Agenda

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

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

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. Cybersecurity Tips and Traps