Newsletter Header, 12-2013
March 2016
Trustworthy Trust Accounting
5 Cool Tech Tips
Bootcamps Start Now!
FREE Webinars
2-Factor Authentication
March Speaking Engagements
Need a Speaker?
Worldox Newsletter Highlights
Word Tip of the Month - Always Click More
Practice Management Webinars
Amicus Small Firm New Version
Newsworthy - Links of Interest (Waiting for Spring Edition)
Visit Our Webinar Archive
We archive our FREE educational webinars for 90 days after they are presented.

Visit Our Newsletter Archive
The Affinity Consulting Group Newsletter Archive has our email newsletters going back to January of 2010.
7 Tips for Trustworthy Trust Accounting
- Sandra L. Adams

What is Trustworthy?  Is it Reliable? Perhaps when it comes to discussing trust accounts, it refers to "ethical" or "unimpeachable." 

A trust account is different from other bank accounts. An attorney is the trustee for the funds belonging to a client. The attorney is responsible for safeguarding and protecting the client's money and/or other assets. There is no more fertile ground for ethical violations than trust account mismanagement. 

On March 3 at 1 pm EST, Affinity Partner Sandy Adams will present a 30 minute FREE educational webinar, 7 Tips for Trustworthy Trust Accounting. Register Now! 

To learn more about maintaining trust accounts, contact us.

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Don't Miss ABA TECHSHOW 2016
- March 16-19 in Chicago
Learn why every lawyer should go to ABA TECHSHOW 2016 by watching this video. Or watch this video to answer the question, What is ABA TECHSHOW?

TECHSHOW 2016 is Chaired by Affinity Partner Steve Best. Joining him on the Planning Board is Affinity Partner Barron Henley. 

TECHSHOW 2016's faculty includes dozens of top law office management and technology experts. Affinity Partners and Consultants on the faculty include not only Chair Steve Best and past Chairs Britt Lorish, Paul Unger, and Debbie Foster, but also Planning Board member Barron Henley along with Jennifer Ramovs and Jeff Schoenberger. 

Don't miss the premier annual legal technology conference.

Five Cool Tech Tips from the Chair of ABA TECHSHOW 2016
- Steven J. Best, Esq.
At the upcoming ABA TechShow, the conference concludes with 60 tips in 60 minutes - a fun, fast paced panel presentation that includes tips/tricks/gadgets/gizmos and websites to make your tech-life easier and presumably less stressful or complicated.
I thought I'd share a few of the Tech Tips from past ABA TECHSHOWS I found useful.  To see the latest tips/tricks for ABA TECHSHOW 2016, I encourage you to register and attend ABA TECHSHOW - a conference I always consider to be the best of the year.

2016 Bootcamps Start Now!
- NH Amicus/PCLaw Bootcamp March 7-8 
Affinity's software-focused Bootcamps provide you with intensive two-day training to increase your skills with popular law office software. 

There is still room in our first Amicus Attorney/PCLaw Bootcamp scheduled for March 7-8 in Beford, NH. Register now at the link below. 

March 7-8 - PCLaw/Amicus Attorney Bootcamp, Bedford, NH                         
April 4-5 - Tabs3 Bootcamp, Roanoke, VA    
April 13-14 - PracticeMaster Bootcamp, Roanoke, VA
April 20-21 - PCLaw Bootcamp, Atlanta, GA        
May 16-17 - Worldox BootcampTampa, FL

For more information on our Bootcamps, contact us

If you can't attend one of our Bootcamps, call 877-676-5492 or write to set up Private Law Firm Training on any subject/software.
FREE Education and Software Skills Webinars 

*Part of Affinity's New Beyond the 3Cs Webinar Series

If you have questions about training opportunities, contact us.
Security Corner - Use 2-Factor Authentication for Better Protection on Your Online Accounts
- Fred Engel, Affinity Client Service Team
Most lawyers and law firm staff members have multiple web-based accounts. It could be a Google (Gmail) or Microsoft (Office 365) account for email or document storage, or it could be a Dropbox account for file synchronization. All such accounts have one thing in common - you open a web browser or other program and login using your user name and password. 

Even a strong password is not enough protection from hackers who try to compromise your account. Consider using 2-factor authentication. This month we describe the what, why, and how of 2-factor authentication.

