Digital Trial Notebook Implementation: Practical Applications of OneNote, Word, Excel, Outlook and More

Kathleen Brown
Kathleen Brown | Charleston School of Law

Kathleen (Katie) Brown is the Associate Dean for Information Resources at Charleston School of Law and a 2024 vLex Fastcase 50 honoree, recognized for her contributions to integrating technology and ethics into legal education. She frequently presents on topics including intellectual property, legal technology, and the business of law, with a focus on process optimization and legal research

On-Demand: May 29, 2025

2 hour CLE

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Program Summary

This presentation guides legal professionals in creating a modern, efficient digital notebook. By leveraging Microsoft applications such as OneNote, Word, Excel, Outlook, and Teams, attendees will learn how to streamline trial preparation, enhance collaboration, and improve document management. The presentation covers practical tips and best practices for integrating these tools to create a robust digital notebook, ensuring better organization, security, and productivity in trial preparation.

Key topics to be discussed:

  • Organizing Trial Materials with OneNote & Other Application Integration
  • Streamlining Document Management with Word
  • Tracking Case Details, Deadlines and Tasking with Outlook & Excel
  • Enhancing Team Collaboration with Microsoft Teams & Outlook

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Kathleen Brown_myLawCLEKathleen Brown | Charleston School of Law

Kathleen (Katie) Brown is the Associate Dean for Information Resources at Charleston School of Law and a 2024 vLex Fastcase 50 honoree, recognized for her contributions to integrating technology and ethics into legal education. She is also the recipient of the 2024 AALS Section of Technology, Law & Legal Education Technology & Ethics Award, honoring her significant impact in this field. Brown holds a J.D. from Seattle University School of Law with an emphasis on intellectual property law, an M.S. in Library and Information Science from Drexel University, and a B.F.A. from DePaul University. She frequently presents on topics including intellectual property, legal technology, and the business of law, with a focus on process optimization and legal research. She has also taught courses on Legal Technology for Practice, Art of Advocacy, Contracts, and Advanced Legal Research. An active member of the American Association of Law Libraries (AALL), Brown has held numerous leadership positions within the organization, including serving on the AALL Executive Board from 2011 to 2014. Some of her research interests include intellectual property, acting skills for lawyers, law and literature, and legal tech management.

Agenda

I. Organizing Trial Materials with OneNote & Other Application Integration | 2:00pm – 2:30pm

II. Streamlining Document Management with Word | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Tracking Case Details, Deadlines and Tasking with Outlook & Excel | 3:10pm – 3:40pm

IV. Enhancing Team Collaboration with Microsoft Teams & Outlook | 3:40pm – 4:10pm

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