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Document Automation: Best Practices and Design Decisions

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Document Automation: Best Practices and Design Decisions

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In this session, we’ll look at the process of converting your firm's existing MS Word documents into reusable, automated templates in order to save time and avoid errors with routine drafting. This is a great opportunity to see what no-code document automation could look like for your firm.

Topics will include how to plan out project(s) to automate at your firm and effective processes for getting started with a new document automation system. We’ll also look at document template design decisions and best practices, including data reuse and customer experience. We’ll also throw in some tips and tricks to get more out of document automation systems like Lawyaw.

In this session, we’ll look at the process of converting your firm's existing MS Word documents into reusable, automated templates in order to save time and avoid errors with routine drafting. This is a great opportunity to see what no-code document automation could look like for your firm.

Topics will include how to plan out project(s) to automate at your firm and effective processes for getting started with a new document automation system. We’ll also look at document template design decisions and best practices, including data reuse and customer experience. We’ll also throw in some tips and tricks to get more out of document automation systems like Lawyaw.

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Document Automation: Best Practices and Design Decisions

  1. 1.  Best Practices and Design Decisions Legal Document Templates 201
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  6. 6. 6 Document Automation ● 77% spend too much time on administrative tasks ● 57% plan to take steps to improve performance via greater use of technology to cut costs
  7. 7. 7 Document Automation
  8. 8. ➢ Building a Solid Foundation in MS Word LEGAL DOCUMENT TEMPLATES 101 8
  9. 9. 9 ● Copy/Paste ○ Issues ■ Errors of Omission and Errors of Inclusion ■ Human Error ■ Time-Consuming ■ Data Reuse ■ Metadata ■ Client Confidentiality - Overlooked past client info ■ Grammar mismatches WORKING WITH WORD DOCUMENTS
  10. 10. 10 ● Templates capture institutional knowledge ● Share and retain legal expertise in systems not people ● Workflows KNOWLEDGE MANAGEMENT
  11. 11. 11 ● Identify common elements and reused data ● Add rules (conditional logic) BUILDING ROBUST TEMPLATES
  12. 12. 12 ● Template Sets ● Workflows MOVING BEYOND SINGLE TEMPLATES
  13. 13. 13 GARBAGE IN -> GARBAGE OUT
  14. 14. ● Paragraph and Section Numbering ● Cross-References ● Tab Stops and Tables ● Calculations ● Headers and Footers ● MS Word Fields ● Styles 14 USE THE ‘FREE’ STUFF (Built-in MS Word features and functionality)
  15. 15. 15 MS Word Tips and Tricks
  16. 16. Automating Templates
  17. 17. Cards and Fields Representing information in Lawyaw templates
  18. 18. Cards vs Facts Cards Category or collection of related facts Facts Discrete pieces of information Template
  19. 19. Facts John is 47 years old. He lives at 123 Main Street, Anytown, US 90210. John is married to Sally. She is 46 years old. They live together. They have three kids, Charlie, Cassie, and Carrie. John and Sally were married on November 5, 1999, in Big City. They are considered husband and wife. Judge Judy performed the ceremony. Wally and Wanda attended the ceremony and served as witnesses. John and Sally have one mortgage on their property, held by First Bank in Anytown, US. The original loan amount was $350,000. The interest rate is 4.3%. The monthly payment is $1,234.
  20. 20. Role Cards A person, an organization (and possibly a venue) John Sally Charlie Cassie Carrie Judy Wally Wanda First Bank
  21. 21. Facts John is 47 years old. He lives at 123 Main Street, Anytown, US 90210. John is married to Sally. She is 46 years old. They live together. They have three kids, Charlie, Cassie, and Carrie. John and Sally were married on November 5, 1999, in Big City. They are considered husband and wife. Judge Judy performed the ceremony. Wally and Wanda attended the ceremony and served as witnesses. John and Sally have one mortgage on their property, held by First Bank in Anytown, US. The original loan amount was $350,000. The interest rate is 4.3%. The monthly payment is $1,234.
