Continuing Legal Education

ISBA's Technology Competency Series: Microsoft Word in the Law Office

November 15, 2017
9:00 a.m. – 4:30 p.m.
6.00 MCLE hours, including 6.00 approved Professional Responsibility MCLE credit hours

ISBA Regional Office
20 S. Clark Street, Suite 900
(map and directions)
Or Online Course

Masters Series

Click here to register for the CHICAGO program.

Click here to register for the LIVE WEBCAST.

Most lawyers find Microsoft Word to be a constant source of frustration. It’s the primary tool used to produce work product, yet it so often seems to be working against you. If you want to master Word, there are techniques you must learn and rules to follow, but none of them are identifiable by simply using Word. This seminar – designed by lawyers, for lawyers – teaches you exactly how to fix the common legal drafting problems plaguing you now, and avoid them in the future. Topics include:

  • How to fix Word’s default settings (formatting and programmatical);
  • How to use automatic paragraph numbering (single or multiple level);
  • How to resolve formatting issues of any kind in any document;
  • How to control the alignment of text using tabs, indents, and tables;
  • How to solve any page numbering issue;
  • How to generate tables of contents and tables of authority;
  • Automation using macros, AutoText, and Quick Parts;
  • How to track changes, add comments, and produce redlines; and
  • Much more!


NOTE: Registration to the live, onsite program in Chicago includes access to electronic course materials that will be sent to you via email prior to the seminar. Printed course materials may be purchased for a nominal fee via the registration page.



9:00 – 10:00 a.m.  Fixing Word’s Default Settings and Basic Editing*
Learn how to change Microsoft Word’s formatting and programmatical default settings, as well as how to use the navigational tools to conduct basic editing functions, including advanced cut, copy, paste, find, and replace techniques.

About the Speaker:
Barron K. Henley
is one of the founding partners of Affinity Consulting Group, a national legal technology consulting firm which handles all aspects of law practice automation including document assembly, case management, document management, legal accounting software, trial presentation/litigation support, paper reduction/scanning, hardware, networks/servers and security. He is an attorney and has been helping other lawyers with technology since 1990. Mr. Henley heads Affinity’s document assembly/automation and software training departments and is a renowned expert on Microsoft Word, Adobe Acrobat, and HotDocs document assembly software. He has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook.

10:00 – 10:30 a.m.  Advanced Font and Paragraph Formatting*
This segment shows you how to proof your documents, strip formatting from wayward text, insert symbols and hyphens, create automatic paragraph spacing, use indents properly, and hold headings/text/paragraphs together. Tabs – including types, how they are used, and best practices – are also discussed.

10:30 – 10:45 a.m.  Break (beverages provided)

10:45 – 11:15 a.m.  Page Numbering and Whole Document Formatting*
Knowing how to number pages and format whole documents makes your life a lot easier – so don’t miss this session that shows you how set up simple to complex page numbering schemes and control headers and footers.

11:15 a.m. – 12:00 p.m.  Styles: Word’s Most Important Feature Explained*
Let’s say that every time you create a document, you always want the heading bolded and centered, the subheading italicized and centered, and the body of the text just normal 12-point font with left justification. This is the style, whether you know it or not. Styles are one of Word’s most important features because everything you create in Word is built upon a style. Knowing how to use the style feature in Word (rather than physically centering, bolding, or italicizing each individual section each time) can save you an enormous amount of time and help you create consistency among your documents.

12:00 – 1:00 p.m.  Lunch (on your own)

1:00 – 2:45 p.m.  Auto Paragraph Number and Advanced Styles*
Now that you know what styles are, discover how easy it is to attach paragraph numbers to them, build multi-level numbering schemes, and create paragraphs that automatically update.

2:45 – 3:15 p.m.  Table of Contents and Table of Authorities*
Learn how to build table of contents and tables of authorities that automatically generate and update with this presentation.

3:15 – 3:30 p.m.  Break (refreshments provided)

3:30 – 4:00 p.m.  Automation*
What are Macros…AutoText…and Quick Parts? Find out with this segment that explains the automation features in Microsoft Word.

4:00 – 4:30 p.m.  Protecting Your Work Product*
You’ve worked hard to get your document exactly the way you want it – now you need to protect it. Learn why safeguarding your work product with encryption is so important and how to do it. Redlining, tracking changes, and comments are also discussed.