When a firm asks a consultant for help with case management, it’s usually because the firm wants to solve a problem — such as finding correct addresses easily. Or it may want to reduce its use of paper to cut costs and be environmentally responsible. Document automation and case management go hand-in-hand to accomplish those goals.
Creating customizable and variable forms (e.g., real estate, estate planning, patent applications) is a good use of document assembly. But so is automating standard, everyday documents, such as letters and fax cover sheets. The purpose of document assembly is to streamline the firm’s workflow processes, to make both clerical and attorney work more efficient.
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