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Tip of the Week - New "Save as Draft" Functionality

By ILTA Tips
Did you know, you can now save your discussion posts; replies and even blog posts as a draft, return later to edit and then publish/post? To locate your drafts - visit your profile page ( https://www.iltanet.org/network/members/profile ) and under the My Contributions tab - select List of Contributions and then you will find your drafts contained here.  You will see a hyperlink for 'edit draft' next to your draft posts or blog which when clicked will take you back in to the content to complete and then publish/post or even delete without posting.
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eDiscovery Managed Services Series: Reporting

By Bethany DeRuiter
Three years ago, our firm entered into an eDiscovery managed services contract with Epiq.  We believed that a managed services model was the most efficient way to deliver eDiscovery services to our clients at the most competitive prices. Our requirements were based on carefully articulated operational objectives (dedicated infrastructure and technical support) and financial objectives (predictable monthly fees). At the end of the contract term, we had to make a case for renewal. Had Epiq fulfilled our requirements? Did the model meet our original objectives? What was the measure of its success? By analyzing the details of our monthly subscription agreement and ...
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Compliance in an IoT World

By David Tremont
Hello again, it has been a while since we talked to all of you about IoT and the challenges it brings to bear for our already burdensome security defenses we put in place to protect clients and firm data. Today we are going to look at the compliance side of IoT and some high level information on what needs to be done and where the future lies for complying to all these network connected devices.  As we discussed these are not your typical Server, workstation, laptop printer, phones but a vast array of devices we may not give a second thought. I am talking about Assistants, wearables, security cameras, bio-metric devices, sensors, lion, tigers and bears, ...
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Financial System Selection Process

By Laurel Englehardt
A common question that comes up in the ILTA communities, in particular for smaller firms, is what are your options for financial software?  What is everyone else using and why did they choose that particular one? You may have missed the series last year on that very topic that was hosted by Beth O’Connor and Julie Lindsay, both from AAC, Inc., so below are links and recaps for the series.  I am also including information on a series that was presented in 2016 which still has relevant information when navigating the process of purchasing a new financial system. (Click on titles to access the recording and related materials for each session) Financial ...
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Keeping Up With Privacy Legislation

By Karen Allen
Keeping up with new privacy legislation can amount to a full-time job.  Last year we held our collective breath as we waited for the impact of GDPR.  Since then we’ve seen the passage of the California Consumer Privacy Act (CCPA), the Massachusetts data protection law, major tech companies calling for a US version of the GDPR, and the introduction of the US Data Care Act calling for a federal privacy law.  While these laws and proposals cover the rights of an individual to know who has their data, who can access it and what they can do with it, they do not specifically address an individual’s rights as pertains to their private electronic communications. ...
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Tip of the Week Hyperlinks and Word text selection

By ILTA Tips
How To Remove All The Hyperlinks In A Document - All At Once! ( this keyboard shortcut changes all field codes to text.) Select entire document then press: [Ctrl][Shift][F9]  AND   Easy Selection of Text Select a word   – Double-click on it. If a space immediately follows the word you select, the space gets selected, too. Punctuation is ignored. Select a sentence   – Select a sentence. Hold down   [Ctrl]   and click anywhere in the sentence. Select a paragraph   – Triple-click within the paragraph or move the mouse just past the left margin of the paragraph. When the pointer changes to a right-pointing arrow, double-click ...
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Project Management Tool Recap

By Brittany Ivy
Recently, our ILTA communities have seen an increase in traffic with searches for project management, legal project management, task management, tools, etc.  Fortunately, my fellow ILTAns are never too shy to share their two cents, make recommendations, or link to prior content. To answer this increased call for knowledge, the Practice Management Content team is preparing a series on project management and a survey to gather more details on who’s doing what and why. While you anxiously await our content, feel free to binge on this recap of PM and LPM tools from the archives. Project Management and Legal Project Management Tools Matrix This matrix ...
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12 Ways Marketing & Business Development Can Leverage Library & Knowledge Management Teams

