The Busy Lawyer's Guide to Legal Technology, with Wellness
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The Busy Lawyer’s Guide to Legal Technology, with Wellness featuring Barron K. Henley Friday, December 13, 2019 presented by The South Carolina Bar Continuing Legal Education Division http://www.scbar.org/CLE SC Supreme Court Commission on CLE Course No. 197138 The Busy Lawyer’s Guide to Legal Technology, with Wellness featuring Barron K. Henley Friday, December 13, 2019 This program qualifies for 6.0 MCLE Credit Hours, including up to 1.0 LEPR Credit Hour and 1.0 SA/MH Credit Hour. SC Supreme Commission on CLE Course #: 197138 8:30 a.m. Registration & Continental Breakfast 8:55 a.m. Welcome and Opening Remarks 9 a.m. A Lawyer's Guide to PDF Files 10 a.m. Ethical Legal Tech Security Measures Every Lawyer Must Take 11 a.m. Break 11:15 a.m. Microsoft Word Power Tips for Legal Users 12:15 p.m. Lunch (provided) Sponsored by the South Carolina Bar - Solo & Small Firm Section 1 p.m. Champagne Technology on a Beer Budget 2 p.m. 60 Legal Tech Tips, Tricks, Gadgets and Websites in 60 Minutes 3 p.m. Break 3:15 p.m. Stress and Anxiety and the Practice of Law Shannon Furr Bobertz, Esq. S.C. Department of Natural Resources – Columbia 4:15 p.m. Adjourn The Busy Lawyer’s Guide to Legal Technology, with Wellness Speakers Barron K. Henley, Esq. Affinity Consulting Group Columbus, OH BARRON K. HENLEY, ESQ. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a Fellow in the College of Law Practice Management, and a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law ("RPTE") Sections. He's a former member of RPTE Futures Task Force, a former Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments. Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics. Shannon Furr Bobertz, Esq. SC Department of Natural Resources Columbia, SC Shannon Furr Bobertz graduated from the South Carolina School of Law school in 2002, cum laude. While in law school Shannon was an Associate Articles Editor on the SC Law Review and a member of the Wig and Robe. After graduation, she clerked for Justice Costa Pleicones on the SC Supreme Court. After her clerkship, she went into private practice focusing on civil litigation and municipal law with a private firm, where she was a partner. Shannon joined SC Department of Natural Resources in 2013 and was appointed Chief Counsel in 2014. Shannon is a member of the American Board of Trial Advocates (ABOTA) and was chosen as a Rising Superlawyer in 2013. Shannon was awarded the Silver Compleat Lawyer Award by the USC School of Law in 2014. She was selected by The State Newspaper as a recipient of the “20 Under 40” award in 2015. She was also awarded the Meritorious Service Award in 2018 by the Director and Chairman of the DNR Board for her work for DNR. She served as a SCDNR Deputy Law Enforcement Officer from 2013-2019. Shannon completed the National Conservation Leadership Institute (NCLI) in 2019. She also served as a Bar Examiner and an Adjunct Professor at the USC School of Law. Shannon served on the SC Bar Wellness Task Force, and is a regular practitioner of yoga. She currently serves as a part time municipal judge for the City of Cayce. Table of Contents A Lawyer’s Guide to PDF Files .......................................................................................................5 Barron Henley Ethical Legal Tech Security Measures Every Lawyer Must Take ................................................101 Barron Henley Microsoft Word Power Tips for Legal Users .................................................................................135 Barron Henley Champagne Technology on a Beer Budget ....................................................................................333 Barron Henley 60 Legal Tech Tips, Tricks, Gadgets and Websites in 60 Minutes ..............................................391 Barron Henley Stress and Anxiety and the Practice of Law ..................................................................................501 Shannon Furr Bobertz SC Bar-CLE publications and oral programs are intended to provide current and accurate information about the subject matter covered and are designed to help attorneys maintain their professional competence. Publications are distributed and oral programs presented with the understanding that the SC Bar-CLE does not render any legal, accounting or other professional service. Attorneys using SC Bar-CLE publications or orally conveyed information in dealing with a specific client's or their own legal matters should also research original sources of authority. ©2019 by the South Carolina Bar-Continuing Legal Education Division. All Rights Reserved THIS MATERIAL MAY NOT BE REPRODUCED IN WHOLE OR IN PART WITHOUT THE EXPRESS WRITTEN PERMISSION OF THE CLE DIVISION OF THE SC BAR. TAPING, RECORDING, OR PHOTOGRAPHING OF SC BAR-CLE SEMINARS OR OTHER LIVE, BROADCAST, OR PRE-RECORDED PRESENTATIONS IS PROHIBITED WITHOUT THE EXPRESS WRITTEN PERMISSION OF THE SC BAR - CLE DIVISION. A Lawyer’s Guide to PDF Files Barron K. Henley, Esq. [email protected] Affinity Consulting Group LLC 1405 Dublin Road, Suite 100 Columbus, OH 43215 614.340.3444 www.affinityconsulting.com ©2019 Affinity Consulting Group LLC A Lawyer’s Guide to PDF Files Table of Contents I. Introduction ................................................................................................................. 1 A. PDF (Portable Document Format) Files ................................................................. 1 B. A Little History ....................................................................................................... 1 C. PDF Released As Open Standard ........................................................................... 1 D. What Is PDF/A? ...................................................................................................... 2 E. Why Lawyers Are Using PDFs ................................................................................ 2 1. Worldwide Standard .................................................................................. 2 2. Protect the Document ............................................................................... 2 3. Collaboration ............................................................................................. 2 4. Easy Creation ............................................................................................. 2 5. Easy Combination ...................................................................................... 2 6. Forms ......................................................................................................... 3 F. Microsoft Office and Acrobat Integration .............................................................. 3 II. Tools for Creating PDFs ................................................................................................ 3 A. Basic Types of PDFs ............................................................................................... 3 1. Image Only PDFs ........................................................................................ 3 2. Searchable PDFs ......................................................................................... 3 B. What Can Be Converted To A PDF ......................................................................... 3 C. Programs You Can Use .......................................................................................... 4 1. Adobe Acrobat Pro DC ............................................................................... 4 2. Adobe Acrobat Standard DC ...................................................................... 4 3. Kofax/Nuance Power PDF Advanced ......................................................... 4 4. Kofax/Nuance Power PDF Standard ........................................................... 4 5. Nitro Pro Included with Nitro Productivity Suite ....................................... 4 6. Foxit PhantomPDF for Business ................................................................. 4 7. Foxit PhantomPDF Standard ...................................................................... 4 8. pdfDocs Pro by DocsCorp .......................................................................... 4 9. PDF-XChange Pro ....................................................................................... 4 D. Acrobat Version Differences .................................................................................. 5 III. The Acrobat X and XI Interface ..................................................................................... 5 A. Main Window ........................................................................................................ 5 B. Main Functionality of Each Section........................................................................ 5 Page 1 C. Customizing