LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

LAW PRACTICE MANAGEMENT SOFTWARE Gain total control of your billing, resources, documents, schedule, communications, and matters. With the right practice management system, your firm can stop working harder and start working smarter, while improving your ability to deliver the stellar service you strive

to provide.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

CONTEMPORANEOUS TIME CAPTURE The Case for Contemporaneous Time Capture. Accordingly, we strongly advocate the concept of contemporaneous timekeeping which is defined as simultaneously recording your time as you complete each job or task at hand during your workday. In practice, it stands as the complete opposite of what you may be doing now, which I will call IF THIS, THEN THAT WITH EXCEL Don't miss another one of our live training sessions - subscribe here. If you are interested in more training videos, or if you're ready to create a culture of training in your organization, discover all that Affinity Insight has to offer. Or, if you have any questions about Microsoft Word’s AutoText or any other functions, contact us at 877-676-5492 or request a consultation. WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

LAW PRACTICE MANAGEMENT SOFTWARE Gain total control of your billing, resources, documents, schedule, communications, and matters. With the right practice management system, your firm can stop working harder and start working smarter, while improving your ability to deliver the stellar service you strive

to provide.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

CONTEMPORANEOUS TIME CAPTURE The Case for Contemporaneous Time Capture. Accordingly, we strongly advocate the concept of contemporaneous timekeeping which is defined as simultaneously recording your time as you complete each job or task at hand during your workday. In practice, it stands as the complete opposite of what you may be doing now, which I will call IF THIS, THEN THAT WITH EXCEL Don't miss another one of our live training sessions - subscribe here. If you are interested in more training videos, or if you're ready to create a culture of training in your organization, discover all that Affinity Insight has to offer. Or, if you have any questions about Microsoft Word’s AutoText or any other functions, contact us at 877-676-5492 or request a consultation. WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars.

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

UNLOCKING THE POTENTIAL OF THE SOFTWARE YOU ALREADY OWN Unlock the potential of software you already own! Go beyond the basics of Outlook and discover the hidden potential. AFFINITY INSIGHT PREVIEW: EXCEL FOUNDATIONS JULY 28, 2021 1:00 PM EASTERN TIME. Every month, Affinity Consulting will bring you a critical skill found in one of our popular Affinity Insight live training sessions. MICROSOFT OUTLOOK FOR LEGAL PROFESSIONALS Microsoft Outlook for Legal Professionals. $ 49.00 – $ 99.00. Easy to read and full of numbered steps and screenshots, Microsoft Outlook for Legal Professionals is just one of the in-depth software manuals offered by Affinity with you in mind. License Type. Choose an option Individual User License Site License. Clear. Add to cart. 5 CHARACTERISTICS OF HIGHLY SUCCESSFUL LAW FIRMS Many law firms have turned surviving into thriving. Discover the 5 characteristics that highly adaptable law firms possess to be

successful.

AFFINITY INSIGHT PREVIEW: EXCEL FOUNDATIONS Explore the fundamentals of working in MS Excel. Review the basics and learn the foundations of using this powerful tool. PIVOTING FROM REMOTE WORK AS A TEMPORARY TO A PERMANENT The arrival of the pandemic in early 2020 forced legal organizations into swift action. The choice was pretty straightforward: adapt to a remote working environment or shutter your business. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

CRAYOLA BOLGER

727-306-3005. cbolger@affinityconsulting.com. Professional Details. Personal Details. Skills & Areas of Expertise. Crayola coordinates shorter-term projects with Affinity’s established clients, such as upgrades and migrations. Her goal is to connect clients and consultants with the information they need for a project to succeed.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

LAW FIRM PROFITABILITY ANALYSIS: KEY METRICS ALL FIRMS Key Metrics All Firms Should Consider. Authored by Liz Lamar, This piece originally appeared in the APRIL issue of ALM's LJN Legal Tech Newsletter. Conducting a law firm profitability analysis means measuring lawyer and staff performance. Regardless of whether law firms bill on contingency, flat fee or by the hour, they must measure IF THIS, THEN THAT WITH EXCEL Don't miss another one of our live training sessions - subscribe here. If you are interested in more training videos, or if you're ready to create a culture of training in your organization, discover all that Affinity Insight has to offer. Or, if you have any questions about Microsoft Word’s AutoText or any other functions, contact us at 877-676-5492 or request a consultation. WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

