BigHand Create for Template Management and legal Document Automation

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It's no secret (or maybe it is?) that the most basic way to speed creation of legal documents is to use Microsoft Word templates. Templates (*.dotx) are the starting point for creating customized Word documents (.docx) for your clients and matters. Once you create templates for your most common documents, you need a way to manage them. For easy template management and automation of firm letterhead, fax cover sheets, memos, envelopes, labels, and pleadings, look to BigHand Create.

With Create, users get an organized list of templates to choose from and an easy-to-use wizard interface for selecting recipients and caption information. Users can easily add a certificate of service or fax cover sheet to any document using Create.

Create reduces the need to re-type information. Create's encore feature allows information entered in the wizard to be saved and reused in other documents. Create also integrates with Outlook and Interaction, allowing users to pull recipient information directly from the contact card.

A Create database centrally stores employee information, allowing users to quickly select the author and typist. Templates can be stored centrally, allowing administrators to make updates easily. Templates sync to users' machines to allow them to work efficiently when disconnected from the network. The automatic sync eliminates any doubt as to whether everyone is working from the same version.

Make the most efficient use of your investment in creating Word templates. Select BigHand Create to manage your firm's templates and automate the creation of customized documents such as letterhead, memos, and cover sheets. Need help? Request a consultation with one of our legal document automation experts!

Team DISC Training at Affinity | Strategic Consulting for Law Firms

 


Danielle DavisRoe

Written by Danielle DavisRoe

Danielle’s many responsibilities at Affinity include training, CLE/speaking, writing, and management consulting. Prior to joining the Affinity family, Danielle practiced family law. She discovered, however, that she enjoyed making efficient use of technology more than practicing law, making her a perfect fit for consulting. Danielle describes her superpower as “herding cats,” and her favorite parts of her job are making others’ jobs and lives easier.

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