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