Skip to main content

LIVE WEB - Making the Most of Document Templates

ISBA’s Practice Toolbox Series
Presented by the Illinois State Bar Association

Live Webcast
Tuesday, February 27, 2024
12:00 - 1:05 p.m.

1.0 hour MCLE credit, including 1.0 hour approved Professional Responsibility MCLE credit in the following category: Professionalism, Civility, or Legal Ethics credit

What should your firm’s document lifecycle look like? How do you create, review, store, and update your work product? No legal professional creates documents in a vacuum. This seminar walks you through creating and documenting your drafting process. Find out where the rough spots are. Learn how you can use “gold standard” templates to get you 70% of the way to the perfect document, with all current language, statute references, and other changeable information, without spending extra money by unlocking the potential of what you already own. Finally, learn how to share those documents inside or outside the firm and securely store them for later retrieval.

Program Speaker:
Jeffrey Schoenberger, Affinity Consulting Group

About the Speaker: Jeff’s unique role at Affinity involves managing our Practice Management Advisory program. Prior to joining the Affinity family, Jeff practiced law with Legal Aid in Cincinnati, Ohio. He learned about Affinity and consulting as a career path through some of partners Paul Unger’s and Barron Henley’s CLE courses. Jeff’s describes his superpower as his ability to “get the podcast done.” His favorite part of his job is discovering new tech and techniques to help attorneys.