Solo http://www.soloincolo.com/?p=4720 http://feedproxy.google.com/~r/SoloInColo/~3/_QDnzCoa2l8/automating-calendar-invitations Technology Automating Calendar Invitations By Rian Fehrman As a cloud software consultant, I frequently review new software systems and integrations between different cloud products. A while back, I stumbled on an interesting way to give our clients access to my availability and automate the scheduling of meetings and conference calls. I was reviewing an application named Zapier to see [&#8230;] Thu, 03 May 2018 23:01:48 Z http://www.soloincolo.com/automating-calendar-invitations#respond Affinity Consulting Group <p></p><p>By Rian Fehrman</p> <p>As a cloud software consultant, I frequently review new software systems and integrations between different cloud products. A while back, I stumbled on an interesting way to give our clients access to my availability and automate the scheduling of meetings and conference calls. I was reviewing an application named Zapier to see if it could provide a solution to a case management dilemma my client had. I quickly realized that I had found an amazing utility that could do a number of very cool things with the products I was already using.</p> <p><a href="http://www.soloincolo.com/wp-content/uploads/2018/04/calendar.jpeg"><img class="alignleft size-medium wp-image-4721" src="http://www.soloincolo.com/wp-content/uploads/2018/04/calendar-300x200.jpeg" alt="" width="300" height="200" srcset="http://www.soloincolo.com/wp-content/uploads/2018/04/calendar-300x200.jpeg 300w, http://www.soloincolo.com/wp-content/uploads/2018/04/calendar-768x512.jpeg 768w, http://www.soloincolo.com/wp-content/uploads/2018/04/calendar-1024x683.jpeg 1024w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p>Zapier, in short, brings popular cloud software systems together. It can “trigger” actions in one system based on the actions in another. I had been using Join Me for conference calls / screen sharing for years, and every meeting ultimately ended up on my Office 365 calendar. I had also begun experimenting with a product called Calendly which looks at your Office 365 calendar and then provides your availability via a website using the criteria I have set in my preferences. You can then share the link with whomever you wish, and they can pick an available slot on your calendar. But here’s where it gets interesting…</p> <p>Zapier allowed me to tie Office 365, Calendly and Join Me together. Now I provide a link in my email signature that says, “Click here to check my availability”.</p> <p>I tell my client to click the link at the bottom of the email, review my available timeslots, and pick a time to meet with me.</p> <p>From there Zapier receives a notification that this has happened, and triggers Join Me to send a meeting invitation to the client and myself for the conference call / screen share session. The Join Me meeting ends up on my calendar Automagically!</p> <p>The beautiful thing is that this type of automation can be accomplished with Zapier for many other products. For example, maybe I use GoToMeeting instead of Join Me and Gmail instead of Office 365. No problem! Zapier works with 1000+ cloud based applications, so if you are a cloud user, there are a ton of options.</p> <p>Happy Automating!</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/_QDnzCoa2l8" height="1" width="1" alt=""/> http://www.soloincolo.com/automating-calendar-invitations/feed 0 http://www.soloincolo.com/automating-calendar-invitations 2018-05-03 23:01 +00:00 2018-05-03 17:01 -06:00 http://www.soloincolo.com/?p=4723 http://feedproxy.google.com/~r/SoloInColo/~3/5LFK9RFiLoM/going-paperless Practice Management Technology Going Paperless By Steve J. Best, Esq. When the staff of a law firm is asked about their biggest frustrations as it relates to productivity and job efficiency, managing volumes of paper is often at the top.  Paper files have become problematic in today’s technologically driven law firms.  People often spend hours of unproductive time filing away [&#8230;] Tue, 01 May 2018 19:32:55 Z http://www.soloincolo.com/going-paperless#respond Affinity Consulting Group <p></p><p>By Steve J. Best, Esq.</p> <p>When the staff of a law firm is asked about their biggest frustrations as it relates to productivity and job efficiency, managing volumes of paper is often at the top.  Paper files have become problematic in today’s technologically driven law firms.  People often spend hours of unproductive time filing away and then, later, looking for paper.  Paper files can only be in one place at a time; there is no sharing or collaborating on a paper file; you cannot search a paper file, you can only flip paper, one page at a time as you search.  Filing is also one of the most dreaded tasks in a law firm – and it often gets put off.  So, even if you have found the file, there is a good chance the paper you need isn’t there.  And then finally…what do we do with all those files once we are done with them?  Space is not cheap – at your own office or at a storage facility.<a href="http://www.soloincolo.com/wp-content/uploads/2018/04/paper.jpg"><img class=" wp-image-4724 alignright" src="http://www.soloincolo.com/wp-content/uploads/2018/04/paper-300x225.jpg" alt="" width="343" height="257" srcset="http://www.soloincolo.com/wp-content/uploads/2018/04/paper-300x225.jpg 300w, http://www.soloincolo.com/wp-content/uploads/2018/04/paper-768x576.jpg 768w, http://www.soloincolo.com/wp-content/uploads/2018/04/paper.jpg 967w" sizes="(max-width: 343px) 100vw, 343px" /></a></p> <p>Going Paperless takes planning, time, energy and, yes, some money.  But the benefit surely outweighs the burden.</p> <p>While the concept of an office with zero paper is not a reality for most firms, having much less paper, manipulating documents in PDF format (see above), and relying on the digital document is worth your effort.  Below are ten practical steps you can take to get your firm moving in the direction of the paperless office.</p> <ol> <li>EVALUATE YOUR SYSTEM and invest in your platform. Update your servers and workstations and plan to keep them up to date.</li> <li>SCANNERS – GOTTA HAVE THEM AT YOUR DESK. Big central scanners have their place for large scans, but are not the answer for all scanning.  Invest and give every legal assistant and paralegal his/her own desktop scanner to make scanning easy.</li> <li>EVALUATE YOUR DOCUMENT STORAGE PROTOCOLS – Review how documents are stored, the folders you use, how they’re organized and make a system and naming protocol that is useful for everyone.</li> <li>DOCUMENT MANAGEMENT SOFTWARE (DMS): Consider document management software to manage digital content.  Document management forces everyone in your firm to comply with document saving protocols ensuring that documents are easy to search, find, “versionize”, secure and preserve.