Document Assembly & Case Management Blog

It has been over a year of hard work, but the new Wealth Transfer Planning, SmartContent Practice System(tm) has been released.  Basha Systems has ported the SmartWord’s based estate planning templates over to HotDocs.  The system features a unique custom interface to HotDocs that supports Firm Preferences, a separate Client and Matter Interview, Profile settings, customizable Templates and customizable Stylesheets.  It represents a “revolution” in the way to handle document assembly.  The efforts of myself, Ian Burrows and Rose Rowland are to thanks.  Basha Systems will be providing ongoing support for the templates as well as extensive customization services.

Some thoughts you might consider in providing QC for your templates.

Document assembly projects are subject to the 80/20 rule ... the final 20% takes 80% of the time.  And for that reason, many projects don’t get perfected.  When a system is for internal use, the benefits of automation are good enough; but when turned into an saleable application, or a client-focused application, much more is required.  This blog focuses on techniques for working with the template to reduce the time to get from 80 to 100%.