Legal Document Templates 101: Building a Solid Foundation in MS Word

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Document automation solutions can significantly improve a law firm’s efficiency and profitability by quickly and accurately producing routine documents. The key to success is to start from a solid foundation because issues or flaws in the source document will propagate throughout the automated template and the generated documents.

Building strong document templates starts with the built-in features of Microsoft Word. In this session, we'll take a look at tools and features within MS Word that can help legal professionals build strong, flexible templates that maintain formatting and streamline automation.

Join Joe Kaczrowski, Legal Content Manager at Lawyaw, to learn best practices for setting up legal document templates, and how those templates can be used to build no-code, automated legal documents for law firms.

5 short sessions packed with actionable insights

Hear from top-tier legal experts on topics ranging from improving your efficiency to legal trends affecting solo and small firms.

First look at the latest Legal Trends Report

We’ll be presenting new findings for solo and small firms during the summit.

Continuing Legal Education credit

Earn up to 2.5 hours worth of CLE/CPD credits by attending the sessions live and answering polling questions.

Back to All Case Studies

A free half-day event focused on how you can do more with less

Here’s what you can expect

5 short sessions packed with actionable insights

Hear from top-tier legal experts on topics ranging from improving your efficiency to legal trends affecting solo and small firms.

First look at the latest Legal Trends Report

We’ll be presenting new findings for solo and small firms during the summit.

Continuing Legal Education credit

Earn up to 2.5 hours worth of CLE/CPD credits by attending the sessions live and answering polling questions.

Agenda and Session Info

8:30 am PT | 11:30 am ET

Virtual doors open

Join Hopin, our virtual streaming platform, early to network with other attendees, and check out the helpful resources provided at our partner booths. Opening remarks begin at 8:55 am PT | 11:55 am ET.

9:00-9:30 am PT / 12:00-12:30 pm ET CLE Webinar

Key Insights from The Legal Trends Report for Solo Firms

This session will officially launch our latest Legal Trends Report, featuring newly published insights relevant to solo and small firms. Learn more about how lawyers are adapting to the spread of remote work, how the way legal professionals work is fundamentally changing, and what this means for your own well-being. This session is eligible for CLE/CPD credit.

Joshua Lenon

LAWYER IN RESIDENCE, CLIO

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice.

9:40-10:40 am PT | 12:40-1:40 pm ET CLE Webinar

How to Make Your Firm 2x More Efficient—without Burning Out

The time and effort required to take a matter from intake to paid invoice is ballooning. For some, it may be due to lack of automation and tools, for others, due to inefficient collaboration. In this session, you’ll learn how to uncover and remove bottlenecks in your processes with the help of better workflows and technology. This session is eligible for CLE/CPD credit.

Mechelle Woznicki

ATTORNEY, WOZNICKI LAW PLC

After spending 10 years in the Navy, becoming a parent then a grandparent, and 20 years in business, Mechelle became an attorney. Mechelle’s continuous improvement methodology uncovers inefficiencies and allows attorney’s to more time off with improved profit margins.

Amy Grubb

BUSINESS COACH AT LAWYERIST

Amy practiced in Big Law for many years and built her own successful solo practice. Her passion for owning and operating a law firm led her to open a consulting practice focused on supporting solo/small lawyers. She is now a Business Coach at Lawyerist where she helps lawyers build more profitable and enjoyable practices.

10:50-11:20 am PT | 1:50- 2:20 pm ET CLE Webinar

Drafting routine documents shouldn’t take up so much of your time. In this session, learn how to use MS Word’s legal document templates to build no-code, automated legal documents that are accurate and up-to-date. This session is eligible for CLE/CPD credit.

Joe Kaczrowski

LEGAL CONTENT MANAGER, LAWYAW

Joe is an attorney admitted to practice in the state of Minnesota. As a Legal Document Technician, Lawyaw at Clio Joe works with legal practitioners to improve their workflows and processes.

1:20-11:35 am PT | 2:20-2:35 pm ET

Break

Pop into the virtual networking room, grab lunch, or take your dog for a walk!

