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Legal Tech Session: Focus on Word
Transcript of Legal Tech Session: Focus on Word
"…hypothesis is that lawyers in general are woefully deficient
in using the software tools at their disposal –
e.g., Word, Acrobat, Excel."
The audit tests this by providing mock assignments.
Sample tasks include:
formatting a motion in
preparing motion exhibits in
creating an arbitration exhibit index in
The specific tasks are of little importance as they are designed to test general skills. The foregoing examples could just as easily be any of the other myriad, routine, low-value-added tasks that lawyers regularly complete on their computers (or should).
So What Do I Need to Know?
Apply, modify, and update
Insert and update
to edit a document
Format and change
Header & Footer
Lack of Training
"It’s not incompetence, it’s lack of training."
There is a new
American Bar Association rule
for this: amendments were added in August to the ABA’s rules that govern professional competence which now expressly state a duty to be aware of and use technology.
The Legal Tech Audit
Focus on Word
Audit was taken
10 times by 9 firms
(1 firm took it twice)
ALL the firms failed
The audit takes 1 hour (or less) to pass
Best= 2.5 hours
Worst = 8 hours
Average pace = 5 hours
Bay, Monica. "Big Law Whipped for Poor Tech Training." The American Lawyer Online. ALM Media Properties, 22 May 2013. Web. 27 Oct. 2014.
First, let's take a look at the full list:
Modify and apply a style
View all styles
Apply automatic numbering
Insert and update cross-references
Rearrange sections of a document
Show and hide
Insert and unlink section breaks
Create an automatically generated Table of Contents
Change page numbering
Understand the benefits of tracking changes across revisions of a document
Track Change functionality:
adding and reviewing changes
rejecting or accepting changes
Removing personal information
On your handout, there is a link to the
Word portion of our tech audit readiness assessment template and instructions.
Attend all three sessions, complete each assessment, and upload them to
Deadline is March 27th
Next session is February 25th (Excel)
Styles & Cross-References
Section Breaks & ToC