Course Modules

Week 01: Informatics Leadership in a Small Law Firm; Strategy, Policies and Procedures

Week 01: Informatics Leadership in a Small Law Firm; Strategy, Policies and Procedures Week 01: Informatics Leadership in a Small Law Firm; Strategy, Policies and Procedures

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Course content overview Course content overview 1

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The Informatics landscape in a small law firm The Informatics landscape in a small law firm 2

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IT Leadership in a Small Law firm - Your Role IT Leadership in a Small Law firm - Your Role 3

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Attachment

TEMPLATE Acceptable Use Policy.docx TEMPLATE Acceptable Use Policy.docx 4

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Attachment

TEMPLATE Data Security Policy.docx TEMPLATE Data Security Policy.docx 5

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Attachment

TEMPLATE Disaster Recovery Plan.docx TEMPLATE Disaster Recovery Plan.docx 6

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Attachment

Cybersecurity Document Request List.docx Cybersecurity Document Request List.docx 7

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Attachment

IT Infrastructure Audit Outline.docx IT Infrastructure Audit Outline.docx 8

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Attachment

LEP Access Control and Password Policy.docx LEP Access Control and Password Policy.docx 9

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Attachment

IU Acceptable Use Agreement - Access.pdf IU Acceptable Use Agreement - Access.pdf 10

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Actual Conversation with one of my clients regarding cyber insurance Actual Conversation with one of my clients regarding cyber insurance 11

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Week 02: Foundations of Legal Informatics: Law Practice Management Systems

Week 02: Foundations of Legal Informatics: Law Practice Management Systems Week 02: Foundations of Legal Informatics: Law Practice Management Systems

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Law Practice Management Systems Law Practice Management Systems 1

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Attachment

Clio: Why you need a LPM System Clio: Why you need a LPM System 2

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Attachment

Clio: Choosing a LPM System.pdf Clio: Choosing a LPM System.pdf 3

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External Url

Ernie the Attorney: Law Practice Management 101 Ernie the Attorney: Law Practice Management 101 4

external_url 28444495 0

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Attachment

Wilson: Law Practice Management Ethical Considerations 2020.pdf Wilson: Law Practice Management Ethical Considerations 2020.pdf 5

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Attachment

The Changing Role of Legal Support Staff.pdf The Changing Role of Legal Support Staff.pdf 6

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Week 03: Cloud Technology: Impacts & Issues; Virtual Law Firms; Remote/Mobile Lawyering

Week 03: Cloud Technology: Impacts & Issues; Virtual Law Firms; Remote/Mobile Lawyering Week 03: Cloud Technology: Impacts & Issues; Virtual Law Firms; Remote/Mobile Lawyering

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The Cloud: Panacea or Just Another Server? The Cloud: Panacea or Just Another Server? 1

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Attachment

Wilson: Cloud Technology Wilson: Cloud Technology 2

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Attachment

Rocket Matter: On Premise vs Cloud White Paper w-KB Annotations.pdf Rocket Matter: On Premise vs Cloud White Paper w-KB Annotations.pdf 3

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Attachment

FindLaw: Top Five Questions To Ask About Cloud Computing.pdf FindLaw: Top Five Questions To Ask About Cloud Computing.pdf 4

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Attachment

Idaho Business Review: In 2019 lawyers are using mobile and cloud computing more than ever Idaho Business Review: In 2019 lawyers are using mobile and cloud computing more than ever 5

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External Url

ABA Survey: Mobile Lawyer Trends in 2021 ABA Survey: Mobile Lawyer Trends in 2021 6

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Attachment

Attorney@Work: Can lawyers store data in the cloud? Attorney@Work: Can lawyers store data in the cloud? 7

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Attachment

ABA/The Scitech Lawyer: Confidentiality in the Age of Remote & Hybrid Remote Work ABA/The Scitech Lawyer: Confidentiality in the Age of Remote & Hybrid Remote Work 8

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Week 04: Deep Dive: Email Use, Abuse, Best Practices (EMAIL FUBAR)

Week 04: Deep Dive: Email Use, Abuse, Best Practices (EMAIL FUBAR) Week 04: Deep Dive: Email Use, Abuse, Best Practices (EMAIL FUBAR)

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The Email Trainwreck The Email Trainwreck 1

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Permission to use email Permission to use email 2

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Email signature blocks and footers Email signature blocks and footers 3

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Hosted email Hosted email 4

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Email borne threats Email borne threats 5

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Email encryption options Email encryption options 6

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External Url

Merlin Mann @ Google Talks - Inbox Zero Merlin Mann @ Google Talks - Inbox Zero 7

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Email Alternatives Email Alternatives 8

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Final recommendations about email Final recommendations about email 9

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Attachment

100_Email_Tricks_Sanebox.pdf 100_Email_Tricks_Sanebox.pdf 10

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Optional Postscript: Personal Research into an 'Email Cocktail' Optional Postscript: Personal Research into an 'Email Cocktail' 11

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Week 05: Law Firm Automation Systems - Law Practice Power Tools!

