It's Time for a Change - Better Methods for Generating Complex Documents

Carefully crafted model documents and templates represent the best of what you and your firm knows. They help prevent malpractice, increase profitability and are a primary method for transferring knowledge to others in your firm. In spite of this, most law offices do not have a comprehensive set of go-to forms and base documents. Instead, new documents are most often generated by finding old documents and modifying them to work for the next client (by either direct modification or dictation/transcription). However, this approach has a high margin for error and is much slower than alternative methods. First, we'll show you how to find the best of what your firm has created in the past. Next, you'll learn the rules for consolidating your intellectual capital into usable templates. Finally, you'll see the spectrum of automation options demonstrated from the amazing things your word processor is already capable of, to commercial form sets like mndocs, to automating your own documents with document assembly applications like HotDocs.

This CLE is available until December 29, 2017.

Interested in all five Technology Conference CLEs?  Get them in a bundle here.

John Federico is an attorney and senior consultant Affinity Consulting Group, LLC. He practiced law for nine years, litigating personal injury cases, insurance cases, and numerous appeals. Mr. Federico is also a licensed patent attorney. He now specializes in HotDocs document assembly software and software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster.

CLE Credits:
1.0 Standard CLE credit approved | Event Code: 214406

MSBA Members: $29.95
Non-MSBA Members: $64.95




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