</li> <li>INVOLVE EVERYONE – going paperless will affect everyone in your office. Be sure and get input from your entire staff. Adopt innovative ideas and address naysayers (most likely they’re afraid of change).</li> <li>DEALING WITH THE MAIL – Figure out WHO will scan in the “snail-mail” and make sure he/she has the tools he/she needs to ensure fast, accurate and properly named scanned mail.</li> <li>PICK A START DATE AND GO &#8211; Start slowly. Forget about closed files in the beginning.  Deal only with active files to start.</li> <li>TRAINNG – Find a reliable trainer who can easily teach your team what they need to know about managing a less paper practice. And – have him/her come and reinforce concepts as much as your budget will permit.</li> <li>SWIM – THE WATER’S FINE: Once properly planned, it’s time to jump in…the “water” is fine!</li> <li>SHAMPOO LATHER RINSE REPEAT: As you work in a less paper environment, refine your policies and procedures as needed for YOUR practice. Going paperless should make your lives easier, not harder.  As a result, if something isn’t working, review it and change it as needed.  Recognize that it’s a process and continue to work on what works best for you and your staff.</li> </ol> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/5LFK9RFiLoM" height="1" width="1" alt=""/> http://www.soloincolo.com/going-paperless/feed 0 http://www.soloincolo.com/going-paperless 2018-05-01 19:32 +00:00 2018-05-01 13:32 -06:00 http://www.soloincolo.com/?p=4756 http://feedproxy.google.com/~r/SoloInColo/~3/lEYMIrfNmFk/may-solo-small-firm-networking-events-2 Networking May Solo and Small Firm Networking Events Solo Small Firm Section networking meetings are a great opportunity to connect with your peers, as well as a practice management and technology discussion forum. The meetings are open to all CBA members, not just Solo Small Firm Section members, the sponsoring entity. Colorado Springs routinely offers CLE credits, although sometimes there is no formal agenda, [&#8230;] Fri, 27 Apr 2018 13:29:42 Z http://www.soloincolo.com/may-solo-small-firm-networking-events-2#respond Alexa Drago <p></p><p>Solo Small Firm Section networking meetings are a great opportunity to connect with your peers, as well as a practice management and technology discussion forum. The meetings are open to all CBA members, not just Solo Small Firm Section members, the sponsoring entity. Colorado Springs routinely offers CLE credits, although sometimes there is no formal agenda, and no RSVP is required to attend any of the meetings.</p> <p>We encourage you to think about and prepare questions or ideas to present to the group. Don’t hesitate to e-mail a meeting coordinator to suggest a CLE topic and/or speaker! <a href="http://www.cobar.org/For-Members/CBA-Sections/Solo-Small-Firm-Practice">Click here</a> for more information.</p> <p><strong>Downtown Denver Breakfast Group – Tuesday, May 1<br /> </strong><em>Breakfast at 7:30 am (reservation in the name of D.A. Bertram).<br /> </em></p> <ul> <li><strong>1884 Restaurant (2nd Floor) inside the Denver Athletic Club, </strong>1325 Glenarm Place, Denver, (303) 534-1211</li> <li><strong>Contact:</strong> D.A. Bertram, (303) 871-9300, <a href="mailto:da@bertramlaw.net">da@bertramlaw.net</a></li> <li><em>First Tuesday of every month</em></li> </ul> <p><strong>Colorado Springs – Wednesday, May 2<br /> </strong><em>Lunch at 11:30 a.m. — Topic: Top 20 Things a General Practitioner Must Know presented by David Margrave.  Credit TBD.<br /> </em></p> <ul> <li><span id="subPage3496"><strong>Jack Quinn’s Irish Pub, upstairs, </strong>21 S. Tejon, Colorado Springs, (719) 385-0766</span></li> <li><strong>RSVP to <a href="mailto:info@stasiukfirm.com">info@stasiukfirm.com </a></strong>for the program materials.</li> <li><strong>Contact:</strong> <span id="subPage3496">Tomasz Stasiuk, (719) 359-9311, <a href="mailto:JCD@DuveLaw.com">tomasz@stasiukfirm.com</a></span></li> <li><em>First Wednesday of every month</em></li> </ul> <p><strong>Downtown Denver Happy Hour Group – Tuesday, May 8<br /> </strong><em>Happy Hour at 5 p.m.</em></p> <ul> <li><span id="subPage3496"><strong>ESQ Legal,</strong> 3343 Larimer St, Denver<strong><br /> </strong></span></li> <li><strong>Contact: </strong>Jessica Hoyt, (970) 985-9444, <a href="mailto:jessica@growth-legal.com">jessica@growth-legal.com</a></li> <li><em>Second Tuesday of every month, venue changes for each meeting</em></li> </ul> <p><strong>Continental Divide Area — Tuesday, May 8</strong><br /> <em>Happy Hour at 5:30 pm</em></p> <ul> <li><span id="subPage3496"><strong>Location changes each month, contact Sandra for details</strong><br /> </span></li> <li><strong>Contact:</strong> Sandra Nettleton, (720) 232-0367, <a>sandra@nettletonlaw.com</a></li> </ul> <p><strong>Denver Tech Center Area <em>— </em>Wednesday, May 9<br /> </strong><i>Happy Hour at 5:30 p.m.</i><strong><br /> </strong></p> <ul> <li><strong>Bar Louie,</strong> 8000 E. Belleview Ave, Greenwood Village</li> <li><strong>Contact:</strong> <span id="subPage3496">Dave Sprecace, (303) 454-8260, <a href="mailto:dave@mytaxlex.com">dave@mytaxlex.com</a><br /> </span></li> <li><em>Second Wednesday of every month</em></li> </ul> <p><strong>West Denver Metro Area (Jeffco) – Wednesday, May 9<br /> </strong><em>Breakfast at 7:30 am</em></p> <ul> <li><strong>Mimi’s Café, </strong>14265 West Colfax Ave., Golden, 303-384-9350.</li> <li><strong>Contact:</strong> Sarah L. Hostetter, (303) 274-2700, <a href="mailto:slhostetter@qwestoffice.net">slhostetter@qwestoffice.net</a></li> <li><em>Second Wednesday of every month</em></li> </ul> <p><span id="subPage3496"><strong>North Metro Area – Thursday, May 10<br /> </strong><em>Happy Hour at 6 pm</em></span></p> <ul> <li><strong>LODO’s Bar &amp; Grill </strong>3053 W 104th Ave, Westminster, (303)635-8025.</li> <li><strong>Contact</strong>: Aileen Law, (303) 252-8800, <a>aileen@oppedahl.com</a></li> <li><em>Second Thursday of every month</em></li> </ul> <p><strong>Westminster<em>—</em>Friday, May 11<br /> </strong><em>B</em><em>reakfast </em><em>at 7:30 am</em><strong><br /> </strong></p> <ul> <li><strong>The Delectable Egg (reservation under Rachel Sheikh)</strong><span id="subPage3496"><strong>, </strong>1005 W. 120th Ave, Westminster, (303) 451-7227<br /> </span></li> <li><strong>Contact:</strong> Rachel Sheikh<span id="subPage3496">, (720) 551-2219, <a>rachelbsheikh@gmail.com</a></span></li> <li><em>Second Tuesday of every month</em></li> </ul> <p><strong>Boulder<em>—</em>Tuesday, May 15<br /> </strong><em>Lunch at noon</em> (Reservation in the name of Graham Fuller, please RSVP to Graham so he can get an accurate headcount)<strong><br /> </strong></p> <ul> <li><span id="subPage3496"><strong>Carelli&#8217;s of Boulder, </strong>645 30th St., Boulder, (303) 938-9300</span><span id="subPage3496"></span></li> <li><strong>Contact:</strong> Graham Fuller, (303) 442-0802, <a href="mailto:graham@southboulderlaw.com">graham@southboulderlaw.com</a></li> <li><em>Third Tuesday of every month</em></li> </ul> <p><strong>W.O.L.F. Pack (Women Owned Law Firms) Southern Front Range – Thursday, June 7 at 4:30 p.m.