  22. 22. Role Cards A person, an organization (and possibly a venue) John Sally Charlie Cassie Carrie Judy Wally Wanda First Bank
  23. 23. Other Cards Grouping of other related information and facts Marriage Information Mortgage Information
  24. 24. Facts John is 47 years old. He lives at 123 Main Street, Anytown, US 90210. John is married to Sally. She is 46 years old. They live together. They have three kids, Charlie, Cassie, and Carrie. John and Sally were married on November 5, 1999, in Big City. They are considered husband and wife. Judge Judy performed the ceremony. Wally and Wanda attended the ceremony and served as witnesses. John and Sally have one mortgage on their property, held by First Bank in Anytown, US. The original loan amount was $350,000. The interest rate is 4.3%. The monthly payment is $1,234.
  25. 25. Other Cards Grouping of other related information and facts Marriage Information Mortgage Information
  26. 26. Facts Marriage Information • Date of Marriage: November 5, 1999 • Place of Marriage: Big City • Description of Spouses: husband and wife Mortgage Information • Original Loan Amount: 350,000 • Interest Rate: 4.3 • Monthly Payment: 1,234 John • Age: 47 • Street Address: 123 Main Street • City: Anytown • State: US • Zip Code: 90210 • Personal Pronoun: He Sally • Age: 46 • Street Address: 123 Main Street • City: Anytown • State: US • Zip Code: 90210 • Personal Pronoun: She Charlie Cassie Carrie Judy Wally Wanda First Bank •City: Anytown •State: US
  27. 27. Cards with Fields (and Facts) Child 3 •Full Name: Carrie Judge •Full Name: Judy Witness 1 •Full Name: Wally Witness 2 •Full Name: Wanda Mortgage Holder •Full Name: First Bank •City: Anytown •State: US Marriage Information •Date of Marriage: November 5, 1999 •Place of Marriage: Big City •Description of Spouses: husband and wife Mortgage Information •Original Loan Amount: 350,000 •Interest Rate: 4.3 •Monthly Payment: 1,234 Spouse 1 •Full Name: John •Age: 47 •Street Address: 123 Main Street •City: Anytown •State: US •Zip Code: 90210 •Personal Pronoun: He Spouse 2 •Full Name: Sally •Age: 46 •Street Address: 123 Main Street •City: Anytown •State: US •Zip Code: 90210 •Personal Pronoun: She Child 1 •Full Name: Charlie Child 2 •Full Name: Cassie
  28. 28. Building a Template Adding Fields to your Document
  29. 29. Facts John is 47 years old. He lives at 123 Main Street, Anytown, US 90210. John is married to Sally. She is 46 years old. They live together. They have three kids, Charlie, Cassie, and Carrie. John and Sally were married on November 5, 1999, in Big City. They are considered husband and wife. Judge Judy performed the ceremony. Wally and Wanda attended the ceremony and served as witnesses. John and Sally have one mortgage on their property, held by First Bank in Anytown, US. The original loan amount was $350,000. The interest rate is 4.3%. The monthly payment is $1,234.
  30. 30. Fields [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment].
  31. 31. Creating a Template with Fields & Cards [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment]. John is 47 years old. He lives at 123 Main Street, Anytown, US 90210. John is married to Sally. She is 46 years old. They live together. They have three kids, Charlie, Cassie, and Carrie. John and Sally were married on November 5, 1999, in Big City. They are considered husband and wife. Judge Judy performed the ceremony. Wally and Wanda attended the ceremony and served as witnesses. John and Sally have one mortgage on their property, held by First Bank in Anytown, US. The original loan amount was $350,000. The interest rate is 4.3%. The monthly payment is $1,234.
  32. 32. Conditions Adding Rules to Templates
  33. 33. Adding Flexibility with Conditional Logic [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment].
  34. 34. First Condition (Different Address) [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. [Spouse 2 Personal Pronoun] lives at [Spouse 2 Street Address], [Spouse 2 City], [Spouse 2 State] [Spouse 2 Zip Code]. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment]. [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment].
  35. 35. First Condition (Different Address) [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment]. [Spouse 2 Personal Pronoun] lives at [Spouse 2 Street Address], [Spouse 2 City], [Spouse 2 State] [Spouse 2 Zip Code].
