Professional Development

Live Online

MS Word, Outlook, and Excel Secrets Only the Top Paralegals Know

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 Pending 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Live Online
6 hours
Katie Brown
Jack Luellen
With Katie Brown from Charleston School of Law + 1 other

Wed, Feb 17, 00:00 AM – 00:00 PM

Product ID 103000

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Tips for Customizing Word's Settings, Taming Your Inbox, Using Pivot Tables, and More

Build your skills! In this practical, paralegal-focused guide, our expert faculty reveal the latest tips and tricks for using Microsoft Word, Outlook, and Excel in the law firm. From essential guidelines to publishing and collaborating in Word to best practices for protecting worksheets and workbooks, this course has it all. Register today!

  • Get guidance for maximizing your use of Microsoft Word.
  • Enhance your productivity with nifty Microsoft Outlook tips and tricks.
  • Improve your Microsoft Excel skills.
  • Discover useful collaboration tools for the law firm.
  • Know the latest cybersecurity threats to law firms and legal departments.

*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. Paralegal Tips and Tricks for Using Microsoft Word in the Law Firm
  2. How to Become a Paralegal Power User of Microsoft Word
  3. Microsoft Outlook Tips and Tricks for Paralegals
  4. Techniques for Using Microsoft Excel in the Law Firm
  5. Utilizing Intermediate Excel Features
  6. Critical Collaboration Tools and Tactics for Paralegals
  7. Cybersecurity Tips and Traps

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Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 103000

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 Pending 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total

Credit Details by Jurisdiction

Live Webinar Registration

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits

Live - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits

Live - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits

Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 6 Total Credits

Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits

Live - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 6.0 non-substantive and 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits

Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of paralegal CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Pending · 6 Total Credits

Live - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits

Live - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 non-substantive general and 0.0 ethics (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits

Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits

Live - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 0.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits

Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Washington Paralegal Association Approved · 6 Total Credits

Live - Washington Paralegal Association - 6: Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).

OnDemand Video

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 6 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 6.0 non-substantive and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 6.0 non-substantive and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Pending · 6 Total Credits

OnDemand - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general non-substantive self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 6.0 general non-substantive self-study credit and 0.0 ethics self-study credit (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits

Earn Until

OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Washington Paralegal Association Approved · 6 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Paralegal Tips and Tricks for Using Microsoft Word in the Law Firm

    1. How to Customize Word's Settings: Quick-Access Toolbar, Ribbons, Status Bar, etc.
    2. Using Building Block and AutoText
    3. Top 5 Tips for Publishing and Collaborating Within Microsoft Word
    4. Shortcut Keystrokes Every Paralegal Needs to Know
    5. Automating Legal Forms and Templates
      1. How to Build Reusable Legal Templates
      2. Customizing Legal Forms for Different Contexts: Essential Guidelines
    6. Creating a Table of Authorities

  2. How to Become a Paralegal Power User of Microsoft Word

    1. Practical Guide to Reviewing Documents: Track Changes, Comments, Legal Blackline, etc.
    2. File Conversion Within Word
    3. Document Organization and Navigation
    4. Formatting Made Simple (Paragraph Numbering, Indents, Spacing, etc.)
    5. Headers, Footers, Page Numbering, Tables, etc.
    6. How to View Two Sections of a Document at the Same Time
    7. Tips for Working With AI in Word

  3. Microsoft Outlook Tips and Tricks for Paralegals

    1. Best Practices for Taming Your Inbox
    2. Tips for Optimizing Your Schedule and Calendar
      1. Guidelines for Scheduling and Managing Appointments
      2. How to Use Outlook to Track Legal Deadlines
    3. Managing Reminders and Tasks
    4. Strategies for Managing Contacts
    5. How to Delay-Send Emails
    6. Filtering and Search Techniques

  4. Techniques for Using Microsoft Excel in the Law Firm

    1. Best Practices in Color-Coding and Formatting Spreadsheets
    2. Styles: What You Need to Know
    3. Primer on Sorting and Grouping
    4. Using Excel and Word Mail Merge Features
    5. Useful Tips for Using Excel for Data Analysis Purposes
    6. How to Use Excel for Data Visualization
    7. Copilot and Other AI Efficiencies in Excel

  5. Utilizing Intermediate Excel Features

    1. Protecting Workbooks and Worksheets: Legal Best Practices
    2. Tips for Creating Simple and Compound Formulas
    3. Using Pivot Tables and Pivot Charts for Paralegals
    4. Consolidating Worksheets
    5. Timesaving Keystrokes
    6. Practical Microsoft Excel Applications for Paralegals

  6. Critical Collaboration Tools and Tactics for Paralegals

    1. Insights on PDFs: Creating Searchable Files and Interactive Forms and Beyond
    2. Using Microsoft OneNote to Improve Collaboration
    3. Best Practices for Creating an Electronic Notebook
    4. Organizing and Memorializing Notes
    5. Essentials of Accessing and Updating Electronic Notes
    6. Overview of SharePoint and OneDrive
    7. Making the Best Use of AI-Powered Features

  7. Cybersecurity Tips and Traps

Who Should Attend

This intermediate level course will provide attendees with tips and tricks for mastering Microsoft Word, Outlook, and Excel. Those who should attend include:

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

Speakers

Katie Brown
Katie
Brown
Charleston School of Law
Jack R Luellen
Jack R.
Luellen
Buchalter
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).

View full profile
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.

View full profile

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

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.
Are multiple attendee discounts available?

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.
When will the OnDemand be available and how long will I have access to the content?

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.

Have more questions? Please Contact Us