Revolutionizing Legal Drafting: Filevine's Dynamic DocumentAssembly (Full Transcript)

Speaker 1: Filevine is making waves with a revolutionary new approach to legal drafting. DocumentAssembly, powered by Filevine's patented new document format .vine, is ready to transform the way legal work gets done. But how does DocumentAssembly actually work? Let's take a closer look. This is a Filevine project. It contains and organizes all the contacts, data, communications, documents, and workflows involved in a specific legal matter. DocumentAssembly enables your team to generate complex legal documents, like demand letters, commercial loan agreements, or interrogatories, directly inside a Filevine project. For this example, we'll be creating a demand letter. Let's start by entering some case-specific information to make sure the document is accurate and formatted correctly. Some of this information is straightforward, like the date the letter was created or the demand letter subject line. But DocumentAssembly is powerful enough to account for nuance, too. Since documents created with the .vine format are dynamic and flexible, we can change the entire tone of a letter as easily as using a dropdown menu. That's just one example, of course. You can use DocumentAssembly's conditional logic to produce templates that can adapt to virtually any use case. Now that we've told DocumentAssembly what we need, it's time to generate our demand letter. Let's enter a name for the document and click Generate. This is where the fun begins. Once your document is generated, you can begin pulling in the relevant details from the Filevine project. We call these fields connected variables. DocumentAssembly indexes the associated expenses section of our Filevine project directly within the generated document, allowing us to quickly import the items we need. Legal work relies on a steady flow of information. Thanks to our live .vine document format, you can add, edit, or remove information from your system of record directly from the generated document. This two-way connection between your documents and Filevine is highly controllable on a per-variable basis, giving you full control over how your data is managed. Our demand letter is almost ready. Just a few more variables to account for. As you can see, Filevine DocumentAssembly makes generating complex legal documents easier and more intuitive than ever before. And now that our demand letter has been assembled, we can send it out for eSignature, convert it to a .pdf or .docx, or tag another team member to review our work. The .vine format is poised and ready to amplify your team's document processes. With automatically synced variables that protect the integrity of your data and conditional logic that reduces your template count and adapts to any situation, Filevine is changing the way legal drafting gets done. Request a free demo at filevine.com to learn more.