Document Templates and Automation

Improve Speed and Accuracy

Make Doing Business More Efficient

Unsigned documents can delay business. And, E-signature helps resolve these delays. Thus, clients can easily sign and return documents.

Automate Text & Email Reminders

Deliver mobile phone text and email reminders to clients. And automate follow up on unsigned contracts, waivers, NDAs and other documents. And, use our reminder automation to improve conversion rates!

Easier Document Assembly

Customize document templates and automation with our online editor. And, automate printing and delivery to clients. Because you want to save valuable time with this super-efficient process.

How do I turn almost any document into a reusable document template to save time?  You can turn almost any document into a reusable document template.  You and your staff don’t even need to know how to do magic to do this trick.  And, using Law Ruler document templates and automation will make it easy.  First, you take any document from Microsoft Word and open it up.  Second, you will sign into Law Ruler and go into our Document Templates and Automation screen.  Third, you will locate a “mail merge codes” for each field that you want to add to the document. Example:  Client Name, or Address, or Court.  Then, you paste the Law Ruler “mail merge codes” into your document.  And, after saving your work in Law Ruler, you have a document template! That was easy!

As a result, with a small time investment, you can turn any document into a document template.  This will save a ton of time moving forward.  Because repeatedly editing client information into the same document is a waste of your staff’s time and your resources.

How much time do I save with Document Templates and Automation?  On average, for each client, it takes between 15 and 30 minutes to add client information to a legal document or retainer agreement. And, with Law Ruler, you set each document up one-time as a document template and you are DONE.  Because, you want it to take seconds to add client information to each document, NOT 15 to 30 minutes per document. Finally, after a document template is set up, you can reuse it as many times as needed.  As a result, you will want to automate document assembly for all of your firm’s documents.

And, you can use this same technology for sending your e-Signs via text message to potential clients! Finally, your firm should be using Text E-Sig, or you are losing out.  Because Text E-Sign is a game changer.  Thus,  stop losing potential cases to your competitors who already Law Ruler.