01/01/12 – In this whitepaper, Seth Rowland goes over the case for Document Automation in general, how to assemble a document from a template and the best desktop and cloud apps for Document Assembly.
A product summary of the Software as a Service product AdvologixPM written in 2010.
As Published in GPSolo Magazine’s July/August 2018 issue feature: How to Start and Build a Law Practice — Want to know how to set up the basics of Document Management and Assembly that will make your new law firm competitively efficient? Check out this article for a how-to!
As Published In Probate and Property Magazine‘s May-June 2019 issue — Welcome to Diagon Alley! In this article, Seth weaves the story of a young associate named “Harry P” into a review of all the major document assembly products on the market.
As Published In Probate & Property Magazine’s November-December 2019 issue — In this column, Seth discusses what artificially-intelligent software can currently do for law firms, as well as what it could possibly do in the future.
Large law firms have one of those “good problems” — a treasure trove of knowledge in the form of model documents that they find difficult to leverage and even find.
In this issue of BigLaw, former large firm lawyer and current HotDocs consultant Seth Rowland discusses his work as a “document assembly bounty hunter” using his recent experience with an AmLaw 100 firm’s trusts and estates department as an example. Seth explains the process of building a modern document automation system that law firms can modify on their own as their needs change.
In this article, Seth Rowland, an application developer of document assembly systems, debunks the top five myths about document assembly software.
In doing so, he avoids the smarminess of many industry spokespeople and even admits to idiosyncrasies and limitations in the current generation of document assembly products. This honest approach has resulted in a valuable article that all law firms should consult before purchasing document assembly software. This article won the MasterPost, a writing contest in The TechnoLawyer Community.
With Document Assembly software, processes that took hours now take minutes. Document Assembly is the future of legal document production – the modern attorney should not ask “why” but “how” – and he should ask it soon – before he becomes as antiquated as Edward Bulwer-Lytton’s pen.
This slideshow will demonstrate how to use document assembly to automate Deal and Royalty Management Agreements.
Commercial mortgage loan document assembly systems promise to reduce significantly the time spent adapting basic commercial lending forms to facts and circumstances presented by a specific transaction. Technophobes take comfort though – no commercial loan document automation system will produce perfect documents. At best, they will produce very good working drafts quickly.
Global warming is a myth! Why else would we be sitting here in the tundra just a few miles outside New York City? Why else would we be facing yet another “snow day” away from the office? All kidding aside, whether you believe that “global warming” is the cause of the unseasonable snowy weather or that the snow disproves the warming trend, the reality is that we have had to spend more days “out of the office” this winter than in previous years. These “business interruptions” would have been less severe if you had moved some or all of your business to “The Cloud”.
As a document assembly consultant, I am often contacted by solo or small attorney firms who are overloaded with work, champing at the bit to get a Document Assembly system, realize the value but are understandably nervous at the cost. And, they should be. Creation of a good document assembly system is expensive in both time and money. So here are some ideas on how to underwrite a good system.
With the Harry Potter craze continuing, we felt it appropriate to re-instate this oldie!
Check out the Top Five Essential Document Assembly Features in Practice Management Software in the White Paper for Amicus Attorney.
Document assembly conjures up thoughts of expensive software that often becomes shelfware once lawyers realize that they cannot figure it out without professional help. Document assembly consultant Seth Rowland has helped many firms that decided to invest in professional help. But in this TechnoFeature article, Seth reviews XpressDox, a new document assembly program that sells for $150 and promises ease of use regardless of your skill level. Who better to test this claim than Seth? Read his review to see what this expert thinks of this new expert system.
Writen in 2008 — In “The World is Flat: A Brief History of the Twenty-First Century,” Thomas L. Friedman, argues that advances in technology and telecommunications have created a level playing field between competitors that has transformed the way business (and law) is conducted. In this article, Mr. Rowland looks at how “affordable” communications and web-based collaboration tools can now enable solopractitioners and small law practices to service clients on a global basis. In the “Death of Travel,” Mr. Rowland explains how “physical presence” is optional. Through technology, ad hoc teams of lawyers and specialists can be brought together on a moment’s notice with zero marginal cost to work together in virtual workspaces.
The amount of savings from a well-implemented document automation system could be as much as one or two FTE staff members. Properly implemented, document assembly will improve baseline work product; better forms mean better first drafts, period.
Document automation is the art of doing more with less — with the potential of leveraging higher profits out of a shrinking staff.
Word 2007 is a mature and well thought out product. If you have never used Microsoft Word, now is the time to switch. Finally, a product that places all your formatting commands no more than 2-clicks away. If you have used Microsoft Word as a “text editor” and struggled to format documents like the pros, you will find the new Ribbon much more intuitive. In particular, the ability to “preview” a change as you review the options will result in much more professional-looking documents. If you are a Word power user like me, you may be frustrated at first. But give it time. You will soon find many new features to love as you survey the “Ribbon.” You will find even more power and produce even more polished and professional documents
If you take your law practice seriously and plan to stay in the law business over the next decade, you should seriously look into document assembly, and more specifically HotDocs. It is a truly great product that can dramatically enhance your productivity and profitability. Buying the software, however, is only the first step. Like my membership at New York Health and Racket Club, merely paying dues doesn’t make you healthy and fit.