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Law Practice Management

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4.5

Microsoft Word Power Skills 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
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 3 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 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 Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 4.5 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
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
OnDemand
5 hours 45 minutes
Kahlil Medley
William Davis
Daniel Vincent
Katie Brown
Jack Luellen
With Kahlil I. Medley from The Baird Law Firm + 4 others
Recorded June 12, 2026.
Product ID 102060

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$429

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Overview

Discover Small Habits That Save Hours

Formatting that breaks and fights your attempted fixes. Page numbers that restart for no reason. Headers that suddenly change everywhere. If you've ever thought “Why is Word doing this to me?” this program is for you. Pull back the curtain on how Word actually works. Discover how to stop fighting the software, save hours each week, and avoid the frustration that comes from broken documents under deadline pressure. You'll learn the hidden features, settings, and shortcuts that many attorneys wish they learned much earlier in their careers. Register today!

  • Use hidden shortcuts, tools, and automations to save serious time.
  • Learn how to fix frustrating formatting problems in seconds.
  • Keep citations and cross-references accurate as documents change.
  • Fix headers, footers, and numbering without trial and error.
  • Review and clean up documents without leaving hidden data behind.

*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. Word Setup Tips for Lawyers: Optimizing Display and View Settings
  2. Everyday Time Savers: From Styles to Nifty Keyboard Shortcuts
  3. Formatting: Why Word Keeps Betraying You - and How to Stop it
  4. Headers, Footers, and Numbering: Eliminating Daily Pains
  5. Review, Redlining, and Collaboration Hacks
  6. Simple Macros: Automating Repetitive Tasks With a Click
  7. Creating and Using Templates and Automation
  8. Legal Ethics in Microsoft Word: Metadata and Other Hidden Risks
Product ID 102060

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
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 3 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 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 Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 4.5 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
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in
  1. Word Setup Tips for Lawyers: Optimizing Display and View Settings

  2. Everyday Time Savers: From Styles to Nifty Keyboard Shortcuts

    1. Styles: One-Click Formatting and Automatic Tables of Contents
    2. Modifying Styles Without Breaking the Document
    3. Navigation Pane
    4. Format Painter
    5. Advanced Find & Replace
    6. Keyboard Shortcuts Every Attorney Should Know
  3. Formatting: Why Word Keeps Betraying You - and How to Stop it

    1. Common Formatting Mistakes Attorneys Make
    2. Pasting Text Without Bringing Formatting Problems With It
    3. Line Spacing, Paragraph Spacing, and Alignment Done Properly
    4. Show/Hide Formatting to Spot Invisible Problems
    5. Fast Fixes for Spacing and Alignment Issues
    6. Citations and Cross-References That Stay Accurate
    7. Updating Fields and References
    8. What Field Codes Are (and When to Toggle Them)
    9. Formatting Tables: How to Stop Fighting Word
    10. The One Habit That Changes Everything: Fixing the Rule, Not the Text
  4. Headers, Footers, and Numbering: Eliminating Daily Pains

    1. Headers and Footers Done Right
    2. Understanding “Link to Previous” and How It Breaks Headers
    3. “Why Did This Change Everywhere?” - and How to Prevent it
    4. Page and Section Breaks
    5. Different First Page and Section-Based Formatting
    6. Restarting Page Numbers Correctly
    7. Stop Manually Formatting Lists: Use Word's Numbering Tools and Styles
  5. Review, Redlining, and Collaboration Hacks

    1. Track Changes Power Settings for Faster, Cleaner Review
    2. Compare Documents to Quickly Catch What Changed
    3. Accepting and Rejecting Changes Strategically
    4. Commenting Without Creating Confusion or Clutter
    5. Redlining Tips
    6. Working With Tracked Changes Across Multiple Authors
    7. “Which Draft Is This?” Version Control Tips
    8. Cleaning up Tracked Changes, Comments, and Formatting Before Sharing or Filing
  6. Simple Macros: Automating Repetitive Tasks With a Click

    1. What Macros Are
    2. Tasks Worth Automating
    3. Using Macros to Speed Up Drafting, Cleanup, and Review
    4. Recording a Simple Macro (No Coding Experience Needed)
  7. Creating and Using Templates and Automation

    1. Creating Simple, Reliable Templates From a Clean Document
    2. Converting an Ideal Document Into a Reusable Starting Point
    3. How to Modify an Existing Template Without Causing Problems
    4. Quick Parts (Building Blocks)
    5. Default Template Cleanup (Normal.dotm)
  8. Legal Ethics in Microsoft Word: Metadata and Other Hidden Risks

    1. How to Preserve Metadata (Competence and Candor/Fairness)
    2. Duty of Confidentiality: Preventing Inadvertent Disclosure
      1. What Hidden Data Travels With the Document - and Where to Find it
      2. How to Remove Metadata
      3. When and How to Encrypt Files
      4. Converting to PDF: What it Does and Doesn't Fix
    3. Duty to Supervise
    4. Best Practices for Storing Word Docs

Who Should Attend

This program is designed for attorneys at all experience levels - from newly admitted to seasoned practitioners - who are tired of fighting formatting, numbering, and other Microsoft Word document problems. Paralegals may also benefit.

