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ILTA Trainer Call – Remote Training, LTC4 Competencies and Learner Engagement May 22, 2019

By Sandy Mikita
Moderators: Asima Macci - Manager, Training and Quality, Bennett Jones LLP Greg Tomlinson - Training & Development Coordinator, Robinson Bradshaw   How is remote new hire training handled for multiple roles in multiple offices? I do everything remotely – we have 28 offices and just one person. We use WebEx for the remote offices (including China locations). We conduct remote training for all new hires using Adobe Connect. We use Zoom meeting for remote training. We training remotely to all 8 offices including new hire as well as topic classes.   How do you  handle training in different time zones? ...
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Employee Deception: Too Little, Too Late

By Russell Gilmore
Protus3 conducts a wide variety of corporate investigations related to employee deception. Some of the more common issues involve harassment complaints or theft of data. Sometimes these issues appear while the employee is still with the company. In other cases, the employee deception does not come to light for weeks or months after they have left the company. Even when an investigation becomes necessary, computer forensics and collecting data is often an afterthought. This can lead to serious legal problems as well as impede the investigation of employee deception. Did an employee leave and start working with a competitor? Did they take any of your confidential ...
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Tip of the Week - Still Phishing....

By ILTA Tips
We all continue to get phishing emails asking for money and information. As virus protection can’t stop emails that are just asking for money, it is up to YOU to be aware. The following gives you excellent tips on what to look for.   When in doubt about an email, contact the Help desk!   Two Phish   "Microsoft has just released their Security Intelligence Report (SIR), its annual cybersecurity summary, and it says that phishing is still the most popular way for cyber-criminals to attack, giving security experts everywhere headaches." They also say "No matter how many security defenses an organization has in place, no email filtering technology ...
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OneNote - Notebooks May Be Larger Than They Appear

By Rex Balboa
Notebooks May Be Larger Than They Appear Our IP department likes OneNote. They keep important client data spread out among ten massive notebooks. Once these lawyers started to get updated computers with fancy solid-state drives, we started to see a problem. They were running out of disk space. The culprit? All those useful OneNote notebooks. Working locally on a OneNote notebook opened from the cloud or a fileshare can mean you're working on three. It's Not Live. It's… … a cached copy. When OneNote opens a notebook from a shared drive, OneDrive or SharePoint, it copies those files to the local computer. This cache file also keeps track of changes ...
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Tabletop Exercises: Practice what you Planned

By David Tremont
Tabletop Exercises: Practice what you Planned By David Tremont & Jon Washburn As law firm security professionals, we strive to ensure compliance with all the laws and regulations that apply both directly to our firms, and those that apply indirectly to us through our clients. Some of us even take our firms down the path of certification, where third parties attest that our processes and procedures are repeated the same way day in and day out, and that we are enforcing standards and policies consistently within our firms to mitigate threats and reduce risk. We sit in stuffy conference rooms and have long meetings to make sure our organizations are ...
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Tip of the Week - Printing Comments (Nuance's PowerPDF ver.3)

By ILTA Tips
Printing Comments in Nuance Power PDF Advanced 1)     Go to the Comment Ribbon 2)     Select   Create Comment Summary . 3)     Choose from the options: a) Separate pages for comments, linked by lines b) Single-page display of content and comments, linked by lines c) Comments only d) Numbered comments on separate pages 4)     And then choose the page and font size, etc. 5) Click   OK . 6) You will have a NEW PDF created with the Comment Summary – this you can save if you wish, or just pr
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Women Who Lead: Leadership Development through Volunteering - Takeaway Document

By Melanie Prevost
Please enjoy the takeaway document from the Tuesday, April 23rd Women Who Lead: #Leadership Development through Volunteering webinar! ​
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Tip of the Week - Sorting in Word!

