MS Word, Excel, and Outlook Skills and Shortcuts for Lawyers

Agenda / Content Covered

1. MS Word: Legal Document Drafting and Quick Tips
   10:00 - 11:30, Katie Brown
   1. Working With the Latest Enhancements
   2. Steps and Settings for Your Legal Desktop
   3. Customizable Files
   4. Tips and Tricks for Publishing and Collaborating Within Word
   5. Integrating Shortcut Keystrokes
   6. Make Forms Do the Work: Developing Templates and More
      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
   7. Customization Options for the Legal Environment and Practical Application in the Law Office
   8. Tracking Changes, Blacklining, and Merging Documents
   9. Word Formatting and Preserving Formats
   10. Managing Long Documents
   11. Word Tables - What You Don't Know
   12. File Conversion and Formatting Within Word
   13. 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
   14. Formatting Tips and Tricks
2. MS Outlook: Compliant Client Communications and Scheduling
   11:45 - 12:45, Katie Brown
   1. Advanced Calendaring
   2. Proactive Email 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. Email Security Tips
   6. Conflicts Checking
   7. Case Diaries
   8. Document Management
   9. Outlook and Email Management
3. MS Excel: Effective Uses of Spreadsheets in Legal Practice
   1:15 - 2:45, Katie Brown
   1. Designing the Excel Spreadsheet
   2. Customizing the Quick Access Toolbar (QAT)
   3. Top Methods for Organizing and Reviewing Data
   4. Formatting Tips for Spreadsheets
   5. Importing and Formatting Data Into Excel
   6. Copying, Pasting, or Embedding Excel Data Into Other Applications
   7. Creating Hyperlinks to Worksheets or Other Files
   8. Mail Merge Features to Create Completed Forms or Documents
   9. Protecting Worksheets and Workbooks in Excel
   10. Creating Compound Formulas
   11. Flagging Inconsistent Formulas
   12. Consolidating (Summing Through) Worksheets
   13. Auditing a Worksheet
   14. Handy Functions That Will Make Your Life Easier
   15. Transfer of Data (and Formatting) Between Excel and Other Applications
   16. Useful Keyboard Shortcuts and Helpful Macros
   17. Leveraging PivotTables and PivotCharts to Analyze Data at a Glance
4. Data Storage and Security - Protecting Documents, Workbooks, and Emails
   2:45 - 3:15, Jack R. Luellen
   1. Data Storage Options
   2. Hardware and Software Security Options
   3. Encryption and Password Protection
   4. File Search and Retrieval Tools
   5. Mobile Security and BYOD Considerations
   6. Cloud Storage: Practical Considerations and Tips
      1. Data Storage/Backup
      2. Collaboration: Conferencing, File Sharing, Document Processing
      3. Speed of Access and Customization
      4. Integration
      5. Choosing a Storage Provider and Drafting a Custom User Agreement
   7. Closed File Access and Management
   8. Proper Destruction of Digital Documents: The Whens and Hows
5. Legal Ethics: Technology Competence, Email, Social Media, and More
   3:30 - 4:30, Jack R. Luellen
   1. Duty of Technology Competence
   2. Rules Regarding Attorney Email
   3. Privilege, Confidentiality, and Work-Product in Electronic Communications
   4. Legal Ethics of Smartphones and Text Messages
   5. Ethics of Social Media: What Attorneys Need to Know
   6. Ethics of Outsourcing
   7. UPL and Delegating Tasks
   8. Attorney Duties to Nonclients Online
   9. Virtual Law Office - Ethical Guidance
   10. Client Access to the File
6. E-Signatures and Electronic Contracts: Compliance Tips and Authentication Issues
   4:30 - 5:00, Jack R. Luellen
   1. Intro to ESIGN, UETA, and Electronic Transactions
   2. Advising Clients About E-Signature Use and Electronic Transactions
   3. E-Filing and E-Signatures in Litigation
   4. Authentication and Admissibility of E-Signatures and Electronic Contracts
   5. Case Law

Accreditation Details:

Katie Brown is the associate dean for Information Resources at Charleston School of Law. Ms. Brown’s research and scholarship interests are in the area of intellectual property, acting skills for lawyers, law and literature, management and a variety of legal research related topics. She 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. Ms. Brown 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.

Jack R. Luellen is a principal of Dickie, McCamey & Chilcote, PC, and the location chair of the Denver office, where 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. Mr. Luellen is admitted to practice in California, Colorado, Utah and North Dakota. He is a member of the Rocky Mountain Mineral Law Foundation and Energy Mineral Law Foundation.