save time with document automation

Save Time With Document Automation

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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!

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Introductions

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Chris Yeh & Zach Pope

@chrisyeeeh @ZGPope

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Why Care About Document Automation?

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“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

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30.9%52.8%

✓16.3%?

Document Automation Usage

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Saves You Time

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

= $360,000 per year

Flat Fee for Documents

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• Fixed or Flat Fee

• Contingent or Percentage Fee

• Capped Fee

• Value Billing

Alternative Billing

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• Drafting document from scratch

• Search-and-replace for client Info

• Copy and pasting clauses

• Quality control

Minimizes Errors

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“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

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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

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

Use Cases

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A lot more…included in your package.

Use Cases

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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

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Using Document AutomationOur first example

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Login

Generate docusing Matter

info

Find and openexisting templates

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Login

Generate docusing Matter

info

Find and openexisting templates

Clio Cloud Conference 2014 #ClioCloud9

Login

Generate docusing Matter

info

Find and openexisting templates

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Creating TemplatesOne time cost, plenty of return.

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Starting Out

Custom Fields

Merge Fields

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Starting Out

Custom Fields

Merge Fields

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Starting Out

Custom Fields

Merge Fields

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

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Document Formats

Sharing Final-ized Documents

Editing Generated Documents

Generate Document

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Document Formats

Sharing Final-ized Documents

Editing Generated Documents

Generate Document

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Document Formats

Sharing Final-ized Documents

Editing Generated Documents

Generate Document

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Document Formats

Sharing Final-ized Documents

Editing Generated Documents

Generate Document

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

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No Data For Field

Custom Field Issue

Non-supported Template Format

Consistent Formatting

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No Data For Field

Custom Field Issue

Non-recommended Template Formats

Consistent Formatting

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Recommended Non-recommended Formats

Formats

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No Data For Field

Custom Field Issue

Non-recommended Template Formats

Consistent Formatting

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#ClioCloud9Clio Cloud Conference 2014

Clio Cloud Conference 2014 #ClioCloud9

No Data For Field

Custom Field Issue

Non-recommended Template Formats

Consistent Formatting

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Doc Automation for ProsIntermediate level Document Automation

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Recommended Formats

Excel

Powerpoint

Screenshot Hack

XML

Speed Genera-tion

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Recommended Formats

.docx .pptx .xlsx .xml

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Recommended Formats

Excel

Powerpoint

Screenshot Hack

XML

Speed Genera-tion

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Recommended Formats

Excel

Powerpoint

Screenshot Hack

XML

Speed Genera-tion

#ClioCloud9Clio Cloud Conference 2014

#ClioCloud9Clio Cloud Conference 2014

Clio Cloud Conference 2014 #ClioCloud9

Recommended Formats

Excel

Powerpoint

Screenshot Hack

XML

Speed Genera-tion

Clio Cloud Conference 2014 #ClioCloud9

XML

Recommended Formats

Excel

Powerpoint

Screenshot Hack

Speed Genera-tion

Clio Cloud Conference 2014 #ClioCloud9

XML

Recommended Formats

Excel

Powerpoint

Screenshot Hack

Speed Genera-tion

Clio Cloud Conference 2014 #ClioCloud9

Summary

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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.

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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.

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Summary

7 Pro-TipsDocument

automation tips for pros.

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Ask Me Anything (AMA)Thank you for listening!