Posts tagged as:

Outlook

Clio Becomes the First Practice Management SaaS to Sync with Outlook

October 1, 2009

Finally! To celebrate its first birthday, Clio announced that Clio now syncs contacts, calendars, and tasks with Microsoft Outlook, so you can get offline access to your key information. Most importantly, as far as I am concerned, you should be able to sync with most smartphones through Outlook.
For me, this makes Clio the first truly [...]

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Archiving Outlook Messages: How to Change the Subject

August 11, 2009

Changing the subject line of messages in Outlook can make them easier to find. Here is how:

Modify the Subject Lines of Archived Outlook E-mail | PC World

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Save Outlook e-mails to your client file

July 27, 2009

Recently, a reader wrote in asking how to use Microsoft Outlook for case management software. Specifically, the reader wanted to know how to get e-mails from Outlook into your client file folders on your hard drive. Instead of just answering the e-mail, I did a screencast showing two different ways to manage folders in Outlook.

Saving [...]

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Remove attachments in Outlook

June 6, 2008

You can already remove attachments in Outlook—but only one at a time, which gets to be a big waste of time.
Outlook Attachment Remover (clever name, huh?) does just what it says, but in addition to removing attachments from one message at a time, you can scour an entire folder clean. This works well if you [...]

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Managing contacts

April 15, 2008

For quite a while now, I have been using Plaxo to manage my contacts. The great advantage of Plaxo is that it syncs with a variety of software—I use it with Outlook (two different copies), Thunderbird (ditto), and Gmail. The mobile version of Plaxo is also fast enough that you can access it even from [...]

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Google Calendar sync for Outlook just released

March 6, 2008

Here comes something I have been wanting for a long time: an easy way to sync my Outlook Calendar with Google Calendar so that I can share my schedule with my wife. Oh, and co-counsel, I suppose.
Since I am always changing from one program to another, it also makes it easier to track my calendar [...]

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Xobni may be the most useful Outlook plug-in yet

January 10, 2008

Lifehacker posted yesterday about Xobni, a new Outlook productivity plug-in. Xobni runs as a sort of sidebar, and displays information about the people who e-mail you. Among other things, it shows related contacts, e-mails, and files. I downloaded the beta version and started using it this morning, and there are two features in particular that [...]

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TimeBridge simplifies scheduling meetings

January 9, 2008

One of the biggest pains about managing a law practice is scheduling meeting, conferences, and other get-togethers with clients, opposing parties and attorneys, etc., all of whom have crowded calendars. TimeBridge goes a long way toward simplifying the process of setting meetings.
Here’s how it works: pick a few possible meeting times, and enter the e-mail [...]

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Managing attachments in Outlook

April 18, 2007

One of the problems with using Outlook to manage e-mail is that there is no easy way to manage attachments. Outlook is not a good place to store attachments. Outlook basically rolls all your information–e-mails, attachments, tasks, appointments, and contacts, into one .pst file. So the more attachments, the more data Outlook has to manage, [...]

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Outlook’s Activities tab

April 4, 2007

I have mentioned the Activities tab in Outlook several times, but I don’t think I have explained exactly how to get to it. The Activities exists as a tab in Outlook 2000-2003, and as a button in Outlook 2007. Open up any contact and look just under the task bar and menu, and you should [...]

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