$129 – $179

Full Day Conference- Mastering Microsoft Word in the Law Office

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NC Bar Association

8000 Weston Pkwy

Cary, No 27513

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MASTER MICROSOFT WORD

Are you tired of wrestling with Word every time you have to draft something more complex than a letter? Do you wish you could control Word’s formatting and gain a better understanding of how it works? Do you miss WordPerfect? If the answer to any of these questions is yes, this is your class! Word classes designed for the general public just don’t address the issues legal professionals face when drafting legal instruments. By contrast, this class is designed by lawyers, for lawyers.



ABOUT YOUR PRESENTER

Barron K. Henley, Esq. Affinity Consulting Group, LLC Barron K. Henley is one of the most popular Colorado CLE instructors and a national expert on technology solutions for lawyers. He is one of the managing partners of Affinity Consulting Group LLC in Columbus, Ohio, which has provided legal technology consulting to more than 500 law firms nationwide. He is an attorney with over 16 years experience in legal technology and one of the most renowned experts on Microsoft Word, Adobe Acrobat, and Hot Docs. He is a member of the ABA Law Practice Division and the Technology Committee and a frequent continuing legal education speaker on legal-specific technology issues.

BRING YOUR LAPTOP IF YOU’D LIKE TO FOLLOW ALONG!

• Seminar will be taught in Word 2016. The course manual works for Word 2007, 2010 and 2013 for Windows.

• Are you a Mac user? Please let us know ahead of time. We can send you a Word for Mac 2011 and 2016 manual so you can follow along. Word for Windows and Word for Mac have different interfaces, although they’re capable of most of the same things with some exceptions.



AGENDA

9:00 AM- Word Formatting Fundamentals

  • Modifying Word’s defaults for use in a law firm or legal department 
  • Tips and tricks for navigating long legal documents 
  • Building clause libraries using AutoText and Quick Parts 
  • Automatic paragraph numbering 
  • Indents and tabs 
  • Getting the formatting to do exactly what you want

10:00 AM- Advanced Legal Document Topics

  • Headers and footers 
  • Page numbering 
  • Automatically updating paragraph cross-references 
  • Endnotes and footnotes 
  • Automatic table of contents 
  • Automatic table of authorities

10:30 AM- Break

10:45 AM- Advanced Legal Document Topics Cont.

11:15 AM- Tools and Techniques for Negotiating and Revising Documents

  • Document collaboration 
  • How to ensure all changes are caught – producing a redline 
  • How to consolidate proposed changed from many people into a single document 
  • How to handle multiple versions and avoid confusion 
  • How to protect confidentiality 
  • Locking down a document to protect against further changes 
  • Indicating proposed changes on a Word document, a PDF and paper –track changes and other techniques

12:15 PM- Lunch

1:15 PM- Styles: If You Don’t Control Them, They Will Control You

  • Eliminate random font changes while editing 
  • Copy text from one document to another with perfect formatting 
  • De-construct and fix documents which are a complete mess 
  • Convert WordPerfect files to Word 
  • Create custom formatting tools you can use in every document

2:15 PM- Using Templates to Streamline Your Document Generation

  • Create model documents with fill-in fields 
  • How to create “public” templates and share them with others on your network

2:45- Break

3:00 PM- Using Templates to Streamline Your Document Generation Cont.

3:45 PM- Macros: Automate Your Word Processing

  • Macros – what they are and when to use them 
  • Other automation tools in Word – AutoText, AutoCorrect & Quick Parts 
  • Creating and sharing macros 
  • Assign macros to toolbar buttons and/or speed-keys

4:00 PM- Adjourn



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NC Bar Association

8000 Weston Pkwy

Cary, No 27513

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