Practical Workflow Automation for Lawyers (03/04/26)

Workflow automation can transform routine legal work by connecting the tools you already use and orchestrating actions automatically. We’ll start with simple wins in everyday software (Outlook and Word) to reduce repetitive steps, improve consistency, and cut drafting time. Then we’ll look into advanced tools with Microsoft Power Automate, and Zapier to link apps and trigger tasks you currently do by hand. We will also cover guardrails for monitoring flows and handling data securely, so you can scale with confidence.

Speaker:
Catherine Sanders Reach, Director of the Center for Practice Management, North Carolina Bar Association

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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.)

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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.