Document Assembly Technology- What It Can Do For Your Practice and How to Evaluate the Players

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Course Description

Document assembly (DA) has had a huge impact on the legal world, and it is one of the most disruptive technologies of the last 25 years. If you are in the business of producing complex documents, then its benefits are significant. Properly deployed, DA technology can exponentially decrease drafting time and costs, increase accuracy and profitability, be used as a teaching tool, and shared with others. In the pandemic era, DA’s biggest benefit may be that it allows lawyers who may know very little about Microsoft Word to generate complex, perfectly formatted documents without assistance. The value and impact of DA increases proportionately with the complexity of the documents being automated. However, there are many competing platforms, and the options are difficult to compare against one another. This seminar will help you deal with that reality by providing a checklist of functional criteria to consider when evaluating DA platforms. Like most legal tech categories, there’s no single DA product that is the best option for every situation (vendor claims to the contrary notwithstanding). If you are trying to choose a platform for your practice or understand the benefits, don’t miss this discussion.


  1. Document automation defined and demonstrated
  2. The value proposition document automation presents, and the practice areas where it pays the biggest dividends
  3. The best types of documents for automation
  4. Who the players are in this area
  5. Functional criteria one should look for when evaluating platforms


Barron K. Henley, Esq.

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Barron K. Henley, Esq.

General Credits