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Hello and welcome to this demonstration of document automation for law firms brought to you by Excel s technology group document automation is often also referred to as document assembly and can really mean a number of different things for different firms our goal here today is to show you sort of three levels of document automation that you have available to you and talk about the different ways that we can use things like Microsoft Word our practice management program and then a more highly sophisticated version of document automation software hot Doc's our goal again is to enable your firm to draft documents more quickly more accurately and hopefully in the long run become more profitable the first thing we want to talk about then is some kind of the entry level document assembly option and that is using templates from within Microsoft Word now we're all familiar with Microsoft Word and when we go to word and we hit open we get presented with a blank document what you may or may not know is that when you get a blank document and the name of the document right now is just document 1 because I haven't saved it anywhere you've actually called a template your template the template that you're calling is your normal d-o-t and that normal template sort of stores all of your preferences or your defaults for documents that you're going to draft in Word so for example it knows what font you want to use what size you want that font to be what you want your page margins to be etc so this is you're already using a template in Word and you might not have even known it but this is the simplest of templates in Microsoft Word and that is just your blank document but you may want to create a template for say your fax cover sheet or a template that provides for you to print on your letterhead and has the appropriate page margins and fills in the date and the signature line for you so that when people go to draft a letter we know that everyone is using consistent formatting and consistent margins and the same sincerely the same font that sort of thing what I've done for purposes of this demonstration is that I've actually created a template for our fax cover sheet so that you can see how you can create a template publish it someplace on your server that success to everyone and start down that path of automating documents and improving consistency from with from within your firm so when you create a template what happens is that each time you launch the template the template starts out for you with information not being filled in so for example with the fax cover sheet instead of finding the last fax cover sheet that I used and changing the clients name and changing the phone the fax number and changing who.

FAQ

What is the name of the standard format for a legal document with lines and paragraphs numbered?
What is the name of the standard format for a legal document with lines and paragraphs numbered? I got a ticket for going 45 mph in a 35 mph when the speed limit was just about to change to 45 mph. Should I just pay the fine or take it to court? How do you get justice when the justice system fails you? How do I sue a company for TCPA violations if my number is listed on the do not call registry? Can I fight for my own case without a lawyer (nor I have any lawyer friend)? If yes, how can I prepare for that? How can I fight for my rights legally without hiring a lawyer? How do I file a lawsuit? Can any person defend his case himself in court, instead of getting the service of a lawyer? How we can file a case in court without any lawyer? Is it possible?
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