Week 05: Law Firm Automation Systems - Law Practice Power Tools! Week 05: Law Firm Automation Systems - Law Practice Power Tools!

Attachment

Clio: A Beginner's Guide to Law Office Automation.pdf Clio: A Beginner's Guide to Law Office Automation.pdf 1

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Automating Microsoft Word & the Automation Mindset Automating Microsoft Word & the Automation Mindset 2

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External Url

Microsoft Word® for the Legal Profession: Reformatting Microsoft Word® for the Legal Profession: Reformatting 3

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External Url

Microsoft Word® Format Defaults Microsoft Word® Format Defaults 4

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External Url

Microsoft Word® for lawyers: Give me a (section) break Microsoft Word® for lawyers: Give me a (section) break 5

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External Url

Microsoft Word® Wrapping your head(er) around your footer Microsoft Word® Wrapping your head(er) around your footer 6

external_url 27917294 0

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Automating Microsoft Excel Automating Microsoft Excel 7

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External Url

Microsoft Introduction to Excel Starter Microsoft Introduction to Excel Starter 8

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External Url

Microsoft Excel Screencast Microsoft Excel Screencast 9

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Attachment

Automating Presentations - Courtroom Technology Risks Automating Presentations - Courtroom Technology Risks 10

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Score at least Must score at least to complete this module item Scored at least Module item has been completed by scoring at least Score at least % Must score at least % to complete this module item Scored at least % Module item has been completed by scoring at least % View Must view in order to complete this module item Viewed Module item has been viewed and is complete Mark done Must mark this module item done in order to complete Marked done Module item marked as done and is complete Contribute Must contribute to this module item to complete it Contributed Contributed to this module item and is complete Submit Must submit this module item to complete it Submitted Module item submitted and is complete
Attachment

ABA/Svenson: PDF in One Hour for Lawyers ABA/Svenson: PDF in One Hour for Lawyers 11

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Score at least Must score at least to complete this module item Scored at least Module item has been completed by scoring at least Score at least % Must score at least % to complete this module item Scored at least % Module item has been completed by scoring at least % View Must view in order to complete this module item Viewed Module item has been viewed and is complete Mark done Must mark this module item done in order to complete Marked done Module item marked as done and is complete Contribute Must contribute to this module item to complete it Contributed Contributed to this module item and is complete Submit Must submit this module item to complete it Submitted Module item submitted and is complete
Page

Automating Document Assembly Automating Document Assembly 12

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External Url

NetDocuments: Top 6 Things to Consider when Evaluating a DMS NetDocuments: Top 6 Things to Consider when Evaluating a DMS 13

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External Url

PipeFile: Automating Client Document Collection PipeFile: Automating Client Document Collection 14

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Score at least Must score at least to complete this module item Scored at least Module item has been completed by scoring at least Score at least % Must score at least % to complete this module item Scored at least % Module item has been completed by scoring at least % View Must view in order to complete this module item Viewed Module item has been viewed and is complete Mark done Must mark this module item done in order to complete Marked done Module item marked as done and is complete Contribute Must contribute to this module item to complete it Contributed Contributed to this module item and is complete Submit Must submit this module item to complete it Submitted Module item submitted and is complete
External Url

TextExpander TextExpander 15

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Score at least Must score at least to complete this module item Scored at least Module item has been completed by scoring at least Score at least % Must score at least % to complete this module item Scored at least % Module item has been completed by scoring at least % View Must view in order to complete this module item Viewed Module item has been viewed and is complete Mark done Must mark this module item done in order to complete Marked done Module item marked as done and is complete Contribute Must contribute to this module item to complete it Contributed Contributed to this module item and is complete Submit Must submit this module item to complete it Submitted Module item submitted and is complete
External Url

HotDocs: The Problem with Legal Documents HotDocs: The Problem with Legal Documents 16

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External Url

Microsoft: Power Automate (Robotic Process Automation) Microsoft: Power Automate (Robotic Process Automation) 17

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Page

Late additions Late additions 18

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Attachment

Let’s Automate All the Lawyers (w/Highlighting) Let’s Automate All the Lawyers (w/Highlighting) 19

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Week 06: Digital Research and Discovery: Tools, Types & Options

Week 06: Digital Research and Discovery: Tools, Types & Options Week 06: Digital Research and Discovery: Tools, Types & Options

Page

Introduction to Legal Research Tools Introduction to Legal Research Tools 1

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External Url

Legal Research through Google Scholar Legal Research through Google Scholar 2

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External Url

Free and Low Cost Resources for Legal Research Free and Low Cost Resources for Legal Research 3

