Affinity Consulting Blog


Often we find ourselves working on several different matters for the same client. When your NetDocuments workspaces are defined by both the client and the matter, as many are, it can be more difficult to find a specific document that you are looking for as you try and recall exactly which matter the document was saved to.

To overcome this, while looking at the workspace for a specific matter and client, simply click on the Advanced Search button.

Easily Capture Screenshots in Microsoft PowerPoint

Do you ever need to take a screenshot of something important for a PowerPoint presentation? PowerPoint makes it easy to grab screenshots. This can be especially helpful for training sessions for using software around the office.

We can confirm that earlier this month the US investment fund, Clearlake Capital, reached an agreement with NetDocuments to purchase a stake in the company and to provide further capital to continue the amazing growth of NetDocuments over the last few years.

You can rest assured that there are no changes to the management structure of NetDocuments, with Matt Duncan still retaining his position as CEO, and Alvin Tedjamulia as CTO.

“We are thrilled to partner with Clearlake to accelerate growing the company, both organically and through acquisitions,” said Matt. “Clearlake’s substantial resources and deep software investing experience will help us to continue delivering best-in-class cloud-based content management and email management solutions to our customers both at law firms and in corporate legal and compliance departments.”

Would you like to see in if you already saved an Email in Worldox without having to jump over to Worldox? With a few steps, you can customize Outlook to add this field in your Inbox view.

This post originally appeared on www.sharefile.com from Affinity Consulting Group Partner Jeff Krause.

Email is the most common form of communication in almost every business. Law firms are no exception. Email is fast and convenient. An entire discussion or exchange can occur and conclude over a short period of time and that discussion is memorialized in the emails. Email can be received anywhere the recipient has access to their account, which these days is just about anywhere.

Along with these many positive qualities, email also has negatives. There are social aspects such has how impersonal email can be and a tendency to say things in an email that would never be said in person or over the phone. Used the wrong way, email can also have dramatic ethical implications for lawyers. Just like a letter placed in the mail, email travels a path from sender to recipient. However, unlike a letter that remains unopened along this path, an email may be copied from server to server along the path. It can be intercepted, read by others, forwarded inadvertently and subject to the infamous reply all.

Let's Get Started Today

with a plan that's right for your practice.

Let Us Teach You

Take advantage of our blog resources, sign up for our law office technology white papers, take a course from Affinity University, Attend all of our Live Events.

Start Now


Hire Us To Do It For You

Hire Affinity Consulting Group to make your law office run more efficiently than ever… We can deliver the hardware, the software, and the training that is perfect to make your law office more efficient.

Start Now


Work With Us

We can give you expert guidance, helping you make smart choices for your law firm. We can help you analyze your current situation and make suggestions that will point you in the right direction.

Start Now


Sign up for our newsletter and

keep your law office efficient.

Join over 4,000 successful law firms who receive our newsletter today.

Email:

Read Our Previous Newsletters