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TRAINING: LegalBar and Assemble-It Administration and Document Automation

December 4, 2017 1:00 pm - December 8, 2017 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!

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.

Details

December 4-8 (M-F) or just December 5-7 (T-Th) at BEC Legal Systems, Cincinnati, Ohio

Monday, 4th: 1:00 - 4:00 Review of LegalBar basics, if needed (Optional, no charge)
Tuesday, 5th: 9:00 – 4:00
Wednesday, 6th: 9:00 – 4:00

Thursday, 7th: 9:00 – 4:00
Friday, 8th: 9:00 - 1:00 Document Production laboratory day (Bonus, no charge)

The Tuesday-Thursday class agenda assumes end user proficiency with Microsoft Word and BEC LegalBar.  If you need a brush up, please come one day early and spend Monday afternoon with us at no charge! Friday is a free lab day for practical application of the skills learned. 

Price: $1200 ($1000 before November 10)

Who should attend: 

This class is intended for the people who are responsible for LegalBar administration and/or development and maintenance of LegalBar templates and Assemble-It clause libraries. 

  • 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/LegalBar Power Users
  • IT Managers who are responsible for customization and deployment 

Topics to be Covered: 

LegalBar Admin Basics: Become familiar will all the ins-and-outs of LegalBar administration including settings and configuration, setting up author preferences, customizing the ribbon, maintaining your firm’s Firm Styles Guide, 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: 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.

Formatting to the Max: Learn about LegalBar’s advanced formatting utilities for establishing firm default theme and styles sets and understand LegalBar’s document cleaning 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 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.