Organizing Emails and Managing Attachments

Tech Training Video

Program and Platform:

Microsoft Outlook for Windows

Featured Features:

  • Folders and Subfolders for Search and Organization
  • Rules to Auto-Sort Email
  • Methods for Saving Emails and Attachments
  • Display Email in Columns
  • Category Tags

How-To Tech Description:

Every day feels manageable until the emails start rolling in—but you can get it under control. Learn to use Outlook’s feature set to efficiently store and organize email (and attachments!), and successfully deal with high email volume. At the end of this lesson, you’ll be ready to tackle the onslaught of incoming emails that require your attention. As a bonus, we’ll also show you how to use categories in Outlook.



A well-written email is persuasive, clear, concise, well-organized, and error-free. The best emails take up less screen real estate while delivering more valuable information. WordRake can help you send shorter, clearer, useful emails that will fit onto a single screen. Using the familiar track-changes style, WordRake will help you edit your emails for clarity and brevity—just like you would edit a letter in Microsoft Word.

For more tips on how to manage your screen real estate, check out Edit Your Legal Memos for Screen Reading on our blog and download The Art and Science of Writing Business Email.

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Slide6-Mar-01-2022-12-22-09-30-AMAbout Barron K. Henley

Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a Fellow of the College of Law Practice Management, a Fellow of the American Bar Foundation, a member of Ohio Supreme Court Commission on Technology and the Courts, and a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law (“RPTE”) Sections. Barron heads Affinity’s document assembly/automation and software training departments. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.


Slide5-Mar-01-2022-12-23-56-35-AMAbout Ivy B. Grey

Ivy B. Grey is the Chief Strategy & Growth Officer for WordRake. Before joining the WordRake team, she practiced bankruptcy law for ten years. During her decade of legal practice, Ivy was named a Rising Star in the New York Metro Area for five consecutive years, and her significant representations included American Airlines, Columbia House, Kodak, and Dewey & LeBoeuf.

Since joining the legal tech world, Ivy has become known for her work on technology competence, ethics, and innovation. She has a unique blend of skills and an outstanding ability to synthesize technical, business, and legal information into practical advice and actionable plans. In 2020, Ivy was recognized as an Influential Woman in Legal Tech by ILTA. She has also been recognized as a Fastcase 50 Honoree and included in the Women of Legal Tech list by the ABA Legal Technology Resource Center.