In a legal organization, people interact with legal documents differently, depending on their roles. Lawyers and paralegals might focus on creating new documents based on templates and reused data. But others, such as knowledge managers and document designers, are more focused on building a firm's "document infrastructure" – the templates and workflows that go into the tools that the frontline lawyers and paralegals might use.
Litera hosted a recent webinar to demonstrate some new features of the Litera Create document assembly and content library platform and to show how those different types of users can leverage its various capabilities.
The webinar was hosted by Sherry Kappel, Litera Evangelist, and featured Litera Create experts Peter Busse, Product Manager, and Cinda Voutselas, Senior Manager, Solutions Engineering.
The Create Story
The story of Create began with the acquisition of the Innova and Forte applications. One of the first new developments under the Litera umbrella was the creation of Clause Companion, which allowed lawyers to quickly reuse content they had to hunt for previously across a firm.
While investigating the next step in Create's evolution, Litera discovered two important groups of users and two sets of needs. We found that few people were using templates. Instead, many lawyers were reusing content from previous work product. But there were also many knowledge management and design professionals who needed tools to build standardized templates that could be leveraged across the firm.
The goal was to bring together and simplify the process for everyone –the lawyers who consume the content, the lawyers who want to design their documents, and the professional document designers who can build out more sophisticated and complex templates with the tools.
Automate 101: Revising Existing Content into Reusable Content
Peter Busse demonstrated how easy it is for lawyers to take existing documents and make them reusable. Create strips out variable information, replaces key terms, and creates something new and updated.
He also demonstrated more advanced uses for Create, such as taking commonly used content and clauses, storing them, and automating their reuse. The platform can identify non-standard terms that should be anonymized and turned into input fields.
Finally, he showed how users could design their templates, adding new variables terms, adding flexibility to where terms should appear, and making one term change wherever it appears.
Automate 301: The Design Tools Built into Create
For knowledge management professionals who want to create more document templates with more variables and logical complexity, Cinda Voutselas demonstrated the more advanced template design tools that Create provides.
Those tools include the ability to create global lists that designers can use to standardize lists and content for reuse across multiple templates; conditional blocks and expressions that can insert different text based on variables; and a method for pulling in data from other external data sources such as author information, client information from CRM systems, etc.
The Next Steps
Sherry Kappel concluded the webinar by discussing steps teams should take as they shift their templates and workflows into Create. A critical step is to review existing templates to see which ones might be outdated or rarely used. It's also essential to bring forward current logos and other design features to be applied in the new templates.
The process also includes engaging with the entire team of users and designers to understand how the team wants to organize all its templates and content. The team should also establish some testing and approval procedures. Finally, they reminded the audience that Litera Customer Success Managers and Enterprise Account Managers are available to help with various implementation models.