Optimizing the Digital Trial Notebook: Leveraging Dropbox, Word, and Excel for Efficiency (2025 Edition)

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.

Re-Broadcast: March 13, 2025

This class is included in the Federal Bar Association CLE Pass

Subscribe to Federal Bar Association CLE Pass...
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

2 hour CLE
Tuition: $195.00
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

This engaging CLE webinar is designed as a comprehensive two-hour session that will equip attorneys with best practices and innovative strategies for digitizing their trial notebooks using Dropbox, Microsoft Word, and Excel.

Participants will learn how to structure and manage their digital trial notebooks, including organizing documents in Dropbox, creating templates in Word, and tracking case details in Excel. Advanced features such as real-time collaboration, securing sensitive case information, and presenting digital materials effectively in court will also be explored during the CLE. Attendees will leave with practical skills for streamlining trial preparation, enhancing collaboration, and securing case files.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Building Your Digital Foundation
    • Discover how to create a robust digital trial notebook framework
    • Structuring case files efficiently within Dropbox
    • Crafting customized templates in Word for various trial documents
    • Utilizing Excel for meticulous case detail tracking and analysis
  • Advanced Techniques and Courtroom Application
    • Explore sophisticated features that enhance your trial preparation
    • Implementing real-time collaboration tools for seamless teamwork
    • Enhancing document security to safeguard sensitive case information

Date / Time: March 13, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

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 in intellectual property law, an M.S. in Library and Information Science from Drexel University, and a B.F.A. from DePaul University. She often presents on the topics of 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. Building Your Digital Foundation | 2:00pm –3:00pm

  • Discover how to create a robust digital trial notebook framework
  • Structuring case files efficiently within Dropbox
  • Crafting customized templates in Word for various trial documents
  • Utilizing Excel for meticulous case detail tracking and analysis

Break | 3:00pm – 3:10pm

II. Advanced Techniques and Courtroom Application | 3:10pm – 4:10pm

  • Explore sophisticated features that enhance your trial preparation
  • Implementing real-time collaboration tools for seamless teamwork
  • Enhancing document security to safeguard sensitive case information
Preview
More CLE Webinars
Upcoming CLE Webinars
Protecting Employees in the Workplace – 101
Protecting Employees in the Workplace – 101 Wed, March 5, 2025
Live Webcast
Annual Mini-Medical School (2025 Edition)
Annual Mini-Medical School (2025 Edition) Thu, March 6, 2025
Live Webcast
Top Divorce Law Errors Paralegals and Associates Make
Top Divorce Law Errors Paralegals and Associates Make Fri, March 7, 2025
On-Demand
Live Replay
Deposing the Financial Expert (2025 Edition)
Deposing the Financial Expert (2025 Edition) Fri, March 14, 2025
Live Webcast
Microsoft Copilot 365 AI tool for Lawyers (Part 1)
Microsoft Copilot 365 AI tool for Lawyers (Part 1) Fri, March 14, 2025
Live Webcast
Dispositive Motions in Federal Court and Florida State Court
Dispositive Motions in Federal Court and Florida State Court Wed, March 19, 2025
On-Demand
Live Replay
Insurance and Bad Faith Litigation in Fire Loss Cases
Insurance and Bad Faith Litigation in Fire Loss Cases Thu, March 20, 2025
On-Demand
Live Replay
Divorce Law 101 (2025 Edition)
Divorce Law 101 (2025 Edition) Fri, March 21, 2025
Live Webcast
Gun Trust 101 (2025 Edition)
Gun Trust 101 (2025 Edition) Fri, March 21, 2025
On-Demand
Live Replay