If you have questions about security of how to enable 2-factor authentication, contact us.
March Speaking Engagements
In addition to this month's webinars, the ABA TECHSHOW in Chicago, and the beginning of our Bootcamp series in New Hampshire, our Partners and Consultants will be speaking in Minnesota, Illinois, Michigan, and New Mexico. 

Need a Speaker? We Deliver!
If your law firm, bar association, or other law-related organization needs a speaker on any law office technology or management issue, we deliver!

Affinity's Partners and Consultant have many decades of experience making informative and entertaining presentations to law firms and bar associations. We can tailor a presentation to meet your specific needs. 

Here are two reactions to our speakers, Debbie Foster and Barron Henley:

"Debbie's seminar kept a room full of Legal Administrators and IT Managers engaged and entertained for a full hour, and we would gladly have stayed for more. Everyone took away something new that could immediately be put to use back in the office."

"Barron, that was probably the best hour of training I've ever seen and heard! You had some really great tips in there and you are so quick and accurate with your examples, it was well worth the hour's time! I've always been impressed by your knowledge on whatever topic I've called you about."

Contact Karen Scher to schedule an Affinity Partner or Consultant to speak to your firm or group.
Highlights from our Worldox Newsletter
Our February 2016 Worldox email newsletter has a great article describing the problems with image-only PDF files. PDFs become truly useful only when they are full-text searchable. This requires doing an OCR (optical character recognition) on the PDF file. Doing this one file at a time is very cumbersome.

The article explains the most common sources of image-only PDFs and suggests a great solution for automatic OCR'ing of image-only PDFs saved into your Worldox system - Symphony OCR from Trumpet

If you have questions about Worldox or any aspect of document management, contact us.
Word Logo
MS Word Tip of the Month - Number All Pages Except the First
We often do not want to page number the first page but want to number second and subsequent pages. Another example would be a letter in which you want no page numbering on the first page because it will be printed on letterhead, but you would like to add a header on all subsequent pages. This month we show you how to set that up.

To arrange for Word training customized for your firm, contact us.
Join Us for the Next Two Practice Management Webinars
-April 27 and June 10
On February 27, we presented the first of a three-part webinar series called The Case for Practice Management with Affinity Partner Steve Best and Orion Law Practice Management Systems Project Manager Kevin C. Harris. It was a huge success. (If you missed it, you can see it here.) Remember to mark your calendar and register for the two remaining webinars on April 27, and June 10.

Until then, be sure to read Steve Best's article on why Outlook or any Personal Information Manager (PIM) is not enough for effective practice management.
Important Announcement About Amicus Attorney Small Firm Edition
in January, Gavel and Gown announced plans to release a 2016 version of its Amicus Attorney Small Firm Edition software. This version will be compatible with Windows 10 and Office 2016, allowing users of Small Firm Edition to update their computers to Windows 10/Office 2016 or purchase new computers with those Microsoft products pre-installed. This is welcome news that extends the useful life of the Small Firm Edition. 

Our practice management consultants are happy to discuss your options if you are using Small Firm Edition and want to update your computers to the latest Microsoft software or are considering purchasing new computers. Contact us at for more information.
Newsworthy - Waiting for Spring Edition
Each month we bring you quick links to a variety of newsworthy items dealing with technology products, services, and other topics of interest to lawyers as they seek to better manage their practices. Spring is just around the corner. These tips will let you "spring forward" into the new season.    
Meet the Team - Jose Sepulveda
Affinity Consulting loves to help improve the lives of our customers. We thought you might enjoy getting to know about the lives of some of our team members who help make that happen. Each month we will feature another member of the Affinity Team. Get to know us!

Meet Jose Selpulveda, Process Management Consultant for the Default Services Team. Jose joined Affinity in 2011 after being a part of the annual CaseAwareŽ Bootcamp event provided by the Default Services team. He provided expert presentations on key industry topics when Affinity offered him the chance to join the Affinity Team. "I couldn't really say no to the opportunity," says Jose.

"I love my job because I started at the bottom working as a grunt in a large firm copy room then made my way through being a paralegal in many different departments. I hated knowing I was doing something inefficiently and began to tear apart the process, attempting to change things internally. When I am able to fix problems and involve technology or implement new ways of doing things, it puts a smile on my face," adds Jose. "I like making people happy, making their jobs easier, more efficient and knowing I was there at some point doing this person's job using carbon paper or a typewriter. Seeing the evolution gives me a huge sense of satisfaction knowing that I helped this firm evolve."