How to choose the best tech, tools, services and gadgets for profitability and efficiency.

1. Legal Tech Roundup:
Tools and Services Your Firm
Needs in 2023
Hosts: Jocelyn OʼNeill & Barron Henley

2. Housekeeping
● Session length: 60 minutes Recording & slides emailed tomorrow (*CLE is only
available for the live session)
● Use to engage with fellow webinar attendees and select “Everyone”
● Use to ask questions directly to panellists
● Please fill out the survey at the end of the session

3. CLE / CPD Information
To qualify for credit, you must:
1. Be logged in on your own device under the email/name you registered with (cannot
share logins).
2. Attend the entire live webinar.
3. Participate in the polls during the live session.
*If you have met the participation requirements, you will receive a personalized CLE/CPD
affidavit from mcle-clio@americanbar.org for the webinar you attended to completion.
Please check your spam or junk folders as these emails often end up there. Please note you
have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you
will be able to download your certificate(s) of attendance and they will be emailed to you as
well from mcle-clio@americanbar.org.

4. Agenda
● Introductions
● Word tips
● Outlook tips
● Adobe Acrobat tips
● Rapid fire tech tools & gadgets
● Additional resources & polls
● Final Q&A

5. Sr. Manager, Virtual Events at Clio
jocelyn.oneill@clio.com
5
Jocelyn O’Neill
TODAY’S HOST

6. • Hi, I’m Barron Henley
• Married 32 years - 3 adult daughters
• Live in Dublin, OH
• Partner with
• Head our document assembly & training departments
• If I’m not at my PC, then
I’m in the kitchen
Undergrad Law School

7. Microsoft Word Tips
For Legal Users

8. ● Legal users utilize Microsoft Word differently than almost every other
profession
● Specifically, we require more of its functionality because legal document
formatting is necessarily complex
● The days of lawyers having support staff handle all of that work are largely
over
● The problem is that Word conceals what you need to know in order to
control it

9. Issue: Formatting Keeps Changing On You

10. Solution:
If you are using an existing document as a template, you must
first identify its default formatting
If the default formatting is in disagreement with what you want, it
will keep switching your formatting back to the default while you
edit
To identify default formatting, select any paragraph in your
document & click the Clear All Formatting button

11. • How to change the default formatting for a document:
• STEP 1: right click anywhere ⇨ font ⇨
make changes ⇨ click Set As Default ⇨
This document only ⇨ OK
• STEP 2: right click anywhere ⇨
paragraph ⇨ make changes ⇨
click Set As Default ⇨
This document only ⇨ OK

12. Issue: Formatting Went Sideways

13. Solution:
The Format Painter allows you to easily to pick up
formatting you like and spread it to text that isnʼt formatted
properly
○ Click into text formatted properly
○ Click the button
○ Select/block the offending paragraphs (and thatʼs it!)
Example

14. Issue: Want Easier Way To Insert Commonly Used
Text
● Signature blocks
● Acknowledgments
● Certificate of service
● Sample captions
● Clauses you often need in documents youʼre editing

15. Solution:
AutoText allows you to easily deposit formatted text into any
document youʼre editing
It can also be added to the Quick Access Toolbar

16. Issue: Tired of Looking For And Fixing Inappropriate
Page Breaks

17. Solution:
Keep With Next and Keep Lines Together allows you to
“glue” text together
No button for these features – right click > Paragraph > Line
and Page Breaks tab

18. Issue: Copy and Paste Often Makes a Mess

19. Solution:
Paste ⇨ Keep Text Only causes the pasted text to adopt the
formatting of the target document and removes the
formatting from the copied text

20. Issue: (c) switches to ©

21. Solution:
Fix AutoCorrect which automatically substitutes text and
symbols
File menu ⇨ Options ⇨
Proofing ⇨ AutoCorrect Options ⇨
AutoCorrect tab

22. Microsoft Outlook Tips
For Legal Users

23. Issue: Need visual way to identify email from
important people

24. Solution:
Conditional Formatting allows you to change the color, font
and size of an email based upon its sender (or other criteria)
View menu ⇨ View Settings button ⇨ Conditional Formatting
⇨ Add

