Date post: | 14-Jun-2015 |
Category: |
Business |
Upload: | clio-legal-practice-management-software |
View: | 195 times |
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Save Time With Document Automation
Clio Cloud Conference 2014 #ClioCloud9
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!
Clio Cloud Conference 2014 #ClioCloud9
Introductions
Clio Cloud Conference 2014 #ClioCloud9
Chris Yeh & Zach Pope
@chrisyeeeh @ZGPope
Clio Cloud Conference 2014 #ClioCloud9
Why Care About Document Automation?
Clio Cloud Conference 2014 #ClioCloud9
“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
#ClioCloud9Clio Cloud Conference 2014
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
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
• 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
Clio Cloud Conference 2014 #ClioCloud9
“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
#ClioCloud9Clio Cloud Conference 2014
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
Clio Cloud Conference 2014 #ClioCloud9
Using Document AutomationOur first example
Clio Cloud Conference 2014 #ClioCloud9
Login
Generate docusing Matter
info
Find and openexisting templates
Clio Cloud Conference 2014 #ClioCloud9
Login
Generate docusing Matter
info
Find and openexisting templates
Clio Cloud Conference 2014 #ClioCloud9
Login
Generate docusing Matter
info
Find and openexisting templates
Clio Cloud Conference 2014 #ClioCloud9
Creating TemplatesOne time cost, plenty of return.
Clio Cloud Conference 2014 #ClioCloud9
Starting Out
Custom Fields
Merge Fields
Clio Cloud Conference 2014 #ClioCloud9
Starting Out
Custom Fields
Merge Fields
Clio Cloud Conference 2014 #ClioCloud9
Starting Out
Custom Fields
Merge Fields
Clio Cloud Conference 2014 #ClioCloud9
Using Generated DocumentsGenerate, edit, share, and more with documents.
Clio Cloud Conference 2014 #ClioCloud9
Document Formats
Sharing Final-ized Documents
Editing Generated Documents
Generate Document
Clio Cloud Conference 2014 #ClioCloud9
Document Formats
Sharing Final-ized Documents
Editing Generated Documents
Generate Document
Clio Cloud Conference 2014 #ClioCloud9
Document Formats
Sharing Final-ized Documents
Editing Generated Documents
Generate Document
Clio Cloud Conference 2014 #ClioCloud9
Document Formats
Sharing Final-ized Documents
Editing Generated Documents
Generate Document
Clio Cloud Conference 2014 #ClioCloud9
Problems to AvoidWatch for these hiccups to save even more time.
Clio Cloud Conference 2014 #ClioCloud9
No Data For Field
Custom Field Issue
Non-supported Template Format
Consistent Formatting
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Clio Cloud Conference 2014 #ClioCloud9
No Data For Field
Custom Field Issue
Non-recommended Template Formats
Consistent Formatting
#ClioCloud9Clio Cloud Conference 2014
Recommended Non-recommended Formats
Formats
Clio Cloud Conference 2014 #ClioCloud9
No Data For Field
Custom Field Issue
Non-recommended Template Formats
Consistent Formatting
#ClioCloud9Clio Cloud Conference 2014
#ClioCloud9Clio Cloud Conference 2014
Clio Cloud Conference 2014 #ClioCloud9
No Data For Field
Custom Field Issue
Non-recommended Template Formats
Consistent Formatting
#ClioCloud9Clio Cloud Conference 2014
Clio Cloud Conference 2014 #ClioCloud9
Doc Automation for ProsIntermediate level Document Automation
Clio Cloud Conference 2014 #ClioCloud9
Recommended Formats
Excel
Powerpoint
Screenshot Hack
XML
Speed Genera-tion
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Recommended Formats
.docx .pptx .xlsx .xml
Clio Cloud Conference 2014 #ClioCloud9
Recommended Formats
Excel
Powerpoint
Screenshot Hack
XML
Speed Genera-tion
Clio Cloud Conference 2014 #ClioCloud9
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
Clio Cloud Conference 2014 #ClioCloud9
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.
Clio Cloud Conference 2014 #ClioCloud9
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.
Clio Cloud Conference 2014 #ClioCloud9
Summary
7 Pro-TipsDocument
automation tips for pros.
Clio Cloud Conference 2014 #ClioCloud9
Ask Me Anything (AMA)Thank you for listening!