Microsoft Word has become an important tool in today's law firms and legal departments. Even so, very few lawyers have taken the time to learn some basic and crucial skills that inarguably help them throughout the day. This session focuses on the most needed yet underutilized features of Word specifically for legal professionals. This class is eligible for one (1) General CLE Credit from the Florida Bar.
● Understanding the Word interface and essential features
● Using the Clipboard to more efficiently draft legal documents
● Professional formatting techniques
● Saving to PDF
Programs like Adobe Acrobat and Nuance PDFPro let legal professionals create, manipulate, share and now e-File PDF files. This class is eligible for one (1) General CLE Credit from the Florida Bar.
• Preparing for and creating PDF files
• Editing and manipulating PDF files
• Creating a digital signature stamp
• Understanding PDF security
• Commenting, annotating and reviewing PDFs files
• Redacting confidential information
• Converting PDF files to word
From simply printing a real estate closing statement to creating and manipulating a clients’ estate asset worksheet, every lawyers needs basic spreadsheet skills. Anytime you have a case that involves numbers (dollars, damages, numeric facts, chronologies, etc) Excel can help. This session is designed to help lawyers gain a solid understanding of Excel. This class is eligible for one (1) General CLE Credit from the Florida Bar and Alabama Bar.
● Understanding Worksheets
● Entering, Manipulating and Analyzing Data
● Performing Calculations
Have you ever wondered whether an opposing party in a contract negotiation could see any of your redlines reflecting internal input on your contract? Have you ever considered that you may be inadvertently sharing confidential or privileged information with an unintended audience simply by forwarding a Word document? Have you ever wondered what your ethical responsibilities are if you receive a document containing this kind of information from the other side in a negotiation?
Metadata is electronically stored information that generally is not visible from the face of a document that has been printed out, or as first seen on a computer screen. Microsoft Word is particularly vulnerable to exposing such information which often is useless but at other times, can be quite significant and perhaps even privileged. This session highlights potential pitfalls of sharing documents and emails in their electronic form as well as discussing tools and techniques for avoiding issues when sharing documents and emails. This class is eligible for one (1) General CLE Credit from the Florida Bar.
• Understanding Metadata
• How is Metadata Transmitted or Shared
• Understanding and Working with Track Changes in Word
• Removing Metadata with Built-In Removal Tools
• The Role of Adobe Acrobat and 3rd Party ‘Scrubbing’ Tools
• Understanding Metadata Mining, “Senders Responsibility” and “Duty to Notify”