courses in legal research and writing equipped me with the ability to efficiently locate and analyze relevant statutes, regulations, and case law.
an interesting take on where do trees come from, mommy tree, daddy tree, floppy disk, and hard drive. What is Ediscovery? Some terms, concepts, products, and services make sense to us instantly. This happens before we ever even truly use or experience them. These are things that we don’t need to know the “how” to know the “why.”. Ediscovery.
Key features Template automation Turn your most-used documents into reusable templates that autofill with client data. Document Automation Plan $110/month per seat (convert Word docs into templates and automate document drafting). Ever since Lawyaw became Clio Draft, things havent been the same. What Is Clio Draft?
That’s why we’ve pulled together a range of the best free SOP templates for you to work from. That’s why we’ve pulled together a range of the best free SOP templates for you to work from. We’ve included Microsoft Word templates and Process Street ones too. Using Process Street for your SOPs.
This can be done by creating templates that can be populated with data from a case management system or other sources, or by using wizards or questionnaires to guide users through the document drafting process. Note: The table below, compiled by Attorney at Work editors, lists standalone document automation and contract automation products.).
Then they would put it in their outbox, and it would go to the next person on the list. You cannot put control of what you do and how you do it for your paralegal career into someone else’s hands. Prefer to Listen Instead of Read? What Does It Mean To Be a Proactive Paralegal? Or I could come up with a workaround.
Lenz, Principal Medical Device Regulation Expert — FDA recently released a new eSTAR template for device pre-submissions and 513(g) Requests for Information, referred to as PreSTAR. PreSTAR The PreSTAR template for pre-submissions and 513(g) Requests for Information is currently voluntary. package labeling is optional).
This might come as a shock but your trusty Microsoft Word onboarding template likely has the opposite effect on your new hires. How do you onboard new hires correctly? Start eating better at Process Street’s table (& get a free onboarding template goodie bag). The cursed Microsoft Word onboarding template.
Writing a project proposal isn’t rocket science, but it is a lot harder if you don’t have something like a template to give you a head start. Using a template for your proposals gives you a document which you can reference throughout the entire project. 12 more free project proposal templates. Ready to get started?
Let’s start with… Why Do You Want To Be An Indispensable Paralegal We want to be an indispensable paralegal because that makes us an essential part of the team. Do work that is challenging and rewarding. Habit 1: Be proactive How do we define being “proactive” as a paralegal? Enjoy going to work. More job security.
To do this, I’ll cover: What is human resource planning? It’s also why 80% of companies do HRP on a regular basis. The truth is that planning can be ineffective and damaging if it’s done badly. Good planning, on the other hand, can minimize the uncertainty brought on by change. Don’t believe me?
How do you overcome the Great Resignation or the War for Talent? Hiring Process Template. Click here to get the Hiring Process Template ! Click here to get the Hiring Process Template ! #2: As well as your online job description, include a list of frequently asked questions (featuring keywords) to speed things up.
Start by answering the following questions: What tasks do you need to do? Who needs to do them? But how do we create these SOP s? The template adheres to the ISO 9001 :2015 Quality Mini-Manual standards. What are the best ways to approach these tasks? But what exactly are SOPs? What is an SOP? ” Simple.
But what exactly do we mean by bizops in this modern world, and how has the concept been reimagined for the startup culture and mentality? Bizops activities: Maximizing profit, performance, and growth (with free templates). This is according to a 2018 Pulse of Profession (PMI) report. Key concepts in bizops.
Let’s get straight to the point – you’re probably searching for a policy and procedure template you can use. Moreover, if you want an actionable policy and procedure template, you can find two hand-crafted examples below. Policy and procedure template. The policy and procedure template structure is for you to use as a blueprint.
I’ve uncovered heaps more stats that I’ll share with you later in the post. For this article I took the time to subscribe to 40 top tech blogs and applied quantitative research to categorize and break down their welcome emails. Hopefully, this article will offer some kind of insight into how to write kick-ass welcome emails. Welcome email teardowns.
With some 40 templates, customizable templates, and a new interface designed to be more intuitive, Legatics now supports legal project workflows and deal closures across a range of law firm departments, including banking and finance, litigation, capital markets, real estate, corporate and M&A, regulatory, employment and restructuring.
During the course of the last 18 months, it’s become clear that the practice of law has been changed irrevocably. Lawyers, the latest adopters of technology around, have been forced to innovate their practices in short order, as the convenience economy has blitzed every single law firm that was running a traditional business.
Heres a quick overview of the top law firm directories in 2025, highlighting their unique features, pricing structures, and availability of free lawyer directory listings. Legal jobs portal: Post and find roles with free and featured job listings. Daily opinion summaries: Free alerts on legal developments in key practice areas.
77% of internet users read blogs – like this one produced by us at Process Street. To pique the interest of this large audience you’ll need to be following optimized, efficient processes so your blog is the best it can be. And guess what? Right then, no more dill-dallying, let’s get straight to it. 12 top checklists for bloggers.
I didn’t know where to go, what to do, or how to find them again. I didn’t know where to go, what to do, or how to find them again. What does a customer success team actually do? We were shopping in a busy department store when I decided to ride the escalator one more time, while my parents kept on walking. I still avoid both.
If you are a law firm in the quest to do more with less and seek to streamline your back and middle office operations, then outsourcing will be a big boon for you. If you are a law firm in the quest to do more with less and seek to streamline your back and middle office operations, then outsourcing will be a big boon for you.
Since then, the practices associated with it have evolved and continue to do so each day. As daunting as such management might seem, I’ve also recommended some comprehensive templates to help make implementing your talent management strategy easier. This article has been split into the below subheadings: What is talent management.
A skilled paralegal will have a thorough understanding of the law, and will be responsible for managing settlements, handling court filings, doing legal research, and assisting lawyers with various other important tasks. So what are the most important tech skills for a paralegal to master? The Most Important Tech Skills to Master.
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