Errors of omission. Errors of inclusion. And more. Many current approaches to legal document preparation leaves much to be desired (and introduces unnecessary risk). Learn how tools like the MSBA's document assembly service, mndocs, offer a better method for drafting legal documents.
From purchase agreement to recorded deed, document assembly can help you reduce errors and increase profitability. In this session, Mike Trittipo will demonstrate the power of document assembly.
Speaker:
Michael Trittipo , Attorney Editor, MSBA. Michael is an attorney editor with the MSBA. He earned his J.D. cum laude in 1981, and practiced law for several years. He currently maintains the MSBA's mndocs templates using the HotDocs platform.
An example of typical training material provided to new employees. Even the most experienced designers can use a refresher and it helps to establish common references and understanding.
Errors of omission. Errors of inclusion. And more. Many current approaches to legal document preparation leave much to be desired (and introduces unnecessary risk). Learn how tools like the MSBA's document assembly service, mndocs, offer a better method for drafting legal documents.
Many areas of legal practice involve the production of documents. Even though the main value of your work may lie in the quality of your legal analysis of clients’ situations and your creativity in approaching them, one or more documents often memorialize the results of your work, or put your solutions into practice. Your clients often take the quality of the documents as a proxy for the quality of your work.
But the production of new documents for new clients is subject to various errors, both by omission and inclusion, especially by methods involving re-use, copying, and search-and-replace. Some might be only embarrassing; some might have more serious consequences. Document assembly systems are designed to minimize the risks of errors and maximize the quality of your document. They can help ensure that you have addressed all necessary issues, as checklists might, and allow you to avoid drafting errors inherent when you use "copy-and-paste". Yet the end result remains customizable and editable.
Presenter:
Michael Trittipo, Attorney Editor, MSBA. Michael is an attorney editor with the MSBA. He earned his J.D. cum laude in 1981, and practiced law for several years. He currently maintains the MSBA's mndocs templates using the HotDocs platform.
This affects the quality of software and increases the production cost of ... effectiveness of every method, it is useful to select the particular elicitation
http://www.imran.xyz
LSCTIG 2015 Session Materials - Shop Smart: How a Formal Procurement Process ...Legal Services Corporation
LSCTIG 2015 Session Materials - Shop Smart: How a Formal Procurement Process can Safeguard Your Investment
Buying a major system, such as phones or CMS, or hiring a consultant to help deploy technology can be a hit or miss experience. We all want to avoid the fiascos. In this session, we’ll discuss the best ways to identify and evaluate vendors and discuss some key strategies for ensuring that major system implementations return the results that you’re looking for. Topics will include Requests for Information and Proposals; what to look for in a demo or interview; negotiating contracts and engaging your co-workers in the project.
An example of typical training material provided to new employees. Even the most experienced designers can use a refresher and it helps to establish common references and understanding.
Errors of omission. Errors of inclusion. And more. Many current approaches to legal document preparation leave much to be desired (and introduces unnecessary risk). Learn how tools like the MSBA's document assembly service, mndocs, offer a better method for drafting legal documents.
Many areas of legal practice involve the production of documents. Even though the main value of your work may lie in the quality of your legal analysis of clients’ situations and your creativity in approaching them, one or more documents often memorialize the results of your work, or put your solutions into practice. Your clients often take the quality of the documents as a proxy for the quality of your work.
But the production of new documents for new clients is subject to various errors, both by omission and inclusion, especially by methods involving re-use, copying, and search-and-replace. Some might be only embarrassing; some might have more serious consequences. Document assembly systems are designed to minimize the risks of errors and maximize the quality of your document. They can help ensure that you have addressed all necessary issues, as checklists might, and allow you to avoid drafting errors inherent when you use "copy-and-paste". Yet the end result remains customizable and editable.
Presenter:
Michael Trittipo, Attorney Editor, MSBA. Michael is an attorney editor with the MSBA. He earned his J.D. cum laude in 1981, and practiced law for several years. He currently maintains the MSBA's mndocs templates using the HotDocs platform.
This affects the quality of software and increases the production cost of ... effectiveness of every method, it is useful to select the particular elicitation
http://www.imran.xyz
LSCTIG 2015 Session Materials - Shop Smart: How a Formal Procurement Process ...Legal Services Corporation
LSCTIG 2015 Session Materials - Shop Smart: How a Formal Procurement Process can Safeguard Your Investment
Buying a major system, such as phones or CMS, or hiring a consultant to help deploy technology can be a hit or miss experience. We all want to avoid the fiascos. In this session, we’ll discuss the best ways to identify and evaluate vendors and discuss some key strategies for ensuring that major system implementations return the results that you’re looking for. Topics will include Requests for Information and Proposals; what to look for in a demo or interview; negotiating contracts and engaging your co-workers in the project.
Presentation by Christina Mayr for STC Carolina event November 29, 2018. Check out the event recap on the STC Carolina blog: https://www.stc-carolina.org/2018/12/07/event-recap-finding-the-right-authoring-tool-webinar/
A brief introduction to Enterprise and Industrial UXLarry Burks
Presented for the Albany UX Meetup on Oct 4, 2016 at GE Global Research Center in Niskayuna, NY.
