MS Lists Certification Course

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QUESTION: Are you tired of constantly searching case folders and endless papers with no roadmap to what you have? 

OBJECTIVE: Many legal professionals find themselves without case management systems due to rising legal software costs. This mini course empowers the legal professional and covers in detail how Microsoft Lists can be used to track case data, and how to start creating indexes, summaries, and more using Microsoft Lists. The goal of this mini course is to provide a cost-effective case management solution using an application found in Microsoft 365, a subscription that most legal professionals already have or will have access to when transitioning to the Windows 11 operating system.


  • Comprehensive lessons on the various ways to create Lists, Indexes, and Summaries using Microsoft Lists
  • Learn how to start with the end in mind by using the Microsoft List formatting options to optimize your searching results
  • Pro Tips on Efficiently Importing and Exporting Case Data
  • Learn how to share your data, establish Alerts, as well as connect your Lists, Indexes, and Summaries to Microsoft SharePoint, OneDrive & Teams
  • Ten (10) formatted Excel spreadsheets for indexing, summarizing, and tracking case data, including:
    • Client Docs Index
    • Liens Index
    • Medical Records Index
    • Damages Tracker
    • Pleadings Index
    • Document Production Index
    • Written Discovery Index
    • Depositions Index
    • Deposition Abstract Summary
    • Medical Records Summary

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Course Includes

  • 18 Lessons
  • 4 Quizzes
  • Course Certificate
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