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Close More Cases Using Microsoft Outlook to Organize the Workload (OUT361D)

Presented by: Karla Brandau, CSPPS
(*) Single User Price. For multiple users please call 1-844-384-4744
Pre Recorded Webinar
60 minutes
Event Description
See the sneak peek before you buy!

Get More Done in Less Time, Meet Trial/Court Deadlines and Keep on Top of Your Entire Caseload Using the Power of MS Outlook

Productivity is a constant challenge in a busy law practice. Complicating the issue even more is managing the infinite details of each case. Often the law team seems to spin their wheels just getting the normal work of a law office completed each day, let alone advancing an extra case to conclusion in any given year.

In this session, expert speaker Karla Brandau will reveal the secrets of making Outlook a tool for exponential productivity. If you would like more productivity at your law practice, your entire team would benefit from this session.

The tips and tricks for using increasing productivity with Microsoft Outlook take you beyond just using Outlook as an email tool. Email in Outlook is only a small part of the software's potential power, about 15%. This webinar will help your entire team get their to-do list under control by teaching you to use the other 85% of Outlook.

On an individual basis, this session with Karla will teach you how to pack your day with greater productivity by helping you organize your private work time, your cases, your office staff meetings and still have time to think. Karla will equip you to be able to keep track of important details while finding a permanent home for that minutia that wastes precious time while you retrieve it.

You will learn the power of disposing of minor details and focusing on important tasks that you're your practice move forward to increased revenues and closing additional cases each year.

Getting more done in less time means you are meeting trial/court deadlines and keeping on top of your entire caseload. Improve morale as staff members move work forward in an effective and efficient manner, enabling you to celebrate successful conclusions to additional cases each year.

Karla will help you and your legal team move beyond basic navigation in Microsoft Outlook to benefit from its additional features and use the program to do more with less and still keep on top of all cases. Attend this session to learn the magic tricks, the features and benefits of Microsoft Outlook that can help you use that untouched 85% of Outlook to get more done, and make your entire law team more productive!

Session Highlights

Make Outlook a partner in productivity, by learning how to:

  • Use categories and decide colors for them
  • Use the different types of views available in the Tasks folder
  • Differentiate between the To-Do Bar, the To-Do Lists and Tasks
  • Use the Outlook Calendar to provide a workload overview 
  • Manage daily productivity so as to ensure all delegated initiatives are done
  • Manage email so as to reduce the daily barrage

Learning Objectives

In this integrated approach to the Outlook folders, you and your legal staff will learn how to:

  • Handle urgent requests in email and put them into calendar items or tasks
  • Leverage the calendar to manage the daily work flow and track case sensitive deadlines
  • Estimate the time for tasks and complete work in the set time frames
  • Use the tasks folder to organize complex work requests
  • Effectively use categories to sort information in all folders, calendar, contacts, tasks, and email
  • Learn to use the features of Microsoft Outlook to:
    • Assign priorities to tasks
    • Create new folders for complex tasks related to specific cases
    • Log all assigned case tasks 
    • Ensure assignments do not slip through the cracks
  • Make daily emails manageable by learning to:
    • Quickly sort and prioritize email
    • Use flags
    • Use click and drag techniques
    • Use Quick Steps (a feature of Outlook 2010)
    • Use Outlook features the integrate with IM and texting (a feature of Outlook 2010)
  • Learn to ensure accountability for tasks among team members.

Who should attend?

This time and technology session is instructive for all individuals who want to be more productive.  This webinar is a critical element of productivity for: 

  • Attorneys
  • Paralegals
  • Clerks
  • Law Office Administrators
  • New Client Intake Directors
  • Litigation Support Directors
  • Director of Records
  • Litigation Technology managers
  • Billing Managers
About Our Speaker(s)

Karla Brandau | Outlook Time Management Tips SpeakerKarla Brandau CSPPS
Karla Brandau is a leading authority on time management and team productivity in the workplace. She specializes in combining the power of time management with technology, especially using Microsoft Outlook as a tool to help individuals “get it all done” in less time. She is the CEO of Workplace Power Institute (www... More info

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    Event Title: Close More Cases Using Microsoft Outlook to Organize the Workload
    Presenter(s): Karla Brandau, CSPPS

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