Like many jurisdictions, each state has specific rules covering the form of pleadings and other documents filed with the court. Create a generic pleading template and stop reinventing the wheel every time you need to file court documents.
Create the template and it under the template library. Once you have the initial template created you can then use that to start a new template. Click on the edit icon and choose yes when the prompt comes up.
Once a case has been created the Caption Tab of the case should be populated with key:
Case Index #
The court templates will generate pulling the information from the Caption Tab.
Under Pleadings, click Create New button and generate your document.
The Pleading template will generate with pre-populated information with the ability to finalize the document in Word or WordPerfect.
Setting up generic legal templates will automate and expedite the process of creating legal documents.
If you’re interested in learning about Automating Court Documents in TrialWorks, contact Training at 800-377-5844 option #2.
Stay up to date and read up on our previous Tip of the Week topics at http://blog.trialworks.com