Knowledge management software

Enabling law firms to work more efficiently with knowledge management applications


The importance of knowledge management in law firms

In a sector where the most valuable asset is knowledge, effective knowledge management applications support a more efficient and effective workflow. Having knowledge management technologies and applications that reduce cost and maintain quality is now considered a requirement.

The best available knowledge management software solutions are

  • improving workflows
  • boosting efficiency
  • increasing accuracy and quality of output

Knowledge automation transforms performance, addresses client needs, increases cost-efficiency, and helps manage risk. Templafy’s technology provides efficiency hand-in-hand with accuracy in the daily workflows of lawyers and paralegals.

Advanced knowledge automation requires connectivity

Integrations that works seamlessly with DMS systems, iManage, email, SharePoint, etc. is a must. Every touchpoint of a document should be fully connected directly to the lawyer or paralegal creating that document, whether it’s a complex contract or an email to a client. The connectivity goes beyond technology; connecting with the users means having a human-centric designed interface and intuitive functionality to ensure a positive user adoption rate.


Read about Templafy Integrations


Overview of benefits organization-wide

Value across the business


Knowledge management software, like Templafy, increases productivity, compliance, and streamlines user workflows. Demonstrating this value, Forrester’s 2019 TEI Report showed that the payback period for using Templafy in a large enterprise was less than 3 months.

Control in the hands of the knowledge experts

Templafy provides centralized template and content management in a securely governed environment. It integrates with all company content touchpoints and connects everything back to the individual user. It’s a solution that knowledge management and compliance teams can control from a user-friendly Admin Center. And it's a platform IT can trust while saving time previously spent on updating and distribution tasks.

IT team’s involvement in content tasks reduced by 95%

Placing content control for updates and distribution into the hands of content experts – not the IT department – means content management is simplified. With real-time updating and distribution, the legal teams can trust that all content they use is the latest version. Forrester’s 2019 report showed that up to 95% of the IT team’s involvement in content tasks is eliminated with Templafy. See report for more details.

Automation for creating documents and presentations 30% faster

Templafy impacts workflow productivity for lawyers and paralegals who produce documents daily. Smart automation means users create documents faster with automated document building. Documents are personalized to the user, and multiple profiles customized for different offices or jurisdictions are available. With integrations to company systems like iManage, lawyers can build 300-page contracts in minutes.

Ensuring future compliance

Metadata in company templates ensure company content in documents is tracked. Documents are always compliant with the latest company standards. Templafy’s Check feature keeps an eye on this tracked content to detect if an update is required if reusing a document later.

Secure and future-proof technology

Templafy is a security first organization with a strong commitment to privacy, security, and compliance. Templafy’s platform is hosted in Microsoft Azure, chosen for its extensive security features and strict compliance standards that enable commitment to the confidentiality, integrity, and availability of the Templafy solution.

Learn more about security and Templafy

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