One Document or a Document Set? Choosing the Right Level of Word Automation The number of files is not the real question A firm may prepare several Microsoft Word documents for one matter: an engagement letter, agreement, disclosure, checklist, cover letter, and internal note. At first glance, the choice between one-document automation and multi-document automation…
Expanding Fault Lines in Legal Technology This article was originally published by the American Bar Association’s Law Practice Division’s publication, Law Technology Today in The Professional Infrastructure Series — Article I. This article is the first in a four-part series examining what may be a growing fracture within legal technology itself: a separation between technologies…
Medical Document Automation Should Not Automate Medical Judgment How healthcare teams can use Word-based automation for administrative documents while keeping clinical decisions with qualified professionals. A referral letter, patient notice, records request, or insurance response may look like one document. In practice, it often contains two very different kinds of work. One part is administrative.…
Template Governance: Who Should Be Allowed to Change Automated Word Documents? Automated templates carry professional decisions. They should not be changed casually. A staff member finds outdated wording in an automated Word template. The correction looks obvious. A sentence needs to be updated. A role name should change. A clause should be removed. The person…