Women are different. And that includes their approach to buying computer hardware, software and services. We at Basha Systems have found that an emphasis on responsiveness and customization have been highly appreciated by our female customers. For more on our approach and philosophy, please see the attached.
Below I explore DealBuilder, QShift, Exari, and Perfectus IPManager in detail, focusing on the strengths of each system. I also offer a peek at D3. Each of these solutions are incredibly sophisticated tools in their own right. Each tool would result in significant people multipliers from its use. Each tool empowers the author of templates to reach numerous end users and give them the tools to rapidly create sophisticated legal documents.
One of the chief virtues of a Web server-based document assembly system is the reduced cost of maintaining hundreds of workstations. By centralizing most of the processing onto the server, you eliminate the installation and maintenance cost of servicing hundreds of workstations. DealBuilder, Exari, and Perfectus are zero-footprint solutions and can be run in any Web browser. By contrast, QShift requires the installation of a local fat client and relies on integration with Microsoft Word. For a more detailed review, see below.
With the country going crazy about a boy wizard named Harry Potter (even my 7 year old has been read all five books and seen 2 movies dozens of times), I set to thinking about the role of the document assembly consultant in society of nonbelievers and came up with the idea of “Muggle Studies 102”. It started out as a workshop on project management and became … well you’ll see if you read on. Enjoy.
In this article, legal technology consultant Seth Rowland explains why you should take a new look at “document assembly.” According to Seth, document assembly software is better than ever, more powerful, and easier to use. With Seth’s guidance, you’ll find the perfect solution whether you want to work on the Web, share your templates over a network, or simply build a library of your favorite clauses. Perhaps most significantly, Seth discusses new services that enable you to pay for document assembly on a per document or subscription basis.
Pathagoras is a good introduction to the world of “clause-based” document assembly. It is an easy and functional tool that works the way many lawyers think in blocks and clauses. If you are the type of lawyer who is used to pulling up old forms and agreements and “data-mining” for the perfect clause, Pathagoras is a good tool to shorten that process and build a knowledge base.
One of the largest growth area for out-of-the-box form based document assembly systems are Estate Planning forms. In this Technolawyer post, Seth Rowland advises on the best way to choose an out of the box Estate Planning document assembly system.
“Artificial Intelligence Modeling of Complex Legal Transactions” was presented by Seth G. Rowland, Esq. on March 16, 2002 at International Association for Artificial Intelligence and Law’s 2002 Practical AI Workshop.
This slideshow lays out, step by step, the proper procedure for creating a document assembly system. From Techshow 2002.
In this Technopost, Seth Rowland explains the terms, document automation and document assembly.
During the height of the Harry Potter mania, Seth Rowland cleverly used the Wizarding World to explain the concepts of document assembly to Muggles.
Even though our major focus is Practice Management and Document Assembly, we often find ourselves advising our clients on other technology needs. Appropriately post 9-11, here is a presentation called How (Not) to Commit Malpractice With Your Computer! from NY Legal Tech, September 25, 2001.
This slideshow provides a comparison of the features of Ghostfill Document Assembly vs. HotDocs Document Assembly. From LawNet2001
Presentation on HotDocs software made to the NYMetro HotDocs Users Group.
“Don’t Touch That Template – First Five Steps Before You Begin Automating A Template” is a must-read classic of Document Assembly Whitepapers that has been cited and re-cited again by other document assembly experts since its original publication in Law Practice Management Magazine in 2000. Read this BEFORE you buy any document assembly software.
How do you automate intelligence to capture the expertise of partners and senior associates? A Case Management paradigm provides the best software solution for capturing active intelligence of partners and senior associates during the running heat of a case.
Walk with Bartleby through the halls of LegalTechNY 2001 and get his views on the available document assembly software.
Bartleby the Scrivener visited LegalTech in 2001 and checked out the best of breed in document assembly available then. Today, 11 years later, document assembly software is still running strong. Take a look.
Today it is almost impossible to find a law firm that is NOT utilizing some form of technology. Today, with document assembly software, practice management systems and remote cloud applications, technology will continue to transform the practice of law.
An in depth analysis for programmers of the differences and similarities between the two document assembly programs, HotDocs and Ghostfill.