Course Overview
Sort, filter, and structure case information effectively.
Calculate fees, dates, and automate data lookups.
Build tables and PivotTables for case analysis.
Secure formulas while allowing controlled data entry.
Course Overview
Sort, filter, and structure case information effectively.
Calculate fees, dates, and automate data lookups.
Build tables and PivotTables for case analysis.
Secure formulas while allowing controlled data entry.
Why Attend
Agenda
Session 1
Foundations of Excel for Legal Professionals
Session 2
Creating Spreadsheets with Data Entry and Formatting
Session 3
Organizing Data with Sort and Filter Commands
Session 4
Calculating Data with Formulas and Functions
Session 5
Creating Charts to Visualize Legal Data
Session 6
Page Layout Commands and Footer Insertion
Session 7
Break
Session 8
Linking Spreadsheets for Dynamic Data Updates
Session 9
Advanced Formulas Including IF and XLOOKUP
Session 10
Professional Reports with Tables and PivotTables
Session 11
Copying Charts and Reports into Word
Session 12
Keyboard Shortcuts and Timesaving Navigation Tips
Session 13
Templates and Worksheet Protection Features
Session 14
Leveraging AI Tools in Microsoft Excel
2:00 pm - 2:10 pm EST
Craig Brody LLC
This session introduces Microsoft Excel’s three essential functions: managing data and producing reports, working with large lists, and creating charts. Participants will learn key terminology including workbooks, worksheets, cells, and ranges while understanding the typical steps in building a spreadsheet.
Craig Brody LLC
2:10 pm - 2:20 pm EST
Craig Brody LLC
Learn to efficiently enter data using AutoFill for months, dates, numbers, and patterns. This session covers essential formatting techniques including cell styles, merge and center, column width adjustment, and text wrapping to create professional-looking spreadsheets.
Craig Brody LLC
2:20 pm - 2:30 pm EST
Craig Brody LLC
Master the art of organizing legal data lists through sorting and filtering capabilities. Participants will learn proper list formatting, multi-level sorting, filtering by values and colors, and using freeze panes to keep headers visible while scrolling.
Craig Brody LLC
2:30 pm - 2:40 pm EST
Craig Brody LLC
Discover how to build formulas using mathematical operators and leverage essential functions like SUM, COUNT, AVERAGE, MAX, and MIN. This session also covers copying formulas with AutoFill and using absolute cell references to lock cells when needed.
Craig Brody LLC
2:40 pm - 2:50 pm EST
Craig Brody LLC
Transform your data into compelling visual presentations using pie charts, column charts, and other chart types. Learn to format charts with styles, add data labels, and understand how charts automatically update when source data changes.
Craig Brody LLC
2:50 pm - 3:00 pm EST
Craig Brody LLC
Prepare your spreadsheets for professional printing by scaling content to fit pages and repeating header rows. This session covers adding page numbers in footers, printing gridlines, and saving documents as PDFs for distribution.
Craig Brody LLC
3:00 pm - 3:10 pm EST
Craig Brody LLC
A short break to refresh before continuing with advanced Excel topics. Use this time to review notes and prepare questions for the remaining sessions.
Craig Brody LLC
3:10 pm - 3:20 pm EST
Craig Brody LLC
Learn to create links between sheets so data automatically updates when source information changes. This powerful feature enables summary sheets that pull from multiple detail sheets and keeps charts connected to linked data current.
Craig Brody LLC
3:20 pm - 3:30 pm EST
Craig Brody LLC
Expand your formula skills with the TODAY function, IF statements for conditional logic, and XLOOKUP for finding and returning values. These powerful functions enable automated date calculations, late invoice identification, and efficient client information retrieval.
Craig Brody LLC
3:30 pm - 3:40 pm EST
Craig Brody LLC
Create enhanced data analysis using Excel Tables with automatic formatting, built-in filtering, and total rows. Master PivotTables to summarize complex legal data and generate PivotCharts for dynamic visual reporting.
Craig Brody LLC
3:40 pm - 3:50 pm EST
Craig Brody LLC
Seamlessly integrate your Excel work into legal documents by copying tables and charts into Microsoft Word. Learn efficient techniques using keyboard shortcuts and the Alt+Tab method for switching between applications.
Craig Brody LLC
3:50 pm - 4:00 pm EST
Craig Brody LLC
Boost your productivity with essential keyboard shortcuts for copying, pasting, navigation, and selection. Master techniques like double-clicking to AutoFill, right-clicking sheet tabs for quick navigation, and efficient range selection methods.
Craig Brody LLC
4:00 pm - 4:05 pm EST
Craig Brody LLC
Streamline document creation using built-in and custom templates for invoices, expense reports, and budgets. Learn to protect worksheets by locking formula cells while allowing data entry in designated input areas.
Craig Brody LLC
4:05 pm - 4:10 pm EST
Craig Brody LLC
Explore Excel’s AI-powered Analyze Data feature for automatic insights and PivotTable suggestions. Discover how Microsoft Copilot can generate reports, charts, and summaries using natural language prompts to accelerate your legal data analysis.
Craig Brody LLC
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
Attorneys will learn to manage legal data, calculate court judgment interest and deadlines, organize case information, and create professional reports and charts.
Attorneys will gain proficiency in formulas, PivotTables, data filtering, spreadsheet linking, worksheet protection, and AI-powered analysis tools for legal work.
Attorneys will learn to manage legal data, calculate court judgment interest and deadlines, organize case information, and create professional reports and charts.
Attorneys will gain proficiency in formulas, PivotTables, data filtering, spreadsheet linking, worksheet protection, and AI-powered analysis tools for legal work.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
|---|---|---|---|---|
| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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| Exclusive Partner Webinars & Events |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion |
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| Personalized CLE Platform |
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| Live Conferences |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Date / Time: December 31, 2025
Closed-captioning available
2026-03-27 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-03-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
