Producing documents is one of the most common tasks that a Fee Earner will undertake. Effectively automating this process will provide significant time savings.
The Insight Legal Case Management document production system is both powerful and easy to use. You define your own document templates according to your requirements. Along with all of the standard fields that you would expect (client names, addresses, matter descriptions, etc.), you can also define your own data that you want to appear in the documents; e.g. Property Price, Accident Date, Number of Children etc.
Documents can be defined to either be sent to the client or one of any number of contacts associated with a case. For instance, you may wish to send a document to a client or to some or all of the witnesses you have attached to the case. Alternatively, you may need to write to all of the clients that are on a case, maybe where two people are instructing you jointly over a house sale or purchase.
Documents are produced in Microsoft Word for easy editing or amendment and automatically saved into the document history. Legal forms can be created using Insight Legal’s integration with FormEvo. Once saved into the document history, items can be opened, amended, emailed or new versions made.