Software

Precedent Assist

Precedent Assist

3E Mattersphere

What is Precedent Assist?

The ‘pane’ design allows you to maintain focus of your document whilst searching for MatterSphere fields and configuring the conditional statements you need.

It includes all the functions available to you using the built in MatterSphere precedent tools, but in a very user friendly and accessible way. Plus more!

Why did we build it?

We built it because as a Thomson Reuters Elite 3E MatterSphere implementer, we were struggling ourselves to maintain sophisticated precedents using the built in MatterSphere tools.

We also recognised that the average IT department does not have the resources available to maintain precedents. Precedent Administrators or secretaries now have a tool empowering them to create complex precedents without IT assistance.

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Search by Field Code, Field Value and Help Text

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Drag and drop the field you need

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Select an Advanced Function to use

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Test your precedent using a sample client/matter

Keep it Simple

What do we need in our Precedents? MatterSphere Fields!
What is the easiest way to add them? Drag n drop!
Search for the field you need, drop it where it needs to go. Simple!

Simple Functions to “code” your MatterSphere precedents – without code!

  • Publish MatterSphere fields
    Make it easy for your precedent administrators by publishing the fields they need to use regularly with help text and friendly names.
  • Lookup field validator
    Create this field correctly using a lookup type list and validation
  • Miscellaneous field validator
    Validation ensures your miscellaneous field is composed correctly
  • IF Statement builder
    Don’t guess with your Word IF statements – build them without having to remember the tricky syntax
  • IF Statement (Advanced)
    Use powerful conditional statements to include text by paragraph, sentence, table or row. Optionally bring in clauses or content based on user selection.
  • Format Fields
    Apply formatting to Currency, Date Time and Number fields. Or apply the case syntax for text fields to appear in Uppercase, Title Case etc.
  • Repeating Blocks
    Enable sections of text to repeat in a document based on data supplied by MatterSphere Search Lists. Eg loop through and output details of all associates on a file in a block fashion.

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