Microsoft Excel for Lawyers (2025 Edition)

Craig Brody
Craig Brody | Craig Brody LLC

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro.

Live Video-Broadcast: August 15, 2025

2 hour CLE

Tuition: $195.00
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Program Summary

Microsoft Excel is powerful application for the legal professional. It effectively manages and organizes data, for example, data on cases, documents, or exhibits. Excel can also calculate interest on court judgments and determine dates to file deadlines. You can transform data into professionally formatted tables, charts and reports with summaries for easy analysis. This overview course demonstrates Excel using different legal examples and includes a brief overview of using AI in Excel.

Craig Brody Technology Trainer cbrody@craigbrodyllc.com

Key topics to be discussed:

  • Foundations of Excel
  • Create a new Spreadsheet; Insert, Edit and Format Data
  • Organize data lists with Sort, Filter and related commands
  • Calculate data using Formulas & Functions (Sum, Count and more)
  • Create Charts to illustrate data
  • Apply Page Layout commands; Insert Footers
  • Link spreadsheets
  • Learn more Excel Formulas and Functions include IF & XLOOKUP
  • Create professional reports using Tables and PivotTables
  • Copy charts and reports into Microsoft Word
  • Shortcuts and Timesaving Tips
  • Templates and Protecting Data
  • Essentials of using AI in Excel

Date / Time: August 15, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

Speakers

Craig Brody_ Craig Brody LLC – Training Services_myLawCLECraig Brody| Craig Brody LLC

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law. Craig also conducts workshops, classes, and consulting services for the University of Pennsylvania’s Wharton Business School, Penn Carey Law School, law firms, accounting associations, and accreditation providers. His services include spreadsheet analysis, design and troubleshooting, software programming, consulting, published course guides, recorded courseware videos, and other reference materials.

Agenda

I. Foundations of Excel | 2:00pm – 2:10pm

II. Create a new Spreadsheet; Insert, Edit and Format Data | 2:10pm – 2:20pm

III. Organize data lists with Sort, Filter and related commands | 2:20pm – 2:30pm

IV. Calculate data using Formulas & Functions (Sum, Count and more) | 2:30pm – 2:40pm

V. Create Charts to illustrate data | 2:40pm – 2:50pm

VI. Apply Page Layout commands; Insert Footers | 2:50pm – 3:00pm

Break | 3:00pm – 3:10pm

VII. Link spreadsheets | 3:10pm – 3:20pm

VIII. Learn more Excel Formulas and Functions include IF & XLOOKUP | 3:20pm – 3:30pm

IX. Create professional reports using Tables and PivotTables | 3:30pm – 3:40pm

X. Copy charts and reports into Microsoft Word | 3:40pm – 3:50pm

XI. Shortcuts and Timesaving Tips | 3:50pm – 4:00pm

XII. Templates and Protecting Data | 4:00pm – 4:05pm

XIII. Essentials of using AI in Excel | 4:05pm – 4:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 Technology in the Practice of Law

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 Technology Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 Technology

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Other (Office Management) Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
2 Law Practice Management

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
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  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

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