Episode Details

Guest Marie Stockton is an estate planning lawyer laser-focused on making sure her clients understand what they’re signing. She’s mastering document prep tools to assure they have the look and feel that encourages reading and comprehension. 

Topics:

• Making the shift from WordPerfect to Microsoft Word
• Paying attention to the little things, like fonts
• Designing and creating styles for formatting
• Complex numbering for document accuracy

Resources:

• Matthew Butterick, Typography for Lawyers
• Debora Savatra, Legal Office Guru
• Barron Henley, Affinity Consulting
• Mark Unger, Muse Legal
• YouTube
• Lynda/LinkedIn Learning

New Insights (brought to you by Nota):

• Veteran practitioner Starlett Massey answers litigation associate Melanie Kalmanson’s question.
• Question 3 of 4: “What are three things you would like to see changed in the legal profession?”

Special thanks to our sponsors, Lawclerk, Alert Communications, Abby Connect, and Clio.