Professional using computer to create printed documents

Document Creation and Assembly for Professional Services Using the Microsoft Office System

A document creation and assembly solution built on the Microsoft Office System can help law firms and other professional services organizations (PSOs) streamline document creation, improve the quality of deliverables, ensure use of up-to-date-content, and increase employee productivity. This scenario focuses specifically on information challenges faced by the legal industry, but the challenges and solution benefits can easily be applied to management consulting firms, and other enterprise PSOs.


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  Situation
  Solution
  Benefits


Situation

When preparing legal documents and other client deliverables, lawyers in large firms often need to retrieve information from disparate line-of-business systems such as document management, contacts, and legal research systems. Lawyers and paralegals have to navigate to and switch among these different systems, perform lookups on each one, and then manually consolidate the information they find. As a result, these highly paid legal professionals might spend hours searching for the information they need, often without finding the most current content.

The following challenges are typical in the process most law firms use for assembling documents:

Accessing existing content is difficult and results in limited reuse.

Incorporating data from legacy systems into documents is manual and error-prone.

Complex processes for identifying and enabling content for reuse results in limited available content or the selection of out-of-date content.


Solution

A document creation and assembly solution built on the Microsoft Office System can improve productivity and reduce errors by enabling content reuse, streamlining document assembly, and optimizing content capture processes. With dynamic document assembly, a legal organization can also improve the quality of deliverables and broaden the scope of content available for reuse.

Tools for Content Reuse

Access to knowledge-based content directly from common productivity tools including Microsoft Office Word 2003

User-specific and company-specific categorization of content

Drag-and-drop functionality for document creation

Streamlined Document Assembly

Ability to incorporate enterprise data dynamically into legal documents

Integration to legacy data stores using Microsoft Information Bridge Framework

Simplified tag-and-relate process to bring in legacy data for new or existing documents

Optimized Content Capture

Content harvesting by tagging sections in existing documents

Publication of categorized content for organizational reuse

Centralized knowledge repository for standardization and review as part of overall risk management


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See how the Microsoft Office System can help law firms more quickly and efficiently create and assemble documents.


Benefits

A document creation and assembly solution based on the Microsoft Office System enables professional services organizations to realize the following benefits:

Easier access to content from within familiar tools increases worker productivity

Incorporating current and reliable content from existing systems improves the quality of deliverables

Searchable knowledge-base of content ensures reuse of best information

Advanced formatting tools saves time and assures consistency across a firm’s deliverables

Automated processes leverage a firm’s intellectual capital by facilitating content capture and reuse

Streamlined processes for content review and posting reduce administrative overhead costs and facilitate compliance with changing legal standards


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If you have a solution based on the Microsoft Office System, learn more about opportunities to showcase your solution with Microsoft.

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