Document Assembly for the Law Firm

GhostFill and HotDocs are two of the most powerful document assembly programs available today. These products integrate your precedents and your in-house expertise into a system that rapidly produces highly customized legal documentation, while maintaining consistency and quality control throughout your organization. With document assembly you can build custom assembly systems that are uniquely suited to the myriad documentation needs of a law firm.

Both products can also act as a powerful contract management tool when integrated with a database. The time-savings and consistent quality output achievable with an custom expert document assembly system, when tied to task-based or project-based billing system, mean increased profits for the partnership and happier clients. Some of the applications of document assembly for attorneys are described below.

Manage Hundreds of Real Estate Closings

Document assembly can help you manage and improve relationships with your customers, whether they be government entities, large repeat purchasers, or one-time purchasers.
  • Add flexibility to standard sales and service agreements, facilitating faster negotiations and reduced legal expense. Create a unique profile for each contract, which allows you to track all your agreements. Update the profile and you can generate a final agreement in seconds.
  • If amendments are required in sales and service agreements due to a change in regulation or legislation, you can quickly generate amendment riders for all affected agreements
  • When integrated with Microsoft Access®, these profiles allow your contract manager to easily oversee hundreds and even thousands of business relationships

Produce Executive Employment, Severance & SettlementAgreements in Minutes

Document assembly systems are able to generate hundreds of custom employee agreements or independent contractor agreements, from simple to the complex.

  • Type in the basic terms and generate a final custom agreement in minutes, suited to the particular needs of a work assignment.
  • Ensure quality control and consistency throughout the organization. Eliminates the need for proofreading hundreds of pages of fine print documentation. You can review a data summary of decisions and variables used in the generation of the documents in seconds.
  • When integrated with a contract database, you will never again work with an expired contract, or miss a renewal date.

Generate Corporate Financing Documentation on Demand

HotDocs and GhostFill are up to the task of generating the extensive documentation needed for a custom financing agreement.

  • On the basis of a single interview, your agent can draw up the required documentation on his laptop in minutes and print it out while at the client site.
  • Assembles all pieces necessary to address the client's special requirements.
  • Both GhostFill and HotDocs have special math functions make all the necessary calculations to accurately price the financial package requested by the client.

Consulting and Service Contracts are a Snap

Document assembly will save you time drafting the numerous small consulting and service contracts that cross your desk each week.

  • Document assembly systems can rapidly produce consulting & service contracts.
  • With the quality control and guidance built into a quality document assembly system, in-house counsel can be freed for other more important tasks.
  • When integrated with a database, you can track all outstanding consulting and service agreements, comparing terms, price, and duties.

Benefits Across the Board for all Areas of Practice

There are many functions of quality document assembly systems that benefit a multitude of areas of practice.  As document assembly systems permit the designer to implement complete decision making trees, practice rules and automatic calculations, much of the "brainwork" can be removed from the drafting of many documents.

  • Date comparisons permit your documents to test whether you are inside or outside a certain date range, or calculate interest automatically, with or without varying rates, or even calculate a person's age based on their DOB
  • Centralized players and parties means that you'll only enter an entity's details once. Regardless of whether the entity is borrower, mortgagee, lessor and guarantor, data is entered once for all caps they may wear
  • Gender and plural references are a snap - documents automatically state all references of "he/she/they" or "his/her/their" across the board in all documents
  • Automatic sequential numbering and totals of parties, for "the First Plaintiff" or "...in equal parts to my five children", as all entities are tracked upon data entry
  • Direct state comparisons from a single "point and click" list. Absolutely invaluable for documents where content differs from state to state, or different legislation applies.
  • Extended mathematical functions - have your documents automatically calculate compound interest accruing, capitalized monthly, with varying interest rates across multiple periods
  • Dynamic interview dialogs mean that the user will only see those blanks that they need to see, and be directed to those blanks that must be completed to finalize documents.
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