Has anyone taken a course that noticeably improves intake-to-filing efficiency? The best ROI I’ve seen was a 45-minute session on advanced search operators in Relativity that cut our first-pass review time by roughly 25% last quarter; I’m looking for similarly practical modules on docket pulls, judge-specific rule research, or exhibit workflows. General information only — please consult a qualified attorney for case-specific guidance.
I got the most mileage from a 60‑min CLE on Acrobat Pro’s Action Wizard for exhibits — set up a one‑click flow that does “OCR > Bates > bookmark from filenames > export manifest,” a conveyor belt for PDFs: https://helpx.adobe.com/acrobat/using/action-wizard-acrobat-pro.html. The only caveat is you need consistent naming and to confirm numbering conventions with the attorney. Do you already have Acrobat Pro, or are you on Kofax?
Quick win: a 50‑min CLE on rules‑based calendaring (CalendarRules/LawToolBox) taught us to trigger a “new complaint” workflow that auto‑builds deadlines from the docket and judge standing orders and syncs to Outlook; pair it with PacerPro batch pulls for faster dockets — like trading sticky notes for cruise control. Are you using PacerPro or Docket Alarm, and do you have counsel sanity‑check local quirks?
Quick example: we ran a 3-hour bench scaling SPC + scale MSA pop-up and added a pre-shift 10-piece R&R plus an Xbar-R card at each table; in 6 weeks our scale variance tightened 18% and rework dropped 12% (reference: 6. Process or Product Monitoring and Control). Small caveat: it only stuck once leads initialed the chart at turnover and spec limits were printed on the scoops — @kberry553 want the one-page agenda?
And i do a 10-minute “worry o’clock” followed by a 3-item triage note (top deadline, one call, one admin thing), and any stray gremlins during the day go in a Notes “parking lot” I check at 1:15. Small caveat: on hearing days I shift it until after the morning docket sweep so court emails don’t hijack it — do you move yours when a rush filing drops?