Washington State Paralegal Association

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Leveraging MS Office for Case Management

  • 01/29/2021
  • Webcast

REGISTER: https://ipe.nbi-sems.com/ProductDetails/Leveraging-MS-Office-for-Case-Management/OnDemand-Video/88877SVDM_3237644?st=WA&pt=1

Program Description

Some law firms pay big money for case management software. Others have discovered SharePoint. This guide will show you how to build a case management system in Microsoft SharePoint with practical tips for staying organized and saving time. Learn how to excel at case management - order today!

Course Content

  1. Creating a Case in SharePoint
  2. Calendars and Conversations
  3. Task Management and Tracking
  4. Storing and Organizing Case Documents
  5. Case Study
  6. Outlook Integration and Email Management Tips
  7. Record Security, Encryption and Retention

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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