Generating consistent quality documents is imperative for firms and organizations who want to maintain good reputations with clientele. The best way to simplify and standardize the document generation process is to implement an automation solution customized to your specific needs. Lex Witness brings to you a critical overview of one of the success stories that Litéra® has created amongst its diverse portfolio.
Investing in this type of solution guarantees consistent branding quality and establishes a foundation for ongoing success. A firm’s inconsistencies in this area could end up crushing a potential client’s confidence in the quality of its professional services. The reverse, however, is also true. With consistency, a customer knows what to expect and trusts in the positive results.
Litéra® has developed a document automation platform that many of the largest law and accountancy firms in the world use every day to streamline document creation processes. This platform, innova™, is much more than the standard template factory. Its incredible capacity for brand customization and workflow simplification makes it stand out as the goto document automation solution for any industry. There are many reasons why innova™ is the best choice available in the market, but for time’s sake, we’ll only cover the top five advantages to innova™ automation:
Law firms and businesses collaborate and share content. It is fundamental to their processes
However, heavily-automated documents sometimes present challenges during the client collaboration cycle. Automation products that don’t leverage native Microsoft Word make documents hard to edit outside an internal environment. The development and product teams work closely to ensure feature fidelity across Word and Office so that clients can easily work on documents using native Word functionality, generate a Table of Contents, work with numbering, and return them to the law firm with the automation intact.
The entire design toolkit required for automation of sophisticated document workflows is built into innova™. The platform’s tremendous flexibility allows inhouse teams to create and revise templates, design native Word and innova™ ribbons, and develop dialogs – all with an easy-touse GUI. No prior development knowledge is required. This model permits faster updates to automation and creates a truly firm-specific environment. In addition, the innova™ platform offers adaptable implementation, i.e., a firm can choose from a pool of skilled and certified implementation partners, or they can perform the implementation with their own resources.
Firms and businesses of all sizes, industries and geographic footprints are realizing the comprehensive capabilities of Litéra® solutions for content creation and automation. Key enterprise features of innova™ include: integrations with a wide array of document and contact management systems, flexible caching capabilities, settings to store and share document creation shortcuts (QuickFills), and a mature, database driven design. Perhaps most importantly, this enterprise management is coupled with the ability to segregate templates by office, industry or practice area. This allows each user to see only those templates relevant to his/her job.
“We are proud of our team; but we are even prouder of the client relationships we have established and maintained over the years. When you choose innova™, you not only choose a well-architected, feature-rich product, but you also choose a product supported by a team with decades of document preparation and automation experience. Our team puts client relationships first in importance. We are always willing to go the extra mile to deliver on our promise and our mission to make every document better for our clients.”
Litéra® continues to bridge and extend capabilities from one version of Office to the next. With Office 365 added to the mix, innova™ can improve document automation even further by leveraging the mobility Microsoft has gained through its platform improvements.
This is the most exciting time for document automation. Office 365 makes this technology more accessible to front-end business. Integrating innova™ as an add-in through the Litéra® App Launcher empowers people at the business level to work anytime, anywhere and on any device.
When organizations choose a template package, they’re basically choosing a partner for life. It’s never a decision just about the tech, or the services, or the capabilities. It comes down to a relationship. The value in a relationship with Litéra® is in the consistent reliable result – and one that innovates with you. To find out more about innova™, contact [email protected]
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