CRAYOLA BOLGER

727-306-3005. cbolger@affinityconsulting.com. Professional Details. Personal Details. Skills & Areas of Expertise. Crayola coordinates shorter-term projects with Affinity’s established clients, such as upgrades and migrations. Her goal is to connect clients and consultants with the information they need for a project to succeed.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

LAW FIRM PROFITABILITY ANALYSIS: KEY METRICS ALL FIRMS Key Metrics All Firms Should Consider. Authored by Liz Lamar, This piece originally appeared in the APRIL issue of ALM's LJN Legal Tech Newsletter. Conducting a law firm profitability analysis means measuring lawyer and staff performance. Regardless of whether law firms bill on contingency, flat fee or by the hour, they must measure IF THIS, THEN THAT WITH EXCEL Don't miss another one of our live training sessions - subscribe here. If you are interested in more training videos, or if you're ready to create a culture of training in your organization, discover all that Affinity Insight has to offer. Or, if you have any questions about Microsoft Word’s AutoText or any other functions, contact us at 877-676-5492 or request a consultation. WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars. LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

ADOBE ACROBAT FOR LEGAL PROFESSIONALS Description. Easy to read and full of numbered steps and screenshots, Adobe Acrobat for Legal Professionals is just one of the in-depth software manuals offered as part of our membership program, Affinity Insight.This comprehensive collection of software manuals focuses exclusively on topics relevant to legal professionals and represents Affinity’s 20+ years of experience working with YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

CHELSEA SCHUSTER

Chelsea works closely with Affinity’s leadership team and team leads on some of Affinity’s large strategic initiatives. Chelsea has worked in the legal field as an assistant BARRON K. HENLEY, ESQ. Barron is an attorney who has over 20 years of experience in legal technology. After earning his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University, Barron discovered his passion for helping lawyers fix problems within their practice. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team. WAIT TO UPGRADE TO PCLAW VERSIONS 15 OR 16 Wait to Upgrade to PCLaw Versions 15 or 16. LexisNexis released PCLaw version 15 and PCLaw version 16. If you are contacted by Lexis to proceed with the upgrade to either v15 or v16, we advise that you hold off for now. We never want our clients to experience the potential pain of a new release of software, and while we feel like we are much CHATLINK - INTEGRATING MS TEAMS WITH NETDOCUMENTS But as we’re also evolving and adapting to the new world changes, NetDocuments’ ChatLink helps Teams stay matter-centric and organized. If you have any questions about ndThread or integrating your NetDocuments with MS Teams, we're here to help! Contact the Document Management Team at Affinity by calling 877-676-5492, or

simply request a

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

CRAYOLA BOLGER

727-306-3005. cbolger@affinityconsulting.com. Professional Details. Personal Details. Skills & Areas of Expertise. Crayola coordinates shorter-term projects with Affinity’s established clients, such as upgrades and migrations. Her goal is to connect clients and consultants with the information they need for a project to succeed.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

LAW FIRM PROFITABILITY ANALYSIS: KEY METRICS ALL FIRMS Key Metrics All Firms Should Consider. Authored by Liz Lamar, This piece originally appeared in the APRIL issue of ALM's LJN Legal Tech Newsletter. Conducting a law firm profitability analysis means measuring lawyer and staff performance. Regardless of whether law firms bill on contingency, flat fee or by the hour, they must measure WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

CRAYOLA BOLGER

727-306-3005. cbolger@affinityconsulting.com. Professional Details. Personal Details. Skills & Areas of Expertise. Crayola coordinates shorter-term projects with Affinity’s established clients, such as upgrades and migrations. Her goal is to connect clients and consultants with the information they need for a project to succeed.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

LAW FIRM PROFITABILITY ANALYSIS: KEY METRICS ALL FIRMS Key Metrics All Firms Should Consider. Authored by Liz Lamar, This piece originally appeared in the APRIL issue of ALM's LJN Legal Tech Newsletter. Conducting a law firm profitability analysis means measuring lawyer and staff performance. Regardless of whether law firms bill on contingency, flat fee or by the hour, they must measure WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars. LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

AFFINITY INSIGHT PREVIEW: EXCEL FOUNDATIONS Explore the fundamentals of working in MS Excel. Review the basics and learn the foundations of using this powerful tool. LAW PRACTICE MANAGEMENT SOFTWARE Gain total control of your billing, resources, documents, schedule, communications, and matters. With the right practice management system, your firm can stop working harder and start working smarter, while improving your ability to deliver the stellar service you strive

to provide.

