Document Assembly

Cut & paste merge codes from practice area specific
master documents to create custom forms containing client,
matter, party/contact, dates, case and more!
Firms are often faced with several challenges when trying to prepare
legal documents. Information must be assembled from various sources
such as contact records, scheduled events and other case information,
and then analyzed in order to prepare a final document. Often the
same information is typed over and over again into different forms
related to the same matter resulting in lost time, increased costs, and
delayed service to clients. With PerfectLaw®, users enter data once into
the case management system. Then, with a simple click of a button,
a user can effortlessly merge case information into custom or official
forms.
Functions
- Merge case information from your matter database into official or
custom forms with a click of a button
- Automatically save and profile assembled form documents in your
All-in-One® Document Management System (DMS) under the
correct matter
- Download official PDF forms from PerfectLaw®
- Create your own custom forms for Microsoft® Word®, Corel® WordPerfect® or Adobe® Acrobat®
- Export all data from merged PDF forms as XML and send the data
to other applications
Benefits
- Use All-in-One® software to prepare all your documents
- Eliminate the need to maintain official government forms, just
download them from PerfectLaw®
- Eliminate the need to maintain separate case databases for merge
data
- Reduce time spent typing and document formatting
- Minimize document production errors
- Eliminate the time wasted retrieving case data from multiple
sources