Professional Development

4.14

Becoming a Power User of MS Word and Excel: A Paralegal's Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 53 minutes
Susan Adams
Jack Luellen
Victoria Lozano
Carol Betts
Katie Brown
With Susan Adams from Gallagher & Kennedy + 4 others
Recorded June 11, 2025

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Course Includes
$319

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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Overview

Master the Use of Microsoft Office Applications in the Law Office

Are you looking for tips, tricks, and time-savers for everyday legal tasks? Are you looking for new and creative ways to use the software already at your disposal? In this engaging paralegal program, our tech-savvy faculty will show you how to tap into the secret capabilities of Microsoft Word, Excel, Outlook, OneNote, and PDF software to simplify legal tasks, streamline document drafting and review, and much more. Become a more resourceful paralegal - register today!

  • Find out how to become a power user of Microsoft Word with tricks for the law office and at home.
  • Simplify the process of document review, formatting, and collaboration with MS Word.
  • Utilize all the data analysis and presentation tools Excel has to offer.
  • Tap into the more sophisticated features of PDF software.
  • Discover how to utilize Microsoft OneNote to improve collaboration and streamline note-taking.
  • Enhance your MS Outlook skills with pointers on inbox management, calendar maintenance, and more.
  • Rediscover and reinvent your available software to enhance everyday legal tasks.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Making Microsoft Word Support the Needs of the Law Office Professional
  2. Becoming a Power User of Microsoft Word
  3. Unleashing the Power of MS Excel for the Law Office
  4. Utilizing Sophisticated Excel Features in Your Spreadsheet
  5. Leveraging Critical Collaboration Techniques for the Law Office Environment
  6. Incorporating Effective Organizational Tools and Techniques Within Microsoft Outlook for the Law Office
  7. Bringing Awareness of Trending Technology Products for Law Offices

Related Topics

Product ID 100365

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Making Microsoft Word Support the Needs of the Law Office Professional

    1. Navigating Within the Latest Enhancements
    2. Standardizing the Legal Desktop
    3. Customizing the Quick-Access Toolbar
    4. Utilizing AutoText and Building Blocks
    5. Publishing and Collaborating Within Word
    6. Incorporating Shortcut Keystrokes
    7. Developing Templates
    8. Customization of Word for the Legal Environment

  2. Becoming a Power User of Microsoft Word

    1. Tracking Changes, Blacklining, and Merging Documents
    2. Word Formatting and Preserving Formats
    3. Managing Long Documents
    4. Formatting Tips and Tricks
    5. Word Tables - What You Don't Know
    6. File Conversion and Formatting Within Word
    7. Practical Applications Within the Law Office

  3. Unleashing the Power of MS Excel for the Law Office

    1. Designing the Excel Spreadsheet
    2. Customizing the Quick-Access Toolbar (QAT)
    3. Organizing and Reviewing Data
    4. Naming, Coloring, and Formatting Spreadsheets
    5. Implementing Quick Tricks and Useful Keystrokes to Streamline Functions and Tasks
    6. Importing and Formatting Data Into Excel
    7. Copying, Pasting, or Embedding Excel Data Into Other Applications
    8. Creating Hyperlinks to Worksheets or Other Files
    9. Leveraging Excel and Word Mail Merge Features to Create Completed Forms or Documents

  4. Utilizing Sophisticated Excel Features in Your Spreadsheet

    1. Protecting Worksheets and Workbooks in Excel
    2. Creating Compound Formulas
    3. Flagging Inconsistent Formulas
    4. Utilizing PivotTables and PivotCharts
    5. Consolidating (Summing Through) Worksheets
    6. Auditing a Worksheet
    7. Useful Functions That Will Make Your Life Easier
    8. Useful Excel Applications for the Law Office

