Visit the Advanced Document Automation Learning Center to learn more about this feature
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.
Key features
Draft multiple documents at the same time
Draft document(s) with multiple contacts' information in a case
Build conditional logic in your templates, for example
Pronouns
Insert paragraphs conditionally
Insert dynamic signature lines
Minimize user input with Formulas
Calculate dates automatically
Perform mathematical operation
Automatically spell numbers to words
Clause Library to share and manage your firm's standard clauses
Drafting Advanced Documents will be captured by Smart Time Finder to ensure that you have properly billed for all the actions you took that day.
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3. Mapping template fields with corresponding MyCase Fields