Excel Is Costing You Time—Because No One Taught You the Right Way to Use It

 

Most legal professionals already have Excel—but they waste hours doing tasks it was built to handle, simply because no one ever showed them how. 

If you’ve ever struggled with trust accounting, clunky reports, or messy spreadsheets, this course is for you. 

 

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World-Class Teaching

Learn from one of the 
country's top legal tech experts, Barron K. Henley

Questions Answered Live

Ask your questions before you forget them and get
the clarity you need

On-Demand Availability

Revisit lessons on your schedule, or just refresh your memory on key details

Excel Training That Fits Your Workflow 

 

Excel for Legal Professionals is a three-part, live series that skips the theory and shows you exactly how to use Excel to simplify your legal work. 

You won’t get jargon or filler—just clear, practical skills you’ll use the next day. 

 

Three Sessions. One Clear Outcome: Control Over Your Data 

 

You’ll start with the essentials, then move into faster, smarter tools and techniques, learning to: 

  • Format and structure spreadsheets for legal workflows 
  • Automate disbursements and fiduciary accounting 
  • Clean, analyze, and visualize your data with confidence 
  • Save hours using formulas, filters, and shortcuts 

 

Whether you're a paralegal, legal assistant, or ops leader, this course will help you work faster, cleaner, and more accurately—with less guesswork and frustration. 

     
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Finally—Excel Training That Clicks 

We’ve helped hundreds of legal professionals stop fighting their spreadsheets and start using them with confidence. 

Individual Pass | Excel for Legal Professionals

$375

September 10, September 17, September 24 | 12 PM ET

  • Learn how to format, structure, and organize spreadsheets for legal-specific workflows

  • Discover Excel tools that simplify trust accounting and financial tracking

  • Automate time-consuming tasks like disbursements and data entry

  • Gain confidence working with formulas, filters, and functions

  • Leave with practical skills you can apply immediately—no fluff, just useful techniques

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Full-Firm Pass | Excel for Legal Professionals

$2250

September 10, September 17, September 24 | 12 PM ET

  • Give your team shared tools to streamline spreadsheets and reduce errors

  • Train lawyers and staff to manage trust accounting and reporting with confidence

  • Standardize formatting and structure across your firm’s spreadsheets

  • Improve collaboration by simplifying how your team inputs, tracks, and reviews data

  • Build internal consistency—without switching software or buying new tools

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Class Outline and Topics Covered

About Barron K. Henley, Esq.

Barron K. Henley is an attorney, a founding partner of Affinity Consulting Group, a nationally recognized speaker, and an expert in law practice automation.

He has been teaching CLE classes since 1993 throughout the U.S. and Canada covering a wide variety of topics related to law practice management and legal technology.

Barron lives in Dublin, Ohio with his wife of 30 years, and they have three grown daughters.

Praise for Barron K. Henley

"Probably the most useful presentation I have ever attended. And I have attended hundreds."
"Barron is, by far, the best speaker I have ever heard. He kept me interested and has a great sense of humor."
"Very clear explanations, strong knowledge of subject, entertaining speaker and knows his law audience."

Bring Barron K. Henley to Your Firm

Book Barron for private trainings on a wide variety of topics related to law practice management and legal technology.

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Frequently Asked Questions

About Affinity Consulting Group

For more than 20 years, Affinity’s consultants have worked tirelessly with legal organizations to help them find better ways of working. With unmatched legal experience, Affinity Consulting Group is uniquely positioned to provide our clients with the kind of insight and expert guidance they need to build thriving law practices and legal departments.

Our value lies in our diversity of skill, our deep industry expertise, and our holistic approach, combined with a vast network of partners and resources. Far more than just a technology solution provider, Affinity Consulting Group helps legal firms and departments—both large and small—optimize every aspect of their organizations. We save you time, we save you money, and we help set the stage for your long-term success.