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Organization for Your Law Practice

Organization for Your Law Practice on bossreporting.com

Increase productivity and get everyone on the same page with a few clicks.

Any lawyer worth his or her weight will tell you that a key aspect to productivity and success is staying organized. It makes sense, especially since we live and work in an information overload world. So those attorneys who have a firm grip on their practice, including client and case information, deposition schedules, serve deadlines, and much more, are naturally going to be more prepared and ultimately more successful. And luckily there’s a plethora of tools out there that are free and easy to use. Let’s take a look.

Microsoft Groups

For those who are using Microsoft Office 365, Groups is an awesome way to get everyone who’s working on cases together to be on the same page. It allows you to set up a team inbox in Outlook and a group calendar for case deadlines to create a document repository and more. This is tremendously helpful when you have multiple counsel or staff members working on cases together, and when new team members are added to the case they can simply scroll through the conversations that are available to get up to speed. There’s no need to spend hours forwarding information.

OneNote

Perhaps one of the greatest collaboration programs out there, Microsoft’s OneNote (which is a part of the Groups capability), allows you to take notes and share them with everyone on the team at the same time. Think of it as a digital notebook, where you can layout your opening statements and closing arguments, sketch out demonstrations you plan to make and make outlines of steps you’re planning on taking during the course of the case.

Matter Center

Rolled out in the end of last year, this new legal document management system, which is also a part of Microsoft 365, is an add-on for Word and Outlook and gives you the ability to create new cases and save files directly to those cases. It’s extremely helpful because it allows you to organize files by matter, find documents, and securely collaborate with team members without having to log out of one program and into another. This organization method means less time searching for files and relevant information because it’s all stored together in one easily accessible place. With Matter Center, many attorneys find they are more productive because they have reduced the amount of time they need to spend on administrative functions and increase they’re time spent working on their cases.

Planner

Planner could possibly be the best collaboration tool you can get. With it you can organize your team for every case and have an easy way to create new plans, organize and assign tasks, share files, and update everyone on what’s happening in the case. Planner gives you a visual view of each plan, with a Board that keeps track of everything from due dates, all documents and attachments, conversations and more. And every time something new is added to the plan, all team members are notified via email.

Working with Microsoft Office 365, using Groups, OneNote, Matter Center, and Planner gives you powerful ways to stay organized and to collaborate with everyone on every case. There’s no better way to stay on top of all details and tasks that need to get done to ensure you’re as productive as possible.

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