2010 Practice Management Annual Conference Accelerate

2010 Practice Management Annual Conference Accelerate Document Assembly using Time Matters Presented by: Mark Deal Document & Data Solutions, LLC

2010 Practice Management Annual Conference Objectives Create documents using Time Matters and common document creation tools such as Microsoft Word and Word Perfect Create merge and formattable clipboard templates Feed data to HotDocs from Time Matters for advanced document assembly

2010 Practice Management Annual Conference Three Options Time Matters Formattable Clipboard – – – – Works right out of the box Drag and drop, simplified development Limited to approximately 20 pages No formatting of repeated information Word Processor Merges – – – – – Built into word processor Greater control over formatting Difficult to mix and match different record types Can be much more robust if you are a macro programmer Longer development time and possible upgrade issues HotDocs Document Assembly – As good as it gets – Costs more but provides exponential benefits

2010 Practice Management Annual Conference Additional Training Opportunities For additional training opportunities, visit LexisNexis University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings. Also available are an extensive network of LexisNexis Certified Independent Consultants (CICs) who offer on-site training, installation, and maintenance of Practice Management software systems.

2010 Practice Management Annual Conference Thank You! Mark A. Deal Document & Data Solutions, LLC [email protected] http://www.docsol.com Time Matters PCLaw HotDocs TMTools DDSLink