10 Best Practices for Lawyers Using Microsoft Word

Mastering Microsoft Word can save lawyers valuable time and ensure that legal documents are polished, professional, and consistent. Here are 10 fresh and practical tips to make the most of Microsoft Word in 2024:

1. Paste Like a Pro: Unformatted Text Saves You Time
Instead of dragging unwanted formatting between documents, use Ctrl + Shift + V to paste without formatting. This ensures your document remains consistent and you stay in control of the layout.

2. Start Clean with Templates
Starting fresh with firm-approved templates not only ensures consistency but also protects confidentiality by avoiding any leftover client data from older documents. Custom legal templates can standardize your work and save you from errors.

3. Embrace Styles for Effortless Formatting
Ditch manual formatting! Using Styles lets you easily control font, spacing, and paragraph formatting. Apply firm-wide styles to ensure uniformity across all legal documents, and reformat entire documents with just a few clicks.

4. Show/Hide: The Secret to Spotting Formatting Flaws
Turn on Show/Hide (¶) to view non-printing characters like paragraph breaks, spaces, and tabs. This is the best way to uncover hidden formatting issues and fix them quickly—especially in complex legal documents.

5. Use Shortcuts to Speed Up Your Workflow
Don’t waste time switching between your mouse and keyboard. Memorize basic keyboard shortcuts such as Ctrl + S (Save) and Ctrl + Z (Undo), along with advanced ones like Ctrl + Shift + V to paste unformatted. These save seconds on every task, which adds up fast!

6. Supercharge the Quick Access Toolbar (QAT)
Customize your QAT with your most-used tools and place it below the ribbon for easier access. Save time by keeping features like “Save,” “Undo,” and “Print” just one click away.

7. Quick Parts: Your Reusable Legal Toolbox
Stop repeating yourself! Use Quick Parts to store frequently used phrases, legal jargon, and boilerplate clauses. Organize them in templates, and insert them into your documents with a single click—ideal for speeding up contract drafting.

8. Automate With Cross-Referencing and Tables of Contents
Why waste time manually updating page numbers or cross-references? Use Cross-Referencing and Table of Contents features to automatically keep your document in order. This ensures accuracy without the hassle of manual updates.

9. Keep Your Fonts Simple and Compatible
Skip the fancy fonts! Stick with system-based fonts like Arial and Calibri to avoid compatibility issues when sharing documents with clients or courts. This ensures your formatting stays intact no matter who opens the file.

10. Let Word Do the Work with Legal-Specific Automation Tools
Leverage legal-specific automation tools like document assembly software that integrates with Word. These tools can help with document repair, formatting fixes, and automated workflows, saving time and reducing errors in large legal documents.
These practices will help you maximize Microsoft Word’s capabilities, allowing you to focus on legal work rather than document formatting. 

For more tips and advanced features, check out our resources section or book a free demo of our tailored solutions for legal professionals!