Templafy for law firms

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

Benefits

Why law firms choose Templafy


Templafy is used by international law firms to connect and manage their entire document creation workflow. Through integration with existing document management systems, those working in legal industries are able to quickly create best-practice documents. Templafy’s customized document template software works online and offline for maximum productivity.

Productivity

Ensure the process of assembling complex documents is fast and accurate, containing the latest firm-approved content.

Evergreen solution

Real-time software updates ensure available content is always up-to-date, and centralized administration allows non-IT staff to update and deploy content, and manage access rights.

Centralized governance

Centrally controlled document ecosystems can filter best-practice content for employees, and instant global distribution of content mitigates the risk of compliance errors.

Integrations

Document creation ecosystems are unified through integrations to existing document management systems, Office apps, on-premise files, and precedent databases.

Learn more about the Templafy platform here

Find out how Templafy helps with document automation in law firms.

Customizable ribbon for law firms

Design a ribbon for your needs

Templafy’s customizable ribbon for law firms is developed for those creating documents in the legal industry. It is designed to be flexible and customizable so it can suit the specific needs of individual firms and coexist with other document assembly tools.

Content distribution
Content distribution

Centralized distribution of all company templates

Centralized administration allows instant distribution of new and updated templates and content. With Templafy, changes to document templates and digital assets are available in real time.

Document assembly
Document assembly

Easily create personalized and complex documents

All employees have direct access to the latest company templates and assets, making document assembly for lawyers more efficient. Inbuilt filtering takes user-specific variables into account, such as user profiles, location, language, and firm-approved formatting.

Users can create complex documents, such as contracts, more simply through using questionnaires. In this process, intelligent automation builds documents based on answers, which eliminates the need to maintain large numbers of templates.

Productivity and fix tools
Legal tools for productivity

Productivity and fix tools developed for lawyers

Increase productivity through easy access to the most commonly sought-after legal formatting tools directly in an in-built ribbon.

  • Transform entire documents into different styles based on court formatting requirements and layouts.
  • Minimize documents to display only customizable headlines for a quick overview of the casefile.
  • Reuse best-practice text from existing precedents using copy and paste tools, and paste into PDFs to ensure there can be no third party modification.
Precedent acess
Precedent access

Easily access, store and share precedents and case files

Templafy integrates with the systems which law firms use to provide access to existing case files and precedents, such as iManage and on-premise file and precedent databases.

  • Information regarding case and client matters can be pulled from precedents and placed in the correct part of new documents.
  • New documents are automatically saved by case, client or matter into a document management system so they can easily be found.
Compare documents
Compare documents

Track changes between different document versions

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

  • Group changes by category, or focus on individual changes.
  • Compare files, text, code, images or tables in Word, PDF, Excel and PowerPoint format easily.

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Easy integration with your IT setup

Direct integrations with Microsoft Office, Office 365, Google Workspace, SharePoint and more.

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Secure and future-proof technology

Templafy is a security first organization. Templafy’s platform is hosted in Microsoft Azure using Platform-as-a-Service technology. Microsoft was chosen due to its extensive security features and strict compliance standards that enable commitment to the confidentiality, integrity and availability of the Templafy solution.

Templafy has a strong commitment to privacy, security and compliance. To further earn customer’s trust, we have introduced and optimized tools and processes to ensure our continued compliance to the General Data Protection Regulation.

If you want to learn more, our expert support team is always available to assist and answer 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 chose Templafy