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Document Creation

Automatically inserting matter details into your standard styles is a piece of cake with LawPro. By linking contact records with matter records you can identify all of the other parties involved with a case – estate agents, local authorities, surveyors, witnesses etc. These details can then be inserted into Word documents or forms as required, together with other variable details such as prices, values or dates. Variable items can be linked with case types so that conveyancing matters will have fields such as entry date and purchase price, personal injury will have nature of injury, date of injury etc. Thus blank fields for all the relevant details will be created according to case type.

 

To create a document you select the client, matter or contact that you want to write to and then a list of standard styles appropriate to the case type is shown for you to select from. The standard styles will have bookmarks identifying the variable details required and these will be merged from the database. The resulting completed document can be edited and tailored if required before being saved. Bookmarks can be defined for any name, address, description, reference or date held in the database and standard style documents can be assigned to case types in an easy to use maintenance screen.

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