<br /> </strong></p> <ul> <li><strong>Telios Law, </strong>19925 Monument Hill Rd, Monument 80132</li> <li><strong>Contact:</strong> Theresa Sidebotham, (855) 748-4201, <a>tls@telioslaw.com</a></li> <li><em>Meetings are the first Thursday of every other month and will alternate between Monument and Colorado Springs. All women who own, partly own, or are thinking about owning a law firm are welcome. We’ll have tea, coffee, wine, and heavy hors d’oeuvres. Cost is $10 plus Eventbrite fee.</em> <em> <a href="https://www.eventbrite.com/e/june-2018-soco-wolf-pack-meeting-tickets-44458328056">Register here</a>.</em></li> </ul> <p><strong>Cherry Creek/Glendale</strong><span id="subPage3496"><strong> – Friday, May 18 at noon<br /> </strong><em>Topic: Jonathan White of the Office of Attorney Regulation Counsel will be presenting on a self-assessment tool to help attorneys improve their practices by proactively complying with the ethical rules. This initiative is the result of months of work by the Colorado Supreme Court and the PMBP subcommittee. Approved for One Ethics Credit. Register </em><strong><em><br /> </em></strong></span></p> <ul> <li><strong>The Ptarmigan Building </strong>, 3773 Chery Creek North Drive, Ste 575, Denver</li> <li><strong>Contact</strong>: Amy Symons, amy@symons-law.com</li> <li><em>Third Friday quarterly, location may change</em></li> </ul> <p><strong>W.O.L.F. Pack (Women Owned Law Firms) Denver – Wednesday, June 6 at 5:30 p.m.<br /> </strong><em>Discussion Topic: TBD</em><strong><br /> </strong></p> <ul> <li><strong>Denver Tea Room, </strong>1165 South Broadway, Denver, CO 80210</li> <li><strong>Contact:</strong> Kimberly Utesch at (720) 907-4491 or <a>kim@uteschlaw.com</a></li> <li><em>Quarterly networking events for women who own (or are thinking about starting) their own law firms. Meetings are held on Wednesdays from 5:30 to 7:30 p.m. at The <a href="http://www.thedenvertearoom.com/">Denver Tea Room</a>, . Tickets are $25 per person (plus a handling fee), which include delicious teas, petite sweets and savories, tax and tip. Cash bar. Space is limited, please <a href="https://www.eventbrite.com/e/wolf-women-owned-law-firm-networking-group-tickets-27763941697">purchase your ticket in advance.</a> Select WOLF Pack Tea Salon. This event is non-refundable and non-transferable. If you have special dietary needs such as gluten-free or vegetarian meals, please contact the owner and chef, Margo Seymour, no less than 48 hours prior at (303) 321-2236.</em></li> </ul> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/lEYMIrfNmFk" height="1" width="1" alt=""/> http://www.soloincolo.com/may-solo-small-firm-networking-events-2/feed 0 http://www.soloincolo.com/may-solo-small-firm-networking-events-2 2018-04-27 13:29 +00:00 2018-04-27 07:29 -06:00 http://www.soloincolo.com/?p=4729 http://feedproxy.google.com/~r/SoloInColo/~3/HTyL9N4FZJ8/the-training-conundrum Practice Management The Training Conundrum By Jennifer M. Ramovs, Esq. Most legal professionals we have the pleasure of dealing with agree that training is one of the most important investments they can make in themselves and their teams. However, when it comes time to schedule and pay for the training, it seems to be the first item to get slashed. [&#8230;] Thu, 26 Apr 2018 13:38:30 Z http://www.soloincolo.com/the-training-conundrum#respond Affinity Consulting Group <p></p><p>By Jennifer M. Ramovs, Esq.</p> <p>Most legal professionals we have the pleasure of dealing with agree that training is one of <a href="http://www.soloincolo.com/wp-content/uploads/2018/04/training.jpeg"><img class="alignleft wp-image-4730" src="http://www.soloincolo.com/wp-content/uploads/2018/04/training-300x225.jpeg" alt="" width="331" height="248" srcset="http://www.soloincolo.com/wp-content/uploads/2018/04/training-300x225.jpeg 300w, http://www.soloincolo.com/wp-content/uploads/2018/04/training-768x576.jpeg 768w, http://www.soloincolo.com/wp-content/uploads/2018/04/training-1024x768.jpeg 1024w" sizes="(max-width: 331px) 100vw, 331px" /></a>the most important investments they can make in themselves and their teams. However, when it comes time to schedule and pay for the training, it seems to be the first item to get slashed.</p> <p>The problem with training is, we need it, but don’t have time for it. We want it, but don’t want to pay for it. And then, everybody suffers. We fight with the software instead of MASTERING the software.</p> <p>It’s funny, though. Because I used to feel that way. “I don’t have an hour to learn how to use Excel.”  But when I was practicing law and putting together spreadsheets of damages from a construction project gone bad, or a Probate inventory, I spent COUNTLESS hours (non-billable, by the way) trying to get Excel to do what I KNEW it could do…I just didn’t know the commands. When I use simple features in Excel now like filters and conditional formatting, I want to go back in time and invest 1 hour…not only would I have gotten the work done faster, my stress levels would have been reduced. Happy, efficient lawyers are the best, right?</p> <p>I’d guess that most people spend more time learning how to use their mobile phone than they do learning how to use Word, Excel, Outlook, a PDF program, their Practice Management or Document Management program.  And I can hear the reasons…I use my iPhone for everything – it is a productivity tool.</p> <p>Consider this, though. The software in use at your law firm or legal department represents the TOOLS you use to get your job done.  We wouldn’t want to go to a Dentist who didn’t know how to use the drill. We don’t want to get an Xray from a person who “figured out” the Xray machine because it “Seemed pretty straight forward.”  And let’s be honest&#8211; If your morning latte gets made by someone who was never taught how to use the Frother – you WILL be mad.  You expect more from the pros, right?</p> <p>So why then, when it is our job to effectively and efficiently represent our clients, do we skimp on learning how to use the tools we need to get our jobs done? Our clients expect us to be in control of the tools our entire team uses  &#8211; that means EVERYONE in your firm should learn how to use the programs you have spent good money purchasing. Talk about an ROI.</p> <p>A good percentage of the firms I deal with who are switching software applications could have avoided a costly switch (both time and money) if they had invested in the proper training for the original product they purchased. As I like to say… “know what you own!”