Mastering Microsoft Excel 2013 for Lawyers Training Tutorial

This Excel tutorial is designed specifically for those who practice law.
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  • Lectures 16
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
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About This Course

Published 11/2013 English

Course Description

When it comes to Microsoft Office programs, law firms have unique needs. This Excel training course includes training specific to the practice of law. You will learn how to effectively use legal templates, legal business functions (such as the Pv and Fv functions) and simple IOLTA management. Mastering Excel for Lawyers Made Easy features 13 video lessons. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our printable classroom instruction manual, additional images and practice exercises.

What are the requirements?

  • Microsoft Excel is recommended for practice

What am I going to get from this course?

  • Video Lessons
  • Includes Printable Instruction Manual
  • How to Use Legal Templates
  • Legal Business Functions
  • Simple IOLTA Management

Who is the target audience?

  • Lawyers
  • Those who practice law
  • Attorneys
  • Law Firms

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Course Introduction

This lecture provides a brief summary of the topics covered throughout the course and offers suggestions for further reading and learning materials.

Section 2: Using Online Templates

Microsoft Excel allows you to download templates from if you are using Microsoft Excel on an internet-connected computer. There are many templates available for legal professionals that allow you to manage and record time, record consulting on projects, and many other useful things. In this lesson we will examine how you can connect to to search for templates that you can download and save to your computer for use within your law firm. Learn this and more during this lecture.


You can then save a downloaded template to the templates folder within your computer so you will not need to download it again in the future. To do this, ensure the template is displayed onscreen and then click the “File” tab within the Ribbon. Then click the “Save As” command shown at the left side of the backstage view within the template file. If using Excel 2013, then click the “Computer” choice to the right of the command list. Then click the “Browse” button that appears in the area to the right. Learn this and more during this lecture.


In the last lecture within this section, you learned how to save a template to your computer. In this lecture, you will learn how to create a new workbook from the template that you saved to your computer. To create a new workbook from a saved template, select the “File” tab in the Ribbon and then click the “New” command at the left side of the backstage view. Learn this and more during this lecture.

Section 3: Legal Templates

In this section we will review the various law firm templates that are provided within this product. These templates are provided within this product within the “Templates” folder when browsing the content of the product that you purchased from TeachUcomp, Inc. You can also open the Excel templates within this folder by using the handy hyperlinks embedded within the Excel CLE interface and then save them to your computer. Learn this and more during this lecture.


Let’s examine the structure and usage of the “Law Firm Financial Analysis Worksheet.” This workbook allows you to enter detailed financial information about your law firm, so that you can analyze the results in order to make better business decisions. You should first note that there are seven color-coded worksheets shown on the tabs at the bottom of the workbook. Learn this and more during this lecture.


We will now review using the “Law Firm Project Tracker” workbook. This workbook is very similar in nature to the “Law Firm Financial Analysis Worksheet.” The layout of information is almost identical, however the analysis generated from the data tends to emphasize the tracking of the project billing versus the financial aspect. Learn this and more during this lecture.


We will now review using the “Law Firm Project Plan” workbook. This workbook is almost identical to the “Law Firm Project Tracker,” however the information entered into the “Law Firm Project Plan” workbook does not feature any tracking of actuals versus estimates. This workbook is simply used to record the initial project plan data. Learn this and more during this lecture.

Section 4: Legal Business Functions

Most of the functions that a lawyer needs to know assist them in business and financial computations. These functions can be used both for the law firm as well as its clients- for example figuring out the future value of a purchased asset is often useful for both parties. In this section we will discuss some of the most commonly used functions that legal professionals should know how to use. Learn this and more during this lecture.

The Fv Function

As a lawyer, you will probably handle many different types of projects or matters. It can be useful to know which types of projects are the most profitable for you to pursue. One way of determining this is by using the IRR function within Excel to determine the internal rate of return on projects. The internal rate of return is simply a number that shows you the profitability of a project. The larger the IRR number, the more profitable the project. IRR finds this number by examining the flow of cash that you input into cells within an Excel worksheet. Learn this and more during this lecture.

Section 5: Simple IOLTA Management

In this section, we will learn how to perform simple IOLTA management within an Excel workbook. An IOLTA, or Interest on Lawyer’s Trust Account, is used to hold client funds separately from the funds of a law firm or individual lawyer. An IOLTA account is an interest-bearing checking account. The interest earned from all IOLTA accounts within a state is pooled together to assist low-income individuals to afford legal aid. Learn this and more during this lecture.


If allowed by your state, you can use Excel to track the balance in an IOLTA account as well as create individual client ledgers that list all IOLTA transactions. This information can then be copied to a new workbook and modified as needed in order to comply with many state’s IOLTA reporting requirements. Learn this and more during this lecture.


In this lecture, we will examine using the simple IOLTA template that can be found in the “Templates” folder within this product. This workbook allows you to record the basic accounting information needed for IOLTA management. The template initially contains four worksheets: the “Firm Journal” and three “Client Name Journals.” The basic structure shown within each worksheet is a basic checking register. Within these worksheets, you will record all IOLTA transactions into the appropriate ledgers as they occur. Learn this and more during this lecture.

Section 6: Conclusion

This lecture provides a brief summary of the topics covered throughout the course and offers suggestions for further reading and learning materials.

Section 7: Instruction Manual
30 pages

Excel 2013 for Lawyers Manual. Plus practice exercises and keyboard shortcuts.

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Instructor Biography

TeachUcomp, Inc., Quality Software Training

Founded in 2001, TeachUcomp, Inc. began as a licensed software training center in Holt, Michigan - providing instructor-led, classroom-style instruction in over 85 different classes, including Microsoft Office, QuickBooks, Peachtree and web design, teaching staff at organizations such as the American Red Cross, Public School Systems and the Small Business Association.

At TeachUcomp, Inc., we realize that small business software can be confusing, to say the least. However, finding quality training can be a challenge. TeachUcomp, Inc. has changed all that. As the industry leader in training small business software, TeachUcomp, Inc. has revolutionized computer training and will teach you the skills to become a powerful and proficient user.

In 2002, responding to the demand for high-quality training materials that provide more flexibility than classroom training, TeachUcomp, Inc. launched our first product - Mastering QuickBooks Made Easy. The enormous success of our first tutorial led to an ever-expanding product line. TeachUcomp, Inc. now proudly serves customers in over 80 different countries world-wide including individuals, small businesses, non-profits and many others. Clients include the Transportation Security Administration, NASA, Smithsonian Institution, University of Michigan, Merrill Lynch, Sprint, U.S. Army, Oracle Corporation, Hewlett-Packard and the U.S. Senate.

Our full-time staff of software training professionals have developed a product line that is the perfect solution for busy individuals. Our comprehensive tutorials cover all of the same material as our classroom trainings. Broken into individual lessons, you can target your training to meet your needs - choosing just the lessons you want (and having the option to watch them all if you like). Our tutorials are also incredibly easy to use.

You will listen and watch as our expert instructors walk you through each lesson step-by-step. Our tutorials also feature the same instruction manuals (in PDF) that our classroom students receive - and include practice exercises and keyboard shortcuts. You will see each function performed just as if the instructor were at your computer. After the lesson has finished, you then "toggle" into the application and practice what you've learned - making it the most effective interactive training solution to learn on your own.

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