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During ILTACON 2018, a group of trainers were talking about how much we enjoyed the conversation with each other during the conference environment and that we would love to have a venue in which to do that more frequently than once a year.  From that, an idea was born--a quarterly (for now) trainer call.   Our first call for 2019 was January 10th, and was expertly moderated by Asima Macci.  We discussed a variety of subjects in 60 short (and hectic) minutes and you will find the  summary notes here .  Thanks to all of the participants and if you missed the fun, we hope you will consider joining us the next time! Trainer_Talk_Notes.pd
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My user is looking for a way to create a list of every second Tuesday through an entire year. Fortunately, there are many ways you can come up with every other Tuesday. The first is to simply use a formula to do the dates for you, as is done in these steps: In cell A2, enter the date of the starting Tuesday. In cell A3, enter the formula  =A2+14 . Copy cell A3 down to as many cells as desired. That's it; the dates are all Tuesdays—every second Tuesday—because you've added 14 (the number of days in two weeks) to the previous Tuesday's date. This approach has a benefit, as well: If you change the date in cell A2, then all the other dates change, as ...
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The American Bar Association website states “Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.”  It offers resources and recommended items to help facilitate successful succession planning that intersects with duties and responsibilities that cross many of our desks and departments. Effective law firm succession planning should, and does, include effective planning for our own job succession.  This is applicable to smaller firms, where many staff act like Swiss Army Knives, in a do-it-all fashion, as well as large firms, where positions can become ...
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In 2018, the perception of artificial intelligence in the legal world began the transition from existential threat to business tool.  While law firms and corporate legal departments that have fully integrated AI into their workflows are still in the minority, there was a significant increase in interest in this technology.  Over the course of the year, ILTA’s member and vendor communities continued to share their expertise through articles, webinars and conference panels.  Below is a guide to that content, along with some (hopefully) helpful commentary. ILTACON 2018 Sessions Where is Artificial Intelligence Making a Big Difference? This session serves ...
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​Embedding an Excel Chart in a Word Document Most of the time, Microsoft Office applications work fairly well together. For instance, Word allows you to embed a chart directly from Excel into a document. Here is how: Select the Excel chart you wish to embed in your Word document. (Make sure you select the entire chart, and not just a portion of it.) Press Ctrl+C to copy the chart to the Clipboard. Switch to the Word document. Position the insertion pointer where you want the chart placed. Display the Home tab of the ribbon. Click the down arrow under the Paste tool, and then choose Paste Special . Word displays the Paste Special dialog box. ...
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Once is chance , twice is a coincidence, and the third time is a pattern.  If that is true, then this 3rd annual KM Round-Up post marks a pattern, now a year-end ritual to complement your holiday madness.  You can read 2016’s “chance”   here and 2017’s “coincidence”   there .  But the gist of it is that we assume your professional and/or personal life got in the way and you missed some of ILTA’s excellent programming related to knowledge management.  Based on the amount of traffic the round-up posts get, you’re not alone.  Below is a list, loosely organized into categories, of KM-related programming.  Because KM professionals have varied interests, I tend ...
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Asking the Right Questions

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I ’ve always been known as the “What About?” person. Through my days as IT Director of a law firm, managing the law department of a global life insurance company, working with many IT Leaders across the legal industry in my work at ILTA, and now as legal strategist at an IT services and consulting firm (Olenick), I’ve been the one asking “Why?” and “Why Not?” Being inquisitive has helped me fill in context and lead successful, creative problem-solving projects. I’ve honed my provocative questioning skills over time, and now I share ideas on how to ask the right questions, at the right time, of the right people, and in doing so, help lead your legal ...
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Objective A week long, total immersion training for technically-minded paralegals who wish to be integrated into a litigation support / eDiscovery group.  Using a scenario-based methodology, we will follow the lifecycle of a matter from inception.  By close of training, which includes a mentoring program, participants will be sufficiently proficient to act, with guidance, as advisor to manage and counsel throughout the lifecycle of litigation.  The desired candidate has proven management skills and exposure to large-scale eDiscovery projects.  Successful participants will understand: Components of IT infrastructure/business information systems Litigation ...
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Making bookmarks inside a pdf To make a bookmark from pdf text Select a title or short text with the   select text   tool in the standard toolbar. Press ctrl b. The bookmarks panel opens and the selected text appears as a bookmark Or if the bookmarks panel is already open, the new bookmark appears below the current bookmark selection.   To set where a bookmark points to Select the bookmark. Move to the target page in the current document or in any other opened pdf. Optionally mark a location on the page with the   select text  or   select area   tools. Click the   set destination   ...
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Choosing Interdepartmental Applications: Give Them What They Need I changed firms on Memorial Day this year and with that change in firms came a change in job description. I am no longer the trainer who recommends products, I am now the Applications Specialist who researches, demos, purchases and trains on products. OK, so there is still some training involved. The Task I was given the task of working with our Operations Manager to select and implement a technology solution for managing our four conference centers. In all 91 years the firm has been open we have only ever used a paper calendar to manage this function. Where to begin? Taking ...
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How to copy and paste edits with track changes from a Word document into an email without losing the changes - works also to paste into another Word document that has Track changes as well. Select the text you wish to copy. Turn off Track Changes (Review / Track Changes button) Enable the Developer ribbon. File>Options>Customize Ribbon and check Developer Click the Group button, then select Group. Copy the text. Paste the text into your email message. Click Paste Options button to adjust formatting as needed (so that your changes are visible). Submitted by Heather Morrow Manager of Training and Special Projects Loeb & Loeb
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Virtual Leadership

