Create a Reusable Filing Template

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The most recent installment in our “How To…” Video Library is a must-see for lawyers who aren’t yet using templates for their documents. “How To…Create a Reusable Filing Template” will teach you how to turn a well-formatted and structured document into a reusable template.

“Starting from scratch every time you create a document is time consuming and painful. Simply replacing one client’s information with another’s to save time is risky and leaves lots of room for error. The solution? Create a template! By taking a relatively small amount of time to create a well-formatted document template, you’ll have a clean, attractive starting point every time you need to file something with the courts.”

View here:

Speaker: Anne Haag is a Practice Management Advisor at the Chicago Bar Association. Anne worked as a patent paralegal at a Chicago IP firm before arriving at the CBA in 2017 as the Law Practice Management and Technology department’s trainer/coordinator. She is also a certified crisis counselor and volunteers as a patient advocate in the ER.

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