Microsoft 365: Getting the Most out of Word for Lawyers


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Approved for 1.0 hours of General CLE Credit including 1.0 hours of Technology.


Let’s face it: you’re a document professional, yet you’re only scratching the surface of what you can achieve with Word. And you’ve probably experienced headaches with formatting documents. Now that Microsoft has created a cloud-based version of Word with Microsoft 365, there’s a lot of features and capabilities you’re just not aware of.

In this session, we will explore how to leverage Word in a live product demonstration and demonstrate features critical to lawyers. We will talk about Microsoft 365 and how Word fits into it.

Learning Objectives:

  • See how to use Styles to get rid of document formatting nightmares.
  • Learn how you can use Mail Merges to create legal document templates.
  • Discover how Word can interact with legal practice management software.
  • Gain perspective of how Word fits into the Microsoft 365 Universe.


Slides – Microsoft 365: Getting the Most out of Word for Lawyers


Larry Port is the CEO of Rocket Matter, a leading legal cloud-based practice management and time and billing application. He is a speaker and award-winning writer at the crossroads of the legal profession, cutting edge technology, and business management. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book The Lean Law Firm.

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