TextExpander Review: Legal Document Automation for Lawyers
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For Productivity Tools, the following are essential features, and you should therefore expect to see a check in every box in this section.
Often, productivity tools will offer free trials, or "freemium" pricing tiers so you can try-out the product before implementation.
TextExpander offers four pricing tiers, billed either monthly or annually. The Individual plan, like for a solo attorney, is $3.33/month billed annually. The Business plan, which allows Snippet sharing and permits up to nine users, bills at $8.33/user/month. The Growth plan, for firms of 10 to 50 users, which includes advanced user management and reporting, bills at $10.83/user/month. An Enterprise plan for 51+ users is also available.
Yes. TextExpander works with any web browser or desktop app on Windows or Mac. It also works on iOS (an Android version is under development). Its a system-wide service. If you’re looking at a text field, it can probably write into it.
No, TextExpander does not offer digital signature services.
No, as of this review, TextExpander does not offer ePayment services.
TextExpander can prompt you for names, dates, and such as part of the Snippet insertion process, but there’s no full “interview,” as in a document assembly product. Additionally, TextExpander is not a client-facing product or service.
Yes, TextExpander is easy to grasp for basic expansion (e.g., turning “tftc” into “telephone call to client”). As you become more comfortable with TextExpander, it grows with you with features like date calculation and Fill-ins.
Yes, you can create and share whatever Snippets you like within TextExpander.
TextExpander offers some pre-made Snippets, but their primary purpose is to demonstrate capabilities, not be a pre-stocked library for your use.
TextExpander is easy to install and set up.
Yes. The newest version of TextExpander works on Windows 10 or newer, macOS 10.15 or newer, iOS 11 or newer, and Chrome 74 or newer.
Free Trial. Although TextExpander has four pricing tiers, they offer a generous “test drive” of the product with a free 30-day trial.
Searchable Snippets. Remembering what keyboard combination one assigned to a given snippet can be challenging. To combat this problem, TextExpander provides a helpful in-line search function. If users give Snippets memorable or relevant names, one can simply press Ctrl+/ ( or Cmd+/ for Mac), and be prompted to search Snippets.
Shareable. Once a user creates a Snippet, TextExpander makes it easy to share that shortcut with any other TextExpander user. This could be helpful if multiple attorneys share an office and want to all access the same robust templates. Additionally, if the firm opts for the Business, Growth, or Enterprise plans, a firm-designated administrator can control access to particular Snippets, share among particular groups, and even specify who may change a team’s Snippets.
Fill-ins. With TextExpander’s Fill-ins, an office can create Snippets allowing a user to enter information, like a recipient’s name, execution date, or appointment time, after the user invokes the Snippet. All one does is create the Snippet with the form fields placed where the user’s typed information should appear. TextExpander provides many Fill-in types, such as open text form fields, drop-down menus, check-boxes, and even optional long-form sections that can be turned on or off based on the moment’s needs. In our view, Fill-ins are TextExpander’s most beneficial feature for attorneys.
Cross-platform & Cross-device. Most shortcut and template features on the market are built directly into a piece of software and must be used within that application. For example, creating email response templates in Gmail or Outlook is relatively simple. However, those templates won’t work in an MS Word document or a text message from your phone. With TextExpander, one’s shortcuts are available everywhere: within the browser, in document creation software, in instant messaging services, and in any other software that accepts text input. Additionally, TextExpander works on iOS mobile devices (an Android version is under development), including within texting apps.
Any attorney (or law firm) seeking increased efficiency through speedier content creation benefits from TextExpander. Further, Snippet sharing, available in the Business and above plans, is a godsend for attorneys desiring a consistent format and tone for their office’s documents and correspondence.. However, if the firm already has a well-built template system, and comprehensive auto-replies, it may not be worth the extra monthly expense.
Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.
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Love text expander for automating emails