</p> <p>Training has this awesome effect of making people’s job’s easier. The icing on the cake? Your team feels valued and appreciates the investment you have made in them. Happy, efficient teams are the best, right?</p> <p>&nbsp;</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/HTyL9N4FZJ8" height="1" width="1" alt=""/> http://www.soloincolo.com/the-training-conundrum/feed 0 http://www.soloincolo.com/the-training-conundrum 2018-04-26 13:38 +00:00 2018-04-26 07:38 -06:00 http://www.soloincolo.com/?p=4726 http://feedproxy.google.com/~r/SoloInColo/~3/yxMWcExQSlI/time-change-better-drafting-methods-drafting-complex-documents Uncategorized It’s Time for a Change: Better Drafting Methods for Drafting Complex Documents By Barron K. Henley Most legal documents are drafted using an approach that involves a high margin for error.  Specifically, most lawyers simply find an existing document they previously created for a similar client or purpose, save it as a new file name, and start making changes to it.  This approach suffers from significant drawbacks. [&#8230;] Tue, 24 Apr 2018 17:22:11 Z http://www.soloincolo.com/time-change-better-drafting-methods-drafting-complex-documents#respond Affinity Consulting Group <p></p><p>By Barron K. Henley</p> <p>Most legal documents are drafted using an approach that involves a high margin for error.  Specifically, most lawyers simply find an existing document they previously created for a similar client or purpose, save it as a new file name, and start making changes to it.  This approach suffers from significant drawbacks.</p> <p>First, finding the document can be time consuming; and sometimes you never find what you&#8217;re looking for. <a href="http://www.soloincolo.com/wp-content/uploads/2018/04/blog-reading.jpg"><img class="alignleft wp-image-4727" src="http://www.soloincolo.com/wp-content/uploads/2018/04/blog-reading-300x199.jpg" alt="" width="474" height="315" srcset="http://www.soloincolo.com/wp-content/uploads/2018/04/blog-reading-300x199.jpg 300w, http://www.soloincolo.com/wp-content/uploads/2018/04/blog-reading-768x511.jpg 768w, http://www.soloincolo.com/wp-content/uploads/2018/04/blog-reading-1024x681.jpg 1024w, http://www.soloincolo.com/wp-content/uploads/2018/04/blog-reading.jpg 1352w" sizes="(max-width: 474px) 100vw, 474px" /></a></p> <p>Second, if you do find a similar existing document, the word processor&#8217;s Find and Replace function rarely catches everything.</p> <p>Third, it is very easy to forget to add provisions/text missing from your original document.</p> <p>Fourth, it&#8217;s common to leave something in which should have been removed.</p> <p>Finally, the worst problem with this approach is that many starting-point documents were previously negotiated.  Remembering all of the little compromises made while negotiating the prior matter is nearly impossible; and each one can be a landmine for your current client.</p> <p>In view of the foregoing, starting new documents from existing documents is risky and dangerous.  A document you previously drafted for another client isn&#8217;t a starting-point, it&#8217;s a finished product; and you can&#8217;t un-bake that cake.  What you need is a <em>recipe</em>; and the document equivalent of a recipe is a template.</p> <p>A template is a model document which contains the best of what you and your colleagues know.  Starting with a template to draft a new document eliminates the margin for error described above.  Changeable text is consistently identified throughout the template.  Optional provisions are included in the order they could occur and are annotated.  Annotations mark the beginning and end of each optional provision as well as specify the conditions for inclusion.  Annotations are typed directly into the template for the drafter to read (and deleted when building a document).</p> <p>Another rule of template building is to have one template per type of instrument.  For example, instead of having a separate template for a Gross lease, a Full Service Lease, a Triple Net Lease and a Modified Net Lease, you should have a single lease template combining all of the optional provisions into a single document, fully annotated.  Multiple templates for the same type of instrument will invariably contain a lot of common language.  When that common language changes, you&#8217;ll have to modify all of the templates to ensure consistency.  It&#8217;s never anyone&#8217;s job to make that happen, so it just <em>doesn&#8217;t</em> happen.  By combining similar versions of an instrument into a single template, the common language only shows up once.  There&#8217;s only one template to update and worry about.</p> <p>The cherry on top for complex templates is a drafting guide.  A drafting guide lays out the questions and options that must be answered and selected, respectively, in order to get the document you want.  It becomes your due-diligence checklist to use when interviewing the client and it further improves the process.  Documenting your processes is one of the most important things you can do for your office; and drafting guides are a big part of it.</p> <p>Better drafting methods represent the low-hanging fruit for improving the efficiency of almost any law office.  Template building takes commitment.  However, the time is quickly recouped and the initiative pays for itself in the form of speed gains.  Accuracy improves by eliminating the margin for error inherent in recycling old documents.  More importantly, it allows you to capture your intellectual capital in a usable form, share it with others, and improve it over time.</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/yxMWcExQSlI" height="1" width="1" alt=""/> http://www.soloincolo.com/time-change-better-drafting-methods-drafting-complex-documents/feed 0 http://www.soloincolo.com/time-change-better-drafting-methods-drafting-complex-documents 2018-04-24 17:22 +00:00 2018-04-24 11:22 -06:00 http://www.soloincolo.com/?p=4735 http://feedproxy.google.com/~r/SoloInColo/~3/2Q90Cks5GEs/office-365-understanding-benefits-busting-myths Technology Office 365: Understanding the Benefits and Busting the Myths It is a pretty universal need – Microsoft Word, Outlook, Excel, even Power Point. Historically, people bought these programs when they bought a computer – often bundling the purchase of the software with the purchase of the computer, or, buying the software to install on an existing computer.  More recently, firms have been uncovering the [&#8230;] Thu, 19 Apr 2018 13:34:19 Z http://www.soloincolo.com/office-365-understanding-benefits-busting-myths#respond Affinity Consulting Group <p></p><p>It is a pretty universal need – Microsoft Word, Outlook, Excel, even Power Point. Historically, people bought these programs when they bought a computer – often bundling the purchase of the software with the purchase of the computer, or, buying the software to install on an existing computer.  