Affinity University offers classes in a wide variety of law firm specific categories and products. For specific times and dates for upcoming classes, please click on the category headers below.
Microsoft Excel for the Law Office
If you have Microsoft Office, then you also have Microsoft Excel and it is time you started putting it to use! This seminar will show you the features of Excel 2007 and how a powerful spreadsheet program can improve a lawyer's work and make life easier. We will show you how to create amortization schedules, real estate closing statements, disbursement schedules, medical bill summaries, docketing schedules, fiduciary accountings and graphs of your data (pie charts, bar graphs, etc.). Excel can be a valuable tool for a lawyer - you just have to know how to use it!
Microsoft Outlook - Email Management
If you are only using Outlook to send and receive email - you don't know what you are missing! Practicing law can be busy and stressful, and even more so, your inbox is constantly overflowing. Attend this session to learn how Outlook can help. We'll cover: Receiving, viewing and organizing emails; Composing and sending emails - tips and tricks; Creating useful and elegant signatures; Managing and archiving folders
While this session will be conducted in Outlook 2007, the features and the tips discussed apply equally to Outlook 2003.
Microsoft Outlook - Contacts, Calendar and Tasks
Our expert will help you figure out the way to use Outlook better for communications and information management through calendaring, contacts and tasks.
Contacts are at the center of Outlook's information management universe - learn why and how to make the most of them. Calendaring - calculating dates, dealing with appointments and working with meeting invitations. Tasks - learn how to manage your own To-do's, as well as, delegate and track tasks you assign to others
While this session will be conducted in Outlook 2007, all of the features and tips discussed apply to Outlook 2003.
Microsoft PowerPoint for the Law Office
PowerPoint in the legal profession is invaluable for client presentations, CLE seminars and litigation presentations and Microsoft completely re-designed it! This is a great seminar for lawyers, paralegals, secretaries and judges. If you use PowerPoint, you do NOT want to miss this! We'll review: Creating Timelines for Litigation; Inserting Adobe Acrobat files in PowerPoint; Working with Video; Working with Photographs; Working with Sound files; Design tips and faux pas
Microsoft Word for the Law Office
Microsoft Word, with a basic understanding of the way it functions, is a fantastic productivity tool for law firms. In this session, we will cover some basic tips and tricks to help you understand how Word formats documents. Users of Word 2003 AND 2007 will benefit, although we will be using 2007 in the training. Topics to be covered: The default formatting of a new document; The basics of headers and footers; Auto Text/Auto Correct and Building Blocks; Paste Special; Reveal Formatting
Microsoft Word - Introduction to Styles
Styles in Microsoft Word are the key to document formatting, and it is rare to see a legal professional using them. In this session we will highlight the basics of styles, and walk through how to set up styles on your computer to help you to get the most out of Microsoft Word. Attend and learn to: Understand the normal style; Modify styles to work the way you work; Quickly format a document; Clean up a document that is misbehaving
Amicus Attorney Small Firm Edition Basics
In this webinar, we will teach you tips and tricks on Amicus Attorney Small Firm Edition - It may be called Small Firm, but the payback will be BIG! The importance of the Files module; Managing Contacts; Tracking Phone Calls; Conflict Checking; The Notes Module - more than just a scratch pad; Using your Calendar; Capturing More Billable Time
Amicus Attorney Small Firm Edition Productivity
For the Small Firm Edition Advanced user, we will show: Customizing Lists; Creating Billing Rates; Working with E-Mail; Create a Dashboard (2009); Calendar Linked and Recurring Events; What is the Do button on Tasks
Amicus Attorney Premium Edition Basics
Amicus Attorney Premium Edition Productivity
PracticeMaster Basics
PracticeMaster Basics: This one hour webinar will provide PracticeMaster users with tips and tricks for using the main features of PracticeMaste and focus on the three C's of case management: Clients, Contacts, Calendaring
PracticeMaster Productivity
This one hour webinar will focus on taking PracticeMaster to the next level and making the most of the program. We will discuss such useful features as: List Filters; Column Layouts and Custom Sorts; Calendar Plan Templates; Word Document Assembly; Report Writer; Convert to Fee Settings; Timer
Time Matters Basics
This one hour webinar will provide Time Matters users with tips and tricks for using the main features of Time Matters to get everyone in your office on the same page. This webinar is perfect for new Time Matters users or people who have only "scratched the surface" of using Time Matters in their office.
