Powering Your Practice With Advanced Document Automation Templates

Powering Your Practice With Advanced Document Automation

Templates Are We Are A Template. Driven Industry • Organized Data • Presented in Familiar Ways Why – • Courts Require It • Clients Expect It • Efficiency Demands It

Most Legal Documents are Formulaic Templates = Formulaic Documents Predictable if We Know the Facts Filevine Can Hold the Facts

Too simplistic Traditional Problems with Document Automation No Repeating Data Only Good for Simple Form Letters

Fusion Solves Most Problems Repeated Data • Collections are Key • Filevine Stores Structured Repeated Data Sets in Collections • Reports Pull the Structed Data • Fusion Inserts the Structured Date If/Then Word’s native features allow if/then statement

What Can You Build? Anything with Predicable Structures Complaints Wills, Trusts, Every Estate Planning Document HIPAA Authorizations First Draft of Many Motions Demands Reduction Requests Disclosures Discovery Settlement Statements

What IF/THEN Looks Like In Word {IF "" = "" "" ""} IF "W" = "X" THEN "Y" ELSE "Z" {IF “Mergefield Married" = “TRUE" “is a married" “is unmarried"}

Sample Code

Becomes

Advantages Consistent Documents Speed of Document Production Control Firm Processes Encourages use of Filevine for Data Storage Refines Filevine Form Development

Advanced Practice Tips Potentially maximize you templates by Using a document setup tab in Filevine to setup standard use words and phrases that needs special formatting or calculation. Using hidden fields in Filevine populated by API or Zapier and triggered by webhooks. Using Word’s crossreferences to store variables within a document. Using macros