save time with document automation

Save Time With Document Automation

Clio Cloud Conference 2014 #ClioCloud9

The Grand Plan

1. Introductions

2. Why Care About Document Automation?

3. Diving Right In – Using DA

4. Creating a Template in Word

5. Generating and Using the Document

6. Problems to Avoid

7. Document Automation for Pros

8. Q&A!


Introductions


Chris Yeh & Zach Pope

@chrisyeeeh @ZGPope


Why Care About Document Automation?


“Document assembly is and will remain forever a fundamental technology. If one looks at the heart of legal work, it’s about the production of documents and document assembly is an enabling tool that automates and streamlines that process”

-- Professor Richard SusskindPresident, Society for Computers and Law

#ClioCloud9Clio Cloud Conference 2014

30.9%52.8%

✓16.3%?

Document Automation Usage


Saves You Time


10 Documents/day x 240 working days x $150/Document

= $360,000 per year

Flat Fee for Documents


• Fixed or Flat Fee

• Contingent or Percentage Fee

• Capped Fee

• Value Billing

Alternative Billing


• Drafting document from scratch

• Search-and-replace for client Info

• Copy and pasting clauses

• Quality control

Minimizes Errors


“Failure to properly coordinate all ingredients [of drafting documents] can be catastrophic. If the attorney is lucky, mistakes will merely be an embarrassment instead of outright malpractice”

-- Daryl TeshimaEditor-in-Chief of Legal Assistant Today and Law Office Computing


Emerging Companies• Formation Docs• LLC Agreements• Seed Financial Docs• Stock Options

Use Cases

Family Law• Petition for Divorce• Certificate of

Readiness• Notice of Custody

Application• Separation

Agreements


Transactional & Securities• Formation• Asset Purchase Agreement• Debt Settlement Agreement• Stock Purchase Agreement• Stock Repurchase Agreement

Use Cases


A lot more…included in your package.

Use Cases


Use CasesEmerging Companies Employee Benefits Licensing, Joint Ventures & Alliances

Formation DocsLLC AgreementsSeed Financial DocsStock Options

401k PlansSeverance AgreementsEmployee AgreementsNon DisclosuresRetention Agreements

Software License AgreementSoftware Maintenance AgreementSoftware Support Agreement

Private Equity & Venture Capital Intellectual Property Real Estate

NVCASeries AAsset Purchase Agreement

Distribution AgreementLicense AgreementTrademark License Agreement

Commercial LeaseCommercial SubleaseOffi ce Space LeaseMortgageConstruction Agreements

Transactional & Securities Family Law Estates & Trusts

FormationAsset Purchase AgreementDebt Settlement AgreementStock Purchase AgreementStock Repurchase Agreement

Petition for DivorceCertificate of ReadinessNotice of Custody ApplicationSeparation Agreements

WillsRevocable TrustIrrevocable TrustHealth Proxies


Using Document AutomationOur first example


Login

Generate docusing Matter

info

Find and openexisting templates


Creating TemplatesOne time cost, plenty of return.


Starting Out

Custom Fields

Merge Fields


Using Generated DocumentsGenerate, edit, share, and more with documents.


Document Formats

Sharing Final-ized Documents

Editing Generated Documents

Generate Document


Problems to AvoidWatch for these hiccups to save even more time.


No Data For Field

Custom Field Issue

Non-supported Template Format

Consistent Formatting


No Data For Field

Custom Field Issue

Non-recommended Template Formats



Recommended Non-recommended Formats

Formats


No Data For Field

Custom Field Issue




Doc Automation for ProsIntermediate level Document Automation


Recommended Formats

Excel

Powerpoint

Screenshot Hack

XML

Speed Genera-tion


Recommended Formats

.docx .pptx .xlsx .xml


Recommended Formats

Excel

Powerpoint

Screenshot Hack

XML

Speed Genera-tion


XML

Recommended Formats

Excel

Powerpoint

Screenshot Hack

Speed Genera-tion


Summary


Summary

1 Introductions Who we are, why

we’re here, why we’re awesome.

2 Value Document

Automation saves you a ton of time.

3 Example Quick example of

generating an Engagement Letter.


Summary

4 TemplatesOne-time cost to

get set up. How to create templates and use custom fields.

5 UsingUsing the

template, generating docs in diff erent formats, sharing docs, and more.

6 AvoidSome common

hiccups to look out for.


Summary

7 Pro-TipsDocument

automation tips for pros.


Ask Me Anything (AMA)Thank you for listening!

save time with document automation

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