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Law Practice Management

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MS Word, Excel, AI, and Other Tech Tips and Tricks for Attorneys

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Kansas CLE Approved 4 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online + OnDemand
6 hours
Katie Brown
Jack Luellen
With Katie Brown from Charleston School of Law + 1 other

Tue, Dec 09, 00:00 AM – 00:00 PM

Product ID 101323

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Course Includes
$389

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OnDemand content will be available within 7 days of event date.

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Overview

From Tech Troubles to Tech Triumphs

The future of legal practice is faster, smarter, and more tech driven than ever. From navigating Microsoft Office to harnessing the power of AI, this program equips attorneys with real-world skills to stay ahead. Gain practical strategies for revising documents in MS Word, managing high-volume email, leveraging formulas in Excel, and more. Upgrade your skills and transform your legal practice - register today!

  • Discover time-saving shortcuts in MS Word and Excel to streamline your daily workload.
  • Explore tactics for document formatting, creating templates, and using macros for efficient drafting.
  • Get actionable advice for staying on top of your Outlook calendar and inbox.
  • Streamline financial calculations and deadline tracking in Excel.
  • Gain tips for using AI-powered legal tools to enhance research, drafting, and document review.
  • Learn how technology like Adobe Acrobat and e-signature tools can streamline your practice.
  • Identify and avoid unethical practices when using technology.

*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.

Abbreviated Agenda

  1. Microsoft Word for the Modern Attorney
  2. Best Practices for Microsoft Outlook
  3. Excel Essentials for Legal Professionals
  4. Leveraging Artificial Intelligence
  5. Tech Tools for E-Filing, Collaboration, and Time Management
  6. Ethical Use of Technology

Related Topics

Product ID 101323

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Kansas CLE Approved 4 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Microsoft Word for the Modern Attorney

    1. Tips and Tricks for Formatting Legal Documents
    2. Managing Long Documents: Table of Contents, Paragraph Numbering, and More
    3. Developing Forms and Templates 101
    4. Drafting and Revision Tools: Tracking Changes, Blacklining, and More
    5. Best Macros for Legal Drafting and How to Create Them
    6. Shortcuts, Automation, and Time-Saving Tactics

  2. Best Practices for Microsoft Outlook

    1. Getting the Most Out of Your Outlook Calendar
    2. Leveraging Tasks, To-Do Lists, and Other Features
    3. Email Management and Organization: Strategies for Staying Ahead
    4. Integrating Practice Management Software and Other Applications
    5. Email Templates and Signatures: Dos and Don'ts
    6. Going Beyond the Default Settings to Customize Outlook

  3. Excel Essentials for Legal Professionals

    1. Top Methods for Organizing and Reviewing Data
    2. Practical Formulas for Financial Calculations, Deadline Tracking, and More
    3. Building Charts and Visuals for Presentations and Exhibits
    4. Leveraging PivotTables to Analyze Data
    5. Excel Shortcuts, Keystrokes, and Time-Saving Tips

  4. Leveraging Artificial Intelligence

    1. Comparing AI Platforms: CoCounsel, Lexis+ AI, Chat GPT, Gemini, and More
    2. AI-Powered Legal Research and Case Summaries
    3. Practical AI Applications in Legal Writing (With Sample Prompts)
    4. Document Review Tips and Tricks
    5. AI in Discovery: Crafting Interrogatories, Summarizing Depositions, and More

  5. Tech Tools for E-Filing, Collaboration, and Time Management

    1. E-Filing and E-Signature Tools
    2. Adobe Acrobat for Attorneys
    3. File Sharing and Collaborative Platforms
    4. Productivity Apps, Browser Extensions, and Other Time-Saving Tools

  6. Ethical Use of Technology

    1. Duty of Technological Competence
    2. Electronic Communications With Clients, Opposing Counsel, and Others
    3. Confidentiality and Data Security Obligations
    4. Ethical Dangers of Using AI and How to Steer Clear
    5. Social Media Use: Ethical Dos and Don'ts

Who Should Attend

This course is designed for attorneys. Paralegals and firm administrators may also benefit.

Speakers

Katie Brown
Katie
Brown
Charleston School of Law
Jack R Luellen
Jack R.
Luellen
Buchalter
Speaker bio
Katie Brown

Katie Brown

Charleston School of Law
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).

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Speaker bio
Jack R Luellen

Jack R. Luellen

Buchalter
Jack 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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TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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