Schedule and Faculty

presented by Leigh Webber

Leigh is one of North America’s most experienced and talented legal technology experts. He has addressed more than 10,000 lawyers and law office support staff in dozens of seminars for bar associations and CLE organizations across the U.S. and Canada. Mr. Webber has taught law school courses on information technology and consulted with law firms of all sizes, helping them solve problems involving law office document systems. Having practiced law, Leigh understands what your problems are and he knows how to solve them. He is a gifted and engaging speaker, with a talent for explaining complex concepts in a way that anyone can understand. Leigh is a consultant with Charter Solutions, Inc., a Twin Cities IT consulting firm.

8:30 – 9:00 a.m.

CHECK-IN & CONTINENTAL BREAKFAST

9:00 a.m. – 12:15 p.m.

(includes one 15-minute break)

MORNING SESSION


Text Assembly

Building Blocks – Assemble your document from galleries of predesigned parts you can save and use again and again – How to:

  • Create a building block

  • Organize building blocks

  • Share building blocks with others

  • Insert a building block with a single keystroke

  • Create a button for your building blocks

  • Use legacy AutoText with the latest version of Word

Using Library Documents

  • How to harvest from library documents

Templates

How to:

  • Create a template from an existing document

  • Organize your templates

  • Share templates around the office

  • Share templates between your desktop, laptop, and home computers

  • Create a fill-in-the-blanks form

Fields

How to:

  • Use fields to insert text automatically

  • Show the date a document was last edited or printed

  • Edit a field

  • Update fields

Speed Formatting

Formatting shortcuts – How to:

  • Use the format paintbrush

  • Copy and paste formatting

  • Reset paragraph and character formatting

  • Use styles

  • Create your own styles

  • Share styles around the office

  • Diagnose formatting problems

12:15 – 1:15 p.m.

LUNCH (on your own)

1:15 – 4:30 p.m.

(includes one 15-minute break)

AFTERNOON SESSION


Customizing Word

How to :

  • Add buttons to the Quick Access Toolbar

  • Customize the ribbon

  • Create keyboard shortcuts

  • Create custom default formats

Numbering

How to:

  • Stop Word’s annoying auto-numbers feature

  • Use automatic numberings

  • Create numbered headings

  • Mix numbered headings and numbered paragraphs

Headers and Footers

How to:

  • Create a header or footer

  • Use headers in a multi-page letter

  • Create separate headers in different parts of a document

  • Control page numbers in headers and footers

Working with Tables

How to:

  • Create a simple table

  • Format a table instantly

  • Insert and delete

Protecting Client Information

How to:

  • Remove metadata from a document

  • Protect your laptop’s data

  • Encrypt your documents

Advanced Features

How to:

  • Create footnotes

  • Control footnote placement

  • Create a PDF with no additional software

  • Insert a client address from Outlook

  • Insert text copied from a web page

  • Control formatting for imported text

  • Insert cross-references

  • Create a table of authorities

  • Insert vertical text

  • Create a form letter

  • Recover unsaved documents

  • Create redlines and track changes