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1 of 21
31 Milk Street
Suite 815
Boston, Massachusetts 02109
(857) 383-3250
info@masslomap.org
Website: www.masslomap.org
Blog: http://masslomap.blogspot.com
Facebook: www.facebook.com/MassLOMAP
LinkedIn: www.linkedin.com/company/mass-lomap/
April 27, 2011/The Women Lawyers Network/Needham
Jared D. Correia, Esq.
Law Practice Advisor
Twitter: www.twitter.com/jaredcorreia
Podcast: http://legaltalknetwork.com/podcasts/legal-toolkit
Who is Jared
Correia?
What is LOMAP?
Microsoft Outlook Tips
Tip # 1
Use Rules
Microsoft Outlook Tips
Tip # 2
Use Signatures
Microsoft Outlook Tips
Tip # 3
Use OHIO =
Only Handle It Once
Microsoft Outlook Tips
Tip # 4
Preview Files in the
Reading Pane
Microsoft Outlook Tips
Tip # 5
Turn Off
Desktop Alerts
Tools → Options → Preferences → Email Options →
Advanced Email Options → Clear “Display a New Mail Desktop Alert” Checkbox
Under “When new items arrive in my Inbox”
Microsoft Word Tips
Tip # 1
Add “New” and
“Open” Icons
Microsoft Word Tips
Tip # 2
Use Paste Special
Microsoft Word Tips
Tip # 3
Use the Reading Highlight
Feature
Microsoft Word Tips
Tip # 4
Drag + Drop
Using “View
Side by Side”
Open Second Document →
View → View Side by Side →
Highlight Text from One Document
(to “Cut”) → Drag + Drop to Second
Document (to “Paste”)
Microsoft Word Tips
Tip # 5
Use Quick
Tables
Insert → Table →
Quick Tables →
Save Selection to Quick Tables Gallery
BONUS Office Tips!!
 Excel | for Conflict Checks, Financial Tool
 Powerpoint | for Presentations
 Lost + Found | The Ribbon
 Try OneNote | Electronic Legal Pad
 Microsoft Office Online | http://office.microsoft.com/en-us/
Mission Control
Most Essential Office Hardware, Often Overlooked
o Your Computer
Desktop vs Laptop vs Netbook vs Tablet
Don’t Buy Out-of-the Box!
Key Considerations:
 Processor speed – multiple core
SDRAM 3GB+
Hard Drive – GB + speed
Operating System
Windows 7
Professional
Ultimate
Mac OS X
Does it work with what you have?
Second, or Multiple Monitors
Remote Access
Scanners
Multifunction versus Multiple Machines
Does It OCR?
Desktop versus Portable
Bundle Packages: Scanner plus PDF Converter
o Fujitsu ScanSnap with Adobe Acrobat
o Kodak ScanMate with Nuance PDF PaperPort & OmniPage
Scanning Process + Naming Conventions
o Create Workflow for Scanning Processes
o Create Coherent and Consistent Naming Conventions
eFacts
Issues of Traditional Fax
o Jamming
o Out of Paper
o Out of Ink
o Overwriting
The Answer: eFax
Compare Services at: www.faxcompare.com
PDF = Pretty Damn Fine
PDF = “Portable Document Format”
o Image Scan (Non-OCR) versus Text Scan (OCR)
o *Only OCR’d Documents May Be Manipulated*
Converter Program Options
o Adobe Acrobat 10 (“X”) (the “Gold” Standard)
o Nuance PDF Converter 7 (the “Silver” Standard)
o Cheap or Free Options (the “Bronze” Standards)
o PDFForge/CutePDF, e.g.
Advantages of PDF:
o Looks the Same on Every Computer
o Bates Stamping
o Forms Creation
o Metadata Removal
o Encryption and Password Protection
Your Good Stuff Cheap
Buy Your Tech Tools and Toys from Discount Websites:
o Shopzilla
o NewEgg
o CTIStore
o Ben’s Bargains
o Buy.com
o Geeks.com
o MeritLine.com
Coupon Sites:
o Groupon.com
o RetailMeNot.com
o DealCoupon.com
Records Management
Records Protection
State Rules
o Massachusetts Data Privacy Laws + Regulations
-MGL c. 93H + 93I
-201 CMR 17.00
o SJC Interim Guidelines for the Protection of Personal Identifying Data
Compliance Options for Encryption
o by Document
o by Email
o by Device
o WISP
o Security Safeguards
-Paper
-Electronic Systems
Questions?
Contact LOMAP for Practice
Management Consulting
Massachusetts Law Office
Management Assistance Program
(LOMAP)
31 Milk Street
Suite 815
Boston, MA 02109
Phone: (857) 383-3250
Toll-Free: (888) 54-LOMAP
Email: info@masslomap.org
Follow LOMAP:
Website: www.masslomap.org
Facebook: www.facebook.com/MassLOMAP
LinkedIn: www.linkedin.com/company/mass-lomap/
Blog: http://masslomap.blogspot.com
Twitter: www.twitter.com/MassLOMAP
www.twitter.com/rodneydowell
www.twitter.com/jaredcorreia

