Document Automation Video

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  For more information on how to use Intake Forms in a Document Template check out our Document Automation Video

• How Do I Use Document Automation?

  Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...

• How Do I Create a Document Template?

  Document Templates are Word and PDF documents that you can use over and over again, but with specific details changing from Matter to Matter. These templates are used to create a new document. An example might be a letter where you wish to have the ...

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