Law Practice Management: Technology Academy in Word, Outlook, and PDF for Virginia Lawyers and Legal Staff

MCLE Credits: 6.0
Ethics Credits Included: 0.0

Wednesday, August 24, 9:00 a.m. - 4:15 p.m. ET
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MCLE Credit: 6.0 (Ethics: 0.0)
Live-Interactive Credit: 6.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Registration Fees:

Live on Site:
$299 regular registration (without printed materials).
$349 regular registration plus printed materials.
$369 on-site registration (if space is available)
(printed materials included).

$299 regular registration (e-book materials only).


Why Attend?

  • The technology tools most important for practicing law and producing work product (word processor, email application, PDF program and spreadsheet application) are collectively referred to as “core production tools,” and mastery of those tools has never been more important.
  • Anyone who has to produce complex legal documents in Microsoft Word knows that Word can be less than intuitive and difficult to control. In this seminar, you’ll learn the most impactful tips and techniques for getting Word documents to do what you want.
  • If you’re an Outlook user and you’re feeling overwhelmed with email, we’ll cover Outlook’s best tools for managing the load.
  • PDFs are everywhere, and like most technology tools, they have their strengths, weaknesses, and risks. We’ll tell you all you need to know about PDFs, and what you should know how to do with them, regardless of the PDF program you use (Acrobat, Power PDF, etc.).
  • Bring your laptop and get hands-on technology experience!
  • Listen to tips that will enable you to:
    • Work more efficiently
    • Find things more easily
    • Create better documents
    • Protect client data
  • BONUS: For no extra charge, those attending in person at the Bobzien-Gaither Education Center may enjoy an exclusive beer and wine reception catered by The Grapevine following the program! Socialize with fellow attendees!

Featuring Barron Henley, nationally acclaimed legal technology expert

The wisest use of your technology budget is to maximize the utility of the technology tools you already own. This interactive seminar, specifically designed for lawyers and their law office staff, focuses on exactly that—getting the most out of Word, Outlook, and whatever PDF application you prefer.

The Microsoft Word session addresses all the issues that legal users struggle with the most (based on the speaker’s 24 years of experience providing Word technical support for law offices). The Outlook portion concentrates on improving Outlook’s default settings and interface, and the tools Outlook offers for dealing with high volumes of email. You will get tips on Outlook’s calendar, contact, and task functions. Finally, the PDF segment will teach you the risks and benefits of PDFs, when they are appropriate to use, and how to perform important tasks with PDFs, regardless of what PDF program you happen to be using.


  • Program Versions: The classes will be taught in Word and Outlook 365 for Windows (although users with versions 2010 or more recent will easily be able to follow along). Mac users typically have no problem following along, and we have separate Word manuals for Windows and Mac. However, to get through the material in the time allocated, we cannot switch back and forth between Windows and Mac during the classes. Adobe Acrobat and Kofax Power PDF will be used alternatively to illustrate concepts in the PDF class.
  • Bring Your Laptop Computer: If you’d like to follow along with the exercises in the Word class, the instructor will make sample documents available for download, which can be used for that purpose.


The Bobzien-Gaither Education Center in Richmond/Innsbrook is our new state-of-the-art facility designed with your safety in mind. It features a Centurion air filtration system, which quickly and effectively eliminates viruses and bacteria. Additionally, the facility is thoroughly cleaned before each seminar, and face masks and hand sanitizer will be available.


By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.

Click here for details about the Virginia CLE® COVID-19 policy. Please revisit the webpage routinely for updates as we are monitoring the evolving COVID-19 situation. All updates to this policy will be emailed to registrants.
(Last updated March 2, 2022)


Discounts available for Virginia CLE webcast-telephone-live seminars Follow link to learn about the Virginia CLE Online Bundle with savings up to 45% Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Live on Site: Online registration ends at 11:59 p.m. the day preceding the seminar
Walk-in registration is permitted on a space-available basis

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $90 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.

Can't Attend?
E-mail to be notified when/if this program is made available as an online or USB seminar.
E-mail to be notified when/if this program's seminar materials are made available for sale.


COURSE SCHEDULE (August 24) (Eastern Time)

8:30 Check-in/Registration for those attending in person, live on site in Richmond
9:00 Microsoft Word Power Tips for Legal Users

Due to the complex formatting often required with legal documents, most users find Microsoft Word to be a constant source of frustration. It's the primary tool used to produce work product, yet many feel it works against them. Adding to the frustration is the fact that most of the techniques and features necessary to control complex formatting are simply concealed. Using Word and “clicking around” provides little improvement and no insight.
This session is specifically designed to address those realities. We’ll show you exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future. You’ll learn dozens of tips and techniques you can put into practice immediately. Even if you feel you have Word under control, we guarantee you will learn new things about Word throughout this class.
10:30 Break
10:45 Microsoft Word Power Tips for Legal Users (continued)
11:45 Lunch (provided for live-on-site attendees)
12:30 Inbox Ninja—Using Outlook to Organize and Manage High-Volume Email

Lawyers and staff are generally drowning in email and many feel helpless when trying to get it under control. This session will show you how to use all of Microsoft Outlook’s feature set to efficiently store and organize email (and attachments), and successfully deal with high-email volume. We'll also show you how to fix Outlook’s default settings for email, calendar, contacts, and tasks. Finally, we’ll explain many amazing and useful Outlook features that most users don't even know are there.
2:00 Break
2:15 A Legal User’s Guide to PDF Files

You probably have noticed that PDF files are everywhere. They are the file format of choice when trading documents with other lawyers and clients. Many courts now require that all pleadings be filed as PDFs; most governmental forms are available only in PDF format; and if you want to reduce paper in your office, then PDFs are front and center. Because of their prevalence, everyone in your office needs to understand the risks and benefits of PDF files. Regardless of the PDF program you use, this seminar will show you the appropriate uses of PDFs. We'll cover extremely important topics such as:
  1. Redaction, metadata removal, and electronic document security
  2. Bates Numbering, splitting/combining PDFs, reducing file size for electronic case filing
  3. Review/comment and PDF collaboration
  4. Adding signatures and stamps
  5. Routing PDFs for comments/feedback, and much more

Finally, we’ll identify the programs you can use for all of these functions (you are not limited to Adobe Acrobat) and explain their relative pros and cons.

4:15 Adjourn
4:15 Beer and Wine Reception catered by The Grapevine will immediately follow the seminar.
  • Sign-in for live seminar attendees in Richmond begins at 8:30 a.m.
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.



Barron K. Henley, Affinity Consulting Group / Columbus, OH

Barron K. Henley, Esq., is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio, and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a Fellow in the College of Law Practice Management, a member of Ohio Supreme Court Commission on Technology and the Courts, and a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law ("RPTE") Sections. He's a former member of RPTE Futures Task Force, a former Board Member for the ABA TECHSHOW, and the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments. He is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes. Finally, Mr. Henley teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology, and ethics.

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