Document Automation and Assembly

What is Document Automation and Assembly?

Document Assembly tools aid the creation of reusable electronic document templates, forms and content modules from existing precedents, forms or user text, and the assembly of completed documents and document packages that combine templates with additional data inputs, often using logic-based processing. Document Automation tools may include Document Drafting and Manipulation Tools.
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3 Geeks and A Law Blog
Avvoka’s Innovative Approach to Document Automation and the Impact of Generative AI – Giles Thompson and Jun Choi
In this episode of The Geek in Review podcast, hosts Greg Lambert and Kate Boyd from Sente Advisors (standing in for Marlene Gebauer) sit down with Giles Thompson, Head of Growth, and Jun Choi, Growth Executive at Avvoka, to discuss the company’s innovative approach to document automation and the impact of generative AI on the...
Greg Lambert
6/4/2024
LawSites
A Review of Gavel, for Automating Legal Documents and Selling Online Legal Services
Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult. In this review of Gavel, previously known as Documate, software...
Bob Ambrogi
5/15/2024
Legal IT Insider
Litera announces go-to-market partnership with Microsoft and Copilot integration under development 
Litera announced today (1 May) that it is partnering with Microsoft to bring new tools to market, including developing a Microsoft Copilot integration in collaboration with Microsoft.  Whereas Litera is [...] The post Litera announces go-to-market partnership with Microsoft and Copilot integration under development  appeared first on Legal IT Insider.
Caroline Hill - Editor-in-Chief
5/1/2024
Law.com's Legaltech News
Litera Announces Integration with Microsoft Copilot
The integration will be available when Microsoft releases its Copilot plugin for Microsoft Word, Matt James, vice president of sales advisors and engineering at Litera, told Legaltech News.
Law.com's Legal Tech News
5/1/2024
Law.com's Legaltech News
Gavel Launches PDF Automation Tool to 'Double' Its Reach
Gavel CEO and founder Dorna Moini said the new tool will also allow users to generate PDFs from source documents without Adobe subscriptions.
Law.com's Legal Tech News
4/9/2024
LawSites
Legal Tech Startup Ai.law Can Now Draft the Complaint for Your Lawsuit
Ai.law, a legal technology startup that uses artificial intelligence to generate litigation documents, has added a new module that will draft the complaint to initiate a lawsuit. While Ai.law already had modules for litigation tasks such as answering a lawsuit, responding to discovery, and pulling summaries from medical records, this new module allows a user...
Bob Ambrogi
3/21/2024
Law Practice Tips
Automated Document Assembly is Easy, Right?
Decades ago, I assumed that technology would soon advance to the point where automated document assembly would be fully incorporated in most law offices across the country. While great strides have been made in law office technology tools, and tools for automatically generating documents are much improved over what was available decades previously, many law...
jim calloway
3/7/2024
LawSites
New Report Synthesizes the Data to Identify Key Legal Tech Trends and Action Items for Solos and Small Firms
For solo and small law firms, the current state of legal technology offers both promises and pitfalls. Technology such as generative AI poses traps for the unwary, but for those who understand and embrace technology, there are opportunities to run more profitable and efficient practices, provide better customer experiences, and improve work-life balance. In light...
Bob Ambrogi
3/6/2024
Law.com's Legaltech News
Best Use of Artificial Intelligence – Contract, Document & Project Management, Provider: NetDocuments
“Legal innovation means continual forward motion, knocking down the status quo, and delivering technology that helps legal professionals do their very best work,” said Reid Cram in Product Marketing for NetDocuments.
Law.com's Legal Tech News
2/21/2024
LawSites
Updates from CEO Jack Newton On Recent Clio News: Midsized Firms, Gen AI, Legal Aid, and Clio Draft
During ABA Techshow last week in Chicago, I had the opportunity to sit down for a brief conversation with Jack Newton, founder and CEO of law practice technology company Clio, who provided additional details on some of the company’s recent news. We discussed Clio’s greater focus on midsized law firms, its impending launch of generative...
Bob Ambrogi
2/19/2024
Law.com's Legaltech News
Clio Rebrands Lawyaw to Clio Draft, Hints at Future Upgrades
Lawyaw, now Clio Draft, has been a significant focus for Clio since its 2021 acquisition, with the practice management provider investing significantly in expanding the platform and its team.
