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Subscription Drafting Systems Versus Automating Your Own Documents

Barron Henley

There are many sophisticated subscription drafting systems available to estates and trusts attorneys. In the alternative, practitioners may consider automating their own documents using built-in word processor functionality, or moving to a document automation platform such as HotDocs, Gavel (fka Documate), XpressDox, etc. In this seminar, we’ll first demonstrate how document automation technology works (which will simultaneously explain what it is capable of and its value proposition for your office).  While all subscription drafting systems rely on document automation, it is a technology that is available to anyone.  We'll lay out the pros, cons, costs and benefits of each approach so you can make an informed decision about the best way forward for your office.