Time Matters Productivity
This one hour webinar will focus on enhancing your firm’s usage of Time Matters. We will discuss such useful features as Quick Tabs, List Layouts and custom Sorts, Personal Journals, Basic Document Templates, Triggers, and Auto Entry Forms and how they can all work to increase productivity around the office.
Amicus Accounting Basics
Amicus Accounting Productivity
PCLaw - Advanced Billing
In this session, we will cover PCLaw billing from start to finish, giving you some of the tips and tricks you will need to make sure billing happens in the most efficient way possible at your firm
PCLaw - Firm Financial Reporting
Ensure a high return on your PCLaw investment and learn the right way to produce financial statements so that you gain control over your firm's finances and become more profitable. Explore the differences amongst various financial statements included in PCLaw - a general ledger statement, trial balance, income statement & the balance sheet. Let us show you how to use the Cash Flow Planner to view your firm's monthly cash position and help you forecast the firm's monthly cash requirements.
PCLaw - Front Office
If your firm is not using practice management software and you have PCLaw version 8 or 9, this session will show you the basics of using the PCLaw calendar, contacts, telephone calls and messages. Matter Manager and Document Manager. The goal is to help you get the highest return on your investment.
PCLaw - Productivity Tracking and Reporting
Ever feel like you work for hours on end and yet, at the end of the month never see your efforts translate into profits? Unleash the power of PCLaw and finally learn to use management reports to measure the productivity of your firm and learn which reports to measure the productivity of your firm and learn which reports can help you easily identify missing general and trust checks. Discover how the "advanced search" button on customized reports can help optimize searching and even run a list of clients by ZIP code. Let us show you how to generate staff, client and practice-area productivity reports and help your firm become more effective at increasing the bottom-line.
PCLaw - Template Editor
In this session, learn how to navigate the Template Editor module, modify or create new billing templates, add logos, change fonts and placement, and assign different billing formats to matters. Additionally, we will review various options for custom Check, Case Label, and Past Due Notices templates. Create the formats you have always wanted but were afraid to try!
PCLaw - Time, Fees and Costs
In this session, you will discover how you can streamline your law firm accounting practices. Explore some of the robust features of PCLaw including generating bills, entering firm & client receipts, and recording expenses. Ensure that your firm recovers more client costs by utilizing the built-in cost recovery integration. We will help you make the most of your time by tracking it using Microsoft Outlook, Microsoft Word & Microsoft Internet Explorer, so that you can bill smarter & more efficiently.
