Why it's important to standardise your documents and templates
Standardising templates within Access Legal Case Management offers significant benefits, including consistency, reduced errors and improved efficiency. Creating uniform documents presents a professional image and enhances communication with customers and stakeholders. Time-saving features like predefined templates and merge fields streamline the document creation process, enabling your teams to focus on essential tasks and increase productivity. Standardised templates support scalability, maintain consistency as your firm grows, and facilitate compliance with legal requirements and industry standards, minimising risks.
What you can do to standardise your documents and templates
Review all documentation within each workflow to identify and remove non-compliant, outdated and duplicate templates. Ensure that all documentation is kept up to date to streamline workflows and save time searching for documents you don't need, enabling users to work more efficiently and remove the risk of non-compliance.
As a company, review the Forms Library regularly to ensure users can be confident that they are always working with the latest versions and not outdated ones.
How to standardise your documents and templates
Access our resources for guidance on how to standardise your documents and templates:
Our advanced training courses cover how to update documentation within your workflows.