1. 31 Milk Street
Suite 815
Boston, Massachusetts 02109
(857) 383-3250
info@masslomap.org
Website: www.masslomap.org
Blog: http://masslomap.blogspot.com
Facebook: www.facebook.com/MassLOMAP
LinkedIn: www.linkedin.com/company/mass-lomap/
April 27, 2011/The Women Lawyers Network/Needham
Jared D. Correia, Esq.
Law Practice Advisor
Twitter: www.twitter.com/jaredcorreia
Podcast: http://legaltalknetwork.com/podcasts/legal-toolkit

2. Who is Jared
Correia?
What is LOMAP?

3. Microsoft Outlook Tips
Tip # 1
Use Rules

4. Microsoft Outlook Tips
Tip # 2
Use Signatures

5. Microsoft Outlook Tips
Tip # 3
Use OHIO =
Only Handle It Once

6. Microsoft Outlook Tips
Tip # 4
Preview Files in the
Reading Pane

7. Microsoft Outlook Tips
Tip # 5
Turn Off
Desktop Alerts
Tools → Options → Preferences → Email Options →
Advanced Email Options → Clear “Display a New Mail Desktop Alert” Checkbox
Under “When new items arrive in my Inbox”

8. Microsoft Word Tips
Tip # 1
Add “New” and
“Open” Icons

9. Microsoft Word Tips
Tip # 2
Use Paste Special

10. Microsoft Word Tips
Tip # 3
Use the Reading Highlight
Feature

11. Microsoft Word Tips
Tip # 4
Drag + Drop
Using “View
Side by Side”
Open Second Document →
View → View Side by Side →
Highlight Text from One Document
(to “Cut”) → Drag + Drop to Second
Document (to “Paste”)

12. Microsoft Word Tips
Tip # 5
Use Quick
Tables
Insert → Table →
Quick Tables →
Save Selection to Quick Tables Gallery

13. BONUS Office Tips!!
 Excel | for Conflict Checks, Financial Tool
 Powerpoint | for Presentations
 Lost + Found | The Ribbon
 Try OneNote | Electronic Legal Pad
 Microsoft Office Online | http://office.microsoft.com/en-us/

14. Mission Control
Most Essential Office Hardware, Often Overlooked
o Your Computer
Desktop vs Laptop vs Netbook vs Tablet
Don’t Buy Out-of-the Box!
Key Considerations:
 Processor speed – multiple core
SDRAM 3GB+
Hard Drive – GB + speed
Operating System
Windows 7
Professional
Ultimate
Mac OS X
Does it work with what you have?
Second, or Multiple Monitors
Remote Access

15. Scanners
Multifunction versus Multiple Machines
Does It OCR?
Desktop versus Portable
Bundle Packages: Scanner plus PDF Converter
o Fujitsu ScanSnap with Adobe Acrobat
o Kodak ScanMate with Nuance PDF PaperPort & OmniPage
Scanning Process + Naming Conventions
o Create Workflow for Scanning Processes
o Create Coherent and Consistent Naming Conventions

16. eFacts
Issues of Traditional Fax
o Jamming
o Out of Paper
o Out of Ink
o Overwriting
The Answer: eFax
Compare Services at: www.faxcompare.com

17. PDF = Pretty Damn Fine
PDF = “Portable Document Format”
o Image Scan (Non-OCR) versus Text Scan (OCR)
o *Only OCR’d Documents May Be Manipulated*
Converter Program Options
o Adobe Acrobat 10 (“X”) (the “Gold” Standard)
o Nuance PDF Converter 7 (the “Silver” Standard)
o Cheap or Free Options (the “Bronze” Standards)
o PDFForge/CutePDF, e.g.
Advantages of PDF:
o Looks the Same on Every Computer
o Bates Stamping
o Forms Creation
o Metadata Removal
o Encryption and Password Protection

18. Your Good Stuff Cheap
Buy Your Tech Tools and Toys from Discount Websites:
o Shopzilla
o NewEgg
o CTIStore
o Ben’s Bargains
o Buy.com
o Geeks.com
o MeritLine.com
Coupon Sites:
o Groupon.com
o RetailMeNot.com
o DealCoupon.com

19. Records Management

20. Records Protection
State Rules
o Massachusetts Data Privacy Laws + Regulations
-MGL c. 93H + 93I
-201 CMR 17.00
o SJC Interim Guidelines for the Protection of Personal Identifying Data
Compliance Options for Encryption
o by Document
o by Email
o by Device
o WISP
o Security Safeguards
-Paper
-Electronic Systems

21. Questions?
Contact LOMAP for Practice
Management Consulting
Massachusetts Law Office
Management Assistance Program
(LOMAP)
31 Milk Street
Suite 815
Boston, MA 02109
Phone: (857) 383-3250
Toll-Free: (888) 54-LOMAP
Email: info@masslomap.org
Follow LOMAP:
Website: www.masslomap.org
Facebook: www.facebook.com/MassLOMAP
LinkedIn: www.linkedin.com/company/mass-lomap/
Blog: http://masslomap.blogspot.com
Twitter: www.twitter.com/MassLOMAP
www.twitter.com/rodneydowell
www.twitter.com/jaredcorreia