  5. Leveraging Critical Collaboration Techniques for the Law Office Environment

    1. Harnessing the Power of PDF
      1. Software Options
      2. Hardware Requirements and Functionality
      3. Creating Searchable PDF Files
      4. Working With PDF Files
      5. Capitalizing on Key PDF Features Within Your Legal Documents
      6. Secure Collaboration Using PDF Files
      7. Creating Interactive PDF Forms
    2. Using Microsoft OneNote to Improve Collaboration
      1. Microsoft Office's Best-Kept Secret: Using OneNote to Improve Collaboration
      2. Creating an Electronic Notebook
      3. Organizing and Memorializing Your Notes
      4. Updating and Accessing Your Electronic Notes
    3. Instituting Secure File Collaboration Within the Law Office
      1. Addressing Metadata Concerns
      2. Protecting Documents/Worksheets
      3. Trending Secure File-Sharing Products

  6. Incorporating Effective Organizational Tools and Techniques Within Microsoft Outlook for the Law Office

    1. Managing Your Inbox: Time-Saving Email Management Tips
    2. Maintaining Your Calendar
    3. Leveraging Your Contacts Lists
    4. Utilizing the Tasks Feature
    5. Email/Mobile Device Security Tips

  7. Bringing Awareness of Trending Technology Products for Law Offices

    1. Document Comparison Systems
    2. Document Management Systems
    3. Document Formatting and Repair Tools

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to maximize their use of MS Word, Excel, and other software. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Susan Adams
Susan
Adams
Gallagher & Kennedy
Jack R Luellen
Jack
Luellen
Buchalter
Victoria Lozano
Victoria
Lozano
Blue Seven Content
Carol D Betts
Carol
Betts
Law Offices of Carol D. Betts, P.S.
Katie Brown
Katie
Brown
Charleston School of Law
Speaker bio
Susan Adams

Susan Adams

Gallagher & Kennedy
Susan Adams

has worked in the legal industry for more than 35 years, with more than 15 years in technical training and trial support. She earned her B.S. degree in business administration, with an emphasis on information technology from the University of Phoenix.

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Speaker bio
Jack R Luellen

Jack 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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Speaker bio
Victoria Lozano

Victoria Lozano

Blue Seven Content
Victoria Lozano

is the founder of Plan Forward Legal LLC an estate and business planning law firm in Chicago, Illinois. Ms. Lozano practices in the areas of estate planning and trust administration. She is also a founder and consultant with Blue Seven Content- an attorney driven, human curated SEO content company. She earned her bachelor's degree in English from Coastal Carolina University and her master's degree in English from Appalachian State University. Ms. Lozano graduated with her Juris Doctor degree from Chicago-Kent College of Law. She previously lectured at Appalachian State and Coastal Carolina, then went on to hold various positions in the legal field before Founding Blue Seven. Ms. Lozano is affiliated with the Chicago Bar Association, American Bar Association and Lesbian and Gay Bar Association of Chicago (LAGBAC).

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Speaker bio
Carol D Betts

Carol Betts

Law Offices of Carol D. Betts, P.S.
Carol Betts

has a solo practice in Kirkland, Washington, focused on client centered, non-court resolutions to family law matters including collaborative law, mediation, and co-parent coaching. Prior to launching her solo practice, she spent 10 years at Microsoft supporting Windows and testing Word. Ms. Betts started a solo legal practice in 2001 and began practicing collaborative law in 2007.  Since leaving litigation behind in 2012, she has trained continuously on various interest-based dispute resolution processes, developed skill as a co-parenting coach under the tutelage of Karen Bonnell and earned her Certified Divorce Financial Analyst (CDFA) credential in 2021 (now inactive). Ms. Betts is a past chair of the KCBA Collaborative Law Section and Cascadia Collaborative Divorce practice group. She has served on the King County Collaborative Law Board, the WSBA Dispute Resolution Section Executive Committee and is a member of the Microsoft Alumni Association. Ms. Betts is on a continuous quest to keep email from becoming the bane of her existence.

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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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Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
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Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
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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.

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