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External Url

Legal Research on the Web Legal Research on the Web 4

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External Url

Free Legal Research Resources Free Legal Research Resources 5

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External Url

Westlaw Westlaw 6

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External Url

Lexis-Nexis Legal Research Lexis-Nexis Legal Research 7

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External Url

Searching on LexisNexis® vs. Google™... Searching on LexisNexis® vs. Google™... 8

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Week 07: Collaborating Across Place & Time, Synchronous & Asynchronous; Remote Work

Week 07: Collaborating Across Place & Time, Synchronous & Asynchronous; Remote Work Week 07: Collaborating Across Place & Time, Synchronous & Asynchronous; Remote Work

Page

Intro to Communication & Collaboration Technology Intro to Communication & Collaboration Technology 1

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Page

iCollaboration iCollaboration 2

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Page

Collaboration Methods Collaboration Methods 3

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Attachment

Clio - A Complete Guide For Lawyers Texting Clients Clio - A Complete Guide For Lawyers Texting Clients 4

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External Url

World Economic Forum - Cybersecurity & Why we need a new information-sharing paradigm. World Economic Forum - Cybersecurity & Why we need a new information-sharing paradigm. 5

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Week 08: Technology and Ethics: Federal & State Rules; Risks

Week 08: Technology and Ethics: Federal & State Rules; Risks Week 08: Technology and Ethics: Federal & State Rules; Risks

Page

ABA: Ethics and Email Communication ABA: Ethics and Email Communication 1

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Attachment

Ethics In The Tech Age.pdf Ethics In The Tech Age.pdf 2

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Attachment

Clio: The Ethics and Security of Cloud Computing Clio: The Ethics and Security of Cloud Computing 3

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Attachment

KIZIK_Rule 1.6-Ethics Law.pptx KIZIK_Rule 1.6-Ethics Law.pptx 4

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Page

Breach Leaks and Data Breaches Breach Leaks and Data Breaches 5

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Page

Notification Requirements If Data is Breached Notification Requirements If Data is Breached 6

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Attachment

Legal Malpractice Claims Are Soaring_ Here Are the Most Vulnerable Practice Areas.pdf Legal Malpractice Claims Are Soaring_ Here Are the Most Vulnerable Practice Areas.pdf 7

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Attachment

Clio - Legal malpractice insurance info.pdf Clio - Legal malpractice insurance info.pdf 8

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Attachment

RESOURCE: Combined Rule, Ethics and Cyber Articles.pdf RESOURCE: Combined Rule, Ethics and Cyber Articles.pdf 9

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Week 09: Deep Dive: Data Safety & Security

Week 09: Deep Dive: Data Safety & Security Week 09: Deep Dive: Data Safety & Security

Page

Intro to Data Safety & Security Intro to Data Safety & Security 1

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Page

Cyber Insurance Cyber Insurance 2

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Page

WTF Seminar Outline WTF Seminar Outline 3

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Attachment

Data Safety Presentation with naration - ENABLE AUDIO! Data Safety Presentation with naration - ENABLE AUDIO! 4

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Attachment

Safeguarding Confidential Data.pdf Safeguarding Confidential Data.pdf 5

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Attachment

Indiana Lawyer - Phishing for your money.pdf Indiana Lawyer - Phishing for your money.pdf 6

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Attachment

Indiana Lawyer - Prepare for Disaster before one strikes! Indiana Lawyer - Prepare for Disaster before one strikes! 7

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Attachment

Concilien: 2022 Security Awareness Training Brochure Concilien: 2022 Security Awareness Training Brochure 8

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Attachment

LexisNexis: Data Breach Avoidance and Response Plan Checklist.pdf LexisNexis: Data Breach Avoidance and Response Plan Checklist.pdf 9

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Attachment

Wilson: Information and Client Security.pdf Wilson: Information and Client Security.pdf 10

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Attachment

Encryption for Lawyers.pdf Encryption for Lawyers.pdf 11

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Attachment

FTC: Protecting personal information FTC: Protecting personal information 12

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Attachment

FTC: Data Breach Response FTC: Data Breach Response 13

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External Url

BackBlaze - The 3-2-1 Backup System BackBlaze - The 3-2-1 Backup System 14

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Week 10: Deep Dive: Networks, IT Infrastructure & Wireless Technology; Courtroom Infrastructure

Week 10: Deep Dive: Networks, IT Infrastructure & Wireless Technology; Courtroom Infrastructure Week 10: Deep Dive: Networks, IT Infrastructure & Wireless Technology; Courtroom Infrastructure

Page

Overview of IT Infrastructure Overview of IT Infrastructure 1

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On Premise Standards Working Group - 2021.pdf On Premise Standards Working Group - 2021.pdf 2

