Document drafting and precedent tools can be a nightmare for both users and developers. They need to be configured and developed in painful ways that require specialist knowledge in document production and often multiple programming languages. As a result the document automation process is often complicated, expensive and difficult to manage for law firms.

Having experienced all of the above firsthand in law-firm environments, we developed DocAssist to be remedy to these issues.

DocAssist by nature is a no code, no macro and no template system that allows operators with little to no coding experience to generate beautifully styled precedents in no time. What are some of the cool features of DocAssist though? Well, that depends on whether you are an end-user or a precedent developer/editor.

Features for Lawyers and End-Users

Select Paragraphs

Lawyers want to make informed decisions by knowing what changes will happen to their document.  With DocAssist end-users are able to expose all options available to them, so that they can make an informed decision about their options.

Maintain Contacts
Writeback

Your end users will see the time that is saved by collecting information in a document (like a Lease Agreement) and using it immediately in subsequent documents, such as collecting the Lease date, Property Address, Rental Term etc. You can also create “Data Sheets” for your end users to collect matter related data in DocAssist database, essentially using your document drafting tool as an extension to your PMS!

Contact Lookup

DocAssist not only integrates with your address books on your PMS and Outlook, it also allows you to build contact relationships to your matters on its own database. Clicking the ellipsis button on the contact field on the pane will bring up the lookup dialog. From here, you can choose your contact, add a new contact or amend details of an existing contact.

Outlook precedents

Our current end users LOVE Outlook precedents.  Much of their time is spent corresponding via email, with a lot of it also repeatable. 

Clause Bank

Integrations
  • DocAssist will know about the clients/matters that are created in your PMS, and it will also know about the workspaces in iManage. Clicking OK on the DocAssist pane will launch the iManage save dialog with the correct workspace already selected, and with the profile filled out (document description, author, document type).
  • If you’re using a different DMS then the save button can be configured based on your specific requirements.
  • Clause Bank makes it easy to add pieces of content into documents. Precedent Bank provides users with quick access to their precedent repository.

Features for Precedent Developers/Editors 

Index Sync Grouping

This is the ability to link Select Paragraphs together.  IE answer a question on page 1, and it can automatically answer any number of ‘linked’ other paragraphs together.  And with no coding required. This is just one part of the no code, no macro functionality behind DocAssist.

Outlook precedents

Our email precedents are so simple to configure that anyone who can operate Microsoft Word can create an email precedent.

Simple deployment

Pop new DocAssist documents into a specific folder/workspace in iManage, and they are immediately available to end users via the Precedent Bank dialog. 

If you’re not an iManage site, no worries! Your precedent deployment is still as east as 1, 2, 3. Pop them into the specific folder in your DMS and make sure your Precedent Library is configured for its path. Your precedents will be available to users via the Precedent Library dialog.

Styles and formatting

DocAssist precedents are just Word ‘documents’.  Which means all the styles and formatting they are familiar with are there.  Precedents can be linked to underlying style templates, which are again just Word ‘documents’.  So managing styles across the entire precedent bank is incredibly easy. 

Our developers have been working away and we are proud to announce that on 18 January 2020, we released our latest version which includes some great new features.

New features

◼ Custom Repeaters – Repeaters to support other controls outside of contacts and Users
◼ Ability to return integer (number of days) base on two different dates
◼ Make Precedent Library available in Outlook
◼ Ability to set the email subject based on matter data
◼ Quick Search tab added to the DocAssist Pane
◼ Allow Pane Wizard to include Optional and Select paragraphs

Feature changes

◼ Improve DocAssist speed and screen refresh
◼ Improve Index Sync Mapping between dropdowns
◼ Improve Writeback on controls populated from an Index Sync Group
◼ Improve control order and visibility when utilising the Pane Wizard
◼ Improve Repeaters when added to the DocAssist Pane
◼ Ensure that the conversion prompt is supressed when DocAssist runs an InsertFile Command
◼ Improve Message when Clippings is first used, to let users know that the clipping is being loaded
◼ Ensure that when user clicks Clippings that a clipping is not already selected, and requires a user to make a selection first before it shows the preview.
◼ Improve nested content controls
◼ Improve Multi Select paragraphs
◼ Improve Multi Select Contact Control
◼ Improve Optional Paragraph to ensure that numbering is not left behind when users answer ‘No’

iManage Feature Changes

◼ Improve refresh of clause controls – so refresh only happens when a new document is created

© Copyright - Mosmar