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.

Comment from recent attendee

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 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.

Details Price Qty
One Seatshow details + $1,350.00 (USD)