More recently, firms have been uncovering the option to instead subscribe to “Office 365.”</p> <p>&#8220;<a href="http://www.soloincolo.com/wp-content/uploads/2018/04/office-2.png"><img class="alignleft wp-image-4736" src="http://www.soloincolo.com/wp-content/uploads/2018/04/office-2-300x131.png" alt="" width="362" height="158" srcset="http://www.soloincolo.com/wp-content/uploads/2018/04/office-2-300x131.png 300w, http://www.soloincolo.com/wp-content/uploads/2018/04/office-2.png 540w" sizes="(max-width: 362px) 100vw, 362px" /></a>Office 365&#8243; refers to subscription plans that include access to Office applications plus other productivity services that are enabled over the Internet (cloud services). Office 365 plans for business include services such as Skype for Business web conferencing and Exchange Online hosted email for business, and additional online storage with OneDrive for Business.</p> <p>One of the biggest misconceptions is that by using Office 365, everything is in the “Cloud.”  The truth is, many Office 365 plans also include the <strong>desktop version</strong> of the latest Office applications, which users can install across multiple computers and devices. When you have an active Office 365 subscription that includes the desktop version of Office, you always have the most up-to-date version of the applications.  Compared to the more traditional way of purchasing, where you must pay the updates as they are released.  The problem is, firms often find that different users bought the Office software at different times, and by the end of a 5 year time period, for instance, they could have people running 3 different versions of the products you rely on every day to produce work and serve your clients. This is a recipe for incompatibility, unforeseen technology costs, and user frustration.</p> <p>Building on the “that means I am in the Cloud” misconception, people often think that with Office 365, they can’t access their programs or their documents without an internet connection. You can use Office 365 offline (without internet access) if you download and install the desktop version of Office with your plan.  You have to connect to the internet every 30 days to maintain your subscription and Office 365 tells you when it&#8217;s time to connect.</p> <p>In addition to always having the most recent versions of the software you use to run your law firm world, Microsoft Exchange is included in some of the Office 365 plans.  <strong>This feature alone is worth the price of admission. </strong> Microsoft Exchange is a program that, among other things, allows Outlook users to back up their data (email, contacts, calendars, tasks, etc.) on a server.  However, there are much bigger benefits:</p> <p><strong>Share Data:</strong>  Exchange also allows users to share information in Outlook most notably, calendar and contacts.</p> <p><strong>Smartphone &amp; Tablet Sync: </strong> Exchange will wirelessly sync with any smartphone or tablet running Android, iOS, Blackberry OS or Windows Phone.</p> <p><strong>Anywhere Email Access</strong>:  Exchange also allows users to gain access to office email while out of the office.  Outlook Web Access gives you browser based access to email no matter what device you are using, as long as you have access to an internet connection.</p> <p><strong>Full Back Up:</strong> Everything in Outlook is backed up in Exchange (email, contacts, calendar &amp; tasks)</p> <p><strong>Operating System Agnostic</strong>:  Exchange and Outlook will work with both Windows and Mac computers.</p> <p>For a great Comparison Chart of Office 365 features, visit the <a href="http://www.cobar.org/lpm">MGMT HQ</a>!</p> <p>&nbsp;</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/2Q90Cks5GEs" height="1" width="1" alt=""/> http://www.soloincolo.com/office-365-understanding-benefits-busting-myths/feed 0 http://www.soloincolo.com/office-365-understanding-benefits-busting-myths 2018-04-19 13:34 +00:00 2018-04-19 07:34 -06:00 http://www.soloincolo.com/?p=4747 http://feedproxy.google.com/~r/SoloInColo/~3/QcAh7OchMDc/free-shredding-events-across-colorado Practice Management Free Shredding Events Across Colorado Thank you very much to Solo/Small Firm member Barb Heikoff for compiling this list of free/donation shredding events across the state. Check websites for hours, accepted materials, limitations/restrictions etc. &#160; Office Depot/Office Max, now through Apr. 28, 2018: free 5 lbs with coupon: https://www.officedepot.com/cm/print-and-copy/shredding &#160; Wheatridge Business Assn, Members: https://www.wheatridgebiz.com/events/beat-identity-theft-free-shredding-event/Apr. 7, 2018: Bengtson Wealth Management, 16255 West 64th Avenue, Arvada &#160; ProShred: [&#8230;] Wed, 18 Apr 2018 14:02:18 Z http://www.soloincolo.com/free-shredding-events-across-colorado#respond Alexa Drago <p></p><p>Thank you very much to Solo/Small Firm member <span style="color: #000000;">Barb Heikoff for compiling this list of f</span>ree/donation shredding events across the state. Check websites for hours, accepted materials, limitations/restrictions etc.</p> <p>&nbsp;</p> <p><strong><u>Office Depot/Office Max</u></strong>, <strong>now through Apr. 28, 2018</strong>: free 5 lbs with coupon: <a href="https://www.officedepot.com/cm/print-and-copy/shredding">https://www.officedepot.com/cm/print-and-copy/shredding</a></p> <p>&nbsp;</p> <p><strong><u>Wheatridge Business Assn</u></strong>, Members: <a href="https://www.wheatridgebiz.com/events/beat-identity-theft-free-shredding-event/">https://www.wheatridgebiz.com/events/beat-identity-theft-free-shredding-event/</a>Apr. 7, 2018: Bengtson Wealth Management, 16255 West 64th Avenue, <strong>Arvada</strong></p> <p>&nbsp;</p> <p><strong><u>ProShred</u></strong><strong>: Denver Metro &amp; Beyond</strong>: <a href="https://www.proshred.com/denver/events/">https://www.proshred.com/denver/events/</a></p> <p>Apr. 14, 2018: Littleton High School, <a href="https://www.google.com/maps/place/Littleton+High+School/@39.6138409,-104.9867479,17z/data=!4m5!3m4!1s0x876c8101207bf18b:0x99f4dbc6ce435f0e!8m2!3d39.6138409!4d-104.9845592">199 E. Littleton Blvd, <strong>Littleton</strong></a></p> <p>Apr. 28. 2018: St. Michael &amp; All Angels Episcopal Church, 1400 S University Blvd, <strong>Denver</strong></p> <p>Apr. 28. 