CHELSEA SCHUSTER

Business Operations Coordinator. 734-649-2610. cschuster@affinityconsulting.com. Professional Details. Personal Details. Chelsea works closely with Affinity’s leadership team and team leads on some of Affinity’s large strategic initiatives. Chelsea has worked in the legal field as an assistant for over 10 years on both the plaintiff and ADOBE ACROBAT FOR LEGAL PROFESSIONALS Description. Easy to read and full of numbered steps and screenshots, Adobe Acrobat for Legal Professionals is just one of the in-depth software manuals offered as part of our membership program, Affinity Insight.This comprehensive collection of software manuals focuses exclusively on topics relevant to legal professionals and represents Affinity’s 20+ years of experience working with CHRISTOPHER GAMBLEE-WALLENDJACK 262-342-1435. cgamblee-wallendjack@affinityconsulting.com. Professional Details. Personal Details. Skills & Areas of Expertise. Christopher is a member of the client engagement team and helps lawyers and firms with practice management, among other things. He’s the first step in the process of making your practice better, a

responsibility he

BARRON K. HENLEY, ESQ. Barron is an attorney who has over 20 years of experience in legal technology. After earning his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University, Barron discovered his passion for helping lawyers fix problems within their practice. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team. CULTIVATING A CULTURE OF LEARNING AND GROWTH Your legal organization is a garden. When given the right tools and nutrients, it thrives on a culture of learning and growth. When left to its own devices, it will wither and stagnate.

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well WHAT TO DO IF YOUR WI-FI DOESN'T REACH FAR ENOUGH A very simple solution is to use PowerLINE networking to extend the range of your network. Netgear makes a relatively inexpensive and simple kit that includes two devices. Each simply plugs into your home or office electrical outlets. The "sending" end has an Ethernet port for connecting to your router. The "receiving" end has a built-in

Wi-Fi

CHATLINK - INTEGRATING MS TEAMS WITH NETDOCUMENTS But as we’re also evolving and adapting to the new world changes, NetDocuments’ ChatLink helps Teams stay matter-centric and organized. If you have any questions about ndThread or integrating your NetDocuments with MS Teams, we're here to help! Contact the Document Management Team at Affinity by calling 877-676-5492, or

simply request a

WAIT TO UPGRADE TO PCLAW VERSIONS 15 OR 16 Wait to Upgrade to PCLaw Versions 15 or 16. LexisNexis released PCLaw version 15 and PCLaw version 16. If you are contacted by Lexis to proceed with the upgrade to either v15 or v16, we advise that you hold off for now. We never want our clients to experience the potential pain of a new release of software, and while we feel like we are much

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars.

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well WHAT TO DO IF YOUR WI-FI DOESN'T REACH FAR ENOUGH A very simple solution is to use PowerLINE networking to extend the range of your network. Netgear makes a relatively inexpensive and simple kit that includes two devices. Each simply plugs into your home or office electrical outlets. The "sending" end has an Ethernet port for connecting to your router. The "receiving" end has a built-in

Wi-Fi

CHATLINK - INTEGRATING MS TEAMS WITH NETDOCUMENTS But as we’re also evolving and adapting to the new world changes, NetDocuments’ ChatLink helps Teams stay matter-centric and organized. If you have any questions about ndThread or integrating your NetDocuments with MS Teams, we're here to help! Contact the Document Management Team at Affinity by calling 877-676-5492, or

simply request a

WAIT TO UPGRADE TO PCLAW VERSIONS 15 OR 16 Wait to Upgrade to PCLaw Versions 15 or 16. LexisNexis released PCLaw version 15 and PCLaw version 16. If you are contacted by Lexis to proceed with the upgrade to either v15 or v16, we advise that you hold off for now. We never want our clients to experience the potential pain of a new release of software, and while we feel like we are much CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars.

