Taking Control of Your Documents Like a Boss (10/2/24)

Do you feel like you spend more time formatting and fighting with your documents instead of focusing on what they say? Do you want to standardize your best practices and knowledge for efficiency, excellence and consistency? How about securing your documents to reduce risks from error, metadata, and unauthorized access? In this session we will focus on tools you already have like MS Word and MS 365, plus some low-cost add-ons to super charge you and your firm’s document generation, collaboration, and security. 

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

Catherine Sanders Reach is Director for the Center for Practice Management at the North Carolina Bar Association. Formerly she was Director, Law Practice Management and Technology for the Chicago Bar Association and the Director at the American Bar Association's Legal Technology Resource Center. She was co-chair of ABA TECHSHOW 2020. She is co-editor of the 2023 ABA book Design Your Law Practice. Follow her on Twitter http://www.twitter.com/catheri...  or connect at www.linkedin.com/in/catheriner... 

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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.