Using Microsoft 365 to the Fullest to Scale Your Law Firm (11/16/22)

Microsoft 365 is changing the way law firms operate. Using this technology effectively will lighten your administrative load. These time-saving workflows can range from automatically saving emailed attachments into your client’s SharePoint folder to notifying you when a client has completed all the steps in your intake process. In this program, we’ll learn from a Microsoft Partner about how you can scale your business using technology you are likely already paying for within Microsoft 365.  Attendees will gain a deeper understanding of how to use Microsoft 365 to work more efficiently and effectively. They will discover often overlooked features within Microsoft 365, including Teams and SharePoint, and learn how actual lawyers are implementing this technology in their firms. Registrants will walk away with an actionable list of ways they can implement technology within their law firm.

Daleele Alison is a technology professional, entrepreneur, and Microsoft Partner. As the CEO and co-founder of RooksDM, a technology consulting group, he helps alleviate pain points for small to midsize law firms by using the right technology, including the Microsoft Suite. RooksDM does everything from one-time consulting, project implementation, and building custom technology solutions. For the past decade, Daleele has worked as a consultant, business analyst, and project manager for Fortune 500 companies to SMBs. He is a passionate entrepreneur who founded not only RooksDM, but also the local networking groups “Digital Marketing Topic and Trends (DMTT)” and “Local Coffee Chi (a social group for coffee lovers in Chicago)”. To learn more, visit www.RooksDM.com.  

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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.