Maximizing Efficiency and Productivity in Legal Document Creation and Collaboration.
In this course, attorneys will learn how to optimize their use of Microsoft Word, a powerful tool that can streamline their work and increase productivity. They will discover tips and tricks for standardizing documents to save time and improve consistency, as well as the benefits of consistent formatting in legal documents. The course will cover keystroke shortcuts for efficient document editing, setting up a Standard Normal Template and using templates, and the importance of using templates to avoid formatting issues. Attorneys will also learn how to use Windows shortcuts to organize templates and save time, and how to collaborate with others using Tracking Changes and Blacklining. Additionally, the course will cover exporting documents as PDFs to protect against unauthorized changes and best practices for collaborating on Word documents. With this course, attorneys will be able to work more efficiently and effectively using Microsoft Word, leading to improved client satisfaction and increased productivity.
The course covers the basics of Excel, such as rows and columns, and then moves on to best practices for designing effective spreadsheets. Attendees will learn how to use Excel as a database to track legal documents, including privilege logs, witness lists, and expert witness lists. They will also learn about VLOOKUP and INDEX Array functions in Excel, which can help manage large sets of data.
The course also covers customization options, including Excel's Quick Access Toolbar, and best practices for copying and pasting data into other applications and importing data from other sources into Excel. Attendees will learn how to password-protect workbooks to ensure confidentiality and how to troubleshoot Excel formulas using built-in tools and add-ons. Pivot tables and formatting data ranges as tables will also be covered.
Overall, this course will provide legal professionals with the necessary skills to use Microsoft Excel efficiently and effectively in their practice, saving time and increasing productivity. With the knowledge gained from this course, attendees will be able to take on more complex cases and manage large sets of data with confidence.
IT Learning and Technology Specialist at Fross Zelnick Lehrman & Zissu, P.C.
Sylvia Moritz is an IT Learning and Technology Specialist at Fross Zelnick Lehrman & Zissu, P.C., where she provides technical training and development. She has been preparing for this position for over 25 years. Sylvia is experienced in developing high-level training for MS Office products, Litera products, and team building. She has provided technical training to help attorneys, paralegals and staff become more knowledgeable, productive and efficient. Sylvia has also worked as a System Coordinator at New York Presbyterian Hospital, where she supported managers and helped them run their departments more effectively. In addition, Sylvia has experience as a Training & Development (Capabilities Development Management)/Marketing and Special Projects Coordinator at Cowan, Liebowitz& Latman, P.C., where she developed and provided technical training resulting in a 25% increase in attorney technical proficiency and a 15% increase in staff proficiency. She has also facilitated the firm-wide upgrade from MS WORD 2003 to a matter-centric document management system and MS OFFICE 2007, including needs assessments, skills assessments, and training programs. Sylvia has a Bachelor of Science in Information Systems from the University of Phoenix and an MBA in Marketing from The Johns Hopkins University - Carey Business School. Sylvia is skilled in computer literacy, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, win-win vendor relationship development, practical and sustainable problem solutions, Softwise/Innova Administrator, and web management using Wordpress.
PODCAST HOST | LEARNFORMULA
Nicole Pettes is a highly experienced podcast host known for her engaging interview style and ability to draw out the best in her guests. She has hosted a diverse range of podcasts and video interviews that explore a wide variety of topics. Currently, Nicole is a Video Podcast Host with Learn Formula, where she contributes to their professional education series. She also hosts the Anxious & Ambitious podcast, which explores personal growth and mental health, and co-hosts the Podcast Guesting For Profit, which helps entrepreneurs and podcasters succeed as podcast guests.
