Fall 2019 LegalBar Administration Class (3 Day)
[November 5-7] Master LegalBar administration and learn how to develop Assemble-It 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.
November 5-7, 2019, Tuesday thru Thursday, 9:00-4:30
Price: $1350.00 for three full days
Who Should Attend
This class is intended for the people in your firm who are responsible for LegalBar administration and/or development and maintenance of LegalBar templates and Assemble-It assembly packages, including:
- 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
The class agenda assumes end-user proficiency with Microsoft Word and BEC LegalBar.
Topics to be Covered
CoreRelate LegalBar Admin Settings - Learn how to configure the CoreRelate database to support correspondence templates and file stamp.
Author Preference Management - Learn to create, modify and administer your authors’ personal correspondence preferences.
Word LegalBar Settings - Learn to configure and deploy LegalBar options and Word settings.
Managing the Firm Styles Guide - Customize the Firm Styles Guide to please your firm’s document producers.
Customizing Clean and Prepare - Understand LegalBar’s document clean-up routines.
Customizing the Firm Templates Organizer - Make the Firm Templates Organizer work for your firm’s practice groups.
Using the Variable Builder - Prepare for document assembly by learning to create and manage content controls for variable data.
Creating LegalBar Correspondence Templates - Learn to create and code automated letter, fax, and memo templates.
Creating Firm Envelope and Labels Templates - Create templates for your firm’s standard look.
Introduction to Assemble-It - Find out why you need Assemble-It.
Preparing a Document for Automated Assembly - Analyze and prepare an assembly packages for complex documents, such as pleadings and estate planning.
Creating Assemble-It Libraries and Clauses - Prepare content for assembly packages and ad-hoc documents.
Using Assemble-It Utilities - Learn to troubleshoot Assemble-It templates and documents.
We hope you will join us!
Questions about the class or Cincinnati? Send an email to firstname.lastname@example.org.
When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.