Updating or Replacing Words & Phrases

Tech Training Video

Program and Platform:

Microsoft Word for Windows and Mac

Featured Features:

  • Basic Find & Replace
  • Advanced Find & Replace
  • Using Wildcards with Find & Replace

How-To Tech Description:

Learn to use Find and Replace for quality control and lightweight automation. With Find and Replace, you can start with simple tasks like replacing client names and move on to more burdensome tasks like making the spelling, capitalization, spacing, and hyphenation of words and phrases consistent. You can even fix formatting issues without changing the text and update outdated formatting from underlines to italics. Super-users can use Find and Replace to convert outdated gendered terms to gender-neutral terms, make legally operable phrases consistent, and use wildcards to correct names that can be misspelled in unpredictable ways. We’ll show you how.

HubSpot Video



If you’re struggling with repetitive word choice and mixed formatting issues, using Find and Replace can save you from untold toil and frustration. Try using CTRL + F to systematically search through your document and automatically highlight sections of your text so you can efficiently spot repetitive words and phrases.

If you can’t find a better, shorter, clearer word or phrase to use on your own, WordRake can help. WordRake is editing software for Microsoft Word and Outlook that will help you edit for clarity and brevity with one click. It will ripple through your document and offer context-driven editing suggestions in the familiar track changes style. Then you choose which edits to accept. Try WordRake today!

For more editing tips like how you can use Find and Replace to help your process, check out out our blog to read 10 Strategies for Effective Proofreading and Editing.

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Slide6-Mar-01-2022-12-22-09-30-AMAbout Barron K. Henley

Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a Fellow of the College of Law Practice Management, a Fellow of the American Bar Foundation, a member of Ohio Supreme Court Commission on Technology and the Courts, and a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law (“RPTE”) Sections. Barron heads Affinity’s document assembly/automation and software training departments. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.


Slide5-Mar-01-2022-12-23-56-35-AMAbout Ivy B. Grey

Ivy B. Grey is the Chief Strategy & Growth Officer for WordRake. Before joining the WordRake team, she practiced bankruptcy law for ten years. During her decade of legal practice, Ivy was named a Rising Star in the New York Metro Area for five consecutive years, and her significant representations included American Airlines, Columbia House, Kodak, and Dewey & LeBoeuf.

Since joining the legal tech world, Ivy has become known for her work on technology competence, ethics, and innovation. She has a unique blend of skills and an outstanding ability to synthesize technical, business, and legal information into practical advice and actionable plans. In 2020, Ivy was recognized as an Influential Woman in Legal Tech by ILTA. She has also been recognized as a Fastcase 50 Honoree and included in the Women of Legal Tech list by the ABA Legal Technology Resource Center.