By ILTA Tips
Sorting a List in Word   Do you need to sort a list in Word, but it’s not in a table format?  No problem!    You can do one of two things:  add the sort button to your Quick Access Toolbar or use a keyboard shortcut.   To Add the Sort Button to the Quick Access Toolbar   Right-click on the Quick Access Toolbar and choose “Customize Quick Access Toolbar”. In the first picklist, choose “All Commands”. Select   Sort   in the left side. Click the   Add   button in the center of the screen. Click   OK .   The sort button will now be on your Quick Access Toolbar.  You can highlight your list and click the button to see the ...
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Strategies for Improving Collaboration Between IT and Legal - Takeaway

By Kathleen Ratcliffe
Please enjoy this brief takeaway from the May 1st roundtable discussion entitled "Strategies for Improving Collaboration Between IT and Legal." It is important for Legal to have an IT  dedicated team  and for that collective team to have  shared goals. o    If you don’t have a dedicated IT team – figure out how to assemble one pronto! o    This might mean Legal needs to explain the legal ramifications “legalese” for their IT requests o    This might mean that IT needs to explain to Legal why or why not they can accomplish said goal o    This might mean IT needs to explain IT technobabble to Legal It is important to have Legal and IT stakeholders ...
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Tip of the Week - Nuance PowerPDF 3.0 -combine PDFs

By ILTA Tips
Combine PDFs (and other files) from the DMS into ONE PDF   In Nuance’s PowerPDF, click on File New and choose   Combine multiple files into a single PDF.    Then when this dialog box comes up click on the   A dd   button.    The default LOCAL open will come up – go to the bottom LEFT and choose   Open from DMS   and then click on   iManage work     Go to the DMS folder and capture the documents you want.   If it is a LOT of files, it WILL take a while to process – do NOT leave that screen, do NOT click on anything!    Finally you should see something like this: You can then reorganize the files in the proper order you ...
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Financial Management Quarterly Discussions - Pricing and Payments - Summary Takeaway

By Jarmila Pencikova
The following is a brief summary of key points from the April 24th roundtable discussion. Enjoy! Pricing for Small Firms – How do you set up a pricing program on a budget or with limited resources and/or staff and where do you start? -Pricing role is not a historical function at law firms. There is a hesitation factor on the attorneys’ side.  You need to explain what you can do for them, explain the value you can provide.  You need to get in front of the attorneys and other functional groups to explain what your role does and the value it brings. -Start with a smaller practice group. Analyze historical data and show them how it can be used in the future ...
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Data Analytics Roundtable: Project Management and Workflows - Brief Summary

By Melaina Fireman
Please enjoy the  summary  highlights from the April 25th virtual roundtable discussion entitled Data Analytics Roundtable: Project Management and Workflows. Recommended Approach to get Started:    Focus on process improvement/problem solving over technology to be used for the optimal solution. For Workflow/Scope/Execution/Practice Group involvement:  It helps for IT/IS to partner with business and include legal knowledgeable resources (early in the process) to validate analytical approach in data initiatives while maintaining business analysts in departments. Whether developing custom applications for advanced analytics, or dashboards for operations ...
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Proposal Generation: Part of a Complete Marketing and Knowledge Management Solution

By Barry Solomon
When the marketing team is struggling under the weight of responding to RFP after RFP, it’s tempting to narrow your focus and look for a slimmed down, silver bullet application for generating pitches and proposals. However, firms that take the time to research their alternatives inevitably find they need a more robust solution that includes easy access to comprehensive experience, expertise, and client information. That’s exactly what happened when I was CMO at Sidley Austin LLP. What started as a search for a proposal generation solution, resulted in the seeds of   Foundation Software Group’s Firm Intelligence platform . Why? Because we found that what we ...
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Tip of the Week - PowerPoint - print Just the NOTES

By ILTA Tips
Just Print the PowerPoint Notes You’ve got your speaker notes set up in your PowerPoint presentation, and now you want to print a copy for quick reference. Here’s how to print speaker notes for a PowerPoint Presentation—with and without slide thumbnails. How to Print Notes Pages Open up your PowerPoint presentation and click the “File” menu on the Ribbon. On the sidebar that opens, click the “Print” command. On the Print pane to the right, click the “Full Page Slides” button. You’ll see a bunch of different printing options on the drop-down menu. Click the “Notes Pages” option.   This generates a printout of all your slides, with one ...
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OneNote 2016 v. OneNote for Windows 10

