Session Description: Sure, you can use Word's Quick Parts or AutoText features to store and manage frequently used clauses, precedents, blocks of text, or even boilerplate text. But how is this managed in global enterprises? How do attorneys share their clauses with others in their practice group or even with their legal assistant?
In this session you’ll learn how other firms implement and standardize clauses within our Forte product at a user level, practice group level, or enterprise-wide by Knowledge Management.
Highlights of Forte's Clause and Content Management Wizardry:
• Create, edit, and store clauses, precedents, or text blocks.
• Insert clauses, precedents, or text blocks into any document.
• Add basic variables to clauses, precedents, or text blocks (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.
• Forte utilizes a 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.
Though we'll focus on clause library functionality during this presentation, we'll provide a brief overview of Forte 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.
For additional information and to register, please contact Valerie Melville at
vmelville@thesackettgroup.com or
720.726.6773.
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