1. REAL-TIME, INTERACTIVE DOCUMENT AUTOMATION
IF YOU CAN EDIT IT, YOU CAN AUTOMATE IT

2. WHAT IS DOCASSIST
DocAssist is a utility for Microsoft Word providing real time document automation
Most other solutions have a rigid interview process before you even see your document
DocAssist does not
DocAssist is interactive
Answer questions and input information in any order you like and see the results in your document in real time

3. WATCH DOCASSIST IN ACTION

4. FEATURES IN PREVIOUS ACTION SIMULATION
New menu in Microsoft Word enables fast document launching
The DocAssist wizard pane appears automatically
Entering a Matter Number populates the Client details automatically
Choosing a document Author populates the letterhead address details automatically
As we type in the wizard the data appears automatically in the document
Don’t believe me? Go back a slide and watch again…

5. BENEFITS FOR AUTHORS
DocAssist integrates with most financial systems for immediate access to client and matter information
Common and related data is synchronised across the entire document – no rekeying
Data can write back to the database for use immediately in subsequent documents – no rekeying
Use your documents as a data gathering tool
Create and store custom information about your documents

6. MORE BENEFITS FOR AUTHORS
Don’t be restricted by rigid wizards – fill out what you can and complete the rest later
Send the document to someone
else to complete the blanks
DocAssist will automatically show
you what’s left to do
DocAssist documents contain
Guidance Notes and Contextual Help
to assist you with completing the document

7. CLIPPINGS (CLAUSE BANK)
The Clippings feature enables users to save pieces of text (a clipping) for reuse in other documents
Create a new Clipping by selecting some text and pressing the Save Clipping button
Select whether the Clipping should be Private, Shared with a department or Global with the whole company
Insert a Clipping by pressing the Clippings button, searching for the Clipping you require or navigating via the Treeview
Press the Insert button to insert at your cursor location
The Clippings locations are configurable to any network path

8. DOCASSIST IN OUTLOOK DocAssist is also in Microsoft Outlook
All features available in Microsoft Word are available in Outlook
The same DocAssist wizard process appears making it faster and more efficient to communicate via
content is completed faster and more accurately using data captured in DocAssist in Microsoft Word

9. BENEFITS FOR THE IT DEPARTMENT
There is no development environment for DocAssist
Everything is configured inside the document
Use the simple DocAssist ribbon to configure your document
No coding is required to create and maintain DocAssist documents
Custom data fields can be created without needing access to modify the database

10. BENEFITS FOR THE IT DEPARTMENT
DocAssist documents are standard Microsoft Word DOCX files
They are not proprietary files or templates
There are no templates or macros to maintain and distribute
DocAssist documents are saved to your Document Management System or to a shared network location
Manage styles, letterheads, page layouts and signoffs simply and easily
Installation is simple using an MSI installer

11. INCENTIVES TO BUY DOCASSIST
Very cost effective with prices starting from $5 per user per month
Fixed price implementation packages
Up and running incredibly quickly
No prerequisites except Microsoft Office and SQL Server
Return on investment within weeks
Fully functioning demo available – try before you buy

12. CONTACT US ABOUT DOCASSIST
For a no obligation fully functioning demo version
To discuss pricing for your company or department E: T: W:

13. REAL-TIME, INTERACTIVE DOCUMENT AUTOMATION
IF YOU CAN EDIT IT, YOU CAN AUTOMATE IT