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Advanced WORD and Document Management for Legal Professionals Presented by Barron Henley
Friday, October 07, 2011
Advanced WORD and Document Management for Legal Professionals Presented by Barron Henley
Friday, October 07, 2011 9:00 AM - 4:30 PM (Pacific Time)
Seattle University School of Law
901 12th Avenue
Seattle, Washington 98122
8:30am Registration, Coffee/Tea & Breakfast Breads
9:00am Program Begins
12:15pm Lunch Break
1:15pm Program Resumes
4:30pm Program Ends
Laptops are welcome & encouraged but not required for this program.
Electrical Outlets, Ethernet Outlets and Wireless Internet available at each seat.
(April 17, 2012 Update)
Templates, Materials and Additional Training See the Affinity Consulting Website for More Information
If you’re tired of wrestling with Word’s formatting every time you have to draft something more complex than a letter, this is your class. Word classes designed for the general public just don’t address the issues lawyers face when drafting legal instruments. By contrast, this class is designed by lawyers, for lawyers. We’ll cover legal drafting issues like automatic paragraph numbering, complex page numbering schemes, tables of contents, footnotes and paragraph number cross referencing. Not only will you learn how to control Word’s complex formatting attributes, but as part of this class you will also receive sample Word templates for pleadings, contracts/agreements, trusts and leases - all with the complex formatting built in and ready to go.
If you want to master Word, there are certain concepts and features you must understand. This seminar will teach you what is going on behind the curtain so you’ll know exactly how to attack drafting issues and fix or avoid the formatting problems plaguing you now. We’ll cover styles (which grant you full control of formatting), macros (which allow you to automate repetitive tasks), and templates (which are the starting point for the legal documents you draft). Understand these topics and take your word processing to the next level of efficiency. Drafting complex documents in Word shouldn’t feel like punishment. Don’t get mad, get even; and learn to control Word.
Who Should Attend:
Lawyers and staff who want to master Word and understand its most complicated features (these are also the features which will save you the most time).
Styles: If You Don't Control Them, They Will Control You
• Styles - what they do and why it is critical that you understand how to use them
• Learn how to:
• Set up and control automatic paragraph numbering
• Generate an automatic table of contents
• Create paragraph cross references that automatically update themselves if paragraphs are added or deleted
• Turn page numbering on and off; and start it over anywhere in the document
• 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
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
• Leave with a sample Word templates to use in your practice
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
Scanning, Paper Reduction and Electronic File Management:
Technology has fundamentally changed the way lawyers draft documents, gather and manage case information, conduct research, communicate, and render services. In spite of these changes, many of us still manage paper today the same way it was done 50 years ago. It’s time to upgrade that approach. This seminar covers everything you need to create your own digital filing system, get your paper under control, and take full advantage of Adobe Acrobat and PDFs. Going digital means collecting all documents you’ve created and received, plus all related faxes, email messages and attachments in one electronic system, organized by client and matter. It sounds complicated and expensive, but you’ll see that the tools you need are off-the-shelf, easy to use and inexpensive. We’ll explain and demonstrate how scanners can be used in the law office to reduce paper, lower operating costs and significantly improve efficiency. We will also discuss document organization and storage techniques that will allow you to locate any document (sent or received) in seconds.
Who should attend:
• Anyone who is tired of wasting time every day searching for documents and files
• Anyone who feels their office is drowning in paper
• Those looking for better ways to manage client files
• Lawyers who want to manage their practices more efficiently
• Anyone who wants to know more about Adobe Acrobat and what it can do
• Support staff, office managers and anyone who provides IT for their firm
• Any lawyer who doesn’t have full-time, in-house IT staff
• And anyone who is not getting the return on investment they hoped for from their scanners and copiers
Paperless or Less Paper?