EUX is different from consumer focused UX. My observations on practicing EUX and hiring EUX professionals.
From catalogues to models: transitioning from existing requirements technique...James Towers
There is a growing consensus that the levels of complication we face in modern systems engineering projects cannot be controlled via a traditional document-centric approach. This is encouraging organisation to adopt a model-based approach, however the transition is not always straightforward.
Organizations with a mature document-centric requirements practice often have a significant investment in both existing tools and processes. The move to model-based systems engineering raises several questions about how these tools and processes ‘fit’ in the new MBSE world.
This presentation lists some of the important questions that a tech writer should ask to the stakeholders during the course of a documentation project.
Understanding effective communication is important for success in any organizational environment. The goals of this class are to improve the quality of your verbal and written communication and also identify internal and external barriers to communication effectiveness. You will have the opportunity to give presentations individually, and in groups, and will receive feedback from the professor and your peers. Overall, this class should provide a theoretical and practical basis for you to be more effective in any organizational setting.
Writing Technical Documentation is the most crucial phase.To overcome that we are announcing meetup on Technical documentation.
Topics to be covered are:
-- Technical Documentation
-- Documentation Skills
-- Document of Understanding
-- Sample of DOU
-- Functionality Flow Document
-- Statement Of Work
-- Sample of FDD (SOW)
-- Technical Analysis Document
About Speaker : Kavita Gaikwad
Kavita is fond of writing and passionate about technology. She has 5+ years of experience in creating, designing, and editing Technical writing, End-to-end Software Product Documentation, and ERP Documentation.
https://www.linkedin.com/in/kavita-gaikwad-375a6617/
Presentation by Christina Mayr for STC Carolina event November 29, 2018. Check out the event recap on the STC Carolina blog: https://www.stc-carolina.org/2018/12/07/event-recap-finding-the-right-authoring-tool-webinar/
A brief introduction to Enterprise and Industrial UXLarry Burks
Presented for the Albany UX Meetup on Oct 4, 2016 at GE Global Research Center in Niskayuna, NY.
EUX is different from consumer focused UX. My observations on practicing EUX and hiring EUX professionals.
From catalogues to models: transitioning from existing requirements technique...James Towers
There is a growing consensus that the levels of complication we face in modern systems engineering projects cannot be controlled via a traditional document-centric approach. This is encouraging organisation to adopt a model-based approach, however the transition is not always straightforward.
Organizations with a mature document-centric requirements practice often have a significant investment in both existing tools and processes. The move to model-based systems engineering raises several questions about how these tools and processes ‘fit’ in the new MBSE world.
This presentation lists some of the important questions that a tech writer should ask to the stakeholders during the course of a documentation project.
Understanding effective communication is important for success in any organizational environment. The goals of this class are to improve the quality of your verbal and written communication and also identify internal and external barriers to communication effectiveness. You will have the opportunity to give presentations individually, and in groups, and will receive feedback from the professor and your peers. Overall, this class should provide a theoretical and practical basis for you to be more effective in any organizational setting.
Writing Technical Documentation is the most crucial phase.To overcome that we are announcing meetup on Technical documentation.
Topics to be covered are:
-- Technical Documentation
-- Documentation Skills
-- Document of Understanding
-- Sample of DOU
-- Functionality Flow Document
-- Statement Of Work
-- Sample of FDD (SOW)
-- Technical Analysis Document
About Speaker : Kavita Gaikwad
Kavita is fond of writing and passionate about technology. She has 5+ years of experience in creating, designing, and editing Technical writing, End-to-end Software Product Documentation, and ERP Documentation.
https://www.linkedin.com/in/kavita-gaikwad-375a6617/
Similar to From Purchase Agreement to Recorded Deed - Document Assembly in Real Property Law Practice (20)
Civil legal aid serves low-income Minnesotans by helping them meet their basic needs for safety, stability and security. Legal aid programs, aided by pro bono attorneys, provide a high return on investment. Yet, legal aid must turn away 60% of eligible Minnesotans because of lack of resources. You can make a difference by volunteering as a pro bono attorney or donating money to your local legal aid program.
Let potential clients find you when they need you. Available 24 hours a day, 7 days a week, 365 days a year, MN Find a Lawyer helps you reach potential clients on their schedule. Add or update your FREE* profile today at www.mnbar.org/edit-profile.
--
* free for Attorney Members of the MSBA.
You know the basics of legal research. You know how to find a statute, run a simple keyword search, and print your results. In this session, we’ll take a more in-depth look at how to get the most out of your legal research session. We’ll examine complex Boolean, review strategies for searching news and industry information, and demonstrate ways to organize and share your results on a variety of platforms.
Presenter:
Mike Carlson, Attorney Editor, MSBA. Mike served 10 years at Thomson Reuters as a Reference Staff Attorney where he performed legal research, analyzed feedback, and provided trainings. Mike now serves the online services team at the Minnesota State Bar Association.
