The Definitive Guide to Document Assembly Series

New technology can help you create polished, professional, and accurate legal documents with a click of a button. In this blog post, we’ll explore the remarkable features inside of Filevine Document Assembly (FVDA). We will shed light on the use of enhancing document formatting.

This is Part 5 of a 5-Part series where we dive into the power and building of advanced documents in Filevine. This draws inspiration from an informative Filevine webinar that was hosted by Emily Lippincott and Sarah O'Neil.

To read our previous posts regarding Building advanced documents, view the links below.

Part I - Leveraging Conditionals for Enhanced Template Building in Filevine
Part II - Leveraging Collection Sections in Filevine Document Assembly
Part III - Leveraging Custom Contact Cards in Document Assembly
Part IV - Enhancing Document Formatting with Watermarks and Letterhead in FVDA

Click here to view the Building Advanced Documents. with Filevine Webinar

A Customer Shares His Experience

New software can revolutionize your legal practice. When it comes to document assembly, new tools can dramatically reduce the amount of time it takes to create new documents, while improving their accuracy and ensuring the highest professional standards.

But implementing new software can be a complex process. In a recent webinar, James Nevin, a partner at the law firm Brayton Purcell, offered practical examples and lessons learned from his firm's experience with implementing and using Filevine Document Assembly.

3 Considerations for Building New Document Assembly Templates:

Considerations for Building New Document Assembly Templates
  1. Consider the User Experience: When building templates, it's important to think about the end user and their experience. This includes considering where the template will be located within Filevine, ensuring it is easily accessible to users in the relevant context. Templates should be placed in the appropriate sections so that users can easily find and use them.

  2. Simplify User Tasks: James suggests making the user's tasks as simple as possible. Instead of relying on user conditionality (where the user has to make choices), template builders should explore using Filevine’s data-driven conditionality. By automating certain choices based on data in Filevine, the user's workload can be reduced, leading to a smoother user experience.

  3. Customer Feedback is Valuable: James emphasizes the importance of customer feedback in shaping product development. Filevine values input from users and use that feedback to improve their offerings. Customers' experiences and insights are highly valuable in driving enhancements and ensuring that the platform meets their needs.

By following these principles, template builders can create templates that are user-friendly, efficient, and aligned with the needs of Filevine users.

Filevine Document Assembly Implementation Vs. Other DocGen Systems

Filevine Document Assembly Implementation Vs. Other DocGen Systems

What makes implementation worth it? James further discussed the benefits of using FVDA compared to traditional DocGen systems. Here are the key points:

  1. Bi-Directional Data Sync: FVDA offers the ability to sync data bidirectionally between documents and Filevine. Users can update information in the document, such as dates or dollar amounts, and have those changes automatically sync back to Filevine. This dynamic syncing feature is not typically found in traditional DocGen systems.

  2. Simplified Building Process: Building templates with FVDA is described as a simpler and more logical process. The platform provides flexibility and power to pull information from Filevine, enabling quick template creation and efficient document generation. The ease of use contributes to overall efficiency and productivity.

  3. Enhanced Efficiency and Time Savings: FVDA's capabilities, such as data-driven conditionality and real-time syncing, lead to significant time savings. Users can generate documents quickly and accurately, reducing manual work and streamlining the document creation process. For example,  FVDA helped a firm process a large number of complaints in a short period, significantly reducing the time required for each document.

  4. Customizable Bidirectionality: FVDA allows template builders to choose whether data syncing is bidirectional or not. Depending on the document and user requirements, bi-directionality can be enabled or disabled. This provides control over the document's impact on Filevine data and ensures data integrity.

  5. Flexibility for Complex Builds: FVDA is designed to handle complex document builds. While challenges may arise during the implementation process, Filevine actively works with users to address issues and find solutions. The platform continues to evolve and respond to user needs, introducing new features and functionalities to meet complex requirements.

  6. Continuous Development and Adaptability: Filevine demonstrates a commitment to ongoing development and improvement based on user feedback. The platform evolves over time, addressing user needs and introducing new features to enhance the overall experience. Users are encouraged to provide feedback and suggestions to further enhance FVDA's capabilities.

Overall, FVDA offers bidirectional data syncing, streamlined template building, increased efficiency, and adaptability for complex document requirements. The platform's ability to integrate with Filevine's data ecosystem provides users with a comprehensive solution for document generation and management.