$135 Special NYSBA Member Pricing
Microsoft Word in the Law Office and Document Automation Systems
How to Dramatically Improve Speed and Accuracy While Drafting Complex Legal Documents
CLE Program and Live Webcast
Tuesday, July 12, 2016 | 9:00 a.m. – 12:00 p.m.
3.0 MCLE Credits (3.0 skills credits)
Reasons to Attend
-Conquer Word Formatting and Styles to Save Time and Create Better Legal Documents
-Learn more about Document Assembly and Automation for Your Practice
-Get Better Methods for Drafting Legal Documents
One of the most potent ways to improve the bottom line of a document-intensive practice is to improve efficiency. You can achieve this via subscription drafting systems (which are typically practice-area specific) and/or building a drafting system from your own documents. We'll discuss the pros, cons and options for both approaches.
· Problems associated with creating new documents by saving old ones as a new file name and making changes
· Subscription drafting systems - what you need to know and who the big players are
· The important differences between templates and documents
· How to build your best content into intelligent, annotated templates
· How to incorporate the high-end functionality of Microsoft Word into your templates so they are effortless to edit
· Automation options from the functionality built into Word to document assembly programs like HotDocs
Featuring Barron K. Henley, Esq.
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 member of the ABA Law Practice Management Section, a Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook. Barron is also an expert in launching new law firms, overhauling existing firms and documenting and re-engineering law firm processes. 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.
Program Description and Topics
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.
Carefully crafted model documents and templates are critical for most practice areas. They help prevent malpractice, increase profitability and are a primary method for transferring knowledge to others in your firm. This seminar will show you how to find the best of what your firm has created in the past. You’ll learn the rules for consolidating your intellectual capital into usable templates. Learn about the spectrum of automation tools demonstrated from the amazing things your word processor is already capable of, from simple Word functionality to document assembly applications like HotDocs.
For document-intensive and transactional areas of practice, improving drafting speed and accuracy directly impacts the bottom line while improving client satisfaction.
A. Legal Drafting Methodologies
B. Drafting Legal Documents Using Templates
C. Reducing Drafting Errors & Controlling Staff Work Product
D. Commercial Drafting Systems
E. Forms Practice
F. Automating Your Document Drafting: Advantages & Pitfalls
This class is designed by lawyers, for lawyers. This program is transitional; both newly admitted and experienced practitioners will benefit by participating.
This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey. If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.
If you have questions about this event, please contact Katherine Suchocki, LPM Director at firstname.lastname@example.org or Simone Smith at email@example.com. To register by phone, please call 1-800-582-2452.
Law Practice Management Resources
NYSBA Law Practice Management resources provide lawyers, law firm managers and legal professionals with information on practice management trends, marketing, client development, legal technology and finance. Whether you’re a solo practitioner or a managing partner at a national law firm, you’ll find law practice management resources to meet your day-to-day practice needs. Checklists, best practices, publications and continuing legal education programs provide up-to-date information and practical tips to help you better manage your law practice. Learn more at www.nysba.org/LPM.
$135 Special NYSBA Member Pricing