Artificial Intelligence - what is it? Are we talking human-like machines? Is it just the latest buzz word or could AI truly make a difference in law firms today and in the future? Join us for this exciting, new webinar series to explore Artificial Intelligence and the legal industry. Affinity welcomes Trumpet Inc's Director of Channel Sales and Marketing Will Stagl who will lead our webinars and give you the insight you need to be ready for what's next. Register once to join all 3 Trumpet Thursdays! Today's session: Exploring the Possibilities of Artificial Intelligence: How AI is relevant and transforming the legal profession today.

Achieve a systematized order so your firm can take advantage of this next wave of innovation.

Sharon Nelson and John Simek, cybersecurity experts at Sensei Enterprises and co-authors of the books Locked Down: Practical Information Security for Lawyers and Encryption Made Simple for Lawyers. Lawyers find it hard to believe that five simple tips can dramatically slash their risk of suffering a data breach but it’s true!

Be informed and find out your firm's legal obligation to protect client data and the implications to your practice if there is a cyberattack.

Take a deeper look at legal breaches from the last two years and learn how to avoid the same mistakes at your firm.

Learn how even the little guys can quickly protect themselves from a cybersecurity attack.

A cyberattack can easily cripple your law firm so even a basic plan can save your firm in the long run. Learn how to build a plan that will protect your firm from being damaged.

The biggest cybersecurity threat to law firms is socially engineered ransomware attacks. Find out how cybercriminals use your information to craft a targeted attack and how you can prevent being a victim.

Affinity Partner Barron K. Henley covers all the bases of computer, smartphone, tablet, email, wireless and document encryption and the fundamentals of backing up your electronic data.

Affinity Consultant Danielle DavisRoe shows you how to find and consolidate the best of your intellectual capital in a way that increases drafting speed and accuracy while avoiding the aforementioned risks.

Generating documents is a primary area of inefficiency for many law firms and legal departments. Reducing resources required to create accurate documents immediately improves your bottom line. So why doesn't every attorney use document automation? Learn the basics about Document Automation, explore the barriers to implementation and discover the path around them to get started drafting new documents while increasing speed, accuracy and productivity. Affinity Partner Barron K. Henley will show you the way in this 30-minute webinar. Join us!

Generating documents is a primary area of inefficiency for many law firms and legal departments. Reducing resources required to create accurate documents immediately improves your bottom line. Learn the WHY and HOW behind Document Automation with Partne

Generating documents is a primary area of inefficiency for many law firms and legal departments. Reducing resources required to create accurate documents immediately improves your bottom line. Learn the WHY and HOW behind Document Automation with Partner Barron K. Henley as he shows you better options for drafting new documents while increasing speed and accuracy.

Our expert panel will include Affinity Senior Consultants, and hosts of the popular podcast DocsAfterDark, John Federico and Jeff Schoenberger. They answer attendee inquiries and share their years of experience in the document automation arena.

Change-Pro detects changes in documents - text, tables, comments, object and images - performing comparisons of Word, Excel, PowerPoint and PDF documents. This session focuses on comparing Word documents and clipboard comparison.

Organize and reuse commonly used clauses with Clause Companion. Clause Companion works directly within Word and allows for easy storage, retrieval, and distribution of content. This session highlights adding, organizing and reusing clauses.

Contract Companion identifies errors and risks in your contracts including editing mistakes; inconsistent phases, names, dates and defined terms; incomplete items; problems with cross-references and contract structure. This session highlights why this program should be in your toolbox.

DocXTools Companion provides one-click solutions to common complex formatting problems - inconsistent numbering, cross-references, tables of contents - as well as inconsistent spacing, fonts, font sizes and more. This session highlights these features.

Affinity Partner Barron Henley introduces TheFormTool, an innovator of award-winning software that offers simple-to-use but extremely powerful solutions for efficiently creating intelligent documents, with ease and accuracy.

Join Affinity Partner and nationally-acclaimed Document Automation expert Barron K. Henley as he explores how you can make the most of your investment in Contract Express, and how leveraging the power of Contract Express can immediately improve your bottom line.

Affinity Senior Consultant Bryce Phillips explores document management options.

Affinity Partner Paul J. Unger and Director of Document Management Gregory Bray answer attendee inquires and sharing their years of experience in the document management arena.

