Developers of CoreRelate Legal Framework
Simplicity. Structure. Standards.

TRAINING: LegalBar and Assemble-It Administration and Document Automation

June 26, 2017 1:00 pm - June 30, 2017 4:00 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.


June 26-30 (M-F) or just June 27-29 (T-Th) at BEC Legal Systems, Cincinnati, Ohio

Monday, 26th: 1:00 - 4:00 Review of LegalBar basics, if needed (Bonus, no charge)
Tuesday, 27th: 9:00 – 4:00
Wednesday, 28th: 9:00 – 4:00

Thursday, 29th: 9:00 – 4:00
Friday, 30th: 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. We hope you will bring your own document samples (for example, your firm letter and a pleading) to work on.

Price: $1200 ($1000 before June 1)

Who should attend: 

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

  • Application Specialists/Trainers/Internal Project Managers
  • Practice group automation leaders
  • Document Assembly experts (incl. 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; and 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

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