Last Child: Document Assembly Is Your Next Step

Have you ever had to write a client’s name over and over again – so many times, that you mess it up?  They really hate that.  How about adding the last of 5 children to an estate plan?  Now, was her middle name Elise of Eliza?  Honestly, who even knows any more. 

 

These sorts of simple errors are really obnoxious for clients; but, it’s also totally understandable why attorneys commit them.  Lawyers aren’t robots – at least, not yet – so, it’s easy to make these mistakes, when you’re tired, or frustrated. 

But, wait: You know what is a machine, and what does not run into these sorts of issues, or even get tired?  Document assembly software!  Get this, you type in something once, and the field is applied globally.  You can use repeating dialogues to enter repetitive information.  Clauses are selected automatically, based on your logic choices. 

 

Even better still, lots of softwares allow for direct input from ciients and leads, so that you can pass off the drafting responsibility. 

 

So, what’s left?  Kicking up your heels, reviewing final documents, and attending signing meetings. 

 

Sounds pretty dope, right? 

 

It’s within your grasp. 

 

. . . 

 

Want to find out more about how automation tools, including document assembly softwares, can help your law firm?  Check in with us. 

Through a unique partnership between the bar association and Jared Correia's Red Cave Law Firm Consulting, Vermont Bar Association members have access to experienced law practice management consultants at a special discounted rate.

To get started, visit Red Cave's Vermont Bar Association landing page, and start running your law practice like a business.