ADAUGEO™ DOCUMENT ASSEMBLY APPLICATIONS FOR MICROSOFT WORD

For British Columbia clients only, we offer semi-custom document automation packages.  We use our own document assembly engine and its built-in document coding language to code your precedents.

The systems are priced as a package, including:

• the document assembly software which includes

  the template selection engine
  the data collection interface
  the document coding language
  developer tools for coding documents for assembly
  Outlook integration interface

• consulting services to assist with you with organizing your precedents and, if necessary, optimizing the language for document assembly
• coding your precedents
• end user training
• for medium sized and large firms, document coding training and systems administration training
  
  At your option, we will do the on-going precedent maintenance (document coding) for you, and we offer a favourable hourly rate to maintain the precedents for our own systems.  We do prefer that medium sized and large firms opt for the in-house training.

ADAUGEO™ LITIGATION

Litigation document assembly for British Columbia.  Modules now available

• personal Injury claims - motor vehicle accidents
• personal injury claims – occupier’s liability
• insurance defence - motor vehicle accidents
• insurance defence – occupier’s liability
• general litigation

and pending:

• foreclosure (est. December 2011)

ADAUGEO™ CONVEYANCING

Residential conveyancing and mortgage software for firms wishing to use their own precedents.

Our conveyancing software has been in existence for more than 20 years, although we have never formally marketed it.

Previously, we offered it as service only to clients already using our macro package and other document assembly tools.  Commencing with Microsoft Word 2010 we are offering it as a separate application.

We had considered it retiring it and directing our clients to the on-line conveyancing software packages, but have resolved to keep it alive upon request of clients, because:

• our clients generally prefer to use their own precedents
• our users and system managers alike appreciate that the documents assembled from our own document assembly packages are inherently compatible with our macro package and numbering tools
• our clients require the freedom to edit the precedent text as and when they see fit without paying a third party to tend to that task
• the firm, not a third party, collects the per-matter system access fee disbursed to the client. To that end, we can suggest two options to you that will keep you in compliance with Law Society rules

Features worthy of note here:

• All coded precedents are your own except that we provide pre-coded precedents for the face of the statement of adjustments (your notes are appended at assembly time).
• We support PDF form fill for electronic filing for Land Title Act forms
  Flow-through calculations (change the adjustment date in one place only, and the relevant consequential calculations happen automatically without user intervention)
• Instantaneous previews for  statement of adjustments and trust in-out (as you enter data)
  Because we code your exact precedent library as a whole (rather than let you choose from a variety of generic precedents), we can code the undertakings to flow through the entire system.  For example, you tell the system once (and only once) that vendor’s lawyer is on undertaking to pay outstanding taxes.  From there, that flows through for all relevant calculations and all documents and correspondence.
• We produce correspondence and documentation that reflects your firm’s corporate standards as to appearance and formatting techniques.  Documents assembled are inherently compatible with the rest of  your word environment and, importantly, your document management footer system.

USING OUR DOCUMENT ASSEMBLY ENGINE FOR CUSTOM SYSTEMS

Firms using our litigation or conveyancing applications may also opt to use our document assembly engine to build their own custom practice-specific document assembly systems.

Some examples of custom systems our clients have developed using our tools include:

• Commercial Lending
• Trademarks
• Wills and Estates
• Clause assembly applications