Legal Document Customisation

Document Customisation Engine

While LEAP provides over 30,000 automated documents globally, your firm also has the option of creating its own customised and automated documents using the LEAP Document Customisation Engine. The Document Customisation Engine is embedded in LEAP for use in creating precedents and documents in Word, Outlook and Excel that automatically populate with relevant matter, client or accounting information in LEAP. This state-of-the-art technology can be used to quickly create customised documents by non-programmers for firm-wide use, removing the need to manually re-key data.

Customising and automating your firm’s documents

The powerful combination of LEAP’s Document Customisation Engine alongside the suite of Office 365 products allows you to select from over 20,000 pre-configured data fields or create your own custom fields within your documents and precedents. These fields allow your documents to be easily populated with information already entered in LEAP.

As part of the automation process, advanced calculations that utilise LEAP matter information can be added, including plurailty, verb tense, number of parties and mathematical equations. The in-built question tool also allows you to collect data in an interview style at the time of creating a document. Answers to these questions will inform the following questions and the content of the document or precedent. Fields that require placement of an eSignature can also be added.

Learning to use the Document Customisation Engine

The Document Customisation Engine is remarkably easy to use, allowing non-programmers such as paralegals to easily create customised documents and precedents for your firm. The automation environment is deeply integrated with Office 365, making it easy for users familiar with Word, Outlook and Excel to learn the skills necessary to create customised and automated precedents.

LEAP consultants provide training on how to use the Document Customisation Engine and step-by-step videos and support resources are also available on demand. If you have staff members skilled in JavaScript, they can create even more sophisticated customisations using the Document Customisation Engine.