Document management and automation is a key resource for small to medium-sized law firms to increase their efficiency and productivity. Through legal document automation, a firm may be able to connect with their clients more quickly, generate intake materials with less effort, or even create pleadings at the touch of a button. Some Law Practice Management Software (LPMS) provide built-in document creation and management, but they are usually not as feature-rich as the stand-alone products like the ones listed below.
Document Management & Automation (Alphabetical List)
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- HotDocs is a powerful document automation program that lets users create complex documents and will scale as a firm grows. Learn more about HotDocs.
- Lawyaw turns Microsoft Word-based legal documents into templates you can start filling online, but without the work it usually takes to create them. Learn more about Lawyaw.
- Review of TextExpander, cross-platform productivity software, for its usefulness with small to medium-sized law firms and solo attorneys. Learn more about TextExpander.
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Document Management & Automation Feature Descriptions
Open API. An open API means that the program has an application programming interface that will allow it to directly integrate with other software programs such your firm's timekeeping, accounting, or custom relationship management software.
Version Control. This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
Document Automation Features. Document automation (also called document assembly) software uses your document templates and information from a form or other source, like your law practice management software or CMS, to assemble documents for you.
Document Templates. The document management program creates resuable templates.
Guided Interviews. The program can create a guided interview and then use the client's answers to automatically create a document.
Conditional Logic. If the software uses conditional logic, this means that you can choose to have certain text in your assembled document included only under certain conditions
Tables. This means the software can generate tables of any size and place them in your assembled document.
Calculations. If this field is checked, it means the software can perform calculations based on numerical or text input.