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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.

November 5-7, 2019, Tuesday thru Thursday, 9:00-4:30

Price: $1350.00 for three 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 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.

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