Faculty Course Information

Webcam

Becoming a Power User of MS Word and Excel: A Paralegal's Guide

Master the Use of Microsoft Office Applications in the Law Office

Division
IPE (100365)
Event Date
06/11/2025
Event Time
10:00 AM - 5:00 PM EDT
Event Planner
Nicole Vandermoss
Email
nicole.vandermoss@nbi-sems.com
Phone
(715) 835-8525

Course Experience

Throughout this program, you will be expected to demonstrate what you are trying to teach. This can include screen sharing, video clips, step-by-step instructions, screenshots - whatever you deem best. This is crucial for a positive event experience for attendees! If you wish to use screen sharing or upload video clips, our event producers and tech crew will provide instructions and do a quick run through with you before the event, so you feel comfortable using this functionality in ON24.

Program Description

Master the Use of Microsoft Office Applications in the Law Office

Are you looking for tips, tricks, and time-savers for everyday legal tasks? Are you looking for new and creative ways to use the software already at your disposal? In this engaging paralegal program, our tech-savvy faculty will show you how to tap into the secret capabilities of Microsoft Word, Excel, Outlook, OneNote, and PDF software to simplify legal tasks, streamline document drafting and review, and much more. Become a more resourceful paralegal - register today!

  • Find out how to become a power user of Microsoft Word with tricks for the law office and at home.
  • Simplify the process of document review, formatting, and collaboration with MS Word.
  • Utilize all the data analysis and presentation tools Excel has to offer.
  • Tap into the more sophisticated features of PDF software.
  • Discover how to utilize Microsoft OneNote to improve collaboration and streamline note-taking.
  • Enhance your MS Outlook skills with pointers on inbox management, calendar maintenance, and more.
  • Rediscover and reinvent your available software to enhance everyday legal tasks.

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


Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to maximize their use of MS Word, Excel, and other software. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. Making Microsoft Word Support the Needs of the Law Office Professional
  2. Becoming a Power User of Microsoft Word
  3. Unleashing the Power of MS Excel for the Law Office
  4. Utilizing Sophisticated Excel Features in Your Spreadsheet
  5. Leveraging Critical Collaboration Techniques for the Law Office Environment
  6. Incorporating Effective Organizational Tools and Techniques Within Microsoft Outlook for the Law Office
  7. Bringing Awareness of Trending Technology Products for Law Offices

Agenda / Content Covered

All times are shown in Eastern time.
  1. Making Microsoft Word Support the Needs of the Law Office Professional
    10:00 - 11:00, Susan Adams
    1. Navigating Within the Latest Enhancements
    2. Standardizing the Legal Desktop
    3. Customizing the Quick-Access Toolbar
    4. Utilizing AutoText and Building Blocks
    5. Publishing and Collaborating Within Word
    6. Incorporating Shortcut Keystrokes
    7. Developing Templates
    8. Customization of Word for the Legal Environment
  2. Becoming a Power User of Microsoft Word
    11:00 - 12:00, Susan Adams
    1. Tracking Changes, Blacklining, and Merging Documents
    2. Word Formatting and Preserving Formats
    3. Managing Long Documents
    4. Formatting Tips and Tricks
    5. Word Tables - What You Don't Know
    6. File Conversion and Formatting Within Word
    7. Practical Applications Within the Law Office
  3. Unleashing the Power of MS Excel for the Law Office
    12:15 - 1:15, Katie Brown
    1. Designing the Excel Spreadsheet
    2. Customizing the Quick-Access Toolbar (QAT)
    3. Organizing and Reviewing Data
    4. Naming, Coloring, and Formatting Spreadsheets
    5. Implementing Quick Tricks and Useful Keystrokes to Streamline Functions and Tasks
    6. Importing and Formatting Data Into Excel
    7. Copying, Pasting, or Embedding Excel Data Into Other Applications
    8. Creating Hyperlinks to Worksheets or Other Files
    9. Leveraging Excel and Word Mail Merge Features to Create Completed Forms or Documents
  4. Utilizing Sophisticated Excel Features in Your Spreadsheet
    1:45 - 2:30, Katie Brown
    1. Protecting Worksheets and Workbooks in Excel
    2. Creating Compound Formulas
    3. Flagging Inconsistent Formulas
    4. Utilizing PivotTables and PivotCharts
    5. Consolidating (Summing Through) Worksheets
    6. Auditing a Worksheet
    7. Useful Functions That Will Make Your Life Easier
    8. Useful Excel Applications for the Law Office
  5. Leveraging Critical Collaboration Techniques for the Law Office Environment
    2:30 - 3:30, Jack R. Luellen
    1. Harnessing the Power of PDF
      1. Software Options
      2. Hardware Requirements and Functionality
      3. Creating Searchable PDF Files
      4. Working With PDF Files
      5. Capitalizing on Key PDF Features Within Your Legal Documents
      6. Secure Collaboration Using PDF Files
      7. Creating Interactive PDF Forms
    2. Using Microsoft OneNote to Improve Collaboration
      1. Microsoft Office's Best-Kept Secret: Using OneNote to Improve Collaboration
      2. Creating an Electronic Notebook
      3. Organizing and Memorializing Your Notes
      4. Updating and Accessing Your Electronic Notes
    3. Instituting Secure File Collaboration Within the Law Office
      1. Addressing Metadata Concerns
      2. Protecting Documents/Worksheets
      3. Trending Secure File-Sharing Products
  6. Incorporating Effective Organizational Tools and Techniques Within Microsoft Outlook for the Law Office
    3:45 - 4:30, Carol D. Betts
    1. Managing Your Inbox: Time-Saving Email Management Tips
    2. Maintaining Your Calendar
    3. Leveraging Your Contacts Lists
    4. Utilizing the Tasks Feature
    5. Email/Mobile Device Security Tips
  7. Bringing Awareness of Trending Technology Products for Law Offices
    4:30 - 5:00, Victoria Lozano
    1. Document Comparison Systems
    2. Document Management Systems
    3. Document Formatting and Repair Tools

