Key benefits¶

The key benefits of using I-Deal Docs to automate documents are:

• documents and templates can be fully set up by word processing staff without the involvement of specialist programming personnel

• no costly macro programming is required

• documents can be assembled in a fraction of the time it takes using search-and-replace or by cloning a previous document. This results in significant direct cost savings and reduces risk, as you are not copying from potentially outdated material

• manual editing or removal of text that doesn’t apply to a particular matter is no longer necessary. Based on the answers entered, I-Deal Docs can automatically include or discard document content, improving accuracy and further reducing risk

• there is no need to know specific formatting rules, such as how to enter a date. Once set up, I-Deal Docs ensures that information is always inserted in the correct format, regardless of how it is entered

• gender references and pluralisations can change automatically based on the answers provided, eliminating missed manual changes

• answers entered in one document can be reused in follow-on documents without re-keying, significantly increasing productivity and reducing errors

• professional staff can create their own documents without needing advanced Word skills – they simply follow the interview questions

• new colleagues can access the documented intellectual knowledge of experienced staff through detailed instructional text linked to specific interview questions

• author notes and word-processing instructions can be embedded in documents, and I-Deal Docs will automatically remove them – either when the document is generated or when a clean-up-document function is activated

• the documents produced at the completion of generation are standard Word documents, allowing you to use all the usual Word functions, such as editing, saving, and printing

• an answer sheet can be generated, enabling authors to quickly verify data entry without reading the entire document. This data sheet could additionally be stored with the physical paperwork

• a dictation sheet can be generated, so authors no longer need to open and scan a document to know what to dictate

• frequently used text, graphics, tables, and other items can be stored in a centralised clause library and accessed quickly, eliminating the need to cut and paste these items. Clauses can be inserted into any document or email, not just automated ones. The clause library is far more powerful than Office’s AutoText feature

• frequently used addresses (e.g. courts, barristers, real estate agents) can be stored in a centralised common address register and accessed quickly

• all functions are accessed from within Word and Outlook via the I-Deal Docs ribbon.