Automated Document Production Templates For Law Offices

Create Letters, Fax Covers, Envelopes, Labels, and other correspondence with easy to use templates

 Customized for every Law Office  Ensure consistent document production standards  Minimal training time for attorneys and staff  Save time using form text options

Letter Template Example – Create Letter Wizard

Sonia Browne Displays Outlook Contacts, 1300 Woodside Road automatically inserts Monterey, CA 92311 selected name & address. CDR vs. Macy’s West, Inc.

Review of deposition testimony

Dear Ms. Browne:

Options for separate author lists.

David Bordenton Options to include author direct x x dial, email address in letterhead area on page 1.

Privileged & Confidential Attorney-Client Communication This feature is optional. You specify what phrases, if any, to include.

Clicking the OK button creates a letter document, as shown on the next page.

(Similar process for creating fax covers and other correspondence forms)

Document Automation Solutions [email protected] www.wordautomation.com Law Office Specialists 619-819-8224 Letter is automatically created: Letterhead can be printed on your office printer, rather than using special pre-printed stationery.

You specify format and position of these components.

You specify format November 1, 2005 and position of these Sonia Browne items. Page 2

David Bordenton

Letter Toolbar provides format tools for text in letters.

Document Automation Solutions [email protected] www.wordautomation.com Law Office Specialists 619-819-8224 Letter Template – Option to Include Form Text

Form text automatically inserted in body of letter

Document Automation Solutions [email protected] www.wordautomation.com Law Office Specialists 619-819-8224 Tools for Envelopes and Labels in Microsoft Word

Typical Proof of Service List (Proof of Service) required for court filings:

Commands to create Fax Cover Page, Envelopes, Labels, email message for all names on service list

Service List for most cases includes multiple attorney names, and must contain current and accurate contact information. When there is no case management software to manage contact information for cases, the service list is relied upon as a “master” list of contact info for attorneys involved in a case.

 Automating production of envelopes, mailing labels, fax cover pages and e-mail messages saves time and avoids errors.

 Providing these easy-to-use commands allows temporary staff to be productive without assistance, or special training.

Document Automation Solutions [email protected] www.wordautomation.com Law Office Specialists 619-819-8224