Law.com's Legal Tech News
2/14/2024
LawSites
Clio Rebrands Lawyaw, the Document Assembly Software It Acquired In 2021, As Clio Draft
Law practice management company Clio said today that Lawyaw, the document automation software it acquired in 2021, will now be called Clio Draft. The new name reflects a deepened integration of products and services since the acquisition, Clio says. “Uniting under the Clio banner gives us a clear focus on delivering value to our customers,”...
Bob Ambrogi
2/14/2024
Legal IT Insider
Dan Hauck from NetDocuments talks PatternBuilderMax growth and ND’s ’24 voices in 24′ AI project
We speak with NetDocuments’ chief product officer Dan Hauck about the rapid uptake of its gen AI document automation tool PatternBuilderMax (with growth stats) and also the Utah-headquartered company’s ’24 [...] The post Dan Hauck from NetDocuments talks PatternBuilderMax growth and ND’s ’24 voices in 24′ AI project appeared first on Legal IT Insider.
Caroline Hill - Editor-in-Chief
1/31/2024
LawSites
Clearbrief Partners with LexisNexis, Enabling Access to Lexis Legal Content While Using Clearbrief in Word
The AI-driven legal drafting tool Clearbrief has entered into a partnership with legal research company LexisNexis Legal & Professional that provides its customers who are also Lexis subscribers with access to legal content and citations on Lexis while drafting documents within the Clearbrief add-in for Microsoft Word. With this new integration, Lexis subscribers can now...
Bob Ambrogi
1/29/2024
Law.com's Legaltech News
Legal Writing Platform Clearbrief Announces Integration With LexisNexis
Within the last two years, Clearbrief has integrated with Relativity, iManage, Clio and Fastcase/vLex.
Law.com's Legal Tech News
1/29/2024
Law.com's Legaltech News
The Collaborative Division of Labor: Humans and AI in Legal Document Drafting
Balancing the division of responsibilities between human attorneys and AI in the legal document drafting process is complex. To successfully integrate AI into existing practices, a thorough understanding of AI’s strengths and weaknesses is crucial, guiding the allocation of tasks between AI and human attorneys.
Law.com's Legal Tech News
1/25/2024
Legal IT Insider
Draftable Legal releases NetDocuments integration to now integrate with all main DMS providers
Australian-founded document comparison software provider Draftable Legal has released a NetDocuments integration, meaning that it now integrates with all major document management systems, including iManage and Microsoft SharePoint.  Draftable Legal’s desktop ... Draftable Legal releases NetDocuments integration to now integrate with all main DMS providers Read More » The post Draftable Legal releases NetDocuments integration to...
Caroline Hill - Editor-in-Chief
12/13/2023
Law.com's Legaltech News
Clearbrief Enhances Gen AI Brief Writing Capabilities With Launch of Verified Facts Section Tool
Verified Fact Section allows users to incorporate information directly from e-discovery documents into a linked and sourced brief directly in Microsoft Word.
Law.com's Legal Tech News
12/5/2023
LawSites
Clearbrief Adds Another AI Feature, ‘Verified Facts,’ to Create Statements of Facts — Plus A Wearable AI Brooch
In August, I wrote here about a new feature in Clearbrief that uses generative AI to create hyperlinked timelines, enabling users to create case chronologies directly in Word, complete with hyperlinks to the source documents in the case record that support the dates and events shown in the timeline. Today, Clearbrief is extending that feature,...
Bob Ambrogi
12/5/2023
LawSites
How It Works: ShareFile for Legal, To Securely Streamline Document Workflows and Collaboration
Today in the LawSites video series How It Works, we get a demonstration of ShareFile for Legal, a secure, digital solution designed to simplify document workflows and improve collaboration for legal professionals. Joining me in this episode to tell us about ShareFile for Legal and show us how it works is Sara Hoeg, director, product...
Bob Ambrogi
11/29/2023
Law.com's Legaltech News
LTN Startup Spotlight: BriefCatch Founder Ross Guberman on Why He Switched From Bootstrapping to Investor Funding
BriefCatch CEO Ross Guberman discusses the challenges of training AI on limited data and how he realized that it was time to move on from bootstrapping.
Law.com's Legal Tech News
11/16/2023
LawSites
LexisNexis Unveils Two New Generative AI Products
Just three weeks after introducing its generative AI legal research product Lexis+ AI, LexisNexis is keeping the momentum going, today introducing two more products that use generative AI. One, Lexis Snapshot, provides AI-generated summaries in alerts of new case filings. The other, Lexis Create with Lexis+ AI, brings generative AI drafting assistance to the Lexis...