• Realistic strategies for your law office
• The many ways scanners can benefit a law office
Converting PDFs or Paper Documents to Editable Word Documents
• Optical character recognition ("OCR") - what it is and how it works
• How to avoid retyping documents and expedite negotiated instruments
• OCR software options demonstrated
Legal Case File Tracking and Management
• Inadequacies of common paper-based approaches
• Hardware, software and training elements of a complete electronic filing system
• Protecting client files - backup and security requirements
• Scanner, copier & multi-function machine options
• Adobe Acrobat and PDFs - the role they play
• Document management systems - what they are, how they work
• Search utilities which allow you to find any document in seconds
• Electronic folder consolidation and file naming techniques
• Overcoming objections from colleagues and staff to a new way of working
Adobe Acrobat in a Law Office
• Creating and manipulating PDFs
• Adding Comments and Markup (strikethrough, proposed new text, etc.) to a PDF
• Electronic signatures
• Controlling access and securing PDFs so they cannot be edited
• Eliminating PDF hidden content (metadata)
• Adding watermarks
• Creating fillable PDF forms (client intake forms, etc.)
• Redacting text
• Bates numbering PDFs
6.0 CLE Credits
In-Person at the Law School
$175 Employed by Non-Profit or Gov't Entity
$165 SU Law Alumni Class 2008 and earlier
$125 SU Law Alumni Classes 2009, 2010 and 2011
$120 Non-Lawyer, Paralegal, Legal Staff (Not a member of the associations below)
$110 Members of WSPA, NALS or ALA
Free for Faculty, Staff & Current SU Law Students
*Optional box lunch for $10 available but registration must be complete by Oct. 2nd
Live Video Webcast
Per Person Video Webcast (one price for all registrant categories)
Comments from Past Attendees:
Great job! Can't wait to use all that I learned. I learned a lot. Thank you very much.
My head is spinning but very pleased I attended. Great presentation. I think every question/concern was answered. Can't wait to implement all I learned and make a lot of templates for the office. Thank you.
Barron is the best speaker on law office technology I've experienced[. He is] knowledgeable, fun, knows the practical uses of, and frustrations caused by, software. Super job.
I really enjoyed this seminar. Mr. Henley was great-very bright and I learned so much that I know I can now be more efficient. Thank you.
Most excellent, especially for us attorneys who have to use these programs but have never had any formal training! The speaker is both interesting and informative. He doesn't "talk down" to us non-technological people and yet he keeps it real. A delicate balance! Thanks for an excellent learning day.
I'm much more willing to give Word another chance. We use WP at the office, but a few of our clients ask for documents in Word, send revisions, etc. I feel a little more capable of creating and revising Word docs now.
Although the seminar was "advanced" Word, Barron was good about gauging the crowd and tailoring his presentation to everyone's skill level.
Barron is wonderful-witty ... ! enjoy him very much. Very knowledgeable. I felt like I learned so much.
Very interesting to see the potential for using Word 2007. This was a very informative class that taught a lot of information that was fun.
This was more helpful than I had ever dreamed. Can't wait to go back to the office and try everything out!
When can I do this again? Lots of information leads to lots of practice. Thank you for the program. It will help, and more importantly, it will give me confidence and a resource to refer to when confidence is missing.
Continuing Legal Education
Payment by check:
Please make check(s) payable to Seattle University School of Law CLE and attach or include information identifying the registrant(s) and program(s) attended. Mail to Seattle University School of Law CLE Department, Sullivan Hall, Room 200B, 901 12th Avenue, PO Box 222000 Seattle WA 98122-1090. Please call 206-398-4233 with any payment questions.
Applicable fees for all registrants in a group will be charged to the first person registered in the group as one transaction. If different members of the group are paying individually (for example with different credit cards), individual registrations are required.
The last day to cancel your registration for this program is 5:00pm Friday September 30, 2011.
Thereafter refunds will not be permitted. However, substitute attendees are welcome.
Co-Sponsored by Puget Sound Association of Legal Administrators
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