Schedule Overview

Professionals today are constantly distracted by technology, connectivity and information overload. These physical and digital distractions cause very smart people to underperform and contribute to anxiety, sleep disorders and depression. Furthermore, the impact of the pandemic has many experts concerned about our mental health. In this interactive session, you will learn how to build healthy boundaries with technology, how to better unplug/disconnect when working from home, and how to take control of technology so it doesn’t own you. You’ll learn distraction management techniques and a practical time management methodology that enables you to regain control of your day. Be prepared to roll up your sleeves, get your hands dirty and focus on how to use Microsoft Outlook and other tools that your organization uses.

Legal professionals today receive between 100 to 150 emails or other electronic communications (via MS Teams channel, Slack, etc.) a day, many of which contain tasks that we must act upon. In this interactive session, you will learn how to efficiently process these messages. In other words — get them out of your inbox and process those emails and tasks in a way so that those items never get lost. 

Legal professionals must manage hundreds of tasks, deadlines and statute of limitation dates related to multiple matters or cases. You receive information from meetings, interviews, depositions, telephone calls, website inquiries, instant messages, social media and emails every day. Prioritizing these deadlines and achieving work-life balance requires that you have the proper tools and processes in place. Most legal professionals have the tools, but totally lack a methodology to process all this information. In this session, you’ll learn how to build a master task list that captures everything you must do, and examine the various tools that your organization uses to manage tasks and deadlines. Finally, you’ll learn a method for daily planning, weekly planning and project forecasting that will vastly improve your work-life balance and level of organization.  

Documenting processes and creating checklists often take a backseat to billable work and pending deadlines. We often hear, “I don’t have time to create them,” or, “My practice is too complex to reduce things to a simple process or checklist; there are too many variables!” The truth is the opposite. Very few things will free more of your time than investing in your business by documenting your processes. In this session, learn how to get buy-in from your team to create processes and checklists, the tools to document your processes, a primer on process mapping, and a game plan to get it done!

To efficiently process daily tasks and emails, you must be organized! In modern times, that means you must have a digital matter/case file that is complete and organized. In other words, to find answers to questions and to solve problems for clients, you must be able to efficiently find information: Emails can’t be stuck in users’ inboxes. Some documents can’t be in one place, and others in another place. Moreover, you also need effective and secure remote access when working from the road or home. In this seminar, learn how to create that paperless file and how best to properly secure client documents and information.

How many times have you started down the road of self- and time-management improvement, and found yourself back in the same place a few weeks later? It’s time to get traction and build long-lasting habits! This session ties together the methods, processes and technology that are covered in Paul Unger’s book, Tame the Digital Chaos, and presents them in a 26-week action plan. In this session, you’ll learn achievable and practical plan to gain focus and master time, task, deadline and email management.