Tracking Case Data with Microsoft Lists // Organize to optimize by indexing with intention

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As a Paralegal, it is extremely important that I track all case data. I need to keep all case data very organized in order to optimize my results when the attorney asks me to find a needle in a haystack. That's essentially what we're dealing with if we do not organize to optimize. I do not want to be lost in the search for things down the road when I have the software to track case data with intention and starting with the end in mind.
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[@gloria5289]

I have been using Microsoft Lists for a few years now. It's great to keep track of so many case-related items on Microsoft Lists as opposed to Excel. I find with Excel, there are too many copies and versions floating around. With Microsoft Lists, it is in one central location. I especially like the filters, colorful choice options, different views and groupings, conditions, and notifications. It keeps me organized and it's ideal to integrate them into Teams.

[@ArrowConsultants_MistyMurray]

Couldn't agree more! Thank you for watching and sharing your story. I appreciate you!