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

Tuition: $195.00
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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.

This course is co-sponsored with myLawCLE.

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

Closed-captioning available

Speakers

Kathleen Brown_FedBarKathleen 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

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 Technology in the Practice of Law

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 Technology Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 Technology

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 General

Texas

Pending CLE Approval
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Other (Office Management) Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
2.4 Law Practice Management

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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