Microsoft Word Letter Templates for Law Offices and General Business Use
Word Automation's Letter and Correspondence Templates help guarantee consistent document production across multiple office locations and environments:
- Letter, Fax Cover, Memo, Envelope, Avery Label Options
- Integration with Microsoft Outlook and other Contact management programs
- Toolbar on all templates for easy formatting tasks
- Ideal solution for legal document and law office production requirements
We also provide forms support for legal case management systems
such as ProLaw, PerfectLaw, PracticeMaster, and Amicus Attorney.
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"Using Word Automation templates for is much more efficient and reliable than having all of our users learn the hundreds of features in Microsoft Word. Not only that, it enforces standard document format so we don’t confuse each other with inconsistencies."
- Office of the County Counsel San Mateo County, California
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How Word Automation Letter Templates Work
Use the Create Letter Wizard to link a contact and address from Microsoft Outlook or other contact/address books, select author and other customizable
letter options:
A pre-formatted letter is generated, with appropriate letterhead (letterhead can be customized for individual offices):
Fax Cover Page template example:
Envelope template example:
Letter, Memo, Fax, & Avery Label Templates are customizable for any office setting and include a toolbar for easy formatting.
Letterhead can be added and customized for all included templates. Proof of Service list and other legal document forms for law offices also available.
Word Automation Templates are compatible with popular document management applications such as WORLDOX and iManage, and legal case management systems
like ProLaw, PerfectLaw, Legal Files, Practice Master, and Amicus.
To request additional information, please contact Word Automation.
Why Use Letter Templates?
Many people think a template is simply a “master” file, providing standard format and content (text, graphics, formulas, etc.). The generic templates provided with Office Suite packages usually do not meet the needs of a law firm that has consistent document procedures and generates a high volume of information. Custom templates specific to teams, departments or an entire organization, can be available on a network so that many or all users can access them.
Encourage Good Habits, Discourage Bad Habits
In some environments users open an existing file and “recycle” it to produce a new file. After 20 years of consulting in busy law firms and corporate offices, we have concluded that this is one of the worst habits users can develop. It should be strongly discouraged by all who have influence and power in an organization. To produce “clean” files efficiently, custom templates should be available for appropriate tasks. If needed, content from existing files can be copied and pasted into the new file.
Numbering Tools
Word Automation's Numbering Toolbar helps stabilize Word's notoriously difficult and unpredictable numbering feature, eliminating many frustrating hours for users.
- Special toolbar provides easy selection of numbering style per document, and applying specific level (1-9) per paragraph. Especially useful in law offices for pleadings and legal briefs.
- Numbering style that may already be selected for a document can be modified. All numbered headings or paragraphs are automatically updated based on the newly-selected numbering style.
- Numbering tools can be applied to any text in a Word document, even to text copied from other programs (WordPerfect, e-mail messages, websites, etc.).
Forms Library and Form Documents
Word Automation offers a convenient method to build a forms library for document assembly, along with development of new forms. The perfect solution for law offices.
- Easy creation of form documents with options for checkboxes, special prompts, and automatic calculations. Perfect for users to fill in variable information in boilerplate documents.
- "Forms Library" can be set up for storing boilerplate documents in specific subfolders (such as pleadings, discovery, correspondence, etc.).
- Convenient options for inserting text of form documents into other documents.
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