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Worldox Training: Do You Love Keystrokes?
We often use keyboard keystrokes to improve our efficiency for everyday functions. Did you know you can use keystrokes in Worldox? Learn how!
Worldox Training: Projects in Worldox
Wish you could store all relevant information in one central place when working on a project? You can with the Projects feature in Worldox! Learn how!
Legal Document Management System Health Check
You wouldn’t think of taking a road trip without a quick once-over at your mechanic before heading out. Performing a system health check on your document management system is a great time to look under the hood! Inspect, maintain & diagnose how to give some of your software and processes a tune-up.
Alphabet Soup of IT Security
The goal of the security policy is to ensure that sensitive information (i.e. data) is not physically lost or accessed by unauthorized parties. Read this blog to start practicing safe security today.
Legal MS Office Training: How to Automate Frequent Emails in Outlook
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.
Why Legal Document Management Makes More Sense Than Ever
Lawyers don't have a complete digital client file, and it is rarely in chronological order. Learn why document management systems solve this problem.
New Law Firm Software: Introducing ndClick
Recently, NetDocuments introduced ndClick – a new way to experience NetDocuments in your web browser. This new desktop app provides a seamless way to download and upload items in the browser. Check it out!
Law Firm Technology Tip: How to Set Up a Default Author When Saving in NetDocuments
One of the most frequent requests that we receive (almost daily) is for help to set a default author when saving, so one does not have to fill out that field every single time one saves an item into NetDocuments. Good news! Now you can, and here are the instructions.
Check out WorldDox Latest Legal Software System Release
World Software Corporation announced a major software update, titled WDU14. This release includes features that were historically part of an add-on module called Productivity Suite that used to cost firms more than $100.00 extra per user. Let's specifically explore two of these features - Tasks and Notify.
Worldox Training: How to Jump to a Matter From a Document List
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!
Affinity Consulting’s Best January Blogs
No one has time to read everything! Here’s Affinity Consulting's 7 favorite blogs from January that you may have missed to help you keep up on the latest legal industry news.
Legal Software Training: Introducing the New Affinity University!
This month, we are excited to launch an enhanced AU, featuring Course Manager. Course manager gives your firm the ability to create an admin login, and that Admin can then set up individual logins for all users, giving you the ability to assign courses, report on what was watched, add and remove users as your teams change. And the best news? An AU plus Course Manager subscription is only $499 per year. Still affordable, still easy. And, we are adding updated courses every month.
Legal MS Word Help: How to Assign Shortcut Keys to Commonly Used Symbols in MS Word
Legal writing is full of symbols. Why not assign shortcut keys to commonly used symbols? Here is how to do it in Microsoft Word.
What’s New in the ndOffice 2.4 Update
NetDocuments recently announced the release of ndOffice 2.4. Here’s what you need to know about the update.
Searching NetDocuments Profile Values for “Anything” or “Nothing”
NetDocuments includes very powerful search tools to search document names and content as well as profile fields set up when you configure your system. They include the ability to use wildcards when searching text. Here is a trick that combines the asterisk wildcard “*” with profile values.
Take 5 minutes to Maximize Your Day (Video)
One of the biggest daily mistakes that lawyers make is attacking the day without a plan. Stay focused at work with Affinity Partner Paul J. Unger's tips to create a daily road map and a weekly deep dive in this video from the State Bar of Wisconsin.
Congratulations to Affinity Consulting from Tabs3/PracticeMaster!
In mid-January, Software Technology, LLC (STI) selected Affinity Consulting Group as members of the 2019 President’s Circle for Tabs3 Software. Congratulations from Tabs3/PracticeMaster!
Don’t derail your day! (Video)
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.
Should you outsource your bookkeeping?
Often we find the role of bookkeeper to be a tough one to fill. If you are not in a position to hire a bookkeeper, consider outsourcing the position so that you know they are getting done timely and accurately. As a partner/owner/solo, you don’t have to be the chief cook and bottle washer, too!