Advanced Document Automation

Product and Strategy training for Sales Reps and Account Managers

Advanced Document Automation

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Table of Contents

Feel free to move through each slide, or click directly into a section. To get started click: What is 'ADA'!

2. How to Sell It

3. How does it Work?

1. What is 'ADA'?

Value Prop

How to Install

Overview of ADA

The Competition

Overview Video

Why this is cool!

Quiz 2

Quiz 3

Quiz 1

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What is Advanced Document Automation?

And why is it important to our customers?

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Advanced Document Automation

Previously known as Woodpecker, Advanced Document Automation is a Word Add-in that allows users to automate, build and create document templates.

• Included in the MyCase Advance package
• Downloaded as a Word Add-in
• Can link MyCase fields to pull data
• Can generate documents directly in MyCase
• Add complex logic and generate multiple documents at once!

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Why would a prospect want to use ADA?

Review each section below, clicking 'Info' to read more about the benefits and advantages of Advanced Document Automation.

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Logic

Recurring

Integrated

Word

Conditional logic for higher level documents.

Create, save and re-run any form, file or document.

All built on what you already have!

No dual logins or switching between programs.

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How to Sell 'ADA'

Value Props, Objections and Onboarding!

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ADA Add-In Value Prop

Save 90% of drafting time with powerful Word document automation!

MyCase's Advanced Document Automation add-in gives firms the ability to convert frequently-used legal documents into powerful, reusable Word-based templates that can create one or more documents simultaneously.

• Stop wasting time creating routine documents in Word

• Save hours of review time while reducing errors

• Super charge firm efficiency

How does ADA fit into a firms workflow?

With Advanced Document Automation, you're able to send an intake form to a client, pulling all of the necessary data into MyCase without any work from you, and then use that data to automatically create documents. You'll be able to populate your documents and then send them out for eSignature right from MyCase.

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Pain Points

What pains are firms currently experiencing?

• Spending a lot of time manually creating legal documents and letters - even using Find + Replace in Word
• Manually entering case and client data - this is rife with potential for errors risking reputational damage
• Documents are being reviewed multiple times by different staff costing hours of valuable time

Listen for this!

These are cues to dig in!

• High client/case volumes
• Manually creating documents
• Using Word to create documents
• Transactional law

• Practice areas:
• Estate Planners
• Family Law
• Criminal Law
• Employment Law
• Intellectual Property (IP)
• Real Estate Law

What are we asking?

• What types of documents do you use frequently?
• How are you currently creating your legal documents?
• How are you currently entering case and client data into your documents?

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Demo Best Practices

On the right you'll find a sample ADA demo. These templates are available for you to use! You find the demo Agenda used linked here.

AGENDA

The Competition

LawYawLink out to Battlecard

Wealth CounselLink out to Battlecard

MyCase Word Templates Comparison Chart Link

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MyCase ADA vs LawYaw

Pricing - A Huge Differentiator!

MyCase ADA Add-In is an easy to use, native integration that provides fantastic value for firms using MyCase. MyCase ADA

• Included in the Advanced Tier at $89/user/month on annual
• No additional costs
• No separate subscription to purchase

LawYaw

• $109/month ADDITIONAL cost on top of Clio subscription
• Clio Grow + Manage + LawYaw is approximately $238/user/month on annual

Awesome!

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Objection Handling

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I object!

"It will take way too much time to create all of my templates."

What can you Say?

I object!

"I don’t want to wait for the professional services team. Why can’t I start now? "

What can you Say?

I object!

"I use a lot of court forms. What is the value if it doesn't take care of my court forms?"

What can you Say?

Template Creation Services - TBD!

Template Creation Services will become available later this year. This service would code templates and documents on behalf of firms for a small fee. The details of this are still being ironed out. At this time, we will offer clients sample templates that they can copy or reuse fields from to create their own templates. You will be notified as soon as this service is available!

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Onboarding

How firms get started with ADA

When a new client subscribes to MyCase Advanced, information on Advanced Document Automation will be included in the Welcome to MyCase email. We will also be offering sample templates, videos and help articles. Read more here.

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Your Resources

FAQ Get the answers to all of your burning questions!

