MyCase has great tools that take the drudgery out of document assembly. Essentially, you can create document templates, then merge those templates with information stored in the system - in the click of a button.
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There are three major features that form makeup Document Automation:
MyCase Draft is a web-based word processor that lets you create and edit documents, right within MyCase! You can even access MyCase Draft on an iPad, giving you full word processing capabilities from virtually any location. With Draft, you can even create document templates and merge those templates with information in MyCase.
Microsoft Word Templates
Create document templates in Microsoft Word, then upload those templates into MyCase. You can then merge those templates with information stored in MyCase. Supported file types: Word 2007+ (.docx) & Pages '09 (within Pages, select File >> Export To >> Pages '09).
MyCase lets you add custom fields to your cases and contacts. This is very useful when it comes to Document Automation because you can setup complex documents based on information and data that is unique to your law firm.