Law firms, future-proof your document assembly and template management

Cloud technology is transforming document assembly and template management and we're working with some of the largest law firms in the world to help them stay ahead of the digital curve. With Templafy, firms can empower lawyers and support staff to produce best practice documents and emails with up-to-date templates, boilerplate text, automatic formatting and brand elements.

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"Around 83% of lawyers said embracing new technology would lead to greater productivity. "
Source: Microsoft

Benefits of using Templafy at your firm:

Cloud-based system

Having a template management system on the cloud allows lawyers to easily work on the go, from different offices and devices. Templafy even works offline. Our simple cloud-based administration platform and quick update deployment allows your firm to trust that all document templates, text elements and visual assets are up-to-date for all staff.
 

Better productivity and hassle-free

With Templafy, lawyers don't waste time with formatting issues, searching for different document templates or creating documents from scratch. All updates are automatic once Templafy is implemented, so you don't have to worry about updating your software to enjoy new features.
 
 
 
 

Secure

Templafy is hosted on Microsoft's Azure cloud service. Our solution has been rigorously tested to ensure that all data is saved in a secure place while still protecting sensitive information. Templafy stores minimal client and employee data and our solution is GDPR compliant.
 
 
 
 
 
 

Compliant

With Templafy, your firm can trust that all lawyers and support staff have access to your most up-to-date and best-practice content, such as letter and contract templates and boilerplate text. Templafy also automatically formats your documents and emails with correct fonts and other important professional style conventions, saving everyone time better spent on billable matters.
 

How Templafy Helps Law Firms Stay Ahead of the Digital Transformation

 
Templafy has several powerful features that improve the way lawyers and support staff work.

Template & Content Access with Library

  • All business documents and digital assets are brought close to all your lawyers and support staff right within your Office applications.
  • Document templates and content stored in Templafy’s Library are accessible both online and offline.
  • Templafy integrates seamlessly with all existing IT infrastructures.
  • Our simple administration platform allows non-IT staff to easily update and deploy best practice content and manage access rights online.

 

 

Personalization with Dynamics

 

  • All your document templates automatically adapt to each individual lawyer and staff member, combining up-to-date firm details with employee information.
  • One single user can switch between multiple user profiles to work from different offices and regions or write on behalf of colleagues (with permission of course).
  • Relevant core compliance elements like legal disclaimers and corporate branding are dynamically applied to every single document.

 

 

Document Automation with Builder

  • Document assembly software perfect for law firms.
  • Templafy’s Builder intuitively guides staff to create letters, contracts, standard agreements and other documents via simple automated forms right within their Office applications.
  • Streamline the creation of both standardized and complex documents, removing unnecessarily repetitive steps.
  • Staff are empowered with access to the firm’s latest best-practice content as document building blocks.

 

 

Email Signature Manager

  • Centrally manage compliant, personalized and on-brand email signatures firm-wide.
  • Designed for enterprise-level security meaning emails don’t leave your security walls unnecessarily. Signatures are added without emails being sent to third-party servers.
  • Ensure up-to-date and jurisdiction specific legal disclaimers appear in every email signature.
  • Automatically adjusts fonts and formatting in emails.

 

 

Learn why this Magic Circle firm chooses to use Templafy

Read case study

Request your free trial to get started, or get in touch for more details.

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Templafy integrates with your existing infrastructure

Templafy is seamlessly integrated directly into Word, PowerPoint, Excel, and Outlook. It also integrates with the document management systems and digital asset management systems your firm is already using.

Integrations include iManage, Box, Cumulus, Getty Images, DropBox, OneDrive, SharePoint, Bynder and more. Custom integrations are also possible on request.

With Templafy, users will never have to leave the Office platform to search for content or templates, maximizing productivity and ensuring full compliance.

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Request your free trial to get started, or get in touch for more details.

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