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Find out How the Software you Already Have and Use can Make You a Better Lawyer

While the saying "we only use 10% of our brains" is false, the fact that we underutilize our everyday software is undeniable. This engaging course will show you how to tap into the hidden capabilities of Microsoft Office and Adobe Acrobat to simplify legal tasks, streamline document drafting and review, and enhance your case research and organization. Realize the true potential of all the tools at your disposal - register today!

  • Re-discover and re-invent your available software to enhance everyday legal tasks.
  • Create customized forms and questionnaires for all your discovery and client intake needs.
  • Don't reinvent the wheel - learn how to save large blocks of text for easy inclusion in new documents.
  • Simplify the process of document review and collaboration with MS Word and Adobe Acrobat advice from experienced legal professionals.
  • Better analyze financial data and demonstrate patterns with a PivotChart demonstration.
  • Learn to share documents and Excel workbooks to allow multiple users to manage data simultaneously.
  • Customize your favorite program's interface to minimize clicks and improve productivity.
  • Create powerful PowerPoint presentations for use in court, in CLE, and in educating clients.
  • Find out how Adobe Acrobat, a scanner, and a bit of advice can make the paperless law office a reality.
  • Manage your time and communications more effectively with MS Outlook.

  1. MS Word: Legal Document Drafting and User Tips
    9:00 - 10:00, Sarah E. Kay
    1. Make Forms Do the Work
      1. Templates - Why They're Better and How to Use Them
      2. Leveraging Windows Shortcuts to Organize Templates and Create Form Packets
      3. Saving Blocks of Text for Future Re-Use
      4. Simplify Automatic Numbering with Snapnumbers for Word
      5. Add Smarts to Your Forms with TheFormTool for Word
    2. Quick Tips for Substantial Results
      1. Top Ten Time-Saving Keystrokes
      2. Side-Stepping Word's Most Problematic Pitfalls
      3. When Styles Really Are Helpful
      4. Tiptoe Into Macros
      5. Customizing Your Ribbon/Toolbar for Speed and Ease
  2. MS Outlook: Compliant Client Communications and Scheduling
    10:15 - 11:15, Sarah E. Kay and Daniel D. Whitehouse
    1. Advanced Calendaring
    2. Proactive E-mail Management to Save Time (Folders, Filters and Other Tools)
    3. Syncing up Outlook with Smartphones and all Other Devices
    4. Smarter Organization of Your Contacts and Tasks
    5. E-Mail Security Tips
    6. Conflicts Checking
    7. Case Diaries
    8. Document Management
  3. The Many Uses of Excel in Legal Practice
    11:15 - 12:15, Sarah E. Kay and Daniel D. Whitehouse
    1. Transfer of Data (and Formatting) Between Excel and Other Applications
    2. Useful Keyboard Shortcuts and Simple Helpful Macros
    3. Using PivotCharts and PivotTables to Analyze Data at a Glance
  4. MS PowerPoint for Courtroom and Client Presentations
    1:15 - 2:15, Sarah E. Kay
    1. The Do's and Don'ts of Your PPT Presentation Appearance
    2. Creating and Sharing a PowerPoint Presentation
    3. Embedding Video
    4. Common Mistakes to Avoid
    5. PowerPoint Presentations in Court
  5. Legal Ethics: Tips for Everyday Practice
    2:30 - 3:30, Daniel D. Whitehouse
    1. Protecting Confidentiality in E-mails, Document Sharing and in the Cloud
    2. Avoiding UPL
    3. Multi-Jurisdictional Practice of Law
    4. Attorney Speech and Legal Advice Online
    5. Attorney Fees
    6. Attorney's Fiduciary Duty to Clients
  6. Adobe Acrobat: Document Review, Conversion and Creation
    3:30 - 4:30, Erica DiAngelo
    1. Helpful User Tips for Adobe Acrobat
      1. Standard vs. Pro
      2. Restricting Access/Permissions
      3. Optimizing Use Interface - Customizing Menus
      4. Converting Documents from and into PDF Format (To and From Word, Excel, PPT, AutoCAD, etc.)
      5. Removing Metadata
      6. Using Action Wizards to Save Time
    2. Creating Editable Forms and Questionnaires
    3. Efficient Legal Document Review
      1. Comparing Documents for Disparities
      2. Error Checking
      3. Document Sharing and Collaboration Tools
    4. Going Paperless with Adobe Acrobat and a Scanner

* Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

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