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TRAINING: LegalBar Document Architect Boot Camp

April 9, 2018 8:30 am - April 13, 2018 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 in MS Word.

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.  If your firm is planning an Office 365 or Office 2016 upgrade with LegalBar, this class is exactly what you are looking for!

Details

April 9-13 (M-F) at BEC Legal Systems, Cincinnati, Ohio 

Monday, April 9th thru Thursday, April 12th: 8:30-4:30 (EST)
Friday, April 13th: 8:30 - 1:00 Document Production hands-on lab day! 

Price: $2025 $1625 

Who should attend: 

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

Topics to be Covered: 

LegalBar Overview: Understand LegalBar features and their benefits.  Review the UI or learn it for the first time.  We will be using Office 2016, CoreRelate 4.1, and LegalBar 4.8 for all class examples and discussion. We will also review how LegalBar integrates with MatterLink and Assemble-It.  

LegalBar Admin Basics: Become familiar will all the ins-and-outs of LegalBar administration including settings and configuration, setting up author preferences in CoreRelate, customizing your Firm Styles Guide and document formatting standards, 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 and Pracice Group Automations: 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.

Word Formatting to the Max: Learn about LegalBar’s advanced formatting utilities for establishing firm styles, default themes and sets.  Understand LegalBar’s document cleaning and analysis/discovery 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 Boot Camp 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.

BEC LegalBar® is part of the BEC CoreRelate® Framework, a modular suite of solutions that includes tools for legal calendar management, matter management and document production.