Cloud-based practice management software is still adding features, and the latest round of updates focuses on document generation and document assembly. In January, Rocket Matter added document assembly, which we talked about in the LAB. Clio added its own document assembly feature shortly afterwards. Just yesterday, MyCase just announced that its document assembly is coming soon, and that it will also allow users—and clients with permission—to edit documents in the browser.
Document assembly is a serious time-saver, but if it requires extra software and intense setup, it doesn’t really work. The solutions from Clio and Rocket Matter are integrated into the software you already use to manage your practice, and dead simple to use. (I’m assuming MyCase will be the same.)
(Rocket Matter and Clio have given me complimentary accounts so I can test their software on an ongoing basis. I do not use either of them for my firm.)