Templafy for law firms

A unified document management ecosystem for a more efficient document creation workflow.

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Benefits

Why law firms choose Templafy


Templafy’s Platform is how many of the world’s international law firms connect and manage their entire document creation workflow. Templafy’s platform integrates with existing document management ecosystems, enabling lawyers and support staff to create best-practice documents quickly. Our customized document template software works online and offline for maximum productivity.


Productivity

Ensure the process of assembling complex documents is fast & accurate with latest firm-approved content. Templafy is available on all devices and works both online & offline, enabling employees to work on-the-go.


Evergreen solution

Integrate with existing IT infrastructures. Real-time software updates ensure the document ecosystem is always up-to-date. Centralized Admin lets non-IT staff update & deploy content & manage access rights.


Centralized governance

Centrally controlled document ecosystems can filter and make available best-practice content to employees. While instant global distribution of content mitigates the risk of compliance errors.


Integrations

Unify document creation ecosystems by integrating to existing DMS, office apps & on-premise file & precedent databases. Access house style document templates, best-practice clauses, precedents etc.

Learn more about the Templafy Platform here

Find out how Templafy’s Platform helps with document automation in law firms

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Customizable ribbon for law firms


Design a ribbon for your needs


Templafy’s customizable ribbon for law firms is developed for the needs of anyone creating documents in the legal industry.
Designed with flexibility in mind, the ribbon is customizable to suit the specific needs of your firm and coexist with document assembly tools you may already be using.


Content distribution


Document assembly


Productivity & fix tools


Precedent access


Compare documents


Content distribution

Content distribution

Centralized distribution of all company templates, instantly


A centralized Admin Center allows for instant distribution of document templates or updates to existing ones, globally, without the need for IT resources. No need to wait days or weeks, with Templafy, changes to document templates and digital assets are available in real time.


Document assembly

Document assembly

Create personalized and complex documents, quickly


Get direct access to all the latest company templates and assets, making document assembly for lawyers more efficient. Inbuilt filtering takes account of variables specific to user profiles, including location, language, and firm-approved formatting.

Users can create complex documents – such as contracts – fast, by using questionnaires. From creating a one-page letter to a fifty-page contract, intelligent automation builds documents fast and accurately, eliminating the need to maintain large numbers of templates. Based on given answers, complex documents are assembled with the latest firm-compliant content in Templafy.


Productivity & fix tools

Legal Tools for productivity

Productivity and fix tools specifically developed for lawyers


Get easy access to the most commonly sought-after legal formatting tools for increased productivity directly in the ribbon.

     

  • Transform entire documents in one click into different styles based on court formatting requirements and layouts.

  • Minimize documents quickly to display customizable headlines only for a quick overview of the casefile.

  • Reuse best-practice text from existing precedents using the copy & paste tools in the Templafy ribbon. Paste into PDF to ensure it cannot be modified by third parties.


Precedent access

Precedent access

Easily access, store and share precedents and case files


Templafy integrates with DMS, such as iManage or any on-premise file and precedent database your firm may use, providing access to existing case files and precedents from within Word.

     

  • Information regarding case and client matters can be pulled from precedents and put into the correct part of new documents.

  • Automatically saves new documents created by case, client or matter into your DMS so they can easily be found for later use.


Compare documents

Compare documents

See changes between different document versions.


This feature lets users see any modifications made to a document quickly and accurately.

     

  • Group changes by category or focus on individual changes, no matter how long or complex the document is.

  • Compare files, text, code, images or tables in Word, PDF, Excel and PowerPoint format in one click.

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Secure and future-proof technology


Templafy is hosted on Microsoft’s Azure cloud service. We meet enterprise security standards by integrating with the most commonly used Single Sign-On technology and user information systems, allowing users to work securely from anywhere, on any device, both online and offline.

Templafy’s future-proof technology integrates into existing IT infrastructure setups and is compatible with updates to your internal IT environment. Daily scheduled updates ensure that every computer in the IT network is always up-to-date. Templafy is GDPR compliant.

If you want to learn more, our expert support team is always available to assist and answers any questions.

Learn more about security with Templafy


“Templafy is a valuable solution for any public or private sector organization looking to govern and streamline employee communications created in Microsoft Office 365 applications in the cloud or on premise.”

Mark Walton, Office Marketing Group Lead, Microsoft NZ

Learn why this Magic Circle law firm chooses Templafy

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