Lists, lists, and more lists! Every legal team has to maintain lists of critical information in their matters — lists of clients, matters, parties, experts, properties, assets, employees, creditors, patents, and more. The critical information contained in these lists is often used to create documents and frequently referred to over time as a matter progresses.
Thanks to automation technology improvements, law firms and legal teams are increasingly turning to document automation software to eliminate manual tasks and enhance efficiency, accuracy, and agility in their daily legal operations. But, unless the data captured in the automation process is tied to the appropriate list and reusable, the software may be missing the mark.
Keep reading to learn about the transformative power of legal document automation tools combined with the use of data tables (also known as a relational database) to store items for reuse, and its profound impact on the modern legal landscape.
Law firms and legal teams generate a multitude of legal documents daily, such as contracts, agreements, and pleadings. Because precedent documents are frequently reused, they can be difficult to locate and create, and prone to errors or inconsistency — requiring significant effort to keep them up to date. Not to mention, lawyers can experience frustration with Word’s formatting quirks.
Traditionally, legal teams would find precedent documents or pull up templates and manually plug-in new data using various find and replace routines. In the fast-paced world of legal practice, this method was time-consuming and error-prone, which could lead to embarrassing typos or the exposure of confidential information. Then came document automation.
Document automation technology has enabled firms to quickly add variables to their previously formatted template documents , but limitations require users to manually edit a type-o or mistake, or start the process from the beginning.
Manually entering data into documents leaves room for human error. Typos, incorrect formatting, or missing information can occur when data is manually copied and pasted into each document. With reusable data, the chances of human error are minimized as the data is entered or updated in a centralized location and automatically populated into the documents.
While automation is a step in the right direction, to really streamline and error-proof the work, legal teams need to be able to reuse the data from those many lists.
Automation that includes the use of data tables (i.e., a relational database) is a game-changer for legal professionals who handle repetitive, yet complex documents regularly. A relational database gives lawyers and their teams a place to store the data that ties to their automations, which means greater flexibility and more time to focus on higher-value work. And, it opens up new possibilities to streamline processes and improve document management.
Having a relational database connected to a document automation tool can provide several advantages, such as structured data management, data consistency, and data integration. Here is additional information about these benefits:
If you need access to SQL data inside your Salesforce, practice/matter management system, conflicts management system, or financial system — We have an API for that!
Relational databases are also designed to handle large volumes of data and support concurrent access from multiple users. By leveraging the scalability of a relational database, legal professionals can handle the increasing demands of document automation as their organization grows. As the database can efficiently manage, display, and retrieve data, it ensures that the automation tool performs well even with substantial data volumes.
These advantages contribute to increased efficiency, accuracy, and productivity in numerous legal document generation processes.
Some of the most common uses for data tables are:
PatternBuilder from NetDocuments is a powerful legal document automation solution built directly into our cloud based NetDocuments content management platform. Using an intuitive user interface and a flexible “no code” approach, PatternBuilder empowers legal professionals to build and maintain automations and template documents in either Word or PDF format easily, without the need for extensive coding knowledge.
One of the most important features within PatternBuilder is the inclusion of data tables, a cloud-based relational database that interacts with PatternBuilder apps and inherits NetDocuments superior security and governance policies. Data tables enable lawyers and legal teams to store, modify, and reuse data from intake forms or integrated databases, offering enhanced flexibility and efficiency in automated document creation.
By having document automation technology embedded in a document management system, a number of advantages are gained:
Data intake is simplified with modern apps/web forms and data that can be easily edited, updated, maintained, and reused.
Learn more about the powerful capabilities of automation in this brochure about PatternBuilder.
<p>Explore what PatternBuilder can do to turn your legal, business, and client knowledge into streamlined workflows, automated document templates, and applications that enhance mission-critical processes. Schedule a Demo Now!</p>
<a href="https://www.netdocuments.com/products/patternbuilder#request-demo-section" class="uui-button-link.is-button-magenta">Schedule a Demo Now!</a>
"Great company, great products, great leadership, great people, great culture!"
"I love my team and peers. We are family, and we respect each other."
"NetDocuments encourages a good work/family balance."
"I feel respected and valued by leadership and my team."
"We work together and support/encourage each other to do our best work every day."
"From start to finish, my leaders are willing to guide me and let me try new things. This keeps work fresh, exciting, and fun so I don't burn out or get bored."
"I have clear direction in my work tasks and priorities. I also feel encouraged to put my family first and maintain a healthy work life balance."
"I work with highly motivated individuals who are smart and allow me to learn from them!"
"NetDocuments is committed to exceeding customer expectations by building leading products hosted in rock-solid environments."
"I'm empowered to try new things and think through processes and campaigns strategically. I can lean on my boss for support, but I'm not micromanaged, which is appreciated."