Tag Archive | "National Speaker Series"

Microsoft-Word-MobBB

Mastering Microsoft Word in the Law Office, May 23

This class is designed by lawyers, for lawyers!

TOPICS:
• Word Formatting Fundamentals
  – Modifying Word’s defaults for use in a law firm or legal department
  – Tips and tricks for navigating long legal documents
  – Building clause libraries using AutoText and Quick Parts
  – Automatic paragraph numbering
  – Indents and tabs
  – Getting the formatting to do exactly what you want

• Advanced Legal Document Topics
  – Headers and footers
  – Page numbering
  – Automatically updating paragraph cross-references
  – Endnotes and footnotes
  – Automatic table of contents
  – Automatic table of authorities

• Tools and Techniques for Negotiating & Revising Documents
  – Document collaboration
  – How to ensure all changes are caught – producing a redline
  – How to consolidate proposed changed from many people into a single document
  – How to handle multiple versions and avoid confusion
  – How to protect confidentiality
  – Locking down a document to protect against further changes
  – Indicating proposed changes on a Word document, a PDF and paper – track changes & other techniques

• Styles: If You Don’t Control Them, They Will Control You
– Eliminate random font changes while editing
  – Copy text from one document to another with perfect formatting
  – De-construct and fix documents which are a complete mess
  – Convert WordPerfect files to Word
  – Create custom formatting tools you can use in every document

• Using Templates to Streamline Your Document Generation
– Create model documents with fill-in fields
  – How to create “public” templates and share them with others on your network

• Macros: Automate Your Word Processing
  – Macros – what they are and when to use them
  – Other automation tools in Word – AutoText, AutoCorrect & Quick Parts
  – Creating and sharing macros
  – Assign macros to toolbar buttons and/or speed-keys
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BRING YOUR LAPTOP if you would like to follow along. (Laptop not required)
Sample documents will be available for download in advance so you may follow along in class. Seminar will be taught using Word 2016. The course materials will work with Word 2007, 2010, 2013 and 2016 for Windows.

Are you a Mac user? Please let us know ahead of time. We can send you a Word for Mac 2011 and 2016 manual so you may follow along. Word for Windows and Word for Mac have different interfaces, but they are capable of most of the same things with some exceptions.
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WHAT PEOPLE ARE SAYING:
Best CLE. Most Useful I’ve Taken – Kara

Great Content, Well Done! – Charles

This Training Class was Outstanding! Lots of Materials. – Margie

Very Happy! I Learned More Than Expected. Written Material is Excellent – Cheri

Presenter was Knowledgeable and Very Entertaining. Great Course! – Diane

A Fabulous Seminar! Thanks to Barron Henley for Empowering Me to Use Word! – Katheryn

Very Informative. Great Seminar for All Levels – Lisa

A Lot of Materials Covered. Enjoyed the Presentation – Lydia

Super Engaging, funny, and Knowledgeable – Julie

Awesome! Mind Blown! Barron is a Great Speaker! — Anonymous
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NATIONAL SPEAKER:
Barron K. Henley, Esq, Partner
Affinity Consulting Group
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MASTERING MICROSOFT WORD IN THE LAW OFFICE
A NATIONAL SPEAKER SEMINAR
6 CLE (NLS) – Tuesday, May 23; 9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON ONLY SEMINAR
– ICLEF Conference Facility, Indianapolis

Up to 12 hours of your 36 CLE hour requirement can be obtained attending NLS (Non-Legal Subject Matter) seminar. MCLE Rule 29, Section 3(a)

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Are Your Clients Satisfied with Your Legal Services? Are You Sure?

By Cynthia Sharp, The Sharper Lawyer

When is the last time you asked a client if he or she was happy with your relationship? Hopefully, you have kept your finger on that pulse throughout the course of representation. Upon completion of a legal matter, you have a chance to gather information through use of a survey. Your firm’s file closing process should include sending a survey to each client. There are a number of online survey tools that can be used; however, any practitioner can begin surveying clients today by using the  template provided below.

While implementing the process takes a little extra work and you may even want to remain in blissful ignorance, your firm (and ultimately clients) stand to benefit because you have the opportunity to:

  • Improve Service – Soliciting client feedback keeps you apprised of issues that can be addressed by you to improve the client’s experience.
  • Address Concern or Complaint – The adage “If you like our service – tell others and if you don’t like it – tell us” applies particularly to law firms.  If a client indicates dissatisfaction, pick up the phone IMMEDIATELY and address the problem.
  • Compliment Staff Members – When a client praises one of your staff, pass on the compliment – publicly.
  • Remind Clients Why They Like You – As the client answers the questions, they will (hopefully) convey positive feelings – which will be reinforced during the process.
  • Ask for Referrals – Clients who like you are thrilled to pass your name onto their friends, colleagues and family members.  At the very least, the client may provide additional names for your database list.

Feel free to use the following template for your client satisfaction survey:

CLIENT SATISFACTION SURVEY

Establishing and maintaining strong relationships with our clients is one of our paramount concerns. We rely on feedback from our clients to identify where we are strong and where we need improvement.  We would appreciate it if you would take a few minutes to answer these few questions.

  • What was your first impression of the firm? Did you find the reception area and office atmosphere pleasant?
  • Were you greeted warmly by the receptionist whenever you called or visited the firm?
  • Was the attorney or staff member on time for your appointments?
  • Did you feel comfortable during your first in-person meeting?
  • Were you kept up to date on the status of your case?
  • Did your attorney answer your questions to your satisfaction?
  • Were your telephone calls returned promptly?
  • What do you believe is our firm’s biggest strength?
  • What do you believe is the area we need the most improvement on?
  • Were you ever surprised by the amount of an invoice received from our firm?
  • What are the 2 ways we could better serve you?
  • Would you recommend your friends, relatives or colleagues to hire us?
  • Are they any other comments, suggestions, complaints, or concerns you would like to voice?
  • Would you like to discuss any further issues with your attorney?  Were there unanswered questions or aspects of the matter that you don’t understand?

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Cynthia Sharp (cindy@thesharperlawyer.com) is Director of Attorney Development at The Sharper Lawyer located in Philadelphia, Pennsylvania.  As a professional CLE instructor and attorney business coach, Cindy has established a national presence as an author and speaker on topics of ethics in the context of practice management, social media and technology – lecturing extensively to law firms, bar associations and other legal organizations.

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If you found this information to be useful in your practice, you won’t want to miss the upcoming CLE seminars presented by Cynthia Sharp on March 5 & 6 in Fort Wayne and Indianapolis!

Strategies for Taking Charge of Your Law Practice
3 CLE / 3 E – 2 Live Locations! Morning Seminar!

Fort Wayne – Thursday, March 5   9:00 A.M. – 12:15 P.M.
Live In-Person Only! – Grand Wayne Center, Fort Wayne

Indianapolis – Friday, March 6   9:00 A.M. – 12: 15 P.M.
Live In-Person Seminar – ICLEF Conference Facility, Indianapolis
Live Individual Webcast – From your home or office computer

 

The Lawyer’s Guide to Financial Planning
3 CLE / 1 E – 2 Live Locations! Afternoon Seminar!

Fort Wayne – Thursday, March 5   1:15 P.M. – 4:30 P.M.
Live In-Person Only! – Grand Wayne Center, Fort Wayne

Indianapolis – Friday, March 6   1:15 P.M. – 4:30 P.M.
Live In-Person Seminar – ICLEF Conference Facility, Indianapolis
Live Individual Webcast – From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

 

 

 

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