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Why is Virtual Leadership important? Virtually Everything There are numerous reasons why firms of all sizes have remote employees. Large firms have multiple offices across the country or the world and small firms may have remote employees to conserve expensive office space. Additionally, firms require specialized staff; offering flexible or remote work as a benefit is an excellent recruiting and retention tool. Organizations must be agile, investments have been made in cloud technologies, and staff expect mobile access to everything, making virtual employees more commonplace. As leaders we are seeing our teams are becoming increasingly geographically ...
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PDF Information – Searchable and Reducing in Size You do NOT have to make any PDF searchable that is stored in the DMS. We now have an OCR program that finds any PDF in our DMS that is not searchable, makes it searchable, and creates a version 2 of that document. Q. Why does Nuance mess up a file (at times) when you make it text searchable and reduce the size? A. When you reduce the size, it attempts to use less “pixels”, and thus the “pictures” of the scanned text, etc. become blurrier. So it’s not always good to reduce the size of a document, if there are a lot of graphics in it. There is another way to make a PDF smaller in size, instead of ...
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There has been active conversation on the online communities around tools available for task management and project management. Kate Armstrong and myself, over the course of a few months, have compiled a list of popular tools on the market. We hope you find this informative and encourage you to share it with your colleagues!  If you have any questions please contact Kate or myself.  Happy tasking!  Task_Management_PM_Software_Comparison.pdf
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As premise-based phone systems age out, companies across many industries are moving to cloud-based communications systems and services. UCaaS (Unified communications as a service) effectively consolidates the range of enterprise services collectively known as unified communications (voice, voicemail, audio conferencing, video conferencing, fax, presence, collaboration, mobile integration), and provides those services as a cloud service. Magic Quadrant providers include Ring Central and Verizon, with Microsoft and Google coming on as challengers. I'm interested in understanding the adoption of UCaaS across the legal vertical. Has your firm migrated its unified ...
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Here is a quick way to copy and paste into an email. Go to appropriate program to find what you want to copy (Ctrl+C). Then go to Outlook. Make sure your mouse is on the word " Inbox ".  Do not open an email.  Simply do a Ctrl + V to paste.  An email will pop open with your text ready to go.   Submitted by Michelle L. Kinney Technology Enhancement Coordinator PretiFlahert
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WhatsApp Desktop

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Is anyone running WhatsApp desktop on firm owned computers inside your firewalls?  If yes, how do you monitor for document transfers (going out) as well as how do you log attorney/client messaging that take place via the app? Thanks! Peter
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As a content coordinating volunteer for ILTA, I was interested to learn more about our female leaders of today. In May of 2018, my ILTA colleague Chandra Foreman was able to put me in touch with the Chicago Chapter Board of Women in eDiscovery. As a non-profit organization, WiE holds monthly meetings for legal professional women with a primary focus on education and networking. They also collaborate, fundraise, and mentor. I enjoyed taking the interviews and am sincerely excited to share them with the ILTA community. “Women can empower other women” as Jennifer Roe so eloquently put. I hope you find these interviews as fun and insightful as I did. Interview ...
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Excel’s top most popular functions Worksheet functions are categorized by their functionality. Click a category to browse its functions. Or press Ctrl+F to find a function by typing the first few letters or a descriptive word. To get detailed information about a function, click its name in the first column. Function Description SUM function Use this function to add the values in cells. IF function Use this function to return one value if a condition is true and another value if it's false.   Here's a video about using the IF function . LOOKUP function Use this function ...
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I was always annoyed that the Outlook deleted folder didn’t sort when the email was actually deleted . . . the default is when it was sent - which could be a hassle – if you just deleted something that someone sent you a week ago – and wanted to quickly refer to it - . . . Sort Outlook Deleted Items by Date Deleted If you’ve ever accidentally deleted an e-mail and you can’t remember what day it was originally sent to you, and you need to track it down then this is the tip for you. Here’s how it works: For Outlook: Go to the deleted items folder In the top ribbon bar, click on View tab then select View Settings In the Advanced View Settings ...
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