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Document Automation Overview [w/ VIDEO]
Document Automation Overview [w/ VIDEO]

MyCase has great tools that take the drudgery out of document assembly.

Lisa Myers avatar
Written by Lisa Myers
Updated over a week ago

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

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).

Advanced Document Automation

Advanced Document Automation brings your firm's drafting process to the next level!
​Build your templates in Microsoft Word, eliminate embarrassing errors, and reduce the risk of inaccurate document drafting. This feature is available on Advanced Tier and you can learn more here.

Custom Fields

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.

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