Imagine if you could electronically organize and store all documents in a client/matter-centric way -- in-house, received docs, emails, faxes and attachments. Now imagine that you can search those documents by any imaginable criteria! Affinity Partner Paul Unger will show you how to make this a reality in your practice.

So you think you have a DMS solution? Traditional practice management software and your home-grown folder system are probably leaving you behind when it comes to the managing your documents.

Benefits of OCRing with or without a DMS presented by Symphony expert and Affinity Consultant Christopher Martz.

Affinity Senior Consultant Gregory Bray introduces Digitus Information Systems makers of inMailX - an integrated enterprise email management, compliance and productivity solution for Microsoft Outlook and third party document management systems.

Learn what the requirements are for you to successfully install and run Symphony Suite as well as what you should expect to gain from having Symphony Suite installed in your office.

Join us and learn how our Document Management assessment can identify everyday changes that improve the way you handle documents, mail, and client files on a day-to-day basis.

Excel Printing and Formatting

This seminar covers everything you need to make your office digital, get your paper under control, and take full advantage of Adobe Acrobat and PDFs.

BIGfish BI's unique Business Intelligence offering allows Tabs3 firms to forever break down the barrier of information sharing in law firms with KPIs, dashboards, visual analytics and even a client portal add-on.

Affinity Partner Britt Lorish introduces IntelliMetrics - makers of BIGfish BI, a unique Business Intelligence offering that forever breaks down the barrier of information sharing in law firms with KPIs, dashboards, visual analytics and even a client portal add-on.

Affinity Partner Jeffrey S. Krause explains how you can use data to help build a major-league practice.

As a business, a law firm is really no different than most other closely held companies. You sell your prospective services, you perform your service and your firm is paid. Your business takes in revenue, meets its expenses and hopefully has something left over for the owners of the business to enjoy. Over the years, your firm’s financial health has probably improved, but do you know why? The better question is will that trend continue? Or, are you finding that your firm’s financial health is in jeopardy? Are the people you’ve charged with expense management, billing, accounting and financial management doing an efficient and productive job to ensure that your law firm, your business, will maintain its financial health?

Growing a law firm isn’t easy, but wouldn’t it be great if you could “hack” your growth? What if there were a few quick fixes that could make growing your revenue, increasing your effectiveness, adding time to your day easier than you’d imagined and with bigger results than you’d hoped for?

Talk your way into great growth! Speed up and automate your workflow with Speech Recognition. Effective Communication/Managing multi generation workplaces. Process everything!

President Chad Kerby of Grove Creek Group is a renowned public speaker who consults law firms and business leaders to grow their business through marketing and communications.

Affinity Director of Default Services Erica Fujimoto discuss what EQ is, how to improve your EQ skills and use EQ to positively impact your firm.

Affinity Director of Practice Management Jennifer M. Ramovs discusses the challenges faced in law firm management, including the challenges related to mergers and acquisitions.

Affinity Managing Partner Debbie Foster and Strategic Management Consultant Alison Lukan provide a brief overview of some practical solutions track and measure the impact of change and to build a plan for maximum efficiency.

George Chasse, their President of Legal Counsel Consulting, shares his expertise on how to run your law firm like a business. Learn the strategies needed to build a culture and structure in your law firm to add value for your employees, your clients and your bottom line.

Affinity Director of Practice Management Jennifer M. Ramovs, Esq. talksk about real-life ways to determine what will keep clients happy and coming back to again and again and how to use this knowledge to drive focus on doing the right things the right way within your firm.

Affinity Partner Steven J. Bestexplores subscription legal services and member only privileges as a possible new revenue model for the legal industry.

Too often, micromanagement is seen as a bad thing - but that is not the case when it comes to ensuring that your clients have the best possible experience with your firm. You want them to return again and again, not to mention referring your more business in the future. That only happens with careful attention to every experience your client has with your firm.

Partner Barron K. Henley, Esq. walks you through some of the key decisions to consider when starting your own firm to help you build a plan fast.

Affinity Director of Practice Management Jennifer M. Ramovs takes you through the value of understanding current processes, undertaking the necessary steps to recognize the changes that need to be made and the WHY behind those changes, and then what you need to do to make that change become a reality.

Affinity Partners reflects on the first 20 years of Affinity, reviewing the State of the Industry and exploring the outlook for 2019 in an interactive roundtable.

