For the overwhelming majority of attorneys, the end-product of their work is a document. This seems obvious if you’re in estate planning, but is also true in new entity formation, litigation settlements, and many more matters. Furthermore, attorneys and legal professionals no longer create documents in a vacuum. Plenty of products, including plain-old Microsoft Word, allow people to collaborate on documents in real-time. Additionally, if you’re sharing the document with co-counsel or opposing counsel, you may want to control what edits other people can make. In this section, learn how to effectively and securely draft, edit, share, and collaborate on electronic documents.
Efficient document creation (producing them fast and correct) means that you can do more client work in less time.
Document-intensive practices often rely on a series of drafters and reviewers. The attorney meets with the client and takes notes that are passed off to a paralegal or legal assistant, who produces a first draft of the instrument. That instrument is then reviewed by the attorney, who may make edits, and the process begins anew.
Document assembly tools offer legal professionals a way to begin with any word processing document, including ones containing your particular attorney-approved language, and turn that starter document into an interactive, logic-driven template. Answer a few questions, click a button, and get a perfect document every time.
Using automated templates, a legal organization can product more accurate documents more quickly, with fewer resources. Your clients will benefit and so will your bottom line.