The Oklahoma Bar Journal January 2024

3) For those who have not yet taken these steps, it is import ant to think about organizing your client data digitally to be reused in the future. Mr. Calloway is the OBA Management Assistance Program director. Need a quick answer to a tech problem or help solving a management dilemma? Contact him at 405-416-7008, 800-522-8060 or jimc@okbar.org. It’s a free member benefit.

CONCLUSION 1) If you have never created a template before, start with the letterhead (aka statio nery) on every computer in the office. Make sure every one knows how it works. 2) Appreciate that the change

DON’T FORGET QUICK PARTS If the idea of doing the above seems to be something you do not want to commence today, some limited automation can be done using Outlook Quick Parts. Highlight an entire document or just some paragraphs from a document. From the Insert menu, select Quick Parts and then Autotext and give your quick part a name and save it to the Quick Part Gallery. Then, to insert the text into a document, go to Quick Parts , then Autotext and select the desired quick part from the drop down menu. Quick Parts also works in Outlook. More informa tion is provided by Microsoft. 7

to automated document assembly begins with sav ing all of your client infor mation in digital format. Your practice management software package is the most logical place for that to be organized. If you have a cloud-based project management software, you likely do not pay extra for tech support. Contact the company for their aid on this automation.

ENDNOTES

1. https://bit.ly/4af3FCB. 2. https://bit.ly/3RqhlSm. 3. www.theformtool.com. 4. www.theformtool.com/theformtool-free. 5. www.woodpeckerweb.com/pricing. 6. www.lawyaw.com/lawyaw-pricing. 7. https://bit.ly/3RHtYKf.

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THE OKLAHOMA BAR JOURNAL