The overall health of your firm’s financial system is critical to the well-being and cash flow of the business. By making sure everything is running optimally and spotting minor issues before they become big problems, you ensure the health of your firm. In this session, you'll learn why a mid-year financial health check may be just what the doctor ordered!

Andy Adkins, Chief Information Officer for Social Evidence discusses how social media is becoming more prevalent in lawsuits todayand provides “How To” tools on collecting, organizing, and analyzing social media data.

Nora Bergman, author of 50 Lessons for Lawyers – Earn More – Stress Less – Be Awesome and Certified Atticus Practice Advisor, discuss how to take care of yourself with bite-sized, easily digestible advice and tips on how you can start improving your life and your practice.

Ari Kaplan, CEO of Ari Kaplan Advisors, disccuess what legal technology is trending and where legal tech is headed in 2018 and beyond.

Jim Calloway, the Director of Management Assistance Program at Oklahoma Bar Association, discusses 5 Trends in the Future of Law Practices.

Brett Burney, Principal of Burney Consultants LLC, discusses his top 5 e-discovery “gotchas” and how you can avoid them.

Partner Debbie Foster and Senior Consultant Danielle DavisRoe disucss how to mend poor training AND learn about how Affinity Insight can help your firm.

Affinity Director of Practice Management Jennifer M. Ramovs discusses her Top 5 things that to consider when a change may be coming to your firm.

Join us and learn how our Document Management assessment can identify everyday changes that improve the way you handle documents, mail, and client files on a day-to-day basis.

In this session, we will discuss how a Comprehensive Audit can be a critical road map for your firm.

Affinity Director of Practice Management Jennifer M. Ramovs outlines tools you can use to help drive team definition, accountability and effectiveness.

People often wonder about what happens at a law firm retreat. Is it heavy strategic planning? Is it team building? Is it training? Is it fun? The answer, of course, is YES. The most beneficial retreats are tailored in length, location and content to your firm’s needs and provide tangible results to improve your practice. Join us as we talk about the types of retreats that exist and how to go about making one happen for you.

Time to take advantage of some timesaving Microsoft Excel tips when using Pivot Tables! Pivot Tables is a convenient feature for summarizing data in Excel.

John Federico focuses on specific features that are most commonly used and will make an immediate impact on your daily use of Microsoft Excel.

Accellis Consultant and cloud expert John Roth discusses how data can be migrated & provide some basic information to help you start the process. John explores what tools the firm can use in Office 365 to improve its practice & share a few non-technical mistakes to avoid.

You have no doubt heard of “Office 365” but do you really know what it is, what it does, and whether you need it? Join us for 30 minutes while Barron Henley explains the features of Office 365 and it’s many varieties, including the productivity software and related services you get as part of your subscription.

Microsoft offers a compelling combination of local software, document/email management and cloud services in Office 365. Explore the benefits of Office 365 with Affinity Partner Barron K. Henley. Learn how Office 365 works, what it does best and the different packages available.

This short session will provide you with insights that will give you a sense of comfort and control as you decide to make the move to Office 365.

There is so much more to Outlook than just sending and receiving emails. Affinity Managing Partner Debbie Foster shows you how to maximize the way you use Outlook with shortcuts, quick steps, rules, integrated tasks, calendar, contacts, notes and more.

Affinity Partner Barron K. Henley authors our wildly popular monthly articles that share all kinds of tips for using Microsoft Word. Join him as he gives you his 10 favorites!

Affinity Partner Barron K. Henley shows you exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future. Learn dozens of tips and techniques you can put into practice immediately.

Affinity Partner and Microsoft Word Expert Barron K. Henley will start us off by revealing his top tips for Word and then answer your most daunting Word questions. Affinity Consulting Group is dedicated to transforming your business, your law firm, by focusing on your people, process and technology.

Affinity Partner Barron K. Henley will teach you exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future.

Affinity Senior Consultant and Mac expert Jeffrey Schoenberger demonstrates exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future. Learn dozens of tips and techniques you can put into practice immediately.

The best of legal technology, practice management, electronics and incredibly useful websites for lawyers. This rapid-fire, entertaining hour is full of great ideas you can immediately incorporate into your practice.

