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TRAINING: Document Architect class

June 27, 2017 9:00 am - June 29, 2017 4:00 pm

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BEC Legal Systems

Learn about the configuration and administration of Assemble-It and LegalBar and how to put these applications to work for your firm.  

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 the CoreRelate Framework suite.

Details

June 27-29, 2017 at BEC Legal Systems near Cincinnati, Ohio

Tuesday, 27th: 9:00 – 4:00 (LegalBar)
Wednesday, 28th: 9:00 – 4:00 (Assemble-It)
Thursday, 29th: 9:00 – 4:00 (Document Production workshop)

Price: $1200

Topics to be covered

Assemble-It

  • Office/Word 2010 / 2013 / 2016:
    • Understanding document defaults, Word styles, and numbering
    • Understanding XML and its use in Assemble-It
  • Creating an Assemble-It clause library
    • Integrating with a Word template
    • Assembling with a Question/Answer Script
    • Using Word Content Controls as placeholders
  • Fill in Editor and Field Mapper
    • Linking to a Matter
    • Saving Data Sheets
  • Practice Group Automations
  • Personal Clause Libraries

LegalBar

  • Basic administration
  • Integrating custom templates with Assemble-It and MatterLink
  • Firm Template Organizer and customized correspondence templates
    • Change correspondence stationery feature (New!)
  • Firm Styles Guide customization
    • Firm Themes and Style Sets
  • Document Automation
    • Variable Builder
    • Automation properties
    • Save as LegalBar shell template 

Who should attend:

This class is intended for the people who are responsible for firm-wide administration of LegalBar, template design and maintenance, and firm-wide document automation.  This might include:

  • Practice group automation leaders
  • LegalBar power users
  • Word formatting experts
  • Trainers

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.