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
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.
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!
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.
Our current end users LOVE Outlook precedents. Much of their time is spent corresponding via email, with a lot of it also repeatable.
- 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.
Our email precedents are so simple to configure that anyone who can operate Microsoft Word can create an email precedent.
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.