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Eidelman Associates WinDraft & EPExpert

Eidelman Associates WinDraft & EPExpert. Eidelman Associates Ann Arbor, MI www.lawtech.com. The WinDraft Document Engine. Designed for Microsoft Word An Add-in to Word that works well on a laptop or on a network USERS : Easy to use, Powerful AUTHORS : All authoring done in Word

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Eidelman Associates WinDraft & EPExpert

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  1. Eidelman AssociatesWinDraft & EPExpert Eidelman Associates Ann Arbor, MI www.lawtech.com

  2. The WinDraft Document Engine • Designed for Microsoft Word • An Add-in to Word that works well on a laptop or on a network • USERS: Easy to use, Powerful • AUTHORS: All authoring done in Word • MIS: Easy to support on a network, integrates well with Document Management.

  3. EP Expert Checklist

  4. WinDraft Checklist • Outline Interface • Familiar Windows Controls • Print -- What-you-see-is-what-you-get • Legal Help using Web Browser • Very Dynamic -- Inapplicable info is: • Hidden on outline, or • Grayed out on the right side • Created and edited in Word using a script

  5. WinDraft Document Engine • Word Add-in – Anything you can do in Word, you can do in WinDraft • Supports Advanced Word Formatting Features • “Blast Off” a batch of related documents • Read and Write Word Fields • Database Integration

  6. EP Expert • Comprehensive Wills & Trusts System • Handles Mirror Image for Husband & Wife • Structured to use one set of model document clauses for Will, Revocable Trust, and Irrevocable Trust • Easier to program • Easier to support over time • Handles Fiduciaries in a comprehensive and easy way. • Integrated with Word to create table of contents, numbering, cross-references • Integrated with iManage and DOCS Open

  7. “Blast Off” Multiple Documents for Husband and Wife

  8. Watch Documents Assemble on the Screen

  9. EP Roles – Fiduciary Interface

  10. EP People/EP Roles • Easy and fun to use. • Enter each person’s info only once • Drag and Drop a person to a Role • Automatically outputs all the names, contact info, personal pronouns, and “comma logic” for trustees, pers. Reps., guardians, agents, etc. • Integrates with iMANAGE/PC DOCS • Based on XML (Today’s hot, open architecture technology) • Easier to program, easier to support • Integrates with Databases (Outlook soon)

  11. Benefits • Increased Productivity • Lower Overhead • Independence • Faster Turn-around Time

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