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…
DetailsExpanding 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…
DetailsMedical 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.…
DetailsTemplate 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 A staff member finds outdated wording in an automated Word template.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…
DetailsABA Law Technology Today Publishes First Article in Professional Infrastructure Series ABA Law Technology Today has published the first article in a four-part series from TheFormTool on legal technology, professional responsibility, and control. The article, “Expanding Fault Lines in Legal Technology,” examines a growing tension in legal technology: the profession’s increasing dependence on systems optimized…
DetailsThe Small Words That Break Professional Documents How names, pronouns, possessives, plurals, and party roles reveal whether a Word form is truly under control A professional document usually fails quietly before it fails visibly. The opening paragraph may identify the right client. The signature block may look complete. The date may be current. But later…
DetailsWho Controls Your Client Data During Document Automation? A Practical Question Before Any Automation Project A professional document can contain far more than words on a page. A lawyer may be working with client names, case facts, financial terms, draft clauses, settlement details, or confidential instructions. An accountant may be preparing documents that include tax…
DetailsScaling Expertise – Article 1 Every Firm Has One Person It Can’t Afford to Lose Every professional organization has one. The attorney everyone consults before filing an unusual motion. The partner who knows exactly how a complex transaction should be structured. The litigator who has refined an argument through years of experience. The assistant who…
DetailsDocument Automation for Healthcare: Reducing Repeated Word Document Work Healthcare organizations prepare a remarkable number of Word documents. Some are short patient instructions. Some are letters, reports, explanations, internal protocols, insurance materials, or appeal packets. Many begin in Microsoft Word because Word is familiar, flexible, and already part of the daily workflow. Word is not…
DetailsHow to Stop Microsoft Word from Renumbering Documents A practical guide for professionals who need numbered Word documents to stay clear, stable, and reviewable. Introduction Most Word users have seen the problem at exactly the wrong time. A contract, pleading, policy, proposal, or agreement is nearly ready for review. The language has been checked. The…
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