Director of Default Services Erica Fujimoto and Affinity Senior Consultant Ted Kriss answer attendee questions and sharetheir years of experience in the default services and mortgage banking arenas.

Learn how Mac users can be better, more capable citizens on their firm’s Windows networks and resources.

Affinity Partner Paul J. Unger and NetDocuments' Senior Solutions Expert Mike Sanders share a quick run down of the Top 10 favorite NetDocs tips.

Guest Speakers Megan Kennedy and Florin Boiangiu, from Digitus Information Systems, provide an overview of how Microsoft Outlook and NetDocuments can be seamlessly integrated, allowing users to manage their emails and easily access workspaces, folders, emails and documents directly from Microsoft Outlook.

PDF files are everywhere and have become the format of choice, with many courts now requiring all pleadings be filed as PDFs; and most governmental forms are available exclusively in PDF format. Join Partner Paul Unger for the basics about why pdfDocs has emerged as a great and affordable PDF tool for law firms and legal departments!

Get to know Nuance! Learn the basic differences between Nuance Power and Adobe Acrobat, as well as how to open and create a new PDF in Nuance.

Now that you’ve gotten the basics, let’s edit! Learn the basics including editing, commenting, marking up, redacting and more in Nuance.

Now for the good stuff! This session will include “beyond the basics” tips and tricks in Nuance to get you to Power User status!

Nuance Power PDF can be a powerful tool. Learn about security and permissions, adding signatures, sharing files, OCRing and more.

By popular demand, we've added a BONUS session all about creating fillable forms!

Affinity Partner Steven J. Best and Orion Project Manager Kevin Harris share theirinsights on law firm practice management and why using Outlook for your firm just isn't enough.

Explore leading practice management solutions for small to medium sized law firms of 200 users or less and learn how practice management solutions can manage critical law firm functions such as calendaring, case information tracking, contact/client management, tickler systems, conflict checking, automated document generation and time-billing.

Affinity Director of Practice Management Jennifer M. Ramovs demonstrates how to navigate the features in several Practice Management Programs – giving legal professionals a jump start on the research they should be doing before picking a product for their firm.

Mercanix CEO Mike Tobias explores how to get out of ‘reactive mode’ and gain control of legal service requests and how to efficiently onboard outside counsel to manage your workloads and scale to meet demand.

Affinity Partner Cindy Melfa introduces Actionstep, a powerful legal practice management solution with everything to run a law firm including case management, integrated billing and accounting, and workflow technology to increase efficiency, quality and profitability.

Affinity Partner Britt Lorish introduces BigHand, makers of digital dictation, speech recognition, workflow and document production solutions to streamline processes and increase efficiency in law firms and legal departments.

Affinity Partner Cindy Melfa introduces Centerbase, a configurable practice management software available via the cloud with integrated accounting, workflows, document management, timekeeping, analytics, and more.

Affinity Partner Steven J. Best introduces Cosmolex, a legal time and billing and law practice management solution with fully integrated and compliant law office accounting.

Affinity Partner Debbie Foster introduces LawBase who offer one of the leading case and matter management solution available to law firms, corporate legal departments and government agencies.

Affinity Partner Paul J. Unger introduces Trumpet, productivity software for legal professionals with customized software designed to improve the effectiveness of document management systems.

Affinity Managing Partner Debbie Foster and mercanix CEO Mike Tobias discuss and demonstrate how to map out a legal matter from the highest level, identify process gaps, bottlenecks and pain points and identify opportunities for optimization and automation.

Succession Planning can be overwhelming and intimidating, but planning and preparing can be the key to making transitions seamless and straightforward. Affinity Partner Jeffrey S. Krause as he shares his insights on Succession Planning and what comes next!

Affinity Senior Consultant Danielle DavisRoe, Esq. gives you the tools you need to begin talking about succession and contingency planning - now.

Affinity Partner Paul J. Unger covers technology tips and tools to save time and be more productive with your law office technology.

Affinity Partner Cindy Melfa demonstrates how to navigate the features in several time, billing & accounting programs – giving legal professionals a jump start on the research they should be doing before picking a product for their firm.

Affinity Partners Cindy Melfa and Steven J. Best answer attendee inquiries and share their years of experience in the legal finance arena.

s lawyers and legal professionals, it's our job to act as a fiduciary or virtual "trustee" of client funds, and as such, we must scrupulously follow stringent standards of good faith and transparency. While most of us associate this fiduciary obligation with only money, our duty extends to the protection of ANY client property.