Sales Brochure Customer Facing to send to Prospects

Comparison ChartWoodpecker vs MyCase Document Automation vs ADA

Demo Video - Internal How to demo ADA with Lindsay!

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Where to Go For Help

There is an abundance of Support and assistance for you and your team! Leverage the below resources including Slack channels, Highspot and the MyCase Help Center.

MyCase Knowledge Center

#ada-sales#ada-feedback

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Note: Introducting a firm to a Consultant for template creation services can still be a good idea - particularly for Mid-market firms, and/or, as we are getting our template services underway!

KEep Going

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How does 'ADA' work?

Installing, configuring and demoing the add-in

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Step 1

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Install the add-in & login

How to install

Step 2

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Use the following steps, on the right, to download and install the Advanced Document Automation add-in directly to your Microsoft Word application.

Complete the walk-through

Advanced Document Automation is built off of Microsoft Word. Click 'Info' for more information.

Step 3

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Download sample templates

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Step 4

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Next

Create & link fields

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End of this course!

Well done! Feel free to restart this course using the button below, or head over to Highspot to review additional materials.

Back to contents

Frequent Files

Create and save documents to generate at any time.

Documents are a cornerstone of the legal industry. Whether they are being submitted to local or federal courts, regulatory agencies or other bodies, forms of all varieties are requied to be completed by firms. Typically, a lawyer will draft a document that needs to be used over and over again for different clients. Legal assistants will create and process these forms. ADA allows users to templatize these documents and run them over and over again as required.

• Firms can use AI to autocreate feilds
• Generate forms directly to PDF
• Generate multiple documents for a single client
• Create a full library, or 'collection' to store and collaborate on forms

Word Add-in

Built in Microsoft Word

Expanding our Microsoft Integrations, Advanced Document Automation utilizes existing technology, engaging in the processes and workflows that clients are already using. This means minimal distruptions, easier transitions and increased usage across the firm. Beginning with Advanced Document Automation is two steps: 1) Download the add-in 2) Sign into your MyCase accunt.

• If you haven't already, download the ADA Add-in by clicking the link above
• Sign in to your favorite 'View' MyCase account
• Try the auto-templatizer or go ahead and start creating your own new fields

It will take way too much time to create all of our tempates.

Completely understand - a lot of firms feel that way before they get started. What I recommend is to take advantage of the auto-template tool. It will scan your document for potential fields and even name your fields automatically - making template creation quite automated. Another option is to use the downloadable sample templates to copy and paste fields to your document that already mapped to MyCase fields so you don't have to map them yourself. PAUSE AND LISTEN

Alternatively, in August, we will be offering template creation services. So what I would suggest now is to get started, see how you make out with the auto-template scan and if you want additional support, we can connect you with the professional services team.

Conditional Logic

Do more with less

Often times documents are required to have specific langauge, pronouns, clauses and other details that are dependent upon the jurisdiction, type of file, etc. Conditional Logic makes document production even easier by autopopulating the correct information based on certain rules. This results in more accurate documents, requiring less time for review and corrections.

• Flexible logic
• Presenting as IF / THEN statement
• Run multiple documents for a single client

"I use a lot of court forms. What is the value if it doesn't take care of my court forms?"

Yes, so we do have a large number of firms using MyCase that also use court forms. What they find is that they are able to save a lot of time by using Advanced Document Automation for their contracts, agreements, and letters. Do you typically have quite a few contracts and agreements as well?

"I don’t want to wait for the professional services team. Why can’t I start now? "

The onboarding process takes about 30 days, so after getting your MyCase onboarding completed, there shouldn’t be much time if any before the template services are available for you. I can certainly make sure that we get you one of the very first slots for that if it’s a top priority. Would that help?

Integrated Tools

All in one solution

Sticking to MyCase's main value prop, Advanced Document Automation continues to provide clients with an all-in-one solution. Included in the Advanced package, this means that clients are not required to purchase additional licenses for additional softwares. Additionally, storing data in one location means secure, consistent and accurate information. Pull data directly from MyCase to populate complex forms and templates.

• Use existing MyCase information without having to flip between systems
• Save time and money!
• Increased productivity