By Heather Ritchie
In many law firms, the Marketing and Business Development teams (MBD) are experiencing growing demand for their services. While that speaks to the visibility and value placed upon these professionals, it can result in long hours and additional stress on the department. As a way to alleviate some of the time and resource pressures, MBD teams have been turning increasingly to, and partnering with, Library and Knowledge Management (KM) teams for research, data and other support. After consulting some colleagues from the U.S. and Canada, we have identified a number of ways that firms might maximize the value of this cross-team collaboration. Leveraging Library ...
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Tip of the Week - CAPS or no CAPS

By ILTA Tips
Directly to the CAPS Shift + F3. How often do you use that one? Remember its little gem? It takes the highlighted text and rotates it between the Title Case of lowercase and UPPERCASE letters. But, what if you're tired of rotating through the choices and just want to jump straight to UPPERCASE? Can we find a quick way to make that change? Well, obviously we're looking for a key combination. (After all, if we have to use the Format menu, Change Case choice, it's going to take way too long). Here's my humble suggestion. Next time, try   Ctrl + Shift + A . To change   a single word , simply put the cursor on the word and hit   Ctrl + Shift ...
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Two-Factor Authentication: A Resolution That Works

By Russell Gilmore
Many people ring in the New Year with celebrations and hopes of a better year. The New Year symbolizes the ending of one year and the beginning of another even better year. Some offer advice to bring happiness and prosperity to others: Eat twelve grapes at midnight or eat black-eyed peas on January 1. My advice is more concrete and could save you untold stress and thousands of dollars. It is my goal to help make the New Year better by providing one thing I have learned over the past year. Please… please… please, enable two-factor authentication on all of your web based accounts, especially Office365. The Problem I have investigated too many wire fraud ...
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Virtual Roundtable Takeaway Document: How To: Teach Help Desk How to Move from Break/Fix to Engage/Improve

By Jennifer Zanieski
Hello Everyone,  Last week three members moderated a discussion on the important topic of moving our employees from a break/fix mentality to an engage/improve mindset. Since these conversations are not recorded this word document was created, including notes that were captured as well as great information shared by other attendees via the chat. How_To_Teach_Help_Desk_How_to_Move_from_Break_Fix_to_Engage_Improve_RECAP__1_.docx
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Tip of the Week - Making and moving around Word Tables

By ILTA Tips
Five Ways to make A Table; Keystrokes to Help You Move Around In Tables   FIVE ways to make a Table: Insert Ribbon: Table   ®Insert®Table OR Draw Table OR Convert Text to Table (select the text, and click on   Table , and then   Convert Text to Table) OR Type + [type spaces]+[type spaces+ and press Enter. The spaces indicate the width of the columns. This only works if under Tools, AutoCorrect Options, under   AutoFormat as you type , the box beside   Tables   is checked.     Keystrokes to Help You Move Around In Tables C ertain keys won't work the way you expect them to when you're working with tables. For example, ...
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Tip of the Week - F12!!

By ILTA Tips
F12 Finesse Here's a quick tip for any readers who love to use the function keys! It turns out the F12 key is very versatile in MS Word, Excel and PowerPoint. F12   (alone) is the Save As command. Shift + F12   is the Save command. Ctrl + F12   is the Open command. Now, I realize there are other key combinations that will accomplish these same things, but it’s always nice to have other option
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Trainers Talk - January 2019 Notes

By Lissa Loadholt
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.pdf #Trainin
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Tip of the Week - Excel Calendar

By ILTA Tips
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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How to Mentor Yourself Out of One Job and On to the Next Job

By Doreen Watt
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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AI Roundup 2018 - A guide to ILTA's Artificial Intelligence content

By Joe Davis
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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Tip of the Week - Embed an Excel Chart in a Word Document

By ILTA Tips
​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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Knowledge Management Round-Up: Reliving (and Re-loving!) 2018

By Gwyneth McAlpine
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

By TJ Johnson
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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