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How To: Create a Reusable Filing Template

Starting from scratch every time you create a document is time consuming and painful. Simply replacing one client’s information with another’s to save time is risky and leaves lots of room for error. The solution? Create a template! By taking a relatively small amount of time to create a well-formatted document template, you’ll have a clean, attractive starting point every time you need to file something with the courts. 

Learning Objectives:

Why you shouldn’t start from scratch with every individual document, or rely on the risky practice of updating an old document to reflect new information
How to save a document as a template instead of a normal Word document, and what capability this unlocks
How to apply simple but hugely effective formatting to keep your template clean and attractive

Speaker: Anne Haag is a Practice Management Advisor at the Chicago Bar Association. Anne worked as a patent paralegal at a Chicago IP firm before arriving at the CBA in 2017 as the Law Practice Management and Technology department’s trainer/coordinator. She is also a certified crisis counselor and volunteers as a patient advocate in the ER.
 
Program cost:
CBA Member: $0
Non-member: $50

To register sign in to the website, click on “Register Myself” and then “Proceed to Checkout.” You must "Submit Order" in your shopping cart to complete your registration. You will receive a confirmation notice when your registration is complete. 
 
When
4/23/2019
Where
The Chicago Bar Association 321 S Plymouth Court Chicago, IL 60604 UNITED STATES
Online registration not available.

** Webcast **
MCLE Credit: 0.5 IL PR-MCLE Credit
Event Type: Seminar

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