Bob Ambrogi
11/14/2023
Law.com's Legaltech News
LexisNexis Expands Generative AI Offerings With Lexis Snapshot and Lexis Create Integration
In addition to its new complaint summarization tool and generative AI integrations, LexisNexis is planning to expand its Commercial Preview Program and its partnerships with law school faculty.
Law.com's Legal Tech News
11/14/2023
Dewey B Strategic
Lexis+AI Suite Of Tools Expanded with Lexis Snapshot and Lexis Create
Less than a month ago LexisNexis announced the launch of Lexis+ AI which launched with Conversational search, document drafting, summarization and analysis features. Today they are announcing the availability of two new features designed to speed up workflow and deliver insights from within two very different contexts: CourtLink and Microsoft Word. Lexis Snapshot The new...
Jean O'Grady
11/14/2023
Legal IT Insider
NetDocuments PatternBuilder MAX: Use cases, costs, and studio apps 
NetDocuments yesterday (9 November) held its EMEA user conference in London, where the focus was very much AI, including generative AI-powered, no-code document and workflow automation tool PatternBuilder MAX, which ... NetDocuments PatternBuilder MAX: Use cases, costs, and studio apps  Read More » The post NetDocuments PatternBuilder MAX: Use cases, costs, and studio apps  appeared...
Caroline Hill - Editor-in-Chief
11/10/2023
Law.com's Legaltech News
LTN Startup Spotlight: Gavel Founder on How Investors Can Help Close Startups' 'Expertise Gap'
Legaltech News caught up with Dorna Moini, CEO and founder of Gavel, to discuss how the company went from solving the needs of legal aid organizations in the domestic violence arena to becoming an “end-to-end” automation tool.
Law.com's Legal Tech News
11/6/2023
Law.com's Legaltech News
Legal Tech Rundown: Gavel, Helm360 and NetDocuments Release Gen AI Tools, and More
An update on the legal tech market’s past few weeks, from product launches to new partnerships.
Law.com's Legal Tech News
10/25/2023
Law.com's Legaltech News
LegalMation Raises $15 Million With Plans for New AI-Powered Litigation Tools
In addition to building new tools, LegalMation will use the funding to update its existing platform, including with more granular settlement recommendations and litigation insights, among other changes.
Law.com's Legal Tech News
10/25/2023
Legal IT Insider
NetDocuments announces general availability of PatternBuilder MAX
NetDocuments announced today (24 October) at its annual US user conference the general availability of PatternBuilder MAX, which includes nine “out-of-the-box” apps that incorporate generative AI. NetDocuments first announced in July ... NetDocuments announces general availability of PatternBuilder MAX Read More » The post NetDocuments announces general availability of PatternBuilder MAX appeared first on Legal IT...
Caroline Hill - Editor-in-Chief
10/24/2023
LawSites
NetDocuments’ AI-Driven PatternBuilder MAX Is Now Generally Available; Comes with Nine Apps for Common Legal Use Cases
In July, NetDocuments announced the limited launch of PatternBuilder MAX, a generative AI-driven version of its PatternBuilder document assembly product that it said would enable firms to create custom generative AI automations tailored to the needs of their specific practice areas. At the time, I wrote about how one immigration lawyer had used it to...
Bob Ambrogi
10/24/2023
Legal IT Insider
Gavel launches gen AI-based Blueprint to automate workflows and create “immediate ROI”  
Document assembly and automation platform Gavel (formerly Documate) today (9 October) announces the release of an AI-powered technology called Gavel Blueprint, in which legal professionals can leverage generative AI to quickly ... Gavel launches gen AI-based Blueprint to automate workflows and create “immediate ROI”   Read More » The post Gavel launches gen AI-based Blueprint to...
Caroline Hill - Editor-in-Chief
10/9/2023
LawSites
Zuva and Litera Jointly Develop Classification Taxonomy for Legal Documents and Make It Open Source through the SALI Alliance
Two legal companies that are leaders in document and contracts technology, Zuva and Litera, revealed today that they have developed a multi-level document classification taxonomy for use by legal professionals and companies, and that they have contributed the taxonomy to the SALI Alliance, a group working to standardize legal data, to make it available on...
