Document Assembly & Case Management Blog

This Blog addresses the use of document assembly in the Corporate Law Department of a large firm.  It explore the type of documents in such a department that might be amenable to automation. 

A few recent posters to the HotDocs list have suggested it was not “best practices” to use computation in the INTERVIEW computation; that is was best to use a series of ASK statements, surrounded by IF EXPRESSIONS to guide the interview. This Blog add looks into Best Practices for creating a document-scope INTERVIEW computation in HotDocs

I have been asked recently to prepare a White Paper on Document Assembly as applied to a large Wall Street law firm, with a sophisticated and diverse corporate practice. This article will launch a series of articles that will take you through a law firm, department by department and identify those areas that are ripe for automation.

How does one explain to a web developer that document assembly is more than just throwing up some web-forms with fields tied an SQL database?  Sometimes, the hard way, by letting them try it themselves ...

Irrelevant answered variables in HotDocs can have their consequence.  This blog notes the problem, its consequences and some solutions.

In working on the CIC exam for HotDocs, I took the opportunity to master the HotDocs Markup Tool and HotDocs Template Generator.  In this article, I examine some tips on how to use the tool to the best advantage.

This blog evaluates hierarchical knowledge systems from searchable knowledge systems.  As Yahoo is to Google, Westlaw is to Lexis, Blogger is to ExpressionBuilder.  ... unstructured information can be useful, but the extra effort to add structure make the information even more useful.

Special Feature by Rose Rowland, Basha System LLC on plain english, manuals, and verbal brutality towards Basha staff

No one was calling me for juicy quotes. Some of you have started visiting the blog. I was getting tired of the lack of interaction in a blog (too much lecturing). So I thought I would do something fun, I would interview myself.

The key to a successful implementation of document assembly is an intelligent markup. The key to an intelligent markup is a solid understanding of the subject matter which is being marked up; as well as an awareness of what “can be done” with document assembly.