2018: St. Luke&#8217;s United Methodist &#8211; 8817 S Broadway, <strong>Highlands Ranch</strong></p> <p>Jun. 2, 2018: Shred Cancer Event: <a href="https://www.google.com/maps/place/4719+S+Santa+Fe+Cir,+Englewood,+CO+80110/@39.6309701,-105.0126316,17z/data=!3m1!4b1!4m5!3m4!1s0x876c803f12c0a6cb:0xa303651d4a4ee361!8m2!3d39.630966!4d-105.0104429?hl=en">4719 S. Santa Fe Cir, <strong>Englewood</strong> </a></p> <p>Jun. 16, 2018: Crow Hills Insurance: <a href="https://www.google.com/maps/place/Crow+Hill+Insurance/@39.4416261,-105.4590365,17z/data=!4m13!1m7!3m6!1s0x876b0d831e90bdad:0xc6c46edea97e093d!2s460+Co+Rd+43,+Bailey,+CO+80421!3b1!8m2!3d39.441622!4d-105.4568478!3m4!1s0x876b0d831bf62d6f:0x410ecefee5d0f1a8!8m2!3d39.441622!4d-105.4568478?hl=en">460 County Rd 43, <strong>Bailey</strong> </a></p> <p>Aug. 11, 2018: Faith Christian Academy, 12189 W. 64th Ave, <strong>Arvada</strong></p> <p>&nbsp;</p> <p><strong><u>Arapahoe Credit Union</u></strong>: <a href="https://www.arapahoecu.org/creditunion/offers/shred.html">https://www.arapahoecu.org/creditunion/offers/shred.html</a></p> <p>Apr. 14, 2018: Newton Middle School, <strong>Littleton</strong></p> <p>&nbsp;</p> <p><strong><u>Blue Star Recyclers</u></strong>:<strong> </strong><a href="http://www.rmpbs.org/calendar/">http://www.rmpbs.org/calendar/</a></p> <p>Apr. 14, 2018: 3415 N. Elizabeth, <strong>Pueblo</strong></p> <p>&nbsp;</p> <p><strong><u>Pikes Peak Library District</u></strong>: <a href="https://www.peakradar.com/event/shred-day/">https://www.peakradar.com/event/shred-day/</a></p> <p>Apr. 14, 2018: 1175 Chapel Hills Drive, <strong>Colorado Springs</strong></p> <p>&nbsp;</p> <p><strong><u>Estes Recycles Day</u></strong>: <a href="https://mmacmonthly.com/2018/04/03/6305/">https://mmacmonthly.com/2018/04/03/6305/</a></p> <p>Apr. 21, 2018: Presbyterian Community Church of the Rockies, 1700 Brodie Ave., <strong>Estes Park</strong></p> <p>&nbsp;</p> <p><strong><u>Credit Union of Denve</u></strong><strong>r</strong>: <a href="https://www.cudenver.com/c">https://www.cudenver.com/c</a>•u•ds-annual-shred-event-2018/</p> <p>Apr. 28, 2018: 9277 West Alameda, Alameda Branch Parking Lot, <strong>Denver</strong></p> <p>&nbsp;</p> <p><strong><u>AARP</u></strong>: <a href="https://www.aarp.org/aarp-foundation/our-work/income/elderwatch/events-calendar/">https://www.aarp.org/aarp-foundation/our-work/income/elderwatch/events-calendar/</a></p> <p>Apr. 18, 2018 (Wed), Island Grove Regional Park, 501 N. 14th Ave, <strong>Greeley</strong></p> <p>Jun. 2, 2018, Black Forest Lutheran Church, 12455 Black Forest Rd, <strong>Colorado Springs</strong></p> <p>Sep. 15, 2018: Public Service Credit Union, 2503 Research Blvd., <strong>Fort Collins</strong></p> <p>&nbsp;</p> <p><strong><u>Hutchinson Elem School</u></strong><strong>: </strong><a href="http://events.9news.com/Hutchinson_Elementary_Eco_Fair_Shred_Day/334640435.html">http://events.9news.com/Hutchinson_Elementary_Eco_Fair_Shred_Day/334640435.html</a></p> <p>Apr. 21, 2018: 12900 W. Utah Avenue, <strong>Lakewood</strong></p> <p>&nbsp;</p> <p><strong><u>City of Lafayette</u></strong>: <a href="https://www.cityoflafayette.com/Calendar.aspx?EID=6351">https://www.cityoflafayette.com/Calendar.aspx?EID=6351</a></p> <p>Apr. 28, 2018: 745 N US Hwy 287, Walmart Parking Lot, <strong>Lafayette<br /> </strong></p> <p><strong><u>Eastern Star Masonic Retirement Campus</u></strong>: <a href="https://www.eventbrite.com/e/shred-a-thon-tickets-44770366371?aff=es2">https://www.eventbrite.com/e/shred-a-thon-tickets-44770366371?aff=es2</a></p> <p>Apr. 28, 2018: 2445 S Quebec St, <strong>Denver<br /> </strong></p> <p><strong><u>Highlands Ranch Comm. Assoc</u></strong>.: <a href="https://hrcaonline.org/about-us/guides-communication/calendar-schedules/event-detail/computerelectronics-recycle-and-paper-shred-3">https://hrcaonline.org/about-us/guides-communication/calendar-schedules/event-detail/computerelectronics-recycle-and-paper-shred-3</a></p> <p>May 5, 2018: Kaiser Permanente, 9285 Hepburn St., <strong>Highlands Ranch<br /> </strong><strong><br /> </strong></p> <p><strong><u>Shred-it/9News/CrimeStoppers</u></strong>: <a href="http://www.9news.com/article/news/community/9news-shred-a-thon-coming-in-may/73-102616084">http://www.9news.com/article/news/community/9news-shred-a-thon-coming-in-may/73-102616084</a></p> <p>May 12, 2018, six locations:</p> <p>9NEWS, 500 Speer Blvd., <strong>Denver</strong></p> <p>Westminster Police Department, 9110 Yates Street,<strong> Westminster</strong></p> <p>Jefferson County Sheriff’s Office, 200 Jefferson Co. Pkwy, <strong>Golden</strong></p> <p>Arapahoe County Sheriff’s Department, 13101 E. Broncos Pkwy, <strong>Centennial</strong></p> <p>Aurora Municipal Courthouse, 14999 E. Alameda Dr., <strong>Aurora</strong></p> <p>Shred-it, Inc. Headquarters, 3925 Monaco Pkwy, <strong>Denver</strong></p> <p>* Other Shred-It Sponsored events may be held, check your location at <a href="https://www.shredit.com/en-us/community-shredding-events">https://www.shredit.com/en-us/community-shredding-events</a></p> <p>&nbsp;</p> <p><strong><u>Alpine Bank</u></strong><strong>, Roaring Fork Valley &amp; Western Slope</strong>: <a href="https://www.alpinebank.com/community-shred-day.html">https://www.alpinebank.com/community-shred-day.html</a></p> <p>Apr. 14, 2018: West Glenwood Springs branch, <strong>Glenwood Springs</strong></p> <p>Apr. 14, 2018: Downtown Rifle branch, <strong>Rifle</strong></p> <p>Apr. 21, 2018: Willits branch, 711 E Valley Road, <strong>Basalt</strong></p> <p>May 12, 2018: 225 North 5th Street branch, <strong>Grand Junction </strong></p> <p>May 12, 2018: 709 Horizon Drive branch, <strong>Grand Junction</strong></p> <p>Jun. 20, 2018: 252 Dillon Ridge Road, <strong>Dillon </strong></p> <p>Additional events on website for branches in <strong>Delta, Montrose, Ridgway, Telluride, Durango, Steamboat Springs</strong></p> <p>&nbsp;</p> <p><strong><u>Elevations Credit Union</u></strong>: <a href="https://www.eventbrite.com/e/document-shredding-tickets-43728146062?aff=es2">https://www.eventbrite.com/e/document-shredding-tickets-43728146062?aff=es2</a></p> <p>Apr. 28, 2018: Elevations Diagonal Branch, 2960 Diagonal Highway, <strong>Boulder</strong></p> <p>&nbsp;</p> <p><strong><u>Town of Vail</u></strong>, Residents, Property Owners, Employed ONLY: <a href="https://www.vailgov.com/announcements/vail-spring-cleaning-blitz-dates-announced">https://www.vailgov.com/announcements/vail-spring-cleaning-blitz-dates-announced</a></p> <p>May 11, 2018 (Fri): Ford Park Parking Lot, <strong>Vail</strong></p> <p>&nbsp;</p> <p><strong><u>ENT Credit Union</u></strong>: <a href="https://www.ent.com/about-us/resources/events">https://www.ent.com/about-us/resources/events</a></p> <p>May 19, 2018: South Service Center, 1510 E. Cheyenne Mountain Blvd., <strong>Colorado Springs</strong></p> <p>Jul. 14, 2018: Falcon Service Center, 7520 Bierstadt Heights, <strong>Peyton</strong></p> <p>Aug. 11, 2018: Galley Service Center, 4545 Galley Road,<strong> Colorado Springs</strong></p> <p>Sep. 15, 2018: Wilcox Service Center, 190 S. Wilcox Street, Suite G, <strong>Castle Rock</strong></p> <p>Oct. 20: Woodland Park Service Center, 920 Paradise Lodge Lane, <strong>Woodland Park</strong></p> <p>&nbsp;</p> <p><strong><u>Air Academy Federal CU</u></strong>: <a href="https://www.aafcu.com/post/shred_day.html">https://www.aafcu.com/post/shred_day.html</a></p> <p>Jun. 9, 2018: