Productivity Tools: Practice Management Software and Outlook – D11

LegalTech and Law Practice Management Track
Sponsored by Kronholm Insurance 

Session D: 3:00 p.m. – 5:00 p.m.

About the Program
Discover how to get organized with matter management software. Often referred to as the Swiss Army knife of legal software, matter/case management software can organize your practice, increase your revenue and share information with many of your existing programs. Also, learn Microsoft Outlook power tips; lawyers and staff are generally drowning in e-mail and many feel helpless when trying to get it under control. This seminar will explain the many amazing and useful Outlook features, which most users don’t even know are there.

You Will Learn

  • The leading practice management programs for small to medium-sized firms and see how these programs manage critical law firm functions such as calendaring, case information tracking, contact/client management, tickler systems, conflict checking, automated document generation, and time billing
  • How to use Microsoft Outlook’s feature set to efficiently store and organize e-mail (and attachments), successfully deal with high e-mail volume, and how to fix Outlook’s default settings for e-mail, calendar, contacts, and tasks


Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH

Barron Henley is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments.  He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council.  He is a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law (“RPTE”) Sections. He’s a member of RPTE Futures Task Force, a Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee.  Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook.  Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes.  Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics. 


2.0 CLE Credits (CT: 2.0 General; NY: 2.0 LPM)