I recently received a fantastic question from a prospective client. They invested considerably in their PMS, DMS and document automation (with a different provider) and they wanted to know what value DocAssist could add to their existing or transition process.
There are many compelling answers to the question of “Why DocAssist” and they depend on where you fit in the law firm ecosystem. In the case of this client though there are two major factors:
- Integrating with existing systems
- Transitioning to a new automation system
PMS and DMS Integration
For iManage Sites
DocAssist has standard iManage integration. We also offer a number of features specifically for iManage sites including Clause Bank and Precedent Bank functionality. Our iManage integration is fully compatible with Work10.
For NetDocuments Sites
We have a number of NetDocuments clients who successfully use DocAssist at a national scale. These clients were the driver behind one of our most exciting clause bank solution, Clippings. We have standard integration with NetDocuments which allows you to utilise its full DMS functionality when creating and saving documents.
Given the volume of work we do there are always clients who do things outside of the norm. We’re really proud of our DMS integration process. We understand that practice and document management systems are what makes most law firms tick. So whatever your document management process is, we have you covered.
DocAssist has its own SQL database. So when it comes to PMS integration, if we can access a SQL database, we can easily and populate our own database. Your ‘source of truth’ remains your PMS but we also have the option to write data from your documents back to the DocAssist database. Meaning we can create extended data on your matters without touching your PMS.
Our clients currently use DocAssist in conjunction with:
- Aderant Expert;
- ELITE 3E;
- Affinity and;
- Open Practice.
We know how difficult it is to code and maintain documents. Part of the driver for the development of DocAssist was to give our clients an easy to maintain precedent development option, particularly to those who don’t have in-house precedent developers or coding knowledge.
Our solution doesn’t require any coding experience. Anyone can automate a document using DocAssist. It’s all based on standard content controls which we expanded on. The advantage of using DocAssist as opposed to other automation systems is that DocAssist precedents are more viable in the long term because:
- Once set up DocAssist documents require minimal conversion if you change your data source or DMS
- They require minimal effort to maintain as there are no templates (.dotm documents), even to maintain styles
Many sites either use DocAssist and another system as a hybrid system. Others use DocAssist to phase out their legacy precedents before fully launching DocAssist to their firms over the space of a few months. This makes the change management and user acceptance aspect of projects a lot more manageable.
Transitioning doesn’t need to be painful. We developed a tool which can assist in the analysis and conversion of any existing templates. It’s called DocAnalyser. This tool helps analyse existing documents and presents findings in easy to understand SSRS or Power BI report. These reports assist precedent developers with their conversion process. Additionally, we can assist you with the development of custom macros to convert existing precedents. Most importantly, DocAnalyser isn’t limited to DocAssist users. It can be used as an ongoing auditing tool to report on merge fields, macros, templates, styles and even content in precedent libraries.
Whether you are new to document automation or you are in-between systems, DocAssist and the Mosmar team are here to help.