Document Assembly & Case Management Blog

Document assembly articles of interest, product discussions, case management articles and more.
Saturday, April 23, 2005

Interview Computations (Best Practices)


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


Related Link: General information on HotDocs
Posted by Seth

Friday, April 22, 2005

Document Assembly On Wall Street (Introduction)


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.


Related Link: For further review
Posted by Seth

Tuesday, April 19, 2005

Pitfalls of Online Document Assembly


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 ...


Related Link: For more information
Posted by Seth

Friday, April 15, 2005

Plain English Document Assembly


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

Posted by Rose

Thursday, April 14, 2005

Lawn Maintenance and Spring Cleaning (document assembly revisited)


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.

Posted by Seth

Thursday, April 07, 2005

Is HELP text necessary?


A well designed document assembly system NEEDS NO HELP text. Each prompt is group logically and clear.  It states its purpose and can be understood by users.  Why would anyone ever need help text?

Posted by Seth

Tuesday, April 05, 2005

Do what I say … not what I do


Document assembly anecdotes anyone?

Posted by Seth

Monday, April 04, 2005

Practice Systems - Starter Kits


From a collection of templates to a “practice system” interwoven with document assembly - is this a business model that would be of use to all the would-be Basha clients out there? Let us know!

Posted by Seth

Sunday, April 03, 2005

The Value of “Polish”


What is “polish” and why is it so valuable to clients?  Surely if the functionality is the same, the polish is just “eye candy”, but then, perhaps not.  This article explores why polish takes so much time, yet repays itself hugely

Posted by Seth

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