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Today’s Tools

Today’s Tools. Marc Lauritsen Capstone Practice Systems Sinch Precedent Automation Conference October 2006. 1976. 1986. “Legal expert systems are so totally dreamy!”. 1996. 2006. 2016. 1970s and before research and experimentation early forms (paper systems, memory typewriters, Wang)

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Today’s Tools

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  1. Today’s Tools Marc Lauritsen Capstone Practice Systems Sinch Precedent Automation Conference October 2006

  2. 1976

  3. 1986

  4. “Legal expert systems are so totally dreamy!”

  5. 1996

  6. 2006

  7. 2016

  8. 1970s and before research and experimentation early forms (paper systems, memory typewriters, Wang) 1980s word-processing macros & merges early commercial tools large firms and pioneers ABA special interest group 1990s explosion of ‘platforms’ published form sets evangelism and islands niche practices 2000s moving into the mainstream dominance of HotDocs new players Web delivery A Quick History of Legal Document Assembly

  9. ABF Processor ActiveDocs Agility AmazingDocs Atlis BizDocs Black Letter Blankity-Blank Boilerplate Brentmark Document Assembler CAPS Cetara WordShare Clause-It D3 DAS@H DealBuilder DocBuilder DocCon Docdolittle [former name of Perfectus?] Documaker (Docucorp) Document Modeler (LegalWare) DocuMENTOR Commercially offered legaldocument assembly engines

  10. Docuscribe eDrafter Exari (formerly SpeedPrecedent, from SpeedLegal) Expertext FastDraft First Draft FlexPractice Form Bank General Counsel GhostFill Grantha HotDocs ILS Techniques IntelliDox Intelligent Document Solutions (Cincom) IQDocs JumpStart KillerDocs Masterdraft Memba Genesis Millrace NovaDocs Oban Overdrive Pathagoras Perfectus PowerTxt Precedent ProDoc Qshift Rapidocs Scrivener

  11. Document Assembly 500 Years After Columbus:Consumer Expectations in 1992 (Paper for the 1992 American Bar Association Techshow)

  12. “Features now present in most serious document assembly products” • Validity checking of user responses. • Separation of interface logic and document logic. • Import and export of text. • Import and export of data. • Dynamic interface. • System‑specific reference and explanatory material.

  13. On‑screen, while‑you‑watch document assembly. Pre‑set and "suggested" answers. Menus, dialogues, and other user interface building blocks. Compound and dynamic data entry screens. Navigational freedom: support for backing up, jumping around, and retracing one's steps in the course of a session. Interoperability with WordPerfect, Microsoft Word, and other word processors ‑‑ in the sense of good quality conversion of formatted documents and automatic launching of applications. Built‑in relational databases or dynamic access to external data resources. User annotation of answers. Author annotation of documents (e.g., via optionally printed explanatory footnotes.) Support for transaction management and decision support in addition to "mere" document assembly. Hypertext‑like resource materials. Outlines and tables of contents that give users and authors high‑level overviews of system structure. “Features present in some document assembly products”

  14. Mouse support for picking choices from menus and dealing with dialogue boxes. Menu‑driven approaches to system building and other forms of simplified system building. Pop‑up lists of variables, operators, etc. from which authors can paste. Ability to edit answers while in a document and have it automatically reassembled. Support for user‑level edits of boilerplate text that survive a particular session or document draft. Ability to permanently edit both the text and logic of models while building a document. Utilities that allow authors to search for components of their systems in terms of their names, contents, and structural role. End‑user revision of boilerplate text and variable insertion. Scripted invocation of external programs. Support for simultaneous multiple users (allowing such things as interactive accumulation of a work group's expertise.) Ability to run systems under development without having to go through a compilation step. Interactive debuggers

  15. “What no one is doing much with yet” • Graphical interfaces. • Robust collaborative environments. • Full functional integration with other law office automation components. • True artificial intelligence.

  16. Some intervening advances • Graphical forms, PDF • SGML/XML • Web delivery and authoring • Automatic models from marked up precedents

  17. Two current frontiers • Post editing reassembly • Word processor as interface

  18. Beyond Tools • Knowledge architects • Economics • Vision • Leadership

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