TRAINING: BEC Legal Systems Spring 2019 LegalBar Administration Class [2 Day]
April 23 @ 9:00 am - 4:30 pm EDT| $900
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. April 23-24, 2019, Tuesday and Wednesday, 9:00-4:30 Price: $900.00 for two 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. 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 firstname.lastname@example.org. When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.