Leveraging the Use of
Microsoft Word in the
Legal Environment
LegalBar: Add-on Toolkit for Microsoft Word
Table of Contents

What is LegalBar?.........................................................................................
What is LegalBar?

     LegalBar® is a Microsoft Word add-on software application for firms using the Microsoft Office
   ...
Who benefits from the implementation of the LegalBar?

     LegalBar provides technical benefits to all groups within the ...
LegalBar Functionality

      LegalBar offers a wide array of helpful tools and functionality for the Word environment. Th...
Additional LegalBar Customization Options and Services

     BEC offers customization, consultation and training services ...
LegalBar Cost Justification

      From a financial perspective, the LegalBar’s return on investment (ROI) can begin immed...
Microsoft Word Training for the Legal Professional — Training Breakdown
                                                  ...
Leveraging the Use of Microsoft Word in the Legal Environment




Publication Date: February 2008

Copyright © 2008 BEC Le...
Upcoming SlideShare
Loading in...5
×

Maximizing the Use of Microsoft Word in the Legal Environment

1,518

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
1,518
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
12
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Maximizing the Use of Microsoft Word in the Legal Environment

  1. 1. Leveraging the Use of Microsoft Word in the Legal Environment LegalBar: Add-on Toolkit for Microsoft Word
  2. 2. Table of Contents What is LegalBar?............................................................................................................................. 1 Who benefits from the implementation of the LegalBar? .............................................................. 2 LegalBar Functionality ...................................................................................................................... 3 Additional LegalBar Customization Options and Services ............................................................... 4 LegalBar Cost Justification ............................................................................................................... 5 Microsoft Word Training for the Legal Professional — Training Breakdown .......................... 6 BEC Legal Systems 800.948.4810 www.beclegal.com i
  3. 3. What is LegalBar? LegalBar® is a Microsoft Word add-on software application for firms using the Microsoft Office Suite. The LegalBar provides powerful and legal specific shortcuts, macros, templates and document production tools. These tools increase the speed and quality of the document production process. LegalBar provides a consistent methodology and approach to using Microsoft Word. Our mantra is: Simplicity — Structure — Standards. Every feature of the LegalBar adheres to this mantra. LegalBar provides simplicity for the user, structure for the document and standards for the firm. All of this is intended to reduce the cost of document production and improve document quality. BEC Legal Systems 800.948.4810 www.beclegal.com 1
  4. 4. Who benefits from the implementation of the LegalBar? LegalBar provides technical benefits to all groups within the law firm. The following chart identifies key benefits for each group. IT / SUPPORT STAFF END USER ATTORNEY FIRM •Centralized •Better understanding •Pre-stylized forms and •Properly stylized Administration and use of Word templates available to documents present a everyone professional and •Easy update and •Approved firm styles polished appearance deployment and standards are •Easy access to practice capabilities built-in to templates specific templates with •Easy document and forms clause library options collaboration tools and •Word workstation that automate features setup and •WYSIWYG (what you creation and editing of maintenance is greatly see if what you get) documents •Immediate cost enhanced and dialog boxes for easy savings in traning simplified comparison and •"Wizard" like hours due to formatting selections automated document Word+Legalbar •Reduced training assembly features blended training hours for new hires •Everyday documents and desk side support and correspondence •Less time spent •Increases billable sessions can be generated in learning Word hours by providing a seconds more efficient •Centralized document production troubleshooting and •Use of templates environment support discourages use of File > Save As and potentially harmful metadata •Simplified and streamlined training experience Training Costs Administration & User "It used to take me all day to teach & Maintenance "Pushing down changes to firm styles to our new employees -- and templates, styles, and document Acceptance even then they did not get it. With preferences only takes a few mintues LegalBar I can work with them for with LegalBar. In the past, it was a about one hour and they get it. It has very time consuming, unpredictable been a real time saver for our support and unpleasant task for my staff." staff!" -- Director of Information Technology -- Help Desk Manager Chicago, IL Cincinnati, Ohio BEC Legal Systems 800.948.4810 www.beclegal.com 2
  5. 5. LegalBar Functionality LegalBar offers a wide array of helpful tools and functionality for the Word environment. The following chart highlights some of the most significant document production tools and features. Feature Comments Legal Styles Guide and Includes a comprehensive list of legal style and numbering Outline Numbering Tools sets — additional style sets can be added Custom Firm Letterhead, Fax Cover, Generate documents that include firm and individual Memo Templates author automatically Firm Clause Library — Legal specific clauses (notary, certificate of service, Document Assembly signature lines, etc.) and approved paragraphs that can be selected from a visual dialog box Pleading Generator Pre-stylized pleading caption headings and formats to choose from -- sample pleading templates for some states are available CleanUp and Discovery Tools Ideal for firms with badly formatted or converted documents as well as firms migrating from another macro or word processing package — assists in correctly stylizing and formatting legacy documents Table of Contents Generator Automatically generates TOC, and optional Cover Page and separates lead in text at various TOC levels Automated Labels / Envelopes Sets up and inserts your firm logo, name and formatting on shipping labels and envelopes Microsoft Outlook Integration Seamless connectivity with Contacts, Tasks, Calendar and Workflow Integration - Various reporting and client/matter lookup capabilities from within Word Bates Labels Generator Generates horizontal or vertical style bates labels with custom numbering schemes and formats Document Management Integration iManage – WorkSite; OpenText – Hummingbird; Worldox Doc ID + Additional Legal Macros File Stamp Feature; Page Numbering; Header/Footer Tool; Symbols Smart Footer Utility Visually helps user set up and navigate in multiple Headers, Footers and Section Breaks Metadata Tool — (Optional add-in) Removes metadata from Word, Excel <meta>scrub® documents — PDF conversion utility included BEC Legal Systems 800.948.4810 www.beclegal.com 3
