June 28/Web - Best Practices for Using Microsoft #Outlook with your Practice Management System

One of the most important components of any practice management system is its ability to integrate with Microsoft Outlook. Email is an accepted form of correspondence between you, your clients and colleagues and critical information is often included in email by attaching documents and files that need to be part of a matter’s record of activity. Many practice management systems claim to integrate with Microsoft Outlook, so it’s important to understand what a good integration between a practice management system and Microsoft Outlook should include. A solid integration should allow you to save email and attachments and know what information is being shared between Microsoft Outlook and the practice management solution, as well as how often it is updated.

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Best Practices for Using Microsoft® Outlook® with your Practice Management System

About the Presenter: Robert Gray is a Certified Independent Consultant and provides legal technology consulting services to firms all over the US. Robert is a founding member of Lawtopia, LLC, a partnership of nine of the most successful legal technology service providers in the US.

CLE Credit:

In the process of approval.
LexisNexis is approved for telephonic/Webinar training on this topic in the following states: Alabama, Alaska, Arizona, California, Florida, Georgia, Kentucky, Minnesota, Montana, Nevada, New York†, North Dakota, Rhode Island, and Utah (self-study only).
†Only experienced (having completed their first 32 hours of CLE) NY attorneys may take telephonic training for CLE. New York regulation requires that all CLE sessions must be conducted by a JD or an attorney in good standing.
CLE credit may be offered. Some state restrictions may apply. Contact the LexisNexis® CLE Group for eligibility requirements
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