25. Issue: Can’t See Enough Email On Screen

26. Solution:
View ribbon ⇨ turn off Message Preview
View ribbon ⇨ turn on Use Tighter Spacing
View ribbon ⇨ ⇨ ⇨ ⇨ OK

27. Issue: Need To Clean Out Old Conversations

28. Solution:
Deletes old pieces of same conversation leaving the most recent
in time
You can still find the deleted email in Deleted Items

29. Problem: Constant Email Notifications Are
Distracting & Annoying

30. Solution:
Turn off the noise! File menu ⇨ Options ⇨ Mail

31. Worried you’ll miss something important?
Right click an email from someone you want to be notified of ⇨
Rules ⇨ Create Rule

32. Problem: You Want To Eliminate Accidental
Typos In Email

33. Solution:
File menu ⇨ Options ⇨ Mail

34. Also force spell check to work on ALL CAPS
File menu ⇨ Options ⇨ Mail ⇨ Spelling and AutoCorrect

36. Adobe Acrobat Tips
For Legal Users

37. Issue: You want to prevent someone from
making changes to your PDF

38. Solution:
⇨ Advanced Options ⇨ Encrypt With Password

39. Issue: You Want To Make Sure There’s No
Hidden Information In Your PDF
Types:
○ Metadata
○ File attachments
○ Annotations & comments
○ Form field logic
○ Hidden text
○ Hidden layers
○ Bookmarks
○ Embedded search index
○ Deleted pages or images

40. Eliminate Metadata with PDF Files
Removing metadata from PDFs x
○
Acrobat X & XI, Tools > Protection > Remove Hidden Information
○
Acrobat DC, Tools > Redact
○
PowerPDF

41. Other Metadata Removal Tools
by

42. Issue:

43. Make Sure Your Office Is Properly Redacting
Example: Paul Manafortʼs lawyers x

44. Issue: Need To Make Annotations Permanent
or a Fillable PDF Form Uneditable

45. Flatten Your PDF
Two methods:
○ Re-print to PDF
○ Use tool in PDF program (Acrobat instructions)
▪ Go to “Tools” tab.
▪ Go to “Print Production” app.
▪ Click on the “Preflight” option.
▪ Search for the fixup “Flatten annotations and form fields”.
▪ Run the profile by pressing “Analyze and Fix” button.
○ Other PDF programs already have this

46. Issue: PDF Files Often Too Big To Email or File

47. Make Them Smaller When Created
Some methods result in smaller files:

48. Shrink Them After They’re Created
In Adobe Acrobat, use the Optimize PDF Tool
In Power PDF, use the Reduce button (Home ribbon)

49. Rapid fire:
Tech tips, tools &
gadgets

50. Take the Pain Out of Your Scheduling

51. Have Too Many Passwords To
Keep Track Of?
Of Course You Do!

52. Why You Need a Password Manager (personally & for
your office)
● Part of your estate plan
● Too many passwords and logons to keep track of
● Strong passwords are hard to invent
● You need to use different passwords for every logon
● Holds credit cards
● Holds any kind of personal info
B

53. You Need A Password Manager!
● Dashlane
● LastPass
● Sticky Password
● LogMeOnce
● 1Password
● TrueKey
● RoboForm
● Keeper Desktop

54. Make Two Factor Authentication Less Annoying –
Duo.com

55. Easy Plug And Play Cybersecurity –
bobaguard.com

56. Need To Find Someone’s Email Address?
https://hunter.io/

57. www.lawyerist.com
Free Resources – guides, product & service recommendations
Scorecards - https://lawyerist.com/scorecard/
Lawyerist Lab - https://lawyerist.com/coaching/

58. https://krisp.ai/
Removes web meeting
background noise using AI

59. Portable Full HD Second Monitor
Lenovo ThinkVision M14 14" Full HD 1920x1080 IPS Monitor - $254

60. Keep Your Laptop Running At Top Speed
If your laptop fan comes on because itʼs getting overheated, your processor may
“thermal throttle” down to cool off (go slower)