  6. 6. Additional LegalBar Customization Options and Services BEC offers customization, consultation and training services to greatly enhance your firm’s capabilities with LegalBar and Word. Examples of these services include: Software customization (LegalBar and/or Word) o Firm templates and customization o Form automation and customization o Additional firm wide styles and style sets o Clause Library development and customization Visual Basic for Applications (VBA) development o Toolbars, ribbons and dialog box customization Various training options and formats: o Custom LegalBar and Microsoft Office Training (All levels) o “Train-the-Trainer” training and support services o Technical & Developer training (LegalBar and Microsoft Office applications) o Deskside Support training formats o Telephone support and help desk options BEC Legal Systems 800.948.4810 www.beclegal.com 4
  7. 7. LegalBar Cost Justification From a financial perspective, the LegalBar’s return on investment (ROI) can begin immediately by: Reducing Training Costs — potentially can be cut by 50% with Word +LegalBar blended training agenda(s). Better use of LegalBar actually promotes a better understanding of Word. Student understanding and retention of Word concepts improves. [See attached: Word Training for the Legal Professional Agenda and Cost Comparison] Reducing and Streamlining Administration Costs — support personnel can maintain and upgrade workstations quickly and efficiently. Improving Overall Productivity & Efficiency in Word — LegalBar provides over 15 robust legal specific features that automate document production and save time. Users repeatedly benefit from a solid platform that makes everyday tasks easy and promotes best practice methods for proper document formatting. Providing a Consistent “Look and Feel” of your Firm’s Documents —LegalBar produced documents promote a consistent and polished impression to clients and outside document collaborators. TRAINING COSTS ADMINISTRATION COSTS FIRM BENEFITS •Training is significantly •Provides a word processing •Consistent document reduced (typically up to platform that ensures structure and formatting 50%) when Word training is common and consistent across all documents "blended" with LegalBar processes are used generated with LegalBar features and training templates •Centralized administration •User acceptance and makes firm wide, •Document production is experience with Word is customization and updates automated and streamlined positive and enthusiastic easy to distribute and install for all user levels •The on-the-job training (after •IT and Support staff have a •Saves everyone time and formal training) is also cut in common teaching tool and frustration in document half as users have many of can troubleshoot and assist creation, editing and the everyday tools right at users easily collaborating with others their fingertips and do not need to 'figure out' how to •Firm and personal •Documents leave your firm use a LegalBar feature preferences can be set and properly stylized, formatted managed administratively and present a polished •See attached chart for typical presentation to others training timelines outside the organization BEC Legal Systems 800.948.4810 www.beclegal.com 5
  8. 8. Microsoft Word Training for the Legal Professional — Training Breakdown Word Only Word + LegalBar (Hours) (Hours) Word Basics 1 Hr. 1 Hr. Basics Environment - Toolbars - Default Settings Save - Save As - DM Save, Search & Open Firm & Practice Document Production 6 Hrs. 3 Hrs. LBT Working with Standard Form Documents LBT Creating & Automating Firm & Practice Forms LBT Creating, Automating Firm & Practice Templates LBT Document Assembly - Stylized Clause Library Text Document Production Features LBT Document Assembly with Word AutoText Working with Word & Legal Paragraph & Numbering Styles 12 Hrs. 6 Hrs. LBT Applying Word Paragraph Styles LBT Creating, Editing & Applying Paragraph Styles LBT Working with Legal Numbering Styles LBT Creating, Editing Multiple Numbering/Outlining Styles Document Formatting Tools 6 Hrs. 3 Hrs. LBT Document Headers - Footers - Section Breaks LBT Inserting Page Numbering - Text Boxes Watermarks - Multiple Header/Footer Options Advanced Formatting Tools 12 Hrs. 3 Hrs. LBT Document Clean Up - Applying Correct Formatting & Styles LBT Converting WordPerfect and/or Legacy Documents LBT Applying Correct Numbering Styles - Multi Level Advanced Formatting Tools LBT Reapplying Firm Styles in Legacy or Outside Documents LBT Copying Styles to/from Documents Table of Contents/Table of Authorities Generation 4 Hrs. 3 Hrs. LBT Generating & Updating TOC / TOA Entries Additional Word Features 9 Hrs. 6 Hrs. Working with Tables and Table Styles in Documents LBT Envelopes / Labels / Mail Merge Graphics - Electronic Signatures, Logos, etc. Collaboration Document Collaboration 3 Hrs. 1 Hr. Working with Track Changes LBT Managing & Removing Metadata TOTALS 53 Hrs. 26 Hrs. LBT = LegalBar Tools & Features BEC Legal Systems 800.948.4810 www.beclegal.com 6
  9. 9. Leveraging the Use of Microsoft Word in the Legal Environment Publication Date: February 2008 Copyright © 2008 BEC Legal Systems. All right reserved. The information in this document is subject to change without notice and does not represent a commitment by BEC Legal Systems. The software referred to in this document is furnished under a license and may not be used or copied except in accordance with the terms of that license. LegalBar is a registered trademark of BEC Legal Systems. All other product names are trademarks of their respective companies. BEC LEGAL SYSTEMS 175 Tri County Parkway Suite 120 Cincinnati, Ohio 45246 Phone: 513-948-1500 Fax: 513-948-1596 Web: www.beclegal.com Info: info@beclegal.com Sales: sales@beclegal.com Document Metadata Legal docket and LegalBar <meta>scrub Docket Administrator production & management and calendar automation add-in removal for management add-in for Word Microsoft Office for Microsoft documents Outlook Other software solutions for the law firm from BEC Legal Systems BEC Legal Systems 800.948.4810 www.beclegal.com 7

×