  36. 36. First Condition (Different Address) [Spouse 2 Personal Pronoun] lives at [Spouse 2 Street Address], [Spouse 2 City], [Spouse 2 State] [Spouse 2 Zip Code]. They live together.
  37. 37. Second Condition (No Children) [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have no children. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment]. [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment].
  38. 38. Second Condition (No Children) They have no children. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name].
  39. 39. Third Condition (No Mortgage) [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. [Spouse 2 Personal Pronoun] lives at [Spouse 2 Street Address], [Spouse 2 City], [Spouse 2 State] [Spouse 2 Zip Code]. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment]. [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment].
  40. 40. Third Condition (No Mortgage) [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. [Spouse 2 Personal Pronoun] lives at [Spouse 2 Street Address], [Spouse 2 City], [Spouse 2 State] [Spouse 2 Zip Code]. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] is [Spouse 1 Age] years old. [Spouse 1 Personal Pronoun] lives at [Spouse 1 Street Address], [Spouse 1 City], [Spouse 1 State] [Spouse 1 Zip Code]. [Spouse 1 Full Name] is married to [Spouse 2 Full Name]. [Spouse 2 Personal Pronoun] is [Spouse 2 Age] years old. They live together. They have three kids, [Child 1 Full Name], [Child 2 Full Name], and [Child 3 Full Name]. [Spouse 1 Full Name] and [Spouse 2 Full Name] were married on [Marriage Information Date of Marriage], in [Marriage Information Place of Marriage]. They are considered [Marriage Information Description of Spouses]. Judge [Judge Full Name] performed the ceremony. [Witness 1 Full Name] and [Witness 2 Full Name] attended the ceremony and served as witnesses. [Spouse 1 Full Name] and [Spouse 2 Full Name] have one mortgage on their property, held by [Mortgage Holder Full Name] in [Mortgage Holder City], [Mortgage Holder State]. The original loan amount was $[Mortgage Information Original Loan Amount]. The interest rate is [Mortgage Information Interest Rate]%. The monthly payment is $[Mortgage Information Monthly Payment].
  41. 41. Iterate Don't let perfect be the enemy of good.
  42. 42. Best Practices 43  Templates must be error-free.  Templates should follow the 80/20 rule.  Information should only be entered once.  Templates should be consistent globally.  Template terms should be gender-neutral and inclusive.
  43. 43. 44 ● Identify variable (client/matter- specific) data ● Review/adjust formatting Prepping your Document
  44. 44. 46 Data Reuse ● Flow of Information ● Structure of Information ● Storage of Information
  45. 45. 53 ● Spouse 1 role card ○ Description of Spouse ● Marriage Information other card ○ Description of Spouses Role Card vs Other Card
  46. 46. 54 Data Reuse ● Naming Conventions
  47. 47. 55 Data Reuse ● Naming Conventions
  48. 48. 56 Data Reuse ● Naming Conventions
  49. 49. Pronouns 57 ● Fields vs Conditions
  50. 50. Conditions 58 Adding Rules to your Templates ● Design for Efficiency ○ Optimize the Journey ○ Data Reuse
  51. 51. 59 ● MS Word Calculated Field ● Lawyaw Field ● Blank ● Conditional Logic Date Fields
  52. 52. Tabs vs Tab Stops 60
  53. 53. Tabs vs Tab Stops 61
  54. 54. Tables vs Tabs 62
  55. 55. Tables vs Tabs 63
  56. 56. Tables vs Tabs 64
  57. 57. Tables vs Tabs 65
  58. 58. 66 ● Data Reuse ● Template Sets ● Limitations of MS Word ● “Will this save me time?” Automate for Efficiency
  59. 59. Thoughtful Design 67 ● “Measure twice, cut once”
  60. 60. Thoughtful Design 68
  61. 61. Thoughtful Design 69 ● Option 1
  62. 62. Thoughtful Design 70 ● Option 1
  63. 63. Thoughtful Design 71 ● Option 1
  64. 64. Thoughtful Design 72 ● Option 2
  65. 65. Thoughtful Design 73 ● Option 2
  66. 66. Option 1 Option 2
  67. 67. 75 Design for your Workflows
  68. 68. 76 ● Option 1 Design for your Workflows
  69. 69. 77 ● Option 2 Design for your Workflows
  70. 70. Template Exchange 78 ● exchange.lawyaw.com
  71. 71. 79 ● Case Captions ‘Stub’ Templates
  72. 72. Template Exchange 80 ● exchange.lawyaw.com
  73. 73. 81 ● Reference Guide Resources
  74. 74. 82 ● Best Practices Resources
  75. 75. 83 Questions?
  76. 76. ➢ Schedule a Strategy Session ➢ The Exchange ➢ Template Academy ➢ Get in Touch Joe Kaczrowski Manager, Legal Content joe@lawyaw.com https://exchange.lawyaw.com/templates/template-services Next Steps 84

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