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Do any of you use software to help create documents? I'm an estate planning attorney, so we use a lot of form documents where everything stays the same except for the names. Right now, I draft a memo and my assistant types the names into a form word document and saves it to the client's file. This is wildly inefficient. For example, I have to double check that she hasn't misspelled JOHN DOE as JON DOE, each time it appears in the document. I would love to have a form where I could type in JOHN DOE once and it would populate the entire suite of documents we are doing for a client, and if the client shows up and wants to change their name to JOHN H. DOE, it is a simple process. I feel like mail merge could probably do this, if I spent some time to figure it out, but I was wondering if there is any software (particularly software that older non-technologically prone attorneys can figure out) that would make this an easy task.
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# ? Oct 6, 2017 23:59 |
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# ? Jun 10, 2024 13:08 |
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Staryberry posted:Do any of you use software to help create documents? I'm an estate planning attorney, so we use a lot of form documents where everything stays the same except for the names. Right now, I draft a memo and my assistant types the names into a form word document and saves it to the client's file. This is wildly inefficient. For example, I have to double check that she hasn't misspelled JOHN DOE as JON DOE, each time it appears in the document. I would love to have a form where I could type in JOHN DOE once and it would populate the entire suite of documents we are doing for a client, and if the client shows up and wants to change their name to JOHN H. DOE, it is a simple process. I feel like mail merge could probably do this, if I spent some time to figure it out, but I was wondering if there is any software (particularly software that older non-technologically prone attorneys can figure out) that would make this an easy task. Yes this software is known as "associates"
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# ? Oct 7, 2017 00:56 |
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Get a better assistant
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# ? Oct 7, 2017 00:56 |
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joat mon posted:Like HDD91 said. that's me Kalman posted:TEAPP expires in December so that's going to be hilarious. POPA is saying that all TEAPP does is have the workers waive a demand that the agency pay for mandatory travel, and that actual mandatory travel requirements are so rare that even if the agency had to pay for mandatory travel it wouldn't be a real budgetary effect.
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# ? Oct 7, 2017 00:57 |
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[quote="“Staryberry”" post="“477130604”"] Do any of you use software to help create documents? I’m an estate planning attorney, so we use a lot of form documents where everything stays the same except for the names. Right now, I draft a memo and my assistant types the names into a form word document and saves it to the client’s file. This is wildly inefficient. For example, I have to double check that she hasn’t misspelled JOHN DOE as JON DOE, each time it appears in the document. I would love to have a form where I could type in JOHN DOE once and it would populate the entire suite of documents we are doing for a client, and if the client shows up and wants to change their name to JOHN H. DOE, it is a simple process. I feel like mail merge could probably do this, if I spent some time to figure it out, but I was wondering if there is any software (particularly software that older non-technologically prone attorneys can figure out) that would make this an easy task. [/quote] There's a way you can do this in word. The template i use to comply with all the batshit 9th circuit pleading requirements has a few of these forms, but I've never bothered to figure out how to do it Something with fields and properties EwokEntourage fucked around with this message at 01:26 on Oct 7, 2017 |
# ? Oct 7, 2017 01:14 |
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Have you heard of mail merge?
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# ? Oct 7, 2017 01:16 |
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Phil Moscowitz posted:EDUCATION
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# ? Oct 7, 2017 02:02 |
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WhiskeyJuvenile posted:POPA is saying that all TEAPP does is have the workers waive a demand that the agency pay for mandatory travel, and that actual mandatory travel requirements are so rare that even if the agency had to pay for mandatory travel it wouldn't be a real budgetary effect. POPA is half right on that. TEAPP allows the agency to waive payment - but the PTO is already tight on budget and fee setting authority expires next year too. And the mandatory travel in this case is the biweek reporting requirement - TEAPP is how they've waived that. So it'd have some budgetary impact, paying for 20+ flights per examiner per year. (PTO might decide to just ignore the reporting requirement, or process official worksite changes for all the 50+ mile hotellers though. I guess.)
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# ? Oct 7, 2017 03:14 |
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Staryberry posted:Do any of you use software to help create documents? I'm an estate planning attorney, so we use a lot of form documents where everything stays the same except for the names. Right now, I draft a memo and my assistant types the names into a form word document and saves it to the client's file. This is wildly inefficient. For example, I have to double check that she hasn't misspelled JOHN DOE as JON DOE, each time it appears in the document. I would love to have a form where I could type in JOHN DOE once and it would populate the entire suite of documents we are doing for a client, and if the client shows up and wants to change their name to JOHN H. DOE, it is a simple process. I feel like mail merge could probably do this, if I spent some time to figure it out, but I was wondering if there is any software (particularly software that older non-technologically prone attorneys can figure out) that would make this an easy task. We do. It's hilariously bad because the assistants absolutely refuse to agree on a consistent input scheme, the lawyers refuse to agree on the format of common documents, and our old system with years of DOS data was randomly combined into it so it's very very cluttered. It's so much more of a gigantic waste of time than writing a note to my assistant. My assistant knows how I like things, I know how she likes things, that's as far as I need to go because it's a huge pain in the dick to find a perfect universal scheme. At least it was for us, but i suspect that was the fault of the product we bought and the nature of our office. It'd probably work great in a small office or one run by a benevolent dictator. BigHead fucked around with this message at 06:59 on Oct 7, 2017 |
# ? Oct 7, 2017 06:56 |
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we use automatic document generation for things that don't really matter like instructions to outside counsel. if a name is wrong or something they're not gonna be offended since we're paying them.
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# ? Oct 7, 2017 11:07 |
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Law school starts today
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# ? Oct 7, 2017 11:34 |
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Jaded Burnout posted:Law school starts today I'm sorry
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# ? Oct 7, 2017 14:01 |
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Jaded Burnout posted:Law school starts today Your username is going to be so fitting so soon.