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

AFFINITY INSIGHT PREVIEW: EXCEL FOUNDATIONS Explore the fundamentals of working in MS Excel. Review the basics and learn the foundations of using this powerful tool. LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

ADOBE ACROBAT FOR LEGAL PROFESSIONALS Description. Easy to read and full of numbered steps and screenshots, Adobe Acrobat for Legal Professionals is just one of the in-depth software manuals offered as part of our membership program, Affinity Insight.This comprehensive collection of software manuals focuses exclusively on topics relevant to legal professionals and represents Affinity’s 20+ years of experience working with

CRAYOLA BOLGER

727-306-3005. cbolger@affinityconsulting.com. Professional Details. Personal Details. Skills & Areas of Expertise. Crayola coordinates shorter-term projects with Affinity’s established clients, such as upgrades and migrations. Her goal is to connect clients and consultants with the information they need for a project to succeed.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions. BARRON K. HENLEY, ESQ. Barron is an attorney who has over 20 years of experience in legal technology. After earning his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University, Barron discovered his passion for helping lawyers fix problems within their practice. CULTIVATING A CULTURE OF LEARNING AND GROWTH Your legal organization is a garden. When given the right tools and nutrients, it thrives on a culture of learning and growth. When left to its own devices, it will wither and stagnate.

NETDOCUMENTS

With this configuration, mandatory filters are used as well as folders. One can even create subfolders, if needed. However, since the document type field (filter) is mandatory, one can search, and filter results based on document types. You get the best of both worlds. As you can see, there are many ways to configure your NetDocuments

system.

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars. LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

ADOBE ACROBAT FOR LEGAL PROFESSIONALS Description. Easy to read and full of numbered steps and screenshots, Adobe Acrobat for Legal Professionals is just one of the in-depth software manuals offered as part of our membership program, Affinity Insight.This comprehensive collection of software manuals focuses exclusively on topics relevant to legal professionals and represents Affinity’s 20+ years of experience working with

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team. PRINTING REPORTS OR LISTS IN NETDOCUMENTS Go to the desired Workspace, folder, or run your search to display the desired documents, and then follow these steps: From the list heading (in this example, it is a Search Results heading), select the dropdown arrow located to the right of the name. Select Print List. Select the desired format. A Formatted report will generate a printable PDF. WAIT TO UPGRADE TO PCLAW VERSIONS 15 OR 16 Wait to Upgrade to PCLaw Versions 15 or 16. LexisNexis released PCLaw version 15 and PCLaw version 16. If you are contacted by Lexis to proceed with the upgrade to either v15 or v16, we advise that you hold off for now. We never want our clients to experience the potential pain of a new release of software, and while we feel like we are much WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well

LAW FIRM CONSULTING

Creative. Connected. Inspiring, empowering, and enabling legal teams to work smarter. At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach addresses the roles of people, process, and technology in optimizing law firm performance. Affinity’s team of legal industry experts works hand in hand CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars. LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

ADOBE ACROBAT FOR LEGAL PROFESSIONALS Description. Easy to read and full of numbered steps and screenshots, Adobe Acrobat for Legal Professionals is just one of the in-depth software manuals offered as part of our membership program, Affinity Insight.This comprehensive collection of software manuals focuses exclusively on topics relevant to legal professionals and represents Affinity’s 20+ years of experience working with

PAUL UNGER, ESQ.

Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn’t speaking or writing, he is usually performing technology assessments throughout the United States and Canada.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions. JEFFREY SCHOENBERGER, ESQ. Jeff is a member of our document automation team, as well as our resident Apple guru. After practicing law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio, Jeff joined Affinity, and brought his unique ability to discover faster and better ways for clients to do everyday tasks to our team. PRINTING REPORTS OR LISTS IN NETDOCUMENTS Go to the desired Workspace, folder, or run your search to display the desired documents, and then follow these steps: From the list heading (in this example, it is a Search Results heading), select the dropdown arrow located to the right of the name. Select Print List. Select the desired format. A Formatted report will generate a printable PDF. WAIT TO UPGRADE TO PCLAW VERSIONS 15 OR 16 Wait to Upgrade to PCLaw Versions 15 or 16. LexisNexis released PCLaw version 15 and PCLaw version 16. If you are contacted by Lexis to proceed with the upgrade to either v15 or v16, we advise that you hold off for now. We never want our clients to experience the potential pain of a new release of software, and while we feel like we are much WORLDOX TRAINING: IMPORTING DOCUMENTS TO WORLDOX The windows explorer command “Save to Worldox” will facilitate the import of every document in the folder selected, including documents that live in subfolders underneath the parent folder. The selection then brings up a dialogue wherein you can select among the database fields (typically client, matter, doc type, author, creator) as well CLE | CONTINUING EDUCATION FOR LAWYERS Our completely customizable on-site events and webinars address issues like ethics, strategic management, and legal-specific technologies in straightforward, entertaining, and easy-to-understand ways. With a catalog of over 50 CLE seminar topics available, we offer: CLE credit certified content. On-site training or convenient live webinars.

