Hello and welcome to this demonstration of document automation for law firms, brought to you by Excel's technology group. Document automation, often referred to as document assembly, can have different meanings for different firms. Our goal today is to show you three levels of document automation available to you and how we can use tools like Microsoft Word, our practice management program, and a more sophisticated document automation software like Hot Docs. Our aim is to enable your firm to draft documents more quickly, accurately, and ultimately become more profitable. The first thing we want to discuss is an entry-level option for document assembly, which involves using templates within Microsoft Word. When you open Word and start a new document, you are actually using a template called "Normal.dot." This template stores your preferences and defaults for drafting documents in Word, such as font style, size, page margins, and more. However, you may want to create additional templates for specific purposes, like a fax cover sheet or a letterhead template that includes predefined formatting and fills in certain details automatically, such as the date and signature line. This ensures consistency in formatting and branding across all documents drafted by your firm. For this demonstration, I have created a template for our fax cover sheet. By publishing this template on your server, everyone in your firm can access it and start automating their documents, improving consistency within the firm. When you launch a template, it starts with blank information fields that you can populate. Instead of searching for the last fax cover sheet used and manually changing client names and contact details, the template simplifies the process and ensures accuracy. By utilizing document automation and adopting these templates, your firm can save time, improve accuracy, and establish a standardized format for all documents. This allows for greater...
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