How to Use OneNote for Case Management // Paralegal Case Management Tips

Case Management for Paralegals has never been so easy. Learn how to manage your cases using Microsoft OneNote Notebooks, which is free software already available to you on your computer. You don't need expensive software. Use what you've already got. OneNote Notebooks allow you to create a searchable index for your cases so that anyone on your team can access that data on-the-go.
Needing help pulling together that document product? Then check out THIS video on How to Prepare A Document Production: • Bates Labeling and Ind...
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[@ArrowConsultants_MistyMurray]

Be sure to head over to ArrowConsultants.solutions to download your free template indexes to copy into your case management materials. The indexes are absolutely free, no sign-up or opt-in required.

[@JORACASEY1921]

Not that you need my approval, but your latest videos are freaking exciting me. I really want to learn. Thank you!!

[@JORACASEY1921]

I have watched this several times... I would love like a visual of this process as if we are doing it with you. That would be amazing too..

[@allegri9cl]

I love your channel. Thank you for doing this.

[@ArrowConsultants_MistyMurray]

Thank you for watching 😊🙌

[@richaellerey4320]

I would love to see your sample indexes. I am returning to the field after working in the courts and would welcome a refresher and hopefully some fresh ideas!! I love your videos by the way!! Thanks for what you’re doing!!

[@ArrowConsultants_MistyMurray]

You can download my indexes at my website on the Resources page (www.arrowconsultants.solutions). I have a civil litigation workshop coming out soon. Thanks for watching and commenting. I appreciate you!

[@mcollins55]

Great information! Thank you!!

[@ArrowConsultants_MistyMurray]

Glad it was helpful! Thanks for watching and commenting. I appreciate you.

[@RandomASH-qx8lo]

Thank you so much!! This has helped so much!!

[@ArrowConsultants_MistyMurray]

I'm so glad! Thanks for watching and commenting. I appreciate you 🙂

[@adoshebrewess5560]

This is so helpful! Could you make a video on how to prepare a trial notebook?

[@ArrowConsultants_MistyMurray]

You bet! Thank you 😀

[@trishapagliaro6017]

This is really helpful and excellent advice

[@ArrowConsultants_MistyMurray]

Glad it was helpful! Thank you for watching and commenting. I appreciate you!

[@annaluque9284]

Thank you so much! I appreciate the info about the adobe action wizard.

[@ArrowConsultants_MistyMurray]

So happy you found the video helpful. Thanks for watching and commenting. I appreciate you!

[@JORACASEY1921]

Great video!!! Would love a video on depo summary. ❤

[@ArtThouNotEntertained]

I love your videos! Do you have any advice for what to use to keep track of events that happened with another person? Like an event tracker...

[@hremaddox]

I'm a directing attorney of an office, and I WISH people in my office knew how to do this! I'm trying to figure out how to do all this myself so I can then teach my employees.

[@ArrowConsultants_MistyMurray]

I'm here if you need me. I plan to do another OneNote video soon. I use my OneNote Notebooks soooooo much. It is a GREAT tool for the legal industry. Thank you for watching and commenting. I appreciate you!

[@Lisa3ms]

Im a personal injury paralegal for a year now. We have no good case management system. I’ve been out of the field for 15 years. Did criminal and insurance defense in the past. I am so excited to start using OneNote I watched your video and it said to comment if I need help building my indexes and I do!! Please and thank you

[@thomascolaluca4443]

Solo attorney. This is super helpful. Need more info on indexing

[@tanp9886]

This was a great useful vid. I am definitely looking forward to following your page. Please provide me with your website and more information on indexing.

[@ArrowConsultants_MistyMurray]

Thank you so much for your support and feedback. You can visit my website at arrowconsultants.solutions. I have a Templates page with forms you can download (no opt-in or sign-up required), that have the potential to assist you with indexing. Simply cut or copy & paste them into your Notebook or any other program you're using. Good luck!

[@jennyheiserpilka7265]

Hi Misty. Great stuff. Do you have a tutorial of how to organize a OneNote notebook for transactional attorneys?

[@nicolecorry2418]

This is awesome! Where can I find a probate index?

[@amyramos100]

I would love to see an action wizard demo!

[@nerehpasu921]

How many law firms do you contract with at any given time? What type of law do you work in? What type of law pays the most? DO you request payment before you start a project?

[@ArrowConsultants_MistyMurray]

Depending on the work, I have contracted with up to three law firms at one time. I mainly handle litigation for Plaintiff firms - wrongful death and abuse case. Corporate Paralegals make great money, but so do Patent and Trademark Paralegals. For me, it's more about the passion than the dollar. As for a deposit, it depends on the assignment. If it is a big assignment or project, then yes, I'll require a deposit or retainer for the work. Great questions!

[@msrmsr1309]

I need all the assistance I can get to be a successful paralegal and get a paralegal job.

[@gloria5289]

Hi - Helpful information but no samples or demos? People are visual so please use some visual aids.

[@albertlugassy3610]

Great we need for pro se help

[@Vicky14ist]

Hello, I would love to receive info on your indexes.

[@ArrowConsultants_MistyMurray]

You can head over to my website at www.arrowconsultants.solutions/resources-paralegal-coach and download any of my indexes. Good luck to you. Thank you for watching and commenting. I appreciate you.

[@carinaball6921]

I’d love to see the index links! TIA

[@ArrowConsultants_MistyMurray]

Yes, a OneNote refresher video with a screen-share is a great idea. Thanks 🙌

[@jodylarae3517]

Hello, I would appreciate a copy of your indexes.

[@ArrowConsultants_MistyMurray]

All of my indexes are available for download on my website at www.ArrowConsultants.solutions. Feel free to download them. They are completely free.

[@samirkapadia3423]

Since this a video... it would be helpful if there was a demonstration / show how you are doing whatever you are saying

[@kimberlybarnett3661]

I would love to talk to you, I am in NC and have been freelancing since 2018 in several states, SC, NC, ,GA. Just would love to have you as a contact :)

[@trudyfox3497]

Please send me list , never done this before

[@ArrowConsultants_MistyMurray]

All of my lists are available through my website, both free and paid version. Feel free to go download them at www.arrowconsultants.solutions. Thanks for watching and commenting. I appreciate you!

[@rehana8334]

Load of rubbish

[@ArrowConsultants_MistyMurray]

Can you be more specific in defining the load of rubbishness? 🤓

[@rehana8334]

Too much waffling and no essence of case management

[@monicaduran1154]

Cut the music while you talk...