Become the Master of Your Technology

Our interactive deep-dive live training sessions are designed to help users of all experience levels find new ways to work more efficiently, solve problems faster, and achieve maximum productivity by better utilizing the technology they already have! Live legal technology training sessions are available exclusively to Plus and Premium members of our Affinity Insight program.

Upcoming sessions include:

  • Excel: Tables - March 3rd @ 2PM ET

    Let Excel work for you by harnessing the power of tables. Learn how to take advantage of banded rows, duplicating formulas, column and row totals, and removing duplicates in this feature packed workshop.

    20 – 40 minutes of training content + Q&A

  • NetDocuments: Advanced Searching - March 10th @ 4PM ET

    Search made simple. Learn how to apply NetDocuments’ Advanced search capabilities to find the documents you need – without knowing the specific document you are looking for.

    – Apply advanced search functionality to target emails saved into NetDocuments
    – Streamline your advanced searches to quickly find documents
    – Apply search operators to harness the power of NetDocuments search capabilities
    – Start global, and refine your results to a manageable list of relevant results

    10-20 minutes of training content + Q&A

  • Teams Series - March 11th - March 25th @ 4PM ET

    Learn about a different Teams feature each week with our Teams Series.

    10-20 minutes of training content + Q&A / day

    3/11: Teams & Channels

    Learn how to organize your communicate into teams and channels.

    3/18: Video Conferencing

    Learn how to video conference with Teams.

    3/25: Settings & Notifications

    Take control of your settings and notfications.

  • Power PDF: Redaction - March 15th @ 3PM ET

    Stay out of the news and learn how to properly redact using Kofax (Nuance) Power PDF.

    10-20 minutes of training content + Q&A

  • Outlook: Calendar - March 24th @ 2PM ET

    Harness the power of your Outlook calendar! In this 1-hour webinar, learn key setting changes, how to use categories to power up your calendar, ways to control your calendar view, techniques for searching appointments, and time blocking methods.

    20 – 40 minutes of training content + Q&A

  • NetDocuments: Favorites & Homepages - April 8th @ 4PM ET

    Work smarter not harder with the perfect homepage! In this training session, learn how to:
    – Creating the perfect Homepage
    – Favorite files for optimizing workflows
    – Favorite matters
    – Combining everything to save time and the perfect workflow


    10-20 minutes of training content + Q&A

  • Microsoft Office Keyboard Shortcuts - April 12th @ 4PM ET

    A key to working faster in any application is to keep your fingers on the keyboard and off the mouse. In this power bite, discover important keyboard shortcuts and how to create your own for the Microsoft Office programs you use every day.

    10-20 minutes of training content + Q&A

  • Word: Inserting and Finding Content - April 14th @ 2PM ET

    Navigating your Word documents can prove to be tasking. Let us help! In this live training session, learn how to insert and find content in your Word documents. Techniques covered include cut, copy, and paste; advanced find; find and replace; go to; inserting symbols; inserting special characters; inserting content from other sources; and using the navigation pane.

    20 – 40 minutes of training content + Q&A

  • Word & Outlook: AutoText - April 19th @ 4PM ET

    Let Microsoft Word & Outlook do the typing for you. In this power bite, learn how to create AutoText entries and use them with just a couple of clicks.

    10-20 minutes of training content + Q&A

  • Excel: Readily Readable Data - April 28th @ 2PM ET

    Revitalize the appearance of your spreadsheets and improve overall readability! In this training session, learn how to format your data, harness the power of conditional formatting, freeze panes, add headers and footers, and techniques for printing spreadsheets.

    20 – 40 minutes of training content + Q&A

  • Microsoft App Series - May 3rd - June 28th @ 4PM ET

    Learn how to work more efficiently with a different app each week with our Microsoft Apps Series. This series is designed to introduce you to what each app can do, an overview of how each one works, and instructions on how to set them up to work for you.

    10-20 minutes of training content + Q&A / day

    5/3: Teams
    5/10: Forms
    5/17: Bookings
    5/24: Planner
    6/7: Automate
    6/14: To Do
    6/21: Lists
    6/28: Stream

  • Word: Formatting Text - May 5th @ 4pm ET

    Get in formation! In this live training session, learn tips and tricks for formatting text, include font and paragraphs formatting tricks, automatic numbers, and bullets.

    20-40 minutes of training content + Q&A

  • NetDocuments: Real Time Collaboration - May 12th @ 4PM ET

    In a time COVID separatisting, we need to re-think how we review work together. Since for some, they cannot deliver their work product in person and certainly are missing the in-person content review. This has had us all saying there’s got to be a better way and depending on your environment, there is an answer.

    Got Office 365? Then MS Word Live collaboration could be the game changer you have been seeking. This solution allows Co-Workers to not only see the changes in a document but allows them to make them at the same time. If you already have NetDocuments and Office 365, then it’s free, only your time is needed to unlock this new world.

    • Launching into docs the Cloud.
    • Live review and updates
    • How others see that document as its being working.


    10-20 minutes of training content + Q&A

  • Word & Excel: Mail Merge - May 19th @ 4PM ET

    Bulk up your efficiency with mail merge! Produce common documents faster with advanced mail merge features. In this live training session, learn how to combine Excel and Word to create power mail merges.

    20-40 minutes of training content + Q&A

  • NetDocuments: Mobility - June 8th @ 4PM ET

    Road warriors, this one is for you! In this webinar, learn how to use NetDocuments on an iPad. Specifically, we will cover how to:

    • search, open, and edit Word, Excel, PowerPoint and PDF files.
    • take text-searchable handwritten notes in OneNote, Notability or GoodNotes and save them directly into NetDocument from your iPad.
    • scan documents on your mobile device and save directly into NetDocuments.
    • send attachments via email.


    10-20 minutes of training content + Q&A

  • Word: Page Formatting - June 9th @ 4PM ET

    Take a page from our training book! In this training session, master the use of sections to control page formatting, headers, footers, and complex page numbering.

    20-40 minutes of training content + Q&A

  • Outlook: Tasks - June 23rd @ 4PM ET

    Prioritize, organize, and capture everything on your to do list with Outlook tasks! In this live training session learn key setting changes, methods of delegation, customization, management, and organization of tasks. Further, learn how to use Microsoft To Do to simplify your tasks experience.

    20-40 minutes of training content + Q&A

  • NetDocuments: Versioning - July 22nd @ 4PM ET

    Taking advantage of the nuances of versioning can greatly enhance document workflow and simplify a workspace. Rather than simply saving a new document and calling it Version 2, NetDocuments offers true versioning of a single document. In this webinar we will explore the many ways of working with document versions including subversioning, locking a version, deleting individual versions and auto versioning.


    10-20 minutes of training content + Q&A

  • NetDocuments: Saved Search - August 12th @ 4PM ET

    At first glance, anyone can see how NetDocuments Saved Searches save time. If you spend time constructing the perfect search, why not save it so that you don’t have to remember the exact criteria or recreate it through trial and error? While useful, that is only scratching the surface of what Saved Searches can do.

    Saved Searches are one of the most powerful features in NetDocuments. They can be used to create and run reports and to monitor workflows. In this webinar, we will explore some of the way Saved Searches can expand and enhance efficiency within your organization.


    10-20 minutes of training content + Q&A