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# ? Oct 7, 2017 14:03 |
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Jaded Burnout posted:Law school starts today Bad username/post combo. E: well that's what I get for not refreshing the page
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# ? Oct 7, 2017 14:08 |
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Whitlam posted:Your username is going to be so fitting so soon. It's already fitting from a career in software, can't wait to see what I end up as once broken down twice.
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# ? Oct 7, 2017 14:17 |
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My favorite thing to see with failed engineers is to see them fail at a career in patent law, and then go design the lovely legal software that is used by everyone.
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# ? Oct 7, 2017 16:09 |
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Meatbag Esq. posted:failed engineers Hey! I'll have you know I'm quite successful, I just hate everything and everyone. Meatbag Esq. posted:lovely legal software that is used by everyone. Sounds profitable.
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# ? Oct 7, 2017 16:23 |
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Yeah legal software sounds like a great career, because holy hell is that poo poo pricey
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# ? Oct 7, 2017 17:48 |
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The best thing is that even if you make something good, it'll be lovely anyway, because everything legal is by definition lovely
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# ? Oct 7, 2017 18:47 |
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I suspect it's like financial software in that respect.
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# ? Oct 7, 2017 19:07 |
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Jaded Burnout posted:OK so I posted a thing in here for the UK people but having read through some more of this thread, well, you sure do lean into the "no, do not go to law school" thing. Just dredging this up so my fellow lawgoons can enjoy some context re: the fresh meat.
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# ? Oct 8, 2017 05:32 |
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Yeah baby that's me. The US goons were of the opinion "that's dumb don't do that" while some UK ones felt that UK law school is different enough to (and cheaper enough than) the US version to make it worthwhile. I decided to go ahead with the first quarter of it that I'd paid for (not nearly as much money as you might be imagining) and see how it goes.
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# ? Oct 8, 2017 05:55 |
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Jaded Burnout posted:Yeah baby that's me. The US goons were of the opinion "that's dumb don't do that" while some UK ones felt that UK law school is different enough to (and cheaper enough than) the US version to make it worthwhile. UK? Doesn't it take, like, 4 years after law school to be eligible for becoming qualified?
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# ? Oct 8, 2017 10:51 |
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They might have invented common law, but they sure as poo poo haven't invented common sense.
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# ? Oct 8, 2017 12:08 |
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Alexeythegreat posted:UK? Doesn't it take, like, 4 years after law school to be eligible for becoming qualified? It varies and is changing right now, but yeah. Maybe I do that, maybe I don't. FrozenVent posted:They might have invented common law, but they sure as poo poo haven't invented common sense.
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# ? Oct 8, 2017 14:08 |
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Jaded Burnout posted:It varies and is changing right now, but yeah. Maybe I do that, maybe I don't. I considered doing that for a bit (applicable law to any kind of money in my country is the law of England and Wales), because being a common-law qualified lawyer makes me win against any competition by default and ensures that the money I earn is slightly above my current equivalent of 25k/year, but then I saw how many years that takes and gently caress that
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# ? Oct 8, 2017 15:48 |
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If you hate the first term, walk away. Sunk cost fallacies are dangerous.
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# ? Oct 8, 2017 16:00 |
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Alexeythegreat; yeah I have no idea whether I'll take this beyond the initial schooling, or even beyond the initial semester; I'm taking it one step at a time. It helps that a semester's tuition costs about a week or two's work for me right now. TheMadMilkman; indeed
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# ? Oct 8, 2017 16:01 |
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Just letting it be known that law school is a universally bad decision, except in the case of joat mon, whose original username is transcribed in Etruscan.
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# ? Oct 8, 2017 17:02 |
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Wait, you're not just doing law school, but you're doing online law school through a correspondence program? loving lol. Fake Edit: And it's because "I don't like seeing the little guy get taken advantage of"? That's like, 90% of what lawyers who actually get paid do. Figure out how to most efficiently screw the little guy.
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# ? Oct 8, 2017 17:11 |
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I'm not really interested in having this conversation over and over, it's kinda boring. If you want you can read my previous posts and pretend I'm answering you.
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# ? Oct 8, 2017 17:30 |
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Fair enough, sorry man. Good luck with the start of the program!
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# ? Oct 8, 2017 17:46 |
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Discendo Vox fucked around with this message at 03:54 on Jul 13, 2021 |
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# ? Oct 8, 2017 21:42 |
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Discendo Vox posted:Has anyone made the post/username joke yet? Yep. But please raise the point again in 2-5 years when he bails.
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# ? Oct 8, 2017 23:42 |
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Associate brain disease: get asked to do some work on the weekend, feel some sense of accomplishment at logging hours.
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# ? Oct 8, 2017 23:43 |
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I roasted a chicken and took my kid to a pumpkin patch/fair. What are you doing with your life vox?
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# ? Oct 9, 2017 00:12 |
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Vox Nihili posted:Associate brain disease: get asked to do some work on the weekend, feel some sense of accomplishment at logging hours. Self-rationalization: hey, it'll take the edge off of Monday. Reality: You get rewarded on Monday with more work
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# ? Oct 9, 2017 00:13 |
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I almost cut my finger off doing yard work
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# ? Oct 9, 2017 00:14 |
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I worked a tailgate and flirted with coeds all day.
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# ? Oct 9, 2017 00:38 |
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# ? Jun 10, 2024 13:08 |
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Hot Dog Day #91 posted:I roasted a chicken and took my kid to a pumpkin patch/fair. We rewatched the old Blade Runner, next we're going to get some Afghan food and watch the new one at the theater.
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# ? Oct 9, 2017 01:48 |