Materials Due Date: 05/07/2025


Event Materials Support

Email: eventmaterials@nbi-sems.com

Phone: (800) 777-8707



Susan Adams has worked in the legal industry for more than 35 years, with more than 15 years in technical training and trial support. She earned her B.S. degree in business administration, with an emphasis on information technology from the University of Phoenix.

Carol D. Betts has a solo practice in Kirkland, Washington, focused on client centered, non-court resolutions to family law matters including collaborative law, mediation, and co-parent coaching. Prior to launching her solo practice, she spent 10 years at Microsoft supporting Windows and testing Word. Ms. Betts started a solo legal practice in 2001 and began practicing collaborative law in 2007.  Since leaving litigation behind in 2012, she has trained continuously on various interest-based dispute resolution processes, developed skill as a co-parenting coach under the tutelage of Karen Bonnell and earned her Certified Divorce Financial Analyst (CDFA) credential in 2021 (now inactive). Ms. Betts is a past chair of the KCBA Collaborative Law Section and Cascadia Collaborative Divorce practice group. She has served on the King County Collaborative Law Board, the WSBA Dispute Resolution Section Executive Committee and is a member of the Microsoft Alumni Association. Ms. Betts is on a continuous quest to keep email from becoming the bane of her existence.

Katie Brown is the associate dean for information resources at Charleston School of Law. Her research and scholarship interests are in the areas of intellectual property, acting skills for lawyers, law and literature, management, and a variety of legal research related topics. Ms. Brown has taught specialized, beginner, and advanced legal research courses and seminars on legal technology for practice, art of advocacy, and contracts. She is a very active member of the American Association of Law Libraries (AALL). Ms. Brown has participated in a variety of leadership roles throughout the association chapters and special interest sections. She earned her B.F.A. degree from DePaul University, her master's degree in library and information science from the Drexel University iSchool and her J.D. degree from Seattle University School of Law. In 2024, Ms. Brown also received the Inaugural Technology & Ethics Award from the Association of American Law Schools Section on Technology, Law and Legal Education (AALS).

Victoria Lozano is the founder of Plan Forward Legal LLC an estate and business planning law firm in Chicago, Illinois. Ms. Lozano practices in the areas of estate planning and trust administration. She is also a founder and consultant with Blue Seven Content- an attorney driven, human curated SEO content company. She earned her bachelor's degree in English from Coastal Carolina University and her master's degree in English from Appalachian State University. Ms. Lozano graduated with her Juris Doctor degree from Chicago-Kent College of Law. She previously lectured at Appalachian State and Coastal Carolina, then went on to hold various positions in the legal field before Founding Blue Seven. Ms. Lozano is affiliated with the Chicago Bar Association, American Bar Association and Lesbian and Gay Bar Association of Chicago (LAGBAC).

Jack R. Luellen is special counsel with Buchalter in the firm's Denver office. His practice is primarily dedicated to oil and gas law, with a particular emphasis on litigation. Mr. Luellen earned his B.S. degree, with distinction, from Colorado State University and his J.D. degree, cum laude, from the University of Minnesota Law School. He is admitted to practice in California, Colorado, Utah and North Dakota. Mr. Luellen is a member of the Rocky Mountain Mineral Law Foundation and Energy Mineral Law Foundation.

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Phone: (866) 240-1890

Customer Service

Email: customerservice@nbi-sems.com

Phone: (800) 930-6182

Event Materials Support

Email: eventmaterials@nbi-sems.com

Phone: (800) 777-8707