Bob Ambrogi
10/3/2023
Law.com's Legaltech News
Legal Writing Platform Clearbrief Announces Integrations With Relativity, iManage
Clearbrief had previously integrated with case management platform Clio and legal research platform Fastcase/vLex and is likely to announce new integrations before the end of the year.
Law.com's Legal Tech News
9/26/2023
3 Geeks and A Law Blog
Thomas Suh and Ken Block on How LegalMation is Revolutionizing Litigation Efficiency (TGIR Ep. 222)
On this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert interview Thomas Suh, Founder and CEO, and Ken Block, Senior Account Executive of ⁠LegalMation⁠. The company provides AI-powered tools to help litigators automate repetitive tasks and work more efficiently. The conversation focuses on LegalMation’s products, overcoming resistance to adopting new legal...
Greg Lambert and Marlene Gebauer
9/26/2023
LawSites
Two Canadian Legal Tech Companies, CiteRight and Jurisage, Merge to Power Litigation Research and Drafting
Two litigation-focused Canadian legal technology companies, CiteRight and Jurisage, have merged, combining CiteRight’s litigation drafting program with Jurisage’s AI technology to create an integrated legal research and drafting solution. Had you listened to my LawNext podcast last week, you would have already known this, as I interviewed CiteRight cofounder Ariel Nacson and Jurisage founder and...
Bob Ambrogi
9/6/2023
Law.com's Legaltech News
Canadian Legal Tech Companies CiteRight and Jurisage to Merge
The merger of the two companies will create a comprehensive, integrated legal research and drafting solution that is available in Canada and will soon also be available in the U.S.
Law.com's Legal Tech News
9/5/2023
LawSites
The Voices of ILTACON 2023: Brief Chats with 12 of the Legal Tech Startups That Were There
I am just back from Orlando, Florida, where I attended ILTACON, the annual conference of the International Legal Technology Association. Mic in hand, I recorded a series of brief interviews with some of the legal tech companies that were in attendance. Over the next two episodes of my LawNext podcast, I will share those interviews,...
Bob Ambrogi
8/29/2023
LawSites
Exclusive: New AI Features In Clearbrief Create Hyperlinked Timelines And Allow Users To Query Their Documents
The Seattle-based legal tech startup Clearbrief already uses artificial intelligence to strengthen your legal writing by finding the best evidence in the record to support your arguments (or debunk your opponent’s). But today the company is introducing two AI-powered features that further enhance the product by enabling legal professionals to instantly create hyperlinked timelines and...
Bob Ambrogi
8/15/2023
Legal IT Insider
LexisNexis announces updates including release of Lexis Create in the US and new plugin for Microsoft Copilot 
LexisNexis today (2 August) announced a raft of updates on its partnership with Microsoft, including the availability in the US of intelligent drafting tool Lexis Create and a new Create ... LexisNexis announces updates including release of Lexis Create in the US and new plugin for Microsoft Copilot  Read More » The post LexisNexis announces...
Caroline Hill - Editor-in-Chief
8/2/2023
LawSites
LexisNexis Lays Out More Details On Its Collaboration with Microsoft to Roll Out Generative AI Products
LexisNexis is providing new details today on its collaboration with Microsoft to offer legal professionals AI-powered products and capabilities directly within the Microsoft 365 ecosystem that is typically the center of their workflows. In a briefing yesterday, Jeff Pfeifer, chief product officer, Canada, UK and USA, at LexisNexis, revealed new information about the products being...
Bob Ambrogi
8/2/2023
Dewey B Strategic
LexisNexis Announces Integration with Microsoft 365 Copilot/Generative AI Solutions
Today LexisNexis is announcing that their soon to be launched AI powered solutions will be integrated into Microsoft 365. The product integrations include– Lexis+®, Lexis ® Connect, Lexis ® Create, and Lexis ® Create Plugin with Microsoft 365 Copilot. Both companies are committed to providing legal professionals with “intelligent, AI-powered tools, enhanced capabilities, and more...
Jean O'Grady
8/2/2023
3 Geeks and A Law Blog
Jacqueline Schafer on Writing Briefs at the Speed of AI: How ClearBrief is Transforming Legal Drafting
On this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert delve into how AI can transform legal writing with ClearBrief founder and CEO Jacqueline Schafer. As a former litigator, Schafer experienced firsthand the frustrating scramble to finalize briefs and prepare filings. She founded ClearBrief in 2020 to leverage AI to analyze...
Greg Lambert and Marlene Gebauer
10/17/2023