Microsoft Excel and Outlook for Legal Users


Learn the powerful ways that Microsoft Excel can improve your work product, make your practice more efficient, and save you time. Many legal professionals either underutilize Excel or don’t use it at all. This portion of the webinar will cover topics applicable across a variety of practice areas, including how to produce flawless fiduciary accountings, amortization schedules, real estate closing statements, disbursement schedules, medical bill summaries, graphical representations of data, mail merges, and useful formulas (dates, numbers, text, and logic).


Lawyers have a duty to keep clients informed of status, relay facts, and communicate details which may impact the resolution of a matter. For many lawyers, these communications typically occur via email.  As a result, lawyers and support staff are generally overloaded with email and may feel overwhelmed when trying to get it under control. Communication breakdowns are a significant factor in many malpractice actions, and a lawyer’s inability to keep up with email often contributes to that.  In this portion of the webinar, explore how to significantly improve Outlook’s default settings as well as track, flag, and file emails (and attachments) efficiently.

Program Details

Date: November 29, 2023
Time: 12:00 pm3:00 pm
Price: $275


Barron K. Henley, Affinity Consulting

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