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PCs, Laptops, Tablets, Internet, Multi-Function Devices, etc. - Budget Quick Take PCs, Laptops, Tablets, Internet, Multi-Function Devices, etc. - Budget Quick Take 3

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Remote Access & VPNs Remote Access & VPNs 4

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Courtroom Infrastructure Courtroom Infrastructure 5

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Disaster Lurks around every corner.pdf Disaster Lurks around every corner.pdf 6

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Not So Wonderful Wireless.pdf Not So Wonderful Wireless.pdf 7

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External Url

10 Things to do BEFORE you lose your laptop 10 Things to do BEFORE you lose your laptop 8

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The Zero Trust Security Model The Zero Trust Security Model 9

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Week 11: Deep Dive: Paperless Technologies & Information Management Strategies

Week 11: Deep Dive: Paperless Technologies & Information Management Strategies Week 11: Deep Dive: Paperless Technologies & Information Management Strategies

Page

Intro to File & Information Organization; Paperless Technologies Intro to File & Information Organization; Paperless Technologies 1

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Client File Retention.pdf Client File Retention.pdf 2

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ABA: How to run a paperless law firm and better serve your clients ABA: How to run a paperless law firm and better serve your clients 3

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The Lawyer's Competitive Edge: Painless Paperless The Lawyer's Competitive Edge: Painless Paperless 4

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External Url

Paperless Law Office: File Structure and File Naming Conventions Paperless Law Office: File Structure and File Naming Conventions 5

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Humans are the weak link Humans are the weak link 6

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Information Management Advice Information Management Advice 7

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Record Nations: The Paperless Office: How Much You Can Save Record Nations: The Paperless Office: How Much You Can Save 8

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Record Retention - Sample Policy.pdf Record Retention - Sample Policy.pdf 9

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PARA_Cheat_Sheet.pdf PARA_Cheat_Sheet.pdf 10

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Week 12: Artificial Intelligence and the Future of the Practice of Law

Week 12: Artificial Intelligence and the Future of the Practice of Law Week 12: Artificial Intelligence and the Future of the Practice of Law

Page

The SciTech Lawyer: AI & Healthcare Issue - Fall 2020 The SciTech Lawyer: AI & Healthcare Issue - Fall 2020 1

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Artificial Intelligence (AI) for the practice of law - An introduction Artificial Intelligence (AI) for the practice of law - An introduction 2

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External Url

Forbes: AI Will Transform the Field of Law Forbes: AI Will Transform the Field of Law 3

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Above the Law: AI and the Practice of Law - Realizing Value Above the Law: AI and the Practice of Law - Realizing Value 4

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The SciTech Lawyer Fall 2020 - AI in Health The SciTech Lawyer Fall 2020 - AI in Health 5

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Student Post: AI, Deep Fakes, Health Care, etc Student Post: AI, Deep Fakes, Health Care, etc 6

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Optional but interesting: Is your AI Practicing Law Illegally.pdf Optional but interesting: Is your AI Practicing Law Illegally.pdf 7

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Optional but interesting: Disruptive technology and the ethical lawyer.pdf Optional but interesting: Disruptive technology and the ethical lawyer.pdf 8

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Week 13: The 'Always On Lawyer' and How Technology Impacts Quality of Life Issues

Week 13: The 'Always On Lawyer' and How Technology Impacts Quality of Life Issues Week 13: The 'Always On Lawyer' and How Technology Impacts Quality of Life Issues

Page

Lawyers are working themselves to death! Lawyers are working themselves to death! 1

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Interruption Addiction Interruption Addiction 2

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Multi-Tasking is Making You Stupid! Multi-Tasking is Making You Stupid! 3

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The Indiana Lawyer series on Quality of Life The Indiana Lawyer series on Quality of Life 4

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The Pomodoro Technique The Pomodoro Technique 5

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The Distracted Mind The Distracted Mind 6

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Smokeball: The Healthy Remote Lawyer Smokeball: The Healthy Remote Lawyer 7

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Afterthoughts: Personal Productivity - Tips and Tricks

Afterthoughts: Personal Productivity - Tips and Tricks Afterthoughts: Personal Productivity - Tips and Tricks

Page

Introduction to Personal Productivity Introduction to Personal Productivity 1

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Outlook tricks Outlook tricks 2

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Google & Chrome tricks Google & Chrome tricks 3

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Your Mouse is the Enemy! Your Mouse is the Enemy! 4

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10 Personal Productivity Resources 10 Personal Productivity Resources 5

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External Url

Litigation Support Guru Litigation Support Guru 6

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Windows shortcuts that will make you faster and more productive Windows shortcuts that will make you faster and more productive 7

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How the Internet Works - Very Short Version How the Internet Works - Very Short Version 8

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