61. Solid State External Drives Are Now Reasonably
Priced
For example – Samsung T7 Touch SSD – 1 TB – Full Encryption - $149

62. Upgrade The Webcam Game!
Webcams built into laptops are generally inadequate
Someone turn on the lights
Not the most flattering view

63. Better Webcams
● Logitech C920x HD – list price $70
● Logitech C930E – list price $75
● Logitech Brio Ultra Pro – list price $140

64. Don’t Use the Mic In Your Laptop or Webcam
Try a podcast microphone (USB) or good wireless headset
Logitech Blue
Yeti
$101
Jabra Speak
710
$200
Anker
PowerConf
$129

65. Fantastic USB Wired Headset
See https://amzn.to/37FjIKm - $37

66. Favorite Keyboard & Mouse
Logitech MX Master 3 - $100 Logitech Ergo K860 - $130

67. Best Desktop Scanner
Fujitsu ScanSnap iX1600 - $430
○ 40/80 ppm
○ Includes Power PDF Standard
○ Scan business cards
○ Scan to Word files
○ Auto-rotates
○ Auto-senses paper size
○ Auto-senses color or B&W
○ Scan to phone or tablet (wirelessly)
○ Scans front & back simultaneously
○ “Deluxe Bundle” includes 1 yr subscription to Acrobat DC Pro for
only $30 extra (Acrobat annual subscription = $180)

68. 68
Additional Resources
& Polls

69. Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organize cases, and automate tedious
tasks like getting paid and month-end billing.
Clio Grow
Client intake and legal CRM software
Standardize the client intake process with online intake
forms, email automation, and e-signatures to build strong
relationships, and get powerful data insights to grow your firm.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that
streamline information gathering and document assembly with
programmable templates, built-in e-sign and other features.
Clio’s Offerings

70. Website Builder
With Clio Grow, you can create a professional website
without having to learn to design or code in a matter of
minutes.
Text Messaging
With text messaging you and your clients have a
convenient way to answer questions and share updates
without needing to give out your personal number. All text
messages, including media files like images and videos,
are saved in one organized place
Clio Payments
Clio Manageʼs new online payments platform makes it
easy for your clients to pay online anytime, in compliance
with trust accounting rules and without the need for a
third-party payment processor. Clio Payments is available
will all subscriptions in the US and Canada
What’s New In Clio
Visit clio.com/features/whats-new to learn more.

71. 71
Polls: Learn more about Clio
Poll 1: For Non-Clio Users
Would you like to learn more about:
a. Clio’s offerings
b. Clio Cloud Conference
c. No, I’m not interested or already
use Clio
Poll 2: For Clio users
Would you like to learn more about:
a. Adding Clio Grow for client intake
b. Adding Clio Payments
c. Clio Cloud Conference
d. No, I’m not interested or already
use Grow/Payments

72. Love Clio?
Help a fellow lawyer plan for 2023 by sharing
a review on Capterra (link in the chat)!
As you know, an informative online review can go a long
way for a prospective client that's looking at your firm. The
same goes for firms who are evaluating Clio.
Authentic reviews help your fellow lawyers who are
considering adopting legal management software.

73. Additional Resources
73
● CLE-eligible webinar: How to Refine Your Law Firm Business Model
● Workshop: 90-Day Goal Setting for Legal Professionals
● Guide: Top Tech Tools for Lawyers
● Clio Cloud Conference, October 9-10, 2023: Get your discounted
pass

74. 74
Questions

75. CLE / CPD Information
To qualify for credit, you must:
1. Be logged in on your own device under the email/name you registered with (cannot
share logins).
2. Attend the entire live webinar.
3. Participate in the polls during the live session.
*If you have met the participation requirements, you will receive a personalized CLE/CPD
affidavit from mcle-clio@americanbar.org for the webinar you attended to completion.
Please check your spam or junk folders as these emails often end up there. Please note you
have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you
will be able to download your certificate(s) of attendance and they will be emailed to you as
well from mcle-clio@americanbar.org.