Maximizing Microsoft 365 and Google Workspace (05/06/26)

Maximizing Microsoft 365 and Google Workspace in the Solo & Small Firm Practice

This two-part seminar will show solo and small firm lawyers how to get the most out of the tools they already pay for in both Microsoft 365 and Google Workspace. Part one focuses on Microsoft 365 (Outlook, OneDrive, SharePoint, Teams, Copilot, etc.). Part two then walks through Google Workspace (Gmail, Google Drive, Docs, Sheets, Meet, Gemini, etc.). Learn practical examples of how to collaborate with clients and staff, automate routine work, and use AI responsibly without sacrificing confidentiality or ethics.

Microsoft 365 for Lawyers
Get real-world value from Microsoft 365 by turning Outlook, OneDrive, and SharePoint into a simple, matter-focused system for email, calendars, and documents. You’ll see how tools like Teams, OneNote, and Copilot can quickly draft emails, summarize documents, and create first-draft templates, all while staying organized, protecting client confidentiality, and meeting your ethical obligations. You’ll also learn about integrating other AI solutions into Microsoft 365.
Jennifer Case, Law Tech AI

Google Workspace for Lawyers
Explore how solo and small law firms can utilize Google Workspace, Gemini, and NotebookLM to build a secure, matter-centric architecture provides the foundation for modern workflows. Learn to configure foundational Workspace tools, such as setting up Google Groups Collaborative Inboxes for client intake, utilizing granular access controls in Forms, and leveraging Google Meet features. The presentation dives deep into AI product capabilities for the practice and the business of law. 
Mathew Kerbis, Subscription Attorney LLC

Moderators:
Mathew Kerbis, Subscription Attorney LLC
Charles A. Krugel, Charles A. Krugel, Labor & Employment Law on Behalf of Business
Co-Chairs, CBA Solo/Small Firm Practitioners Committee

Amanda Carey, The Carey Center for Justice
John D. Risvold, The Collins Law Firm
Vice-Chairs, CBA Solo/Small Firm Practitioners Committee

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.