Category Archives: Practice Management

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

“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

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

Print a Rough Deposition Transcript in Half the Pages

Posted on April 17, 2015 by excelesquire

The court reporter just emailed you the rough transcript of today’s deposition, and you’ve absolutely, positively, got to read it on the train tonight. The idea of reading it off a tablet makes your head hurt, but printing out that .txt file is … Continue reading →

Posted in Everybody, Lit Support, Practice Management | Tagged deposition transcript, green lawyering, Litigation support, Mother Earth, paralegal | 2 Comments

April CLE Courses Now Enrolling in NYC!

Posted on March 10, 2015 by excelesquire

Tools of the Trade: Excel Skills Every Litigator Should Know carries 3.0 New York CLE credits, and April classes are now enrolling in New York City. The first CLE course of its kind, Tools of the Trade takes you step by … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Practice Management, Privilege Logs | Tagged CLE, eDiscovery, electronic discovery, Excel, Formulas, Law Practice Management, metadata, native file redaction, native file review, New York, privilege log, Privilege Logs | Leave a comment

Excel Esquire CLE Courses Now Enrolling in NYC!

Posted on November 25, 2014 by excelesquire

Tools of the Trade: Excel Skills Every Litigator Should Know is now approved for 3.0 New York CLE credits, and December classes are now enrolling in New York City. The first CLE course of its kind, Tools of the Trade takes you … Continue reading →

Create Automated Hyperlinks to NY Court Records in SCROLL

Posted on November 3, 2014 by excelesquire

If you litigate in the New York courts, then you’re familiar with SCROLL–the court-maintained web site where you can enter a case’s index number and pull up the docket for that case. Now wouldn’t it be nice if you could … Continue reading →

Posted in eDiscovery, Everybody, formulas, Lit Support, Practice Management | Tagged clerk, docket, hyperlink, paralegal, SCROLL | 2 Comments