Microsoft Excel: Tips & Tricks for Lawyers
You don’t need to love spreadsheets to make Excel work for your law practice. In fact, if you’re still using calculators for math issues, tracking matters in Word documents, relying on sticky notes for court deadlines, or manually organizing discovery and billing information, you’re likely spending more time on administrative work than necessary. Microsoft Excel can help New York attorneys streamline firm workflows, organize case data, and uncover practical efficiencies that support compliance, client service, and day-to-day practice management.
In this practical CLE webinar, attorney Jordan Turk will demonstrate how lawyers can use Excel to support their everyday practice. You’ll learn how to create reusable templates, apply simple formulas, and turn Excel from a blank spreadsheet into a practical organizational tool tailored to the needs of New York law firms and legal departments.
In this CLE webinar, you'll learn about:
- Useful formulas and functions (made simple) for legal work
- Best practices on how to build spreadsheets and organize your work
- Tips for logging your hours with Excel
- Live demonstration of legal technology in action!
Program Sponsored By

- July 21, 2026
- 12:00 PM
- 1:00 PM
- 1.0
- 1.0
- Virtual Participation
- Jordan Turk, Esq., Attorney and Director of Education and Attorney Development
- Webinar
- 0QX61
- Committee on Continuing Legal Education
- Committee on Law Practice Management
- Committee on Technology and the Legal Profession

