Some Useful Tech Tips: Document Assembly and Tasks
I like what works. I need tools. Here are a few.
USING SIRI FOR E–MAIL AND REMINDERS
- On a whim, I asked Siri to send an e-mail to my paralegal, “Remind me to call Client Smith”.
- The email server popped up (I use Outlook.) with my message to my paralegal.
- But since Siri couldn’t spell my paralegal’s name, I had to type in a couple of letters.
- So, keep your contact list current, and have your own profile complete with a current photo.
- I typed in two letters, autofil took over, and the e-mail to my paralegal was sent, while I was reclining in my chair. It’s that easy.
- And, of course, you can ask Siri to alert you with “reminders”. I am trying to figure out how to sync Reminders with “To Do”. Not quite there yet. But I use them both.
- DOCUMENT ASSEMBLY WITH PATHAGORAS
- My “go-to” document assembly engine is a plug-in to Microsoft Word. But it uses only Word commands, and does not require programming training.
- It is called “Pathagoras”, http://www.pathagoras.com.
- Its founder/creator, and my friend, Roy Lazris, responded to my plea for help, with a GoToMeeting training session. Yep, he really does those.
- He showed me how to create a “dropdown list” of my favorite templates, how to “process” the form before “populating” it with the client’s information, and how to add that information and produce a near-perfect standard document, such as a petition, motion, agreement, or order. It is almost magic. It is reasonable in cost and well-supported. I used these forms during client interviews. I have a screen for the client to follow along.
- “MICROSOFT TO DO” TASK APP
- Microsoft is “getting there” with its “task app”, “Microsoft To Do”, Formerly “Wunderlist”, Microsoft Purchased Wunderlist in 2015, seemed to have lost interest, but announced a transformed “To Do” in its place in 2017.
- Unfortunately Microsoft’s Outlook 365 “Tasks” is just too clunky for efficient task management.
- “To Do” has evolved into a robust application that now allows you to “flag” an e-mqil and send it directly to the “To Do” task list. That makes ALL the difference!
- From there you can edit the task, establish subtasks, set alarms, and change priorities.
- A few minutes every day can give important structure to your work habits.
- I try to follow “The Eisenhower Method”, which I cover in a prior blog post: LOW TECH – PRIORITIZATION – Attorney J. Burton Hunter III : Attorney J. Burton Hunter III (hunterlawfirm.net)
- “To Do” can sync to all your devices. I use a Dell Laptop with Windows 10, an iPhone Xs Max, and an iPad air.
- EVERNOTE NOTE MANAGER AND TASK MANAGER
- I still like, not love, Evernote. I have an Evernote e-mail address, so I forward or or “copy to” my personal e-mails to Evernote. It goes into my default e-mail folder as a note. The key is that everything in Evernote is fully searchable.
- Just type, “Cousin Fred”, “Password Reset”, or “Kanawha Forest”, into Evernote’s robust search engine, and you will have it pop up immediately.
- I just got an e-mail that “Evernote Tasks” has Improved; can’t confirm that yet, but check it out if you are an ‘Evernoter”.
- Here is a short video of its features: https://youtu.be/sbtE9AVySwg
- THE “TODOIST” TASK APP
- Many people prefer the task app “Todoist.” It has announced a new version. The Key will be if you can e-mail tasks to it. It should not be a problem since Evernote actually creates a default e-mail address for you to send e-mails that turn into notes.
- But, remember, the leviathan Microsoft is the owner of To Do.
- GETTING THE MOST OUT OF ZOOM OR MICROSOFT TEAMS
- Finally, these are items I bought by an expert in operating Zoom meetings and hearings. I ordered them all, below:
- SOME “LOW TECH FUNDAMENTALS” BONUS TIPS
- I hope you find something of use to you in this post; but just in case, here are “Low Tech Fundamentals” that every productive professional should consider: Low Tech Fundamentals of Running a Law Office – Attorney J. Burton Hunter III : Attorney J. Burton Hunter III (hunterlawfirm.net)
- Good luck!
This post was written by Burton Hunter