Can you please share any software your firm uses that you find helpful? Including any add-ons to Microsoft office (for example: excel power query for indexing folders). Also, do you use any internal messaging system (maybe something like slack)? Thanks!

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OneNote

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Closing folders

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Microsoft OneNote

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That one is super helpful and also translates to iPad so you can take handwritten notes.

Contract companion, Litera Transact, DocuSign, Kira, PDF expert for iPad, teams

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Adobe Actions - underutilized resource that can help with everyday tasks such as scrubbing metadata, adding footers in bulk, mass printing pdf, etc

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Upslide both for xcl and ppt

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LitKit for redactions and exhibit numbering. Agent Ransack to search system folders. My law firm tried slack but it was not really adopted by attorneys.

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Learn from industry leaders on how they use automation to deliver business impact and advance their careers.

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