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Maximizing Microsoft Office

  • 1. 31 Milk Street Suite 815 Boston, Massachusetts 02109 (857) 383-3250 info@masslomap.org Website: www.masslomap.org Blog: http://masslomap.blogspot.com Facebook: www.facebook.com/MassLOMAP LinkedIn: www.linkedin.com/company/mass-lomap/ April 27, 2011/The Women Lawyers Network/Needham Jared D. Correia, Esq. Law Practice Advisor Twitter: www.twitter.com/jaredcorreia Podcast: http://legaltalknetwork.com/podcasts/legal-toolkit
  • 4. Microsoft Outlook Tips Tip # 2 Use Signatures
  • 5. Microsoft Outlook Tips Tip # 3 Use OHIO = Only Handle It Once
  • 6. Microsoft Outlook Tips Tip # 4 Preview Files in the Reading Pane
  • 7. Microsoft Outlook Tips Tip # 5 Turn Off Desktop Alerts Tools → Options → Preferences → Email Options → Advanced Email Options → Clear “Display a New Mail Desktop Alert” Checkbox Under “When new items arrive in my Inbox”
  • 8. Microsoft Word Tips Tip # 1 Add “New” and “Open” Icons
  • 9. Microsoft Word Tips Tip # 2 Use Paste Special
  • 10. Microsoft Word Tips Tip # 3 Use the Reading Highlight Feature
  • 11. Microsoft Word Tips Tip # 4 Drag + Drop Using “View Side by Side” Open Second Document → View → View Side by Side → Highlight Text from One Document (to “Cut”) → Drag + Drop to Second Document (to “Paste”)
  • 12. Microsoft Word Tips Tip # 5 Use Quick Tables Insert → Table → Quick Tables → Save Selection to Quick Tables Gallery
  • 13. BONUS Office Tips!!  Excel | for Conflict Checks, Financial Tool  Powerpoint | for Presentations  Lost + Found | The Ribbon  Try OneNote | Electronic Legal Pad  Microsoft Office Online | http://office.microsoft.com/en-us/
  • 14. Mission Control Most Essential Office Hardware, Often Overlooked o Your Computer Desktop vs Laptop vs Netbook vs Tablet Don’t Buy Out-of-the Box! Key Considerations:  Processor speed – multiple core SDRAM 3GB+ Hard Drive – GB + speed Operating System Windows 7 Professional Ultimate Mac OS X Does it work with what you have? Second, or Multiple Monitors Remote Access
  • 15. Scanners Multifunction versus Multiple Machines Does It OCR? Desktop versus Portable Bundle Packages: Scanner plus PDF Converter o Fujitsu ScanSnap with Adobe Acrobat o Kodak ScanMate with Nuance PDF PaperPort & OmniPage Scanning Process + Naming Conventions o Create Workflow for Scanning Processes o Create Coherent and Consistent Naming Conventions
  • 16. eFacts Issues of Traditional Fax o Jamming o Out of Paper o Out of Ink o Overwriting The Answer: eFax Compare Services at: www.faxcompare.com
  • 17. PDF = Pretty Damn Fine PDF = “Portable Document Format” o Image Scan (Non-OCR) versus Text Scan (OCR) o *Only OCR’d Documents May Be Manipulated* Converter Program Options o Adobe Acrobat 10 (“X”) (the “Gold” Standard) o Nuance PDF Converter 7 (the “Silver” Standard) o Cheap or Free Options (the “Bronze” Standards) o PDFForge/CutePDF, e.g. Advantages of PDF: o Looks the Same on Every Computer o Bates Stamping o Forms Creation o Metadata Removal o Encryption and Password Protection
  • 18. Your Good Stuff Cheap Buy Your Tech Tools and Toys from Discount Websites: o Shopzilla o NewEgg o CTIStore o Ben’s Bargains o Buy.com o Geeks.com o MeritLine.com Coupon Sites: o Groupon.com o RetailMeNot.com o DealCoupon.com
  • 20. Records Protection State Rules o Massachusetts Data Privacy Laws + Regulations -MGL c. 93H + 93I -201 CMR 17.00 o SJC Interim Guidelines for the Protection of Personal Identifying Data Compliance Options for Encryption o by Document o by Email o by Device o WISP o Security Safeguards -Paper -Electronic Systems
  • 21. Questions? Contact LOMAP for Practice Management Consulting Massachusetts Law Office Management Assistance Program (LOMAP) 31 Milk Street Suite 815 Boston, MA 02109 Phone: (857) 383-3250 Toll-Free: (888) 54-LOMAP Email: info@masslomap.org Follow LOMAP: Website: www.masslomap.org Facebook: www.facebook.com/MassLOMAP LinkedIn: www.linkedin.com/company/mass-lomap/ Blog: http://masslomap.blogspot.com Twitter: www.twitter.com/MassLOMAP www.twitter.com/rodneydowell www.twitter.com/jaredcorreia

Editor's Notes

  1. Synchronous dynamic random access memory ( SDRAM )