Send your bills – and then collect! Mastering your trust account compliance. Micromanage your clients’ experiences.

Review critical financial health check-ups, key performance indicators and the best reports to measure them

With less than 90 days from the end of the year, it's time for your firm's Accounting & Finance Team to get busy! Affinity Partner Britt Lorish outlines the importance of being prepared before you get to the end of the year.

Affinity Partner Debbie Foster introduces Bellefield Systems, makers of iTimeKeep, for easy and convenient contemporaneous time entry to increase revenue and productivity in today's law firms.

It may only be September, but it’s time for your firm's Accounting & Finance Team to get busy! Affinity Partner Cindy Melfa outlines the importance of being prepared before you get to the end of the year.

Affinity Partner Cindy Melfa outlines critical checks, simple steps and important issues that you need to review with your Time, Billing and Accounting team. (NOTE - audio issues from 8:46 - 10:30. Our apologies!)

Affinity Partner Steve Best as he outlines how to set up your Time, Billing and Accounting team for success!

Learn the five most important ways you can improve one of the most critical parts of your law firm from leading industry expert Myrna Johns from Software Technology, Inc. - the maker of Tabs3 and PracticeMaster.

Time, Billing & Accounting may not be everyone's favorite words, but these favorite resolutions may make your TBA Team's New Year a success in 2016! Join Affinity Partner Steve Best as he shares his Top 10 Resolutions for maintaining efficient and accurate accounting for the new year and beyond.

Time, Billing & Accounting may not be everyone's favorite words, but these tips may make your TBA Team's New Year a success in 2017! Join Affinity Partner Steven J. Best as he shares his Top 10 Tips for turning over a new financial leaf to become more efficient and accurate in the new year and beyond.

As a lawyer it's your job to act as a fiduciary or virtual "trustee" of client funds, and as such, you must scrupulously follow stringent standards of good faith and transparency. While most of us associate this fiduciary obligation with only money, your duty extends to the protection of ANY client property.

This webinar will help you understand what “cloud” means, the current options that exist for legal professionals and the key considerations you should have in mind when evaluating moving any part of your practice “to the cloud.”

This webinar will help you formalize your strategy for your move to the cloud including the key considerations and potential pitfalls to leave you more comfortable and better prepared to make the leap!

Joshua Lenon is a New York-licensed attorney that serves as Clio's Lawyer in Residence. For the past four years, he's helped shape the policies and technology enabling 150,000 law firms around the world to use cloud-based practice management. His 5-in-15 topic for June is the 5 Truths Every Lawyer Should Know About the Cloud.

Ronny Loew, the National Sales Director for ProCirrus Technologies, shares the five most important questions your firm needs to ask when selecting your cloud hosting partner.

We explain the associated pros, cons, risks and ethical issues of your moving your practice to the cloud.

Dive into O365 apps! What's out there? What can they do? Why you may need one?

Explore some common productivity mistakes following a cloud migration. Specifically, we'll look at going paperless, reducing excess documents, scanning on the go & more!

Affinity Partner Jeff Krause introduces ProCirrus, a unique cloud hosting company that specializes in law firms with strong compliance, security and performance requirements.

So many practicing attorneys no longer have brick and mortar offices. How do they do that while still providing outstanding client support?

Scott Bassett moderates our panel of Affinity's own Road Warriors - Debbie Foster, Gregory Bray and Jeff Schoenberger.

Affinity Director of Practice Management Jennifer M. Ramovs provides a quick overview of how to take your office with you, covring everything from laptops to tablets, smartphones to portable printers/scanners, digital voice recorders and mobile back up devices to mobile security and auxiliary power.

Loving your Worldox, but want to do more? Ready to take your Worldox to the next level? Considering a move to Worldox Document management? Join Affinity Partner Paul J. Unger and Worldox CIO Rebecca Sattin for our Best Tips in Review for Worldox users, a quick run down of our favorite Worldox tips. If you currently use Worldox, or are considering a switch, you won't want to miss this!

Affinity Director of Document Management Gregory Bray and Affinity Senior Consultant Bryce Phillips as they share their Worldox expertise with us, explore Worldox Web 3 and get us all on the move!