All Blogs
Affinity News
Affinity Experts
Practice Management
Time, Billing, Accounting
Featured
Time, Billing, Accounting
Training & Speaking
Microsoft Outlook recently added a new feature called Email/My Templates. Use them to avoid having to re-write frequent emails. Some good use-cases include: new matter request forms, any type of instructions to a client, directions to your office, etc.
Lawyers don't have a complete digital client file, and it is rarely in chronological order. Learn why document management systems solve this problem.
We often perform searches in Worldox, or we view a document list, and want to jump to all the documents in the entire matter/case. We may want to see any related documents, or just what else is in that particular matter/case. Learn how!
Single-tasking is NOT a bad word! Stay focused at work with Affinity Partner Paul J. Unger's tips to minimize the email drain and avoid anti-social media in this video by the State Bar of Wisconsin.
Worldox Update 14 is right around the corner! Worldox will begin making it available to some clients as early as January 15th. We are very excited about the changes/improvements! We generally recommend holding off a few weeks or months - learn what you need to know before updating.
NetDocuments has a feature much like the Amazon shopping filter that they call Faceted Search Results, and it is located on the left-hand side of the screen in advanced search result. Learn how to use this seldom-used feature to see your result narrowed in real-time!
Worldox has a feature much like the Amazon shopping filter that they call Filters (or the fancy name for it is “faceted search results”), and it is located on a tab along the bottom part of the screen in any list or search result. Learn how to use this seldom-used feature!
ndMail is a very useful tool to help you manage email. Core to this application is the predictive email filing component which uses complex algorithms to determine which matter each email message in your inbox should be filed against. Here're some tips and tricks to get the most out of ndMail.
Quick Profiles are save-templates that you can store and use for future saving that will automatically fill-in the desired fields for quicker saving. Paul Unger's article will show you how.
Categories is a feature of Worldox that is used to organize documents. "Tag" a document into a special category so it, and others that have been tagged that way, can be pulled out into its own list. Find out how!