KesselmanHW2

DOCUMENT AUTOMATION

Benefits/Advantages

1. Time and Cost Efficiency 2. Paves the Way for Developing Digital Apps 3. Integration With Court Technology 4. Public Access 5. Simplified Template Creation

Pitfalls/Problems/Barriers

1. Vendor Reliability 2. No Guarantee the Documents Will Reflect Current Law In a Timely Manner 3. Programming Errors 4. Generational Issues With Technology Adoption and Training 5. Lack of Client Demand

Memo

From: Josh To: Partner Re: Document Automation Software

Is this technology worth further and deeper investigation? Is it worth the training and time investment to create automated documents for the practice?

Absolutely. This technology eliminates much, although not all, of the monotony involved in legal drafting. The software industry refers to this technology as a 'software as a solution' (SaaS) product. This is a powerful tool for increasing the volume of legal matters that the practice can handle. Even if we only use it to eliminate copying and pasting client information from our templates we will be doing ourselves a favor. Whether we go the extra mile to create automated documents for the practice is something I would recommend studying. Black and white areas of the law can be handled more easily than ones that require more nuance. I also recommend studying the implications of opening this technology up for direct client We can use document automation to showcase to our clients the complexity involved in legal planning. By presenting our clients with an initial draft of their document we can show with greater transparency the process of tailoring the document to their unique needs.