By Rex Balboa
OneNote 2016 v. OneNote for Windows 10 Is one note as good as another? Since the release of Windows 10, Microsoft has supported two flavors of OneNote: the more traditional looking and functioning OneNote 2016 , and one of the first applications using the Universal Windows Platform framework, OneNote for Windows 10 . With the release of Office 2019, Microsoft announced the retirement of OneNote 2016. The pain in your heart is normal when facing the loss of a loved one. Take a deep breath and realize that Microsoft will still support OneNote 2016 until October of 2020, and until October 2025 for extended support. Still OneNote 2016 is not installed ...
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Tip of the Week - Excel Custom Views

By ILTA Tips
CUSTOMIZE YOUR VIEW IN EXCEL AND SAVE IT Ever spend time setting up a spreadsheet view exactly the way you want it and then have to redo it again later?  Customize your view in an Excel workbook and it will be available in that workbook for use anytime. This tip will show you how to use   Custom Views   to save your frequently used print options, hidden column or filter settings.  We’ll even show you how to add a drop-down list for Custom Views to your Quick Access Toolbar. SAVE A DEFAULT CUSTOM VIEW: In order to get back to an unformatted version of your workbook, you should first create a default view following the steps below. On the   ...
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How To Build A Legal Finance Dashboard: Small Firm Edition

By Robert Hatton
As previously discussed, firm size matters when building a dashboard. It’s not the dashboard itself that’s the issue, it’s all of the supporting infrastructure. Large organizations will devote an entire team for many months to build programs that will automatically Extract data from business systems, Transform the data into a consistent format and Load the data (ETL) into a repository that houses all of the data that a dashboard needs. You probably can’t afford that expense, so some compromises are needed to let you create a dashboard. As a small firm, you are really left with two alternatives: buy a pre-built dashboard or get creative about collecting ...
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How To Build A Legal Finance Dashboard: Large Firm Edition

By Robert Hatton
Continuing with the theme from earlier blog posts that ‘firm size matters’, this post will address what is involved with building a dashboard for a large firm. Before proceeding with a description of what’s appropriate for a large organization, it should be noted that the approach discussed earlier for small firms could be used in a large firm. It will just require much more effort to produce on an ongoing basis and it will not create a foundation that can be leveraged for other analytic purposes. Another alternative previously discussed is to purchase a fully developed dashboard. This can be a viable option even for a large organization. Building a dashboard ...
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How to Build A Legal Finance Dashboard Introduction

By Robert Hatton
Building a dashboard for your firm is usually a complicated project. This post will help untangle some of the complexity and provide some perspective about how to approach the challenge. Before diving into a description of how to build a dashboard, it should be mentioned that the easiest way to get a dashboard system is to simply buy one from your Practice Management System vendor. As you’ll soon see, the dashboard presentation itself is just the ‘tip of the iceberg’. There’s a huge amount of complexity involved in collecting all of the data required to create a simple informative overview.   OPTIONS TO CONSIDER Much of the complexity involved with building ...
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Project Life Cycle Phases One, Two and Three: Measure Twice, Cut Once

By Doreen Watt
I hope you find this follow-up blog to be very useful from the webinar that took place on April 10th entitled " Project Life Cycle: Measure Twice, Cut Once ." In project management, there are 5 phases to a project life cycle: Initiating; planning; executing; Monitoring/Controlling; and Closing.  The adage “measure twice, cut once,” best describes the first three phases of a project life cycle.  I nitiate and plan (measuring twice) so you can execute (cut once). How much you do in phase one and two depends on the objectives of the project.  Just doing project management tasks to check boxes doesn’t add value. Do enough project management ...
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