11:35-12:35 PT | 2:35-3:35 pm ET

Marketing Your Law Firm on Any Budget

Scaling your law firm revenue depends on far more than high hopes and a good idea. It requires an effective marketing strategy that helps you attract new clients—and retain existing ones. In this session, you’ll learn how to build a successful marketing plan on any budget.

Conrad Saam

FOUNDER, MOCKINGBIRD

Conrad Saam founded Mockingbird, an online marketing agency focused exclusively on legal. Conrad is the author of Own the Map published by the ABA and The FindLaw Jailbreak Guide, co-host of Lunch Hour Legal Marketing, a Google Small Business Advisor, and held positions for various ABA’s Practice Management marketing committees.

12:45-1:15 pm PT | 3:45-4:15 pm ET

How to Set and Honor Boundaries

Join this session for tips on boundary-setting so you act more intentionally and feel more in control of your life. Learn skills that’ll help you to be more present and improve your relationships with yourself, your colleagues and your clients. This session is eligible for CLE/CPD credit.

Olivia Vizachero

FOUNDER, THE LESS STRESSED LAWYER

Olivia is a former BigLaw litigator turned solo-practitioner and runs The Less Stressed Lawyer, a boutique life coaching practice for lawyers. As a Certified Life Coach she teaches lawyers how to practice emotional management, improve time management and balance their workload so they can start living lives with less stress and far more fulfillment.

12:45-1:15 pm PT | 3:45-4:15 pm ET

Networking & Expo Hall

Chat with fellow attendees and presenters, connect with someone at Clio, or check out the helpful resources and prizes provided by partners.

FAQ

Is the summit actually free to attend?!

Yes, the summit is 100% free!

How do you access the summit?

The summit will be hosted on Hopin (the same platform as virtual ClioCon). You will receive your unique magic link, along with further instructions on how to join, one day prior to the summit (April 17) via email.

What is the refund policy?

Passes are non-refundable, but you can transfer to a colleague or friend if you notify virtual.events@clio.com by April 13.

Are sessions CLE eligible?

Presentations that are eligible for CLE/CPD credits are noted within the agenda and are subject to approval from bar associations and law societies across the United States and Canada. If you have met the participation requirements (attended the entire session live and participated in the polls) you will receive a personalized CLE/CPD affidavit from the ABA within 2 weeks of the summit.

Will sessions be recorded?

Yes, and they will be accessible to registrants on Hopin for 90 days after the summit.

What does Clio do?

Clio is the leading cloud-based legal case management software that makes it possible for you to run your firm, organize cases, and collaborate with clients from one place.

We’re trusted by over 150,000 lawyers and 90+ bar associations—including the Florida Bar and the ABA—to help manage everything from intake to invoice.

How can I contact the organizer with any questions?

Email virtual.events@clio.com with your questions. All sponsorship related inquiries can also be directed here.

Back to All Case Studies

A free half-day event focused on how you can do more with less

Here’s what you can expect

5 short sessions packed with actionable insights

Hear from top-tier legal experts on topics ranging from improving your efficiency to legal trends affecting solo and small firms.

First look at the latest Legal Trends Report

We’ll be presenting new findings for solo and small firms during the summit.

Continuing Legal Education credit

Earn up to 2.5 hours worth of CLE/CPD credits by attending the sessions live and answering polling questions.

5 short sessions packed with actionable insights

Hear from top-tier legal experts on topics ranging from improving your efficiency to legal trends affecting solo and small firms.

First look at the latest Legal Trends Report

We’ll be presenting new findings for solo and small firms during the summit.

Continuing Legal Education credit

Earn up to 2.5 hours worth of CLE/CPD credits by attending the sessions live and answering polling questions.

Back to All Case Studies

Legal Document Templates 101: Building a Solid Foundation in MS Word

Want to learn more?

Fill out the form to access this webinar

5 short sessions packed with actionable insights

First look at the latest Legal Trends Report

Continuing Legal Education credit

A free half-day event focused on how you can do more with less

Here’s what you can expect

5 short sessions packed with actionable insights

First look at the latest Legal Trends Report

Continuing Legal Education credit

Agenda and Session Info

Virtual doors open

Key Insights from The Legal Trends Report for Solo Firms

Joshua Lenon

How to Make Your Firm 2x More Efficient—without Burning Out

Mechelle Woznicki

Amy Grubb