LegalBar

What’s LegalBar

What’s New in

LegalBar

Better Together

Product Overview

What’s New (Letter Express and Contextual

ribbon tabs for Correspondence and

Pleadings

Letter Express

LegalBar & Assemble-It

LegalBar & MatterLink

Assemble-It

LegalBar

BEC Resources

ILTA>ON Solution Center

LegalBar is a Microsoft Word add-on that provides powerful and legal

specific shortcuts, macros, templates and document production tools.

These tools increase the speed and quality of the document production process. LegalBar provides a consistent methodology and approach to using Microsoft Word.

Simplicity — Structure — Standards.

Product Overview – LegalBar Enterprise Suite

• Templates – Word Correspondence and Advanced Templates

• Styles and Numbering

• File Stamp (document id information) for Document Management

• Metadata Removal

LegalBar Modular Solutions!

LegalBar –Template Organizer

LegalBar Quick Fill-In Template Automation

• LegalBar Variable Builder provides Content control binding for fast, efficient use of new, modernized Word forms

• Content controls and XML parts “bind” the data – one click, update hundreds of places in the document where changes occur!

• Quick Fill in from the document, or from the Fill-In Editor

LegalBar Templates

TemplatesCustomized to Suit Your Needs Just Right Word Automation Tools

Correspondence Tools

Label sheets

Mailings

Contact Management Integration

Author Preference Switching

Unlimited Stationeries and Office Locations – Simplified automation!

Easy Forms Fill – In Automation (Variable Builder and XML Binding for Content Controls)

LegalBar

Styles & Numbering

LegalBar Styles and Numbering:Clean and Prepare Utilities

Discover, clean and analyze any document

“Degrees” of cleaning can be determined for the appropriate situation

Deep Clean, Light Clean, Pattern Match

Tools to make your life easier – simple cleaning autofills such as “Remove double returns” or “Replace smart quotes with curly quotes”

Walk through, guided assistance to stylize and clean your documents

LegalBar Table of Contents Generation Tool

• Automates the production of table of contents based on styles

• Utilizes the legal specific needs to address “run in text” – the lead in phrase or sentence of the paragraph is the only text included in the final document

• Style Separators can be added/removed easily – tool can be used with documents outside your firm that need clean up and stylize/TOC added

LegalBar File Stamp for iManage, NetDocuments, Worldox or OpenText

• Provides a “Doc ID” with any information desired from the DM system.

• Highly Customizable stamping allows for placements anywhere within the document or in section text boxes.

• Modifiable by template type

• Personalized options for stamping

• Auto Stamping and administrative controls

What’s Newin

LegalBar (4.9)

Letter Express

Contextual Ribbons (Customizable) for Letter and Correspondence Tools

Contextual Ribbons (Customizable) for Pleading Tools

Deeper integrations with CoreRelate 4.2 (MatterLink Organizations, Related Parties, and Document assembly advanced feature automation)

Letter Express

Letter Express is a quick way to start a letter, without the need to start in a letter template!

Make any document a Letter with Letter Express! Surrounds and transforms your current document when you need to “make it a letter.”

Letter Express dialog allows for “pick and choose” letter parts, after the fact!

LegalBar and Assemble-It Better Together!

• Prepare Templates with ultimate flexibility

• “Swap” parts that may vary by using bookmark ranges to store variations in the clause Library

• One-Click Access to likely “Clause Alternates” with “Bookmarks”!

BEC Integrated Products

LegalBar and MatterLink Better Together

Matter File sits behind the document, provides, retrieval of data to documents. Related Parties and Roles provide advanced template automation. Re: Lines are automated by selection of a matter or specific person within the matter. Also cc: and bcc: rules or other logic based on matter needs and practice area!

BEC Integrated Products

Notes from the field…How has LegalBar helped your firm?

“It used to take me all day to teach styles to our new employees – and even then, they did not get it! With LegalBar, I can workwith them for about one hour and they get it. It has been a real time saver for our support staff.”

-Help Desk Manager, Cincinnati, OH

“All I want for Christmas is LegalBar!”

-Legal Assistant, Philadelphia PA

“I can cover much more material in a set training period utilizing LegalBar with Microsoft Word. LegalBar is a godsend for onboarding new attorneys and planning curriculums that best use their time!”

-Training Application Specialist, Louisville Kentucky

“Pushing down changes for firm templates, styles, and document preferences only takes a few minutes with LegalBar. In the past, it was a very time consuming, unpredictable and unpleasant task for my staff.”

-Director of Information Technology, Chicago IL

Notes from the Field“LegalBar essential templates and styles have saved us countless hours”!

LegalBar is scalable to the largest enterprise and diverse practice groups, providing standardized firm processes and procedures, and simplifying your Word training challenges.

Onboarding and Training – Ready Set Go!Without LegalBar, Learning Goals are long

division!

With LegalBar, Learning Goals are achievable and

provide full solutions!Word’s Native Ribbon Using your “One Click” Shortcuts

Word’s Native Styles Using Firm Styles and Formatting Standards

Word’s Bullets and Numbering Using Numbered Outlines Linked to Styles

Manually cleaning your document with Word features Using tools to clean your document (Best practices our firm for

document collaboration)

Using AutoText and Building Blocks Using the Firm Clause Libraries for approved language

How to use Heading 1 through 9 and Word’s Style Separator

toolUse TOC Generation tool to automatically format and insert

style separators as needed.

How to use native Word quick parts to store author closings

and phrases, creating header/footer stationeries in MS WordSwitching Authors and Stationeries and setting your Personal

Preferences

Using Outlook and copying contacts to your documents and

lettersUsing Outlook Integrated Contact Lookup (Plus Interaction or

MatterLink!)

Training Value and Maximizing Productivity

LegalBar is scalable to the largest enterprise and handles diverse practice group needs. LegalBar simplifies your Word training challenges and provides essential formatting tools for efficiency.

LegalBar integrates with MatterLink and Assemble-it, providing powerful matter information management efficiency in your firm

Thank you foryour interest!

For more information:

Return to BEC Resources

or

ILTA>ON Solution Center

or

info@beclegal.com