Microsoft OneNote for Paralegals

This course is also included in the 2023 Paralegal Cruise Package.

Master OneNote: Elevate Your Paralegal Efficiency

Unlock the Full Potential of OneNote for Paralegals


Welcome to "Microsoft OneNote for Paralegals," a comprehensive course designed to help you streamline your workflow and boost productivity.

This on-demand course is available immediately with no deadlines, allowing you to learn at your own pace.


5 ways paralegals can utilize Microsoft OneNote

Create Trial Binders: Organize case information, evidence, and notes in one easily accessible digital binder.

Case Management: Use as a case management tool for firms without a dedicated system, keeping track of case details, deadlines, and tasks.

Client Meetings: Take structured notes during client meetings and consultations, with the ability to easily share with colleagues.

Document Collaboration: Collaborate on documents and notes with team members in real time.

Research Compilation: Collect and organize legal research, including web clippings and annotations.


What You'll Learn

OneNote Basics: Tour menu options, create and organize notebooks, sections, and pages.

Content Management: Add and format text, use drawing tools, and manage graphics.

Advanced Features: Implement tags, to-do lists, and integrate with Outlook.

Paralegal Tips: Efficiently use OneNote for legal tasks and share notebooks effectively.


Exclusive Benefits

Hands-On Training: Real-time screen sharing and practical demonstrations—no PowerPoint slides.

Subtitles and Notes: Computer generated English subtitles available with an integrated notes function.

Community Access: Join a private Facebook group for ongoing support and collaboration.




Meet your Speaker

Linda McGrath-Cruz


Linda McGrath-Cruz brings a wealth of hands-on experience to her seminars, accumulated since 1997, from the dynamic world of civil litigation. Specializing in areas such as products/premises liability, bodily injury, wrongful death, and medical malpractice defense, Linda's expertise is not just theoretical but deeply rooted in real-world practice. As a testament to her dedication and skill, she has earned the designation of NALA Advanced Certified Paralegal in key areas including discovery, eDiscovery, trial practice, social security, and entity medical liability, alongside her recognition as a Florida Registered Paralegal.

Linda's academic journey underscores her commitment to the paralegal profession, holding two paralegal certificates, a Bachelor's in Paralegal Studies from Barry University, and a Master's in Paralegal Studies from National Juris University. Linda also holds degrees in medical assisting and secondary education. Her educational background, paired with her extensive experience, positions her as an instructor with a deep understanding of the field's nuances and complexities.

She is the proud founder and operator of Perfectly Paralegal, a vibrant community that offers resources, support, continuing education, and much more for paralegals across all levels of experience and education. This initiative highlights Linda's commitment to nurturing the paralegal community, making her not just a mentor but a relatable ally who understands the challenges and triumphs of the profession.

In Linda's classes, you're not just learning theory; you're gaining practical insights from someone who has lived it. Her approachable nature and dedication to sharing her wealth of knowledge ensure that every participant leaves with valuable, actionable information. Join her to bridge the gap between theoretical knowledge and practical application, and empower yourself with the tools for success in the dynamic world of paralegal work.

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Continuing Legal Education Credit (CLE)

NALA CP or ACP: Microsoft OneNote, sponsored by Perfectly Paralegal Consulting, Inc., has been approved by NALA for 2.0 CLE (non-substantive).

Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.

NALS: Microsoft OneNote is approved by NALS 2.0 CLE hours.

North Carolina: The North Carolina State Bar Board of Paralegal Certification has approved this program for 120 minutes of general credit. North Carolina provides an annual approval which expires April 27, 2024 unless renewed. (Renewal Pending)

North Carolina: Pending

This credit may be used by other entities who accept NALA approved non-substantive credits. If you aren’t sure, please check in advance.