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Practice HQ now includes two easy ways for ISBA members to get their legal technology and law practice management questions answered by an expert at Affinity Consulting Group. At no cost, members can now email their question to an expert or schedule a one-on-one, remote consultation.

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Whitepapers

Document Management

  • Managing Documents WITHOUT a Document Management System
  • Managing Documents WITH a Document Management System
  • Document Management and Paperless Terms you NEED to Know

Document Assembly

  • What is Document Assembly
  • Document Assembly Considerations
  • The Case for Adding Document Assembly Technology to your Templates
  • Rules for Template Building
  • Why Template Building is Critical for all Law Offices

More Whitepapers

Checklists

  • Document Assembly Checklist
  • Document Management Features Checklist
  • New Firm Technology Checklist
  • Cloud Document Storage Feature Comparison Chart

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Products and Services

Recommendations

  • Scanner Recommendations

Document Management

  • MetaJure
  • Document Management Software Comparison Guide

Document Assembly

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Videos

  • MS Excel for MAC
  • MS Word for MAC
  • NetDocuments - Emailing Document Links
  • NetDocuments - Finding Documents
  • NetDocuments - Security - Part 1 of 3 - Security Basics (End User Security)
  • NetDocuments - Sharing Documents Internally
  • NetDocuments - Sharing Files Internally
  • NetDocuments - Working with Folders in Workspaces
  • NetDocuments - Saving Documents and Emails
  • Preparing a Word Document for E-Filing
  • Redacting and Removing Metadata
  • Text Recognition - OCR tool (Making Searchable)
  • TrialPad - Presenting
  • Using a Mac in a Windows World
  • Word - File Information
  • Word - File Types
  • Word - Terminology
  • Word for Macs - Basic Tips and Tricks
  • Word for Macs - Default settings and New Features in 2016
  • Word for Macs - Font Formatting
  • Word for Macs - Formatting basics
  • Word for Macs - Moving Around Documents
  • Word for Macs - Proofing
  • Worldox GX3 - Advanced
  • Worldox GX4 - Accessing Documents
  • Worldox GX4 - Adding and Editing Users
  • Worldox GX4 - Bookmarks
  • Worldox GX4 - Categories
  • Worldox GX4 - Quick Profiles
  • Worldox GX4 - Saving Docs

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Free Online CLE

Eligible ISBA members receive 15 hours of Free Online CLE as a member benefit. Non-members may purchase these programs.

Upcoming CLE

Ethics

ISBA Advisory Opinions on Professional Conduct

  • Maintenance of Client Files and Records 17-02, 12-06
  • Failure to Pay Legal Fees, Disposal of Files 01-02
  • Former Client Access to Lawyer's File 01-01

Other Ethics Resources

  • Illinois Rule of Professional Conduct 1.15 Safekeeping Property
  • Supreme Court Rule 769 – Maintenance of Records

More ISBA Ethics Resources

Articles

File Retention

File Management