Microsoft Word for the Law Office
June 2007
Microsoft Word for the Law Office
This seminar teaches and demonstrates effective techniques for creating standard and complex legal documents in the demanding law office environment.Techniques are illustrated using practice-specific legal forms and other legal material.Working with words and documents is a skill every attorney needs. This course helps the attorney master this essential practice tool. After attending this program, you’ll put Microsoft® Word to work:
- Creating easy-access libraries of boilerplate clauses
- Auto-generating client information instead of re-keying
- Establishing a standardized formatting system for all your firm’s documents
- Designing automated legal forms
- Protecting client data from unintended disclosure
Faculty
Leigh Webber is one of North America's most experienced and talented teachers of technology for attorneys. Over the past 20 years, he has taught hundreds of seminars to thousands of attorneys across the United States and Canada.He has practiced law, taught law school classes in computer techniques, and consulted to law firms and legal organizations of every size. He has created complete forms systems built on Microsoft Word, and has extensive experience in law office document automation. He is currently the Director of eDiscovery for GMAC ResCap, a financial services company in Minneapolis.
Agenda
9:00 am
- Using Word in the legal environment
- Customizing Word for the legal work you most commonly do
- Using shortcut keys and toolbars for greatest efficiency
- Creating custom toolbars for legal pleadings, standard contracts, and other routine legal work
10:00 am
- Legal formatting
- How Word handles formatting
- Tips for converting from Word Perfect
- Reveal codes in Word
- Tricky formatting problems common in legal work
- Headers and footers
10:30 am
Break
10:45 am
- Libraries of standard text
- How to create libraries of boilerplate clauses
- Practice-specific text libraries
- Storing and using standard addresses for court registries, county offices, etc.
12:00 pm
Lunch (on your own)
1:00 pm
- Designing automated legal forms
- Using Word's form feature for fill-in-the-blank documents
- Creating custom templates for standard legal documents
- Inserting client information automatically
- Designing a forms system for your office
- Sharing templates with others in your firm
2:00 pm
- Automatic legal numbering
- How to disable Word's defective numbering system
- An automatic paragraph numbering system that works
- Numbering techniques for exhibits, interrogatories, headings, and other legal material
2:30 pm
Break
2:45 pm
- Automatic legal formatting
- Creating formatting standards for your firm
- Understanding Word's style feature
- Designing styles for legal documents
- Custom keyboard shortcuts for applying styles
- Custom toolbars for working with styles
3:30 pm
- Ethical and professional responsibility issues
- How to avoid unintentional disclosure of client information
- How Word's document change management system works
- Features you must avoid in law office work
- Risks of sending documents via email and how to avoid them
- How to exchange documents with adversaries - safely
- Third-party software for scrubbing confidential information
4:30 pm
Adjourn
Video Replay - June 21, 2007
Denver: CLE Classroom, 1900 Grant Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| $269.00 | |
| CBA | $229.00 |
| CBA | $169.00 |
- General Credits: 7.00
- Ethics Credits: 0.50
- EDI Credits:
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