Category Archives: CLE

Nassau County Bar Association CLE Event – March 8

Posted on March 2, 2017 by excelesquire

The Nassau Academy of Law, the educational arm of the NCBA, will host an Excel Esquire CLE lunch program called “Excel Essentials for the Practice of Law” on Wednesday, March 8. Lunch is served at 12:30, and the one-hour program … Continue reading →

Posted in CLE, eDiscovery, Everybody, formulas | Tagged eDiscovery, Excel, New York CLE | Leave a comment

Highlight Every Other Row of a Privilege Log (or other spreadsheet!)

Posted on January 10, 2017 by excelesquire

Happy New Year, readers! Today’s tip is an old favorite, and one that can save you a lot of tedious work. It exploits Excel’s conditional formatting feature to quickly highlight every other row of your privilege log, or any other … Continue reading →

Posted in CLE, eDiscovery, Everybody, formulas, Lit Support, Practice Management, Privilege Logs | Tagged CLE, conditional formatting, eDiscovery, Excel logic formulas, Excel training, priv log, privilege log | 1 Comment

Open and Analyze a Production Metadata File (dat file) in Excel

Posted on September 26, 2016 by excelesquire

Does this scenario sound familiar? Your adversary drops a production on you in the form of a large zip file, and you need to know what’s in that production NOW. For example, you might have a motion to compel hearing later that day–are these … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Practice Management | Tagged eDiscovery analytics, Excel, Litigation support, metadata | 1 Comment

Hide Your Name When Printing Outlook Emails

Posted on May 20, 2016 by excelesquire

When you print an Outlook email–whether your own or someone else’s–your own name appears by default in large text at the top of the printout. This is awkward if you are printing emails as a delegate, or are using them as … Continue reading →

Posted in CLE, Everybody, Lit Support, Practice Management | Tagged CLE, eDiscovery, Law Practice Management, Litigation support, Microsoft Outlook, paralegal, Privilege Logs, Wizard in medieval times | 5 Comments

Redact Native Excel Files with the Filter Tool

Posted on February 22, 2016 by excelesquire

Sometimes you need to produce only certain rows of a large Excel spreadsheet. Some lawyers will painstakingly apply redaction stamps to hundreds of pages of tiff images, leaving only the responsive rows visible. This is a terrible waste of time and money, and … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Tagged custom footer, eDiscovery, electronic discovery, Excel CLE, Filtering, Law Practice Management, Litigation support, native file redaction, native file review, paralegal, redactio ad absurdum | 1 Comment

Get Excel to Automatically Launch Documents from an Exhibit List, Privilege Log, or Hot Documents List

Posted on February 10, 2016 by excelesquire

Today I’ll explain how to create a schedule of documents or other files in Excel that includes a hyperlink for each document. Anyone reviewing this list will be able to open any document described on it by just clicking the link. This makes it … Continue reading →

Posted in CLE, eDiscovery, Everybody, formulas, Lit Support, Privilege Logs | Tagged CLE, deposition prep, eDiscovery, electronic discovery, Litigation support, paralegal, porcupines, Privilege Logs | 5 Comments

“Excel Essentials for Busy Lawyers” Approved for New York CLE Credit!

Posted on November 2, 2015 by excelesquire

Excel Esquire’s signature course has been re-approved for New York CLE credit for 2019! Excel Essentials for Busy Lawyers is a 2-hour workshop for beginner and intermediate Excel users, and covers the basics of filtering, sorting, and analyzing data, as well as performing … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Practice Management | Tagged bridge the gap, CLE, document review, eDiscovery, electronic discovery, Excel, Excel CLE, Excel Formulas, Filtering, Litigation support, metadata, New York City CLE, pivot table, Wizard in medieval times | 4 Comments

Generate Properly-formatted Bates Numbers in a Snap

Posted on September 23, 2015 by excelesquire

Let’s say you get the following panicked email from an attorney on your team: You understand that these are the Bates numbers for documents on the Big Bank case, but you need to convert them to the proper format in order … Continue reading →

Posted in CLE, eDiscovery, formulas, Lit Support | Tagged CLE, eDiscovery, everyone, Excel Formulas | 4 Comments

Find Inconsistent Document Tags with Excel

Posted on September 8, 2015 by excelesquire

Scenario: You’re doing QC on a batch of reviewed documents that needs to be released for production. One thing you need to check for is whether family members (i.e., emails and their attachments) have been coded consistently. If an email is tagged … Continue reading →

Posted in CLE, eDiscovery, formulas, Lit Support | Tagged document review, eDiscovery, eDiscovery analytics, electronic discovery, Excel Formulas, I know that guacamole is extra, Litigation support, metadata, paralegal, pivot table | 1 Comment

Reverse Names Easily with Find & Replace

Posted on May 21, 2015 by excelesquire

A student in one of my CLE programs recently asked me the following question: What do you do when you have a long list of names of the form “Cook, Mary” and you want to put them in the form “Mary … Continue reading →

Posted in CLE, eDiscovery, Everybody, Lit Support, Practice Management | Tagged CLE, eDiscovery, Law Practice Management | 5 Comments