Cordera Branch, 9810 North Union Boulevard, <strong>Colorado Springs</strong></p> <p>&nbsp;</p> <p><strong><u>Western Disposal</u></strong>, Customers ONLY: <a href="https://www.westerndisposal.com/blog/2018-customer-appreciation-events/">https://www.westerndisposal.com/blog/2018-customer-appreciation-events/</a></p> <p>Trash and Recycle Center, 5880 Butte Mill Road, <strong>Boulder</strong></p> <p>Jun. 3, 2018 (Sun)</p> <p>Aug. 5, 2018 (Sun)</p> <p>Oct. 7, 2018 (Sun)</p> <p>&nbsp;</p> <p><strong><u>Douglas County Gov&#8217;t</u></strong>: <a href="https://www.douglas.co.us/community-recycling-event/">https://www.douglas.co.us/community-recycling-event/</a></p> <p>Sep. 29, 2018: Castle View High School, 5254 N. Meadows Drive, <strong>Castle Rock</strong></p> <p>&nbsp;</p> <p><strong><u>Arvada Police Dept</u></strong>: <a href="https://arvada.org/city-hall/police-services/police-events/arvada-pd-shred-a-thon-set-for-october-10">https://arvada.org/city-hall/police-services/police-events/arvada-pd-shred-a-thon-set-for-october-10</a></p> <p>Oct. 13, 2018: Arvada High School, 7951 W. 65th Avenue, <strong>Arvada</strong></p> <p>&nbsp;</p> <p><strong><u>Citywide Banks</u></strong>: <a href="https://www.citywidebanks.com/shred-events">https://www.citywidebanks.com/shred-events</a></p> <p>Oct. 21, 2018: Hampden Banking Center, 6500 E. Hampden Avenue, <strong>Denver</strong></p> <p>Oct. 28, 2018: Mississippi Banking Center, 13731 E. Mississippi Avenue, <strong>Aurora</strong></p> <p>&nbsp;</p> <p><strong><u>City of Longmont</u></strong>, Residents ONLY, free shredding every month:</p> <p><a href="https://www.longmontcolorado.gov/departments/departments-n-z/trash-and-recycling/special-services-events/paper-shredding">https://www.longmontcolorado.gov/departments/departments-n-z/trash-and-recycling/special-services-events/paper-shredding</a></p> <p>Apr. 7; May 12; Jun. 9; Jul. 14; Aug. 11; Sep.14 (Fri); Oct. 6; Nov. 3; Dec. 8: Waste Diversion Center, 140 Martin Street, <strong>Longmont</strong></p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/QcAh7OchMDc" height="1" width="1" alt=""/> http://www.soloincolo.com/free-shredding-events-across-colorado/feed 0 http://www.soloincolo.com/free-shredding-events-across-colorado 2018-04-18 14:02 +00:00 2018-04-18 08:02 -06:00 http://www.soloincolo.com/?p=4742 http://feedproxy.google.com/~r/SoloInColo/~3/ty7yEriDYSs/modern-law-practice-management-book-club Future of the Legal Profession Modern Law Practice Initiative Practice Management Trends Modern Law Practice Management Book Club What the heck is modern representation? In a nutshell, modern representation is a way to practice law that is a win-win for clients and lawyers. And the CBA’s Modern Law Practice Initiative (MPLI) is here to teach you how to do it! The mission of MLPI is to revolutionize the legal profession by enhancing access [&#8230;] Tue, 17 Apr 2018 14:10:06 Z http://www.soloincolo.com/modern-law-practice-management-book-club#respond Alexa Drago <p></p><p><strong>What the heck is modern representation?</strong> In a nutshell, modern representation is a way to practice law that is a win-win for clients and lawyers. And the CBA’s Modern Law Practice Initiative (MPLI) is here to teach you how to do it!</p> <p>The mission of MLPI is to revolutionize the legal profession by enhancing access to innovative, client-driven, and cost-effective legal services that empower lawyers to build thriving law practices. Modern representation simultaneously solves two urgent problems in the legal world – clients aren’t hiring lawyers because they believe they can’t afford them and lawyers need paying clients to have a successful practice. Modern representation makes both of these things possible by recreating how legal services are offered through alternative fee arrangements and reforming firm logistics with technology, office space, work-life blend, and more!</p> <p><strong>How do I become a modern lawyer? </strong>MLPI makes it easy! We published a step-by-step guide called <em>Successful Business Planning for the Modern Law Practice</em>. Chapter by chapter you will learn the nuts and bolts of how to start your own modern law practice (or convert the one you already have)! Topics focus on practical aspects such as creating a budget, marketing, client intake, engagement agreements, pricing, technology, office space, ethics, and staffing.  What’s more, we bring the guide to life through the MLPI Book Club, which meets once a month to discuss each chapter with lawyers practicing modern representation in different practice areas. The Book Club meets the last Thursday of every month from 5:30 p.m. until 6:30 p.m. at the CBA office located at 1900 Grant Street, Suite 900, Denver, Colorado 80203. We even provide beer, wine, soda, and delicious snacks!</p> <p><strong>Wanna know more? </strong>To learn more about the Modern Law Practice Initiative and modern representation, visit our <a href="http://www.cobar.org/For-Members/Modern-Law-Practice-Initiative">website</a>, check out our <a href="http://www.cobar.org/-em-Colorado-Lawyer-em/Details-Page/ArticleID/244/Access-to-Justice-Series">article in the Colorado Lawyer</a>, contact our CBA liaisons <a href="mailto:jcrebassa@cobar.org">Joanne Cresbassa</a> and <a href="mailto:kschoen@cobar.org">Kathleen Schoen</a>, or reach out to our chair <a href="mailto:erika@elholmeslaw.com">Erika Holmes</a>. Join the revolution and discover the win-win for clients and YOU!</p> <p><strong>Our next meeting<br /> </strong>This month the MLPI Book Club will be covering Chapter 4: Getting Competent and Practicing Law from the <i><a href="http://www.cobar.org/For-Members/Modern-Law-Practice-Initiative/Successful-Business-Planning-for-the-Modern-Law-Practice-Chapter-Download">Successful Business Planning for the Modern Law Practice</a>. </i>Topics will include getting familiar with procedural processes, honing your practice skills, and empathizing with clients.</p> <p>Come meet with other lawyers to learn how modern representation can help increase your knowledge within a particular area of law, on <strong>April 26 from 5:30 to 6:30 p.m. at the CBA</strong> offices (Terrace Room). There will be wine, beer, and light snacks for your enjoyment!</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/ty7yEriDYSs" height="1" width="1" alt=""/> http://www.soloincolo.com/modern-law-practice-management-book-club/feed 0 http://www.soloincolo.com/modern-law-practice-management-book-club 2018-04-17 14:10 +00:00 2018-04-17 08:10 -06:00 http://www.soloincolo.com/?p=4739 http://feedproxy.google.com/~r/SoloInColo/~3/RlyhA-GfC1Y/were-back-in-business Uncategorized We’re Back in Business! In case you didn’t notice, we were offline for a while, but the Solo In Colo Blog (the “Blog”) is back up and running. The Blog was the victim of hackers who were able to gain access to the Blog and made modifications to the posts, so that when emails were sent to subscribers the [&#8230;] Thu, 12 Apr 2018 20:12:33 Z http://www.soloincolo.com/were-back-in-business#respond Alexa Drago <p></p><p>In case you didn’t notice, we were offline for a while, but the Solo In Colo Blog (the “<strong>Blog</strong>”) is back up and running.