PCLaw - Trust Accounting
Conquer the ever-intimidating TRUST ACCOUNT by learning best practices for managing disbursement and receipt transactions for your clients and multiple trust accounts. Utilize the security safeguards to prevent overdrawing on a client's trust funds and ensure that the trust check/receipt you enter flows to the appropriate general ledger or client ledger. Find out how to use the Client Trust Ledger to display a matter-by-matter summary of trust activity so that you can create custom reports in the trust bank Journal and reconcile monthly bank statements
Tabs3 - Billing
In this one hour class, you'll learn the fundamentals of billing through tabs3. Watch and learn how to customize your billing to your firm's needs, including the following topics: Fee Compensation Rules; Preparing Draft and Final Billing; Use of Billing Frequencies to fine tune Batch Billing; Using Billing Codes for Greater Flexibility; Writing off Bills by Timekeeper Pre-Bill Tracking; Customizing Statements using Statement Designer; Statement Templates
Tabs3 - Reporting
Many clients use a small fraction of the reporting that Tabs3 is capable of. In this one hour class, learn how to get the most out of Tabs3 reporting with information that will benefit your firm's bottom line. Topics will include: Using Load/Save Report Definitions; Using Report Suite; Top Client Report; Profitability Report; Date Based versus Period Based Reports; Productivity Reports; Cash Receipts Report versus Receipt Allocation and Allocated Payments Reports; Options for Custom Reporting
Document Assembly for the Law Office
Stop Reinventing The Wheel! Automate Your Document Drafting: Generating documents is a primary area of inefficiency for many law firms and legal departments. Therefore, reducing the resources required to create accurate documents immediately improves the bottom line. There are much better options for drafting new documents than trying to find a similar old document as a starting point. This seminar shows you all of your document automation options from using the tools already present in your word processor to commercial drafting systems to document assembly software. Learn how to increase speed and accuracy simultaneously, and take your drafting efficiency to the next level!
Adobe Acrobat for the Law Office
PDF files are everywhere and have become the format of choice when trading documents with other lawyers and clients. In this webinar, we will teach you legal-specific features of Acrobat and why it has become so wildly popular in law offices and legal departments. Here are some of the topics we will cover: Automatic Bates Numbering; Redaction; OCRing PDFs (making them text-searchable); Electronic Document Security; Splitting Pages, Combining Pages, Removing Pages, and Reducing File Sizes; Review, Commenting, and PDF Collaboration; Adding Signatures and Stamps The Snapshot Tool; Scanning Tips; PDF Creation Tips
Scanning with ScanSnap: This seminar demonstrates how the ScanSnap can be used in the law office to lower operating costs and significantly improve office efficiency. Here are some of the topics we will cover: Saving scanned documents so they can be searched and retrieved in seconds; Creating PDFs most efficiently (file size, time, settings, etc.); Recommended settings for the ScanSnap; OCRing and converting scans to Word; Scanning Business Cards into Outlook (CardMinder); Scanning into Worldox; Configuration options for the ScanSnap; Acrobat Tips for the ScanSnap
PracticeMaster - Word Document Assembly
Did you know PracticeMaster comes with its own document assembly program built? It's FREE! In this session we will discuss the basics of PracticeMaster's Word Document Assembly program and learn to code a letter to client. We'll discuss: Marking up a document for template creation; Reviewing the PracticeMaster database to learn where the fields reside; Creating a new document assembly template in Word; Adding PracticeMaster fields; Determining when to use File Access codes; Testing the template.
Worldox Basics
Document Management for the new Worldox User: Whether you are brand new to using the Worldox document management system or just need a quick refresher on the basics, this session is for you. You have a very powerful tool for storing, retrieving, sharing and collaborating on your firm's files. Get the basics needed to get you on your way. In this session we will cover Document Management Principles; Worldox Interface; Search methods; Saved Search and Search Templates; Profile Basics; Effective Naming and Descriptions; The WorkZone; Drag and Drop Email; Legacy Files; Version Control
Worldox Productivity
Advanced Worldox User Training: Designed for the user that is familiar with the day to day use of the Worldox Document Management System, this session will unveil the features and shortcuts that will greatly enhance the use of Worldox at your firm. The course assumes the user is using Worldox version GX or GX2.
Course Topics include: Advanced document and text search techniques; Creating bookmarks and find templates; Creating custom style sheets for search process; Quick Profiling documents and emails; Managing favorite files; Managing document security and classifications; Using projects and documents relations; Workspaces
Dragon NaturallySpeaking for the Law Office
Dragon NaturallySpeaking Basics: This one hour webinar will serve as an introduction to Dragon NaturallySpeaking for law firms and demonstrate ways to do the following: Improve Your Vocabulary; Integrate Into the Daily Workflow of a Lawyer; Integrate with Outlook; Integrate with Internet Explorer; Write Basic Custom Macros