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Upcoming events

March 13, 2018 9:00 am - March 15, 2018 4:00 pm

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BEC Legal Systems

Learn about the configuration and administration of BEC MatterLink and BEC Docket Enterprise and how to put these applications to work for your firm.  (As part of the CoreRelate Framework, MatterLink and Docket Enterprise share a database, security, and other features.)

This is a comprehensive and fast-paced class with BEC Legal Systems' professional trainers and subject matter experts.  It is also a chance to meet and learn from peers at other law firms using the CoreRelate Framework suite.

Details

March 13-15, 2018 at BEC Legal Systems near Cincinnati, Ohio

Tuesday, 13th: 9:00 – 4:00 
Wednesday, 14th: 9:00 – 4:00
Thursday, 15th: 9:00 – 4:00

Price: $1350 $1100 

Who should attend:

This class is intended for the people who are responsible for the planning and configuration, training and rollout, and ongoing maintenance of the CoreRelate applications.  This might include:

  • Application Specialists
  • Trainers
  • Practice group automation leaders
  • Power Users
  • Docketing Experts
  • Internal Project Managers

Topics to be covered

CoreRelate Integrated Solutions: Find out what’s new in CoreRelate 4, learn how the CoreRelate applications work together, and gain an understanding of application security.

CoreRelate Configuration: Learn how to take the “off the shelf” applications and configure them to meet the specific needs of your firm. This includes product-specific functions, all of the look-up lists in the UI, and setting firm holidays. Also learn to use the Data Import utility, including the expanded list of “what can be imported” in 4.x.

MatterLink: Discover how to get the most out of MatterLink at your firm! Understand matter customization, ongoing import from your billing system, and using courts with matters. Also learn about using CoreRelate contacts for a related parties database and how to expand contacts and matters through the use of custom fields.

Docket Enterprise: Understand the 4.x automated workflows and the introduction of Meeting Organizer and its impact on your upgrade to 4. Discuss how to plan and create your firm’s workgroups/shared calendars and develop scheduling templates. Understand the difference between MatterLink/Docket court formulas and CalendarRules.com (third party solution) integration. Brush up on scheduling with both Docket Enterprise tools (Schedule Express and Schedule Wizard) and practice creating reports with the Schedule Viewer grids and other built-in reporting capabilities.

Administrative Features: Review the tools you rely on as system administrator to handle licensing, personnel changes, audit, logging and troubleshooting. Understand the CoreRelate Services and their impact.

Last but not least, meet the experts: BEC Legal staff members are at your service to answer your questions about CoreRelate applications and how your firm uses them. No question is off limits.

We hope you will join us! Questions about the class or Cincinnati? Send an email to info@beclegal.com.

When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.








March 23, 2018 12:00 pm - 1:00 pm

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Webinar

Efficient document production is vital to the practice of law and clearly impacts your bottom line! With attorneys more inclined to use the keyboard themselves in lieu of dictating, streamlining the document production process is more important than ever before.

If you are interested in new and advanced technology for Microsoft Word templates, join us to learn how the BEC CoreRelate suite can improve efficiency and bring your firm’s document quality standards to a new level.

In this fast paced webinar, we will demonstrate:

  • Matter-based template automation
  • Leveraging Word’s content controls for matter-specific variable data
  • Integrating templates with specific content libraries
  • Automating content selection with simple Q&A scripts
  • Automating letter subject line and CC/BCC automation
  • Innovative matter specific shell templates

To see these features in action and understand the benefits, join us for a fast-paced demonstration on March 23, noon eastern.

Register: https://attendee.gotowebinar.com/register/1830420067515299329   








April 9, 2018 8:30 am - April 13, 2018 1:00 pm

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BEC Legal Systems

Master BEC LegalBar and BEC Assemble-It administration and learn how to develop powerful matter-centric custom document assembly packages in MS Word.

This is a comprehensive and fast-paced class with BEC Legal's professional trainers and subject matter experts.  It is also a chance to meet and learn from peers at other law firms using LegalBar and Assemble-It.  If your firm is planning an Office 365 or Office 2016 upgrade with LegalBar, this class is exactly what you are looking for!

Details

April 9-13 (M-F) at BEC Legal Systems, Cincinnati, Ohio 

Monday, April 9th thru Thursday, April 12th: 8:30-4:30 (EST)
Friday, April 13th: 8:30 - 1:00 Document Production hands-on lab day! 

Price: $2025 $1625 

Who should attend: 

  • LegalBar Administrators
  • Application Specialists/Trainers/Internal Project Managers
  • Practice group automation leaders
  • Document Assembly experts (including attorneys with a technical bent and interest in document automation)
  • Word Power Users
  • IT Managers who are responsible for customization and deployment 

Topics to be Covered: 

LegalBar Overview: Understand LegalBar features and their benefits.  Review the UI or learn it for the first time.  We will be using Office 2016, CoreRelate 4.1, and LegalBar 4.8 for all class examples and discussion. We will also review how LegalBar integrates with MatterLink and Assemble-It.  

LegalBar Admin Basics: Become familiar will all the ins-and-outs of LegalBar administration including settings and configuration, setting up author preferences in CoreRelate, customizing your Firm Styles Guide and document formatting standards, and deployment.

Template Development: Understand LegalBar correspondence templates, including use of author preferences, stationery switching, subject line automation, and variable data set-up with and without integration to MatterLink. Also learn how to administer the Template Organizer.

Document Analysis and Pracice Group Automations: Discover how to analyze a document and separate its components for automated assembly; also learn how to create and maintain Assemble-It clause libraries and question/answer scripts.

Word Formatting to the Max: Learn about LegalBar’s advanced formatting utilities for establishing firm styles, default themes and sets.  Understand LegalBar’s document cleaning and analysis/discovery options.

CoreRelate Product Integration: Find out how LegalBar, Assemble-It, and MatterLink work together to maximize document production efficiency.

Last but not least, meet the experts: BEC Legal staff members are at your service to answer your questions about CoreRelate applications, especially LegalBar and Assemble-It, and how your firm uses them. No question is off limits.

We hope you will join us! Questions about the Boot Camp class or Cincinnati? Send an email to training@beclegal.com.

When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.

BEC LegalBar® is part of the BEC CoreRelate® Framework, a modular suite of solutions that includes tools for legal calendar management, matter management and document production.