Tampa: Santa Clause in July! Add Clause Library Functionality to Your Wish List

When:  Jul 27, 2017 from 12:00 to 13:00 (ET)

Santa Clause in July! Add Clause Library Functionality to Your Wish List

Lunch Sponsor: The Sackett Group

Description:
Sure, you can use Word's Quick Parts or AutoText features to store and manage frequently-used clauses, precedents and blocks of text, but how is this managed in global enterprises? How do attorneys share their clauses with others in a practice group or even with their legal assistant?

Learn how other firms implement and standardize clauses at a user level, practice group level or enterprise-wide, with The Sackett Group's Forte product. This solution utilizes an SQL database and IIS server backend to store and deliver clauses, precedents and text blocks, as well as all firm content, templates, customizations and application data. With Forte's clause and content management wizardry, you can:

  • Create, edit and store clauses, precedents or text blocks
  • Insert them into any document
  • Add basic variables (name, company, date, etc.)
  • Share clauses, precedents or text blocks with your team members
  • Save and apply variable information to populate one or many clauses, automatically and simultaneously
  • Assemble a document in minutes using clauses, precedents or text blocks

Though the focus will be on clause library functionality, we'll provide a brief overview of Forte's template and macro-like functionality, document assembly, styles, numbering/TOC, contact integration and document management integration -- all in one configurable system, with one user interface.

Presenters:
Linda Sackett -
Founder and President, The Sackett Group
Valerie Melville - Product and Client Services Manager, The Sackett Group

Linda and Valerie have been helping law firms and legal organizations implement customized template and document assembly solutions for over 27 years.

 



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Location

Foley & Lardner LLP
100 North Tampa Street, Suite 2700
Tampa, FL 33602

Contact

Tina Rodriguez
(813) 225-5455
trodriguez@foley.com