</p> <p>The Blog was the victim of hackers who were able to gain access to the Blog and made modifications to the posts, so that when emails were sent to subscribers the emails would contain links to websites selected by the hackers.</p> <p>In order to prevent further emails from being sent to subscribers to the Blog, we stopped posting new articles while the staff of the Colorado Bar Association worked with an outside firm to repair the Blog.</p> <p>While we hope none of the unauthorized links subjected email recipients to any malware or phishing attacks, we encourage anyone who believes they may have been directed to a malicious website to run scans on their computer(s) and change any passwords they may have been prompted for on any site they were directed to by the links in those emails.</p> <p>We apologize for any inconvenience and hope you continue to enjoy the Blog and the new articles that are being posted.  Please do not hesitate to reach out to me if you see anything suspicious on the Blog or any emails you receive related to the Blog.</p> <p><em>Thank you,</em><br /> <em>Craig A. Stoner</em><br /> <em>Blog Editor, Solo Small Firm Section</em><br /> <em><a href="mailto:craig-ssf@cascorplaw.com">craig-ssf@cascorplaw.com</a></em></p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/RlyhA-GfC1Y" height="1" width="1" alt=""/> http://www.soloincolo.com/were-back-in-business/feed 0 http://www.soloincolo.com/were-back-in-business 2018-04-12 20:12 +00:00 2018-04-12 14:12 -06:00 http://www.soloincolo.com/?p=4692 http://feedproxy.google.com/~r/SoloInColo/~3/TwpH8L-F0rU/casemaker-tips-tricks-april Casemaker Tips and Tricks Casemaker Tips and Tricks for April Each month we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient.  For more Casemaker tips and tricks follow them on Facebook, Twitter, and via the Casemaker blog. &#160; Advanced Search In the left menu on the homepage, you will see a link for Advanced Search. Clicking on [&#8230;] Tue, 10 Apr 2018 15:22:49 Z http://www.soloincolo.com/casemaker-tips-tricks-april#respond Alexa Drago <p></p><p><a href="http://www.soloincolo.com/wp-content/uploads/2016/04/Casemaker-logo.jpg"><img class="alignleft size-full wp-image-3246" src="http://www.soloincolo.com/wp-content/uploads/2016/04/Casemaker-logo.jpg" alt="" width="290" height="70" /></a>Each month we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient.  For more Casemaker tips and tricks follow them on <a href="https://www.facebook.com/casemakerlegal">Facebook</a>, <a href="https://twitter.com/casemakerlegal">Twitter</a>, and via the <a href="http://blog.casemakerlegal.com/">Casemaker blog</a>.</p> <p>&nbsp;</p> <p><strong><em>Advanced Search</em></strong></p> <p>In the left menu on the homepage, you will see a link for Advanced Search. Clicking on this will put up a box specifically designed for searching Cases by Keyword, Citation, Court, Panel, Date, name and more.</p> <p><b><i>Using the asterisk * or suffix search</i></b></p> <p>Using the asterisk tells the Casemaker system to find documents which have the characters before the asterisk but any ending. So <em><span style="margin: 0px; font-family: 'Helvetica',sans-serif;">drill*</span></em> will pull up documents with driller, drilling, drilled and so on.</p> <p><em><strong>Using proximity search<br /> </strong></em></p> <p>If you type in the word tax and the word annuity in the search bar Casemaker will pull up every document that has the word tax and the word annuity in it. Sadly that may not be what you are looking for. Proximity searches are great for getting closer to the issue. When using Casemaker <em><span style="margin: 0px; font-family: 'Helvetica',sans-serif;">w/ </span></em>means “within” so <em><span style="margin: 0px; font-family: 'Helvetica',sans-serif;">w/5 </span></em>would mean within five words. So for example, if you wanted to find cases where the word tax was mentioned near the word annuity you could enter <em><span style="margin: 0px; font-family: 'Helvetica',sans-serif;">tax w/5 annuity</span></em>. If you wanted to find tax mentioned a bit further from annuity you could try <em><span style="margin: 0px; font-family: 'Helvetica',sans-serif;">tax w/25 annuity</span></em>.</p> <p><strong><em>Using the NOT search</em></strong></p> <p>Are your results giving you a bunch of cases that are not relevant but still contain your terms? Do those irrelevant cases all seem to have a term in common? Maybe you should try excluding a term. For example, maybe you want documents that mention property but not commercial property. In the search bar, you can enter <em>property NOT commercial</em> and Casemaker will give you cases that mention property that do not contain the word commercial.</p> <p><em><strong>New and Improved Jurisdiction Menu</strong></em></p> <p>Located between the search box and the search button, the Jurisdiction menu is one of the most powerful tools in the Casemaker system. It gives you the control to select as many or as few jurisdictions as you like &#8211; and now you can also select the exact type of data you want in those jurisdictions. This saves you the step of selecting the data type after your search!</p> <p>Not familiar with the jurisdiction menu? It is easy to use! Rather than clicking on the state you want on the homepage, instead, click on the box located between the search box and the blue search button. There is a blue downward pointing arrow in the right side of this box. Clicking on this arrow will pull up the pop-up menu and from here you can check as many or as few boxes as you need. You can even select the type of data you want. Want to keep your selections as your default search? Just click the Save to My Settings button!</p> <p><strong><em>Annotator</em></strong></p> <p>Casemaker&#8217;s Annotator is a feature available when reviewing a statute, rule, or administrative code section. Annotator provides you with a list of cases and other documents that mention or use the statute or admin code you are reviewing. You also have the ability to conduct a search through the documents or to limit the listed documents by subsection if needed. Links to the documents are provided, giving you the opportunity to explore how the statute, rule or code has been discussed.</p> <p>&nbsp;</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/TwpH8L-F0rU" height="1" width="1" alt=""/> http://www.soloincolo.com/casemaker-tips-tricks-april/feed 0 http://www.soloincolo.com/casemaker-tips-tricks-april 2018-04-10 15:22 +00:00 2018-04-10 09:22 -06:00