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Alexa Drago

              This week we discuss tracking client research in Casemaker4. Let’s get started! In the Features Toolbar is a link to your Clients. In the Clients menu you can create and store a list of clients you will be doing research for. Click Add next to the client field, […]

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This week we are going to talk personalization and customization with the Casemaker4 My Account menu. The first option provided in the My Account menu is settings. Clicking this link will allow you to change the Casemaker default settings in favour of your preferences. On the settings page, you will see four tabs. First, the […]

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By: Michael L Goldblatt Originally Published on Blumberg Blog on May 20, 2019 Printed with the permission of www.Blumberg.com/blog and BlumbergExcelsior, Inc.   Checklists assure completeness and reduce failures in a variety of industries, including accounting, aviation, and healthcare. This article provides tips and resources for lawyers who want to use checklists to avoid problems […]

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            This week we are reviewing the folders functionality in Casemaker4. Let’s get started! Like its predecessor CasemakerLegal, Casemaker4 also allows you to store documents you find over the course of your research. Using the Folders feature you can access your documents from anywhere you can access the internet. Saving […]

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Monday, August 5 Noon to 1 pm This free comprehensive session is for both those familiar with Casemaker and those new to this valued member benefit. Members will learn about the new Casemaker4 legal research platform. Special emphasis will be placed on site navigation, search query formulation, document management, current awareness tools and personalization options. […]

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Taking Better Notes

by Alexa Drago on July 29, 2019

By: Michael L. Goldblatt Originally Published on Blumberg Blog on September 11, 2018 Printed with the permission of www.Blumberg.com/blog and BlumbergExcelsior, Inc.   Note-taking is an acquired skill that helps people improve recall and process information. Luminaries like Richard Branson, Bill Gates, J.K. Rowling, and Sheryl Sandberg have used note-taking to advance their careers.  Read […]

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This week we have new Casemaker4 features to discuss. Last week we talked about the Document View. This week we are discussing how to browse content in Casemaker4 – Let’s get started! Sometimes, the best way to find what you are looking for is browsing. In Casemaker4 there are two different ways to browse content. Tree […]

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Writing Better Letters

by Alexa Drago on July 22, 2019

By: Michael L. Goldblatt Originally Published on Blumberg Blog on August 8, 2018 Printed with the permission of www.Blumberg.com/blog and BlumbergExcelsior, Inc.   Despite a decline in letter writing, letters remains an effective method of communication. Letters are useful for persuading an adversary, explaining complicated issues to a client, and submitting detailed proposals and replies. […]

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This week we meet the Casemaker4 Document Toolbar. Let’s get started! This week we discuss the Document toolbar and Case Document tabs. We will review this from the perspective of looking at a Case. However, the page is similar when viewing other types of materials. When you first click on a case from your search results, […]

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August 27-28, 2019 Barron Henley (Affinity Consulting) is back in Colorado for two days, and three separate programs. Register for one program or attend all three!   Day 1: Microsoft Word for Legal Professionals Day 2 Morning: Advanced Microsoft Word Bootcamp on Styles Day 2 Afternoon: Essential Law Office Technology for Lowering Costs and Increasing […]

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