Tag Archives: CLE

Microsoft Excel for Lawyers on PLI 1/10/23

Posted on January 6, 2023 by excelesquire

On January 10, 2023 at 1 pm EST I’ll be presenting a One-Hour Briefing on the PLI platform called Microsoft Excel for Lawyers. This online program includes CLE credit in many jurisdictions, and may be available free of charge if … Continue reading →

Posted in CLE, eDiscovery, Everybody, law firm training, Native File Review | Tagged CLE, eDiscovery, Excel | Leave a comment

Upcoming CLE Event for Chicago Bar Association – Advanced Excel for Litigators

Posted on March 23, 2018 by excelesquire

The CBA is hosting an exciting new Excel Esquire program called Advanced Excel for Litigators at the historic Chicago Bar Association Building from 12-3 pm on April 20th. This will be a small, interactive program with plenty of opportunity for … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Native File Review, Practice Management | Tagged Chicago, CLE, Excel for attorneys, Excel for lawyers, technology competence | Leave a comment

Finding and Reviewing Comment Boxes in Excel Files

Posted on January 25, 2018 by excelesquire

Following the Wells Fargo inadvertent disclosure episode, I wrote a blog post describing several ways to find hidden content in Excel files. In this post I discuss another feature of Excel that all lawyers, but especially legal document reviewers, should know about: the comment box. … Continue reading →

Posted in CLE, eDiscovery, Lit Support, Native File Review | Tagged CLE, document review, Duty of Technology Competence, eDiscovery, Excel, Relativity, Wells Fargo | 2 Comments

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

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

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

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

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