LAW FIRM TRAINING

Law Firm Training. Simplified. Our membership program, Affinity Insight, makes it easier than ever to bring the deep expertise of Affinity’s technology trainers to everyone in your firm—not just for a day or a week, but all year long! Offering three membership tiers, Affinity Insight is designed to meet your organization exactly

where you are.

LEGAL DOCUMENT AUTOMATION With Affinity’s document automation team by your side, you’ll discover how to better serve your clients while improving your profitability. We offer: Document automation and assembly solutions. Template and form creation. In-depth training. Spend more time practicing law and less time typing. Generate complex legal documents

more quickly

LAW PRACTICE MANAGEMENT SOFTWARE Gain total control of your billing, resources, documents, schedule, communications, and matters. With the right practice management system, your firm can stop working harder and start working smarter, while improving your ability to deliver the stellar service you strive

to provide.

CRAYOLA BOLGER

727-306-3005. cbolger@affinityconsulting.com. Professional Details. Personal Details. Skills & Areas of Expertise. Crayola coordinates shorter-term projects with Affinity’s established clients, such as upgrades and migrations. Her goal is to connect clients and consultants with the information they need for a project to succeed. MICROSOFT OUTLOOK FOR LEGAL PROFESSIONALS Microsoft Outlook for Legal Professionals. $ 49.00 – $ 99.00. Easy to read and full of numbered steps and screenshots, Microsoft Outlook for Legal Professionals is just one of the in-depth software manuals offered by Affinity with you in mind. License Type. Choose an option Individual User License Site License. Clear. Add to cart.

CHANGE MANAGEMENT

planning your DMS project. Our team remains focused on accomplishing your project objectives, while helping your team adapt quickly to their new technology solutions. YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS What you need is a system for producing customized documents which avoids the aforementioned drawbacks; and templates are the foundation of such a system. In this ebook, you'll: Learn about the importance of using templates for drafting complex documents. Get simple rules for optimizing your templates to ensure maximum efficiency and accuracy. CONTEMPORANEOUS TIME CAPTURE The Case for Contemporaneous Time Capture. Accordingly, we strongly advocate the concept of contemporaneous timekeeping which is defined as simultaneously recording your time as you complete each job or task at hand during your workday. In practice, it stands as the complete opposite of what you may be doing now, which I will call WHAT TO DO IF YOUR WI-FI DOESN'T REACH FAR ENOUGH A very simple solution is to use PowerLINE networking to extend the range of your network. Netgear makes a relatively inexpensive and simple kit that includes two devices. Each simply plugs into your home or office electrical outlets. The "sending" end has an Ethernet port for connecting to your router. The "receiving" end has a built-in

Wi-Fi

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EXPERIENCED. CREATIVE. CONNECTED. Inspiring, enabling, and empowering legal teams to work smarter. Request a Consultation At Affinity, we deliver intelligent, custom business strategies for legal teams. Our holistic approach incorporates people, process, and technology. Our passionate, well-connected industry experts work hand in hand with you to help you better understand and optimize your business—from software to growth strategy, and everything in

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YOUR GUIDE TO DRAFTING COMPLEX LEGAL DOCUMENTS Most legal documents are drafted using a method that involves a high margin for error. Specifically, lawyers simply find an existing document they previously created for a similar client or purpose, save it with a new file name, and start making changes to it. This approach is unquestionably better than starting from a blank page, but it suffers from significant drawbacks: it’s incredibly time-consuming, and it leaves entirely too much room for error. In this ebook, you’ll: * Learn about the importance of using templates for drafting complex

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