Category Archives: Lit Support

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

Excel Filters and the Duty of Technology Competence

The Harris County Law Library in Houston, Texas recently hosted my presentation “Excel Essentials for the Practice of Law.”  Among other topics, I explained how filters work in Excel, and how they present pitfalls for the unwary lawyer.  When lawyers … Continue reading

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Leave a 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

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

Hide Your Name When Printing Outlook Emails

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 , , , , , , , | 5 Comments

Redact Native Excel Files with the Filter Tool

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 , , , , , , , , , , | 1 Comment