Category Archives: formulas

Scared Straight? Reviewing Excel Files in the Wake of Wells Fargo

The Wells Fargo inadvertent disclosure episode provides a high-profile reminder that attorneys who are responsible for reviewing and producing client documents must thoroughly understand those documents.  There were several process breakdowns that led to the inadvertent disclosure of thousands of confidential records, … Continue reading

Posted in CLE, eDiscovery, formulas, Lit Support, Native File Review, Practice Management | 1 Comment

Upcoming CLE Event in Houston, TX (with livestream)

On July 13th, I will give a presentation called “Excel Essentials for the Practice of Law” at the Harris County Law Library in Houston.  The presentation is designed for lawyers, paralegals, and other legal professionals.  Participants will learn how to … Continue reading

Posted in CLE, eDiscovery, Everybody, formulas, Lit Support, Practice Management | 1 Comment

Nassau County Bar Association CLE Event – March 8

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

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

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 , , , , , , | 1 Comment

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

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 , , , , , , , | 4 Comments

Generate Properly-formatted Bates Numbers in a Snap

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 , , , | 3 Comments