Speakers

Kahlil I Medley
Kahlil I.
Medley
The Baird Law Firm
William M Davis
William M.
Davis
Taylor Nelson Slattery Bernard PL
Daniel K Vincent
Daniel K.
Vincent
Vincent Law
Katie Brown
Katie
Brown
Charleston School of Law
Jack R Luellen
Jack R.
Luellen
Buchalter
Speaker bio
Kahlil I Medley

Kahlil I. Medley

The Baird Law Firm
Kahlil Medley

is an attorney at The Baird Law Firm. He focuses his practice on personal injury and business law. Mr. Medley earned his B.S. degree from Sam Houston State University and his J.D. degree from Texas Southern University Thurgood Marshall School of Law. His legal experience spans from working in the Harris County District Attorney's Office, and civil litigation in both public and private sectors, shaping a client-centered approach to written advocacy. Mr. Medley has assisted in drafting legal briefs for consideration of judicial opinions, managed complex litigation, and consistently produced precise and persuasive legal writing on behalf of his clients. Beyond the courtroom, he is the founder of Top Flight Hookah LLC. For nearly a decade, Mr. Medley has built strategic partnerships and executed innovative marketing strategies for product sales and event concepts, driving consistent business growth in Texas and targeted markets nationwide. As he continues his legal career, he remains committed to advancing excellence in motion writing and written advocacy, sharing insights that help strengthen clarity, precision, and persuasion in legal practice. Mr. Medley is admitted to practice law in Texas. 

Speaker bio
William M Davis

William M. Davis

Taylor Nelson Slattery Bernard PL
William Davis

is a partner with Taylor Nelson Slattery Bernard PL., where he defends businesses and professionals in a variety of contract and tort claims. His practice areas include professional negligence, transportation litigation, catastrophic accidents, legal malpractice, medical malpractice, nursing home liability, premises liability, products liability, contractual obligations and insurance coverage. Early in his career as a litigator in New Orleans, he defended offshore drilling contractors against injury claims, which served as the beginning of a now 19-year career defending businesses against catastrophic injury claims. Outside of the office, Mr. Davis stays closely involved with the transportation industry. He serves on the Executive Committee of the Transportation Lawyers Association, North America's oldest transportation-centered bar association. Mr. Davis also participates in numerous other industry events and enjoys both presenting and learning from other lawyers, claims professionals and business owners. He earned his B.S. degree international business with concentration in French from Auburn University and his J.D. degree from Louisiana State University Paul M. Hebert Law Center. Mr. Davis is a member of the State Bar of Georgia, State Bar of Louisiana, Transportation Lawyers Association and Georgia Defense Lawyers Association. He is admitted to practice in all Georgia courts; all Louisiana courts; U.S. District Court for the Northern, Middle and Southern districts of Georgia; U.S. District Court for the Eastern, Middle and Western districts of Louisiana; U.S. Court of Appeals for the Fifth and Eleventh circuits; and U.S. Court of Appeals for the Armed Forces.

Speaker bio
Daniel K Vincent

Daniel K. Vincent

Vincent Law
Daniel Vincent

is an attorney at Vincent Law. His practice focuses on helping families and business owners protect their assets and their legacies. Mr. Vincent graduated from the J. Reuben Clark Law School at Brigham Young University where he also served as a senior editor on the BYU Law Review. He also earned his Masters of Accountancy (taxation emphasis) and Bachelor of Science in Accounting from BYU's Marriott School of Business. After graduating, Mr. Vincent worked at global accounting firm Ernst and Young LLP in Salt Lake City, helping individuals and companies with complex international tax planning and compliance. He later worked as a tax subject matter expert for Canopy Tax, Inc., helping to build a software solution for tax professionals to prepare individual and trust income tax returns. Additionally, Mr. Vincent serves as a volunteer attorney for Utah Tax Help Services, a free tax clinic with offices in Provo and Salt Lake City, Utah, where he helps low-income taxpayers in tax disputes with the IRS and Utah State Tax Commission. While in law school, he worked in the IRS Volunteer Income Tax Assistance program, providing free tax preparation to low-income individuals. Mr. Vincent is admitted to practice law in Utah, Oregon, and before the United States Court of Appeals for the Ninth Circuit, United States Court of Appeals for the Tenth Circuit, United States District Court, District of Utah, and United States Tax Court.

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).

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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