The requirement that lawyers be able to account to their clients for all money entrusted to them has roots going back centuries. Of course, the requirements today are mostly not left to common-law development; they are expressed in the Rules of Professional Conduct. However, the rules' requirements can be met by following some general methods that apply regardless whether one keeps client trust accounts with paper and ink or with a computer program or web-based service. This seminar will review those methods, tying them to the requirements of the Rules.
Presenter:
Michael Trittipo, Attorney Editor, MSBA. Michael is an attorney editor with the MSBA. He earned his J.D. cum laude in 1981, and practiced law for several years. Since 1999, he has written several guides telling lawyers how they can safely use various software programs to keep their clients’ trust account books and records in compliance with Minnesota’s rules.
Car Accident Injury Do I Have a Case....Knowyourright
Every year, thousands of Minnesotans are injured in car accidents. These injuries can be severe – even life-changing. Under Minnesota law, you can pursue compensation through a personal injury lawsuit.
Synopsis On Annual General Meeting/Extra Ordinary General Meeting With Ordinary And Special Businesses And Ordinary And Special Resolutions with Companies (Postal Ballot) Regulations, 2018
ALL EYES ON RAFAH BUT WHY Explain more.pdf46adnanshahzad
All eyes on Rafah: But why?. The Rafah border crossing, a crucial point between Egypt and the Gaza Strip, often finds itself at the center of global attention. As we explore the significance of Rafah, we’ll uncover why all eyes are on Rafah and the complexities surrounding this pivotal region.
INTRODUCTION
What makes Rafah so significant that it captures global attention? The phrase ‘All eyes are on Rafah’ resonates not just with those in the region but with people worldwide who recognize its strategic, humanitarian, and political importance. In this guide, we will delve into the factors that make Rafah a focal point for international interest, examining its historical context, humanitarian challenges, and political dimensions.
Responsibilities of the office bearers while registering multi-state cooperat...Finlaw Consultancy Pvt Ltd
Introduction-
The process of register multi-state cooperative society in India is governed by the Multi-State Co-operative Societies Act, 2002. This process requires the office bearers to undertake several crucial responsibilities to ensure compliance with legal and regulatory frameworks. The key office bearers typically include the President, Secretary, and Treasurer, along with other elected members of the managing committee. Their responsibilities encompass administrative, legal, and financial duties essential for the successful registration and operation of the society.
How to Obtain Permanent Residency in the NetherlandsBridgeWest.eu
You can rely on our assistance if you are ready to apply for permanent residency. Find out more at: https://immigration-netherlands.com/obtain-a-permanent-residence-permit-in-the-netherlands/.
From Purchase Agreement to Recorded Deed - Document Assembly in Real Property Law Practice
1. How Do You Draft
Your Clients’ Documents?
Reviewing the most common methods
and their respective advantages and disadvantages
2. Why Is Your Drafting Method Important?
•1) Client Relations
• What does client see, touch, take, keep?
• What does client think she pays for?
•2) Professional Responsibilities
• Avoiding errors (several kinds)
• RPC 1.1: duties of competence, skill, and thoroughness: the “use of methods and
procedures meeting the standards of competent practitioners.”
• Being efficient:
• RPC 1.5: fees’ reasonableness (including flat fees’) depends on factors including
“time and labor required, … [what’s] customarily charged, [and] … results.”
3. Find Former Example
(Or Multiples), Then Modify
•Advantages
•Venerable: as old as ink and hand-copying
•Worked with Dictaphones and typing pools
•Still works with cut-and-paste – sort of
4. Find Former Example
(Or Multiples), Then Modify
•Disadvantages
•Slow: just the “finding” can be a problem
•May need multiple priors, if none is a good fit
•Errors, of both omission and inclusion
•Potential for one client’s information getting
mixed with or disclosed to another (simply
due to editing, not even metadata)
5. Errors of Transcription:
Introducing and Perpetuating Errors
•Hand-copying tended to introduce errors –
and then to perpetuate those errors, which
then become subject to newer errors
•Not limited to hand-copying or medieval
scribes; still an issue today
•Example: a translator friend trying to make sense
of the English of what should have been part of a
limitation of liability
6. Modern error transmission
•The liability of [Company] is unlimited for damages arising out of death or
injury to body or health based on a breach committed by a legal
representative of Company, as well as for damages that arise from the lack
of a guaranteed characteristic.
•The liability of [Company2] is unlimited for damages arising out of death or
injury to body or health based on a breach committedconducted by a legal
representative of Company2, as well as for damages that arisearose from
the lack of a guaranteed characteristic.
7. Modern error transmission
•The liability of [Company2] is unlimited for damages arising
out of death or injury to body or health based on a breach
committedconducted by a legal representative of Company2,
as well as for damages that arisearose from the lack of a
guaranteed characteristic.
•The liability of [Company3] is unlimited for damages arising
out of death or injury to body or health based on a breach
conducted by a legal representative or designated agent of
Company3, as well as for damages that arose arouse from the
lack of a guaranteed characteristic.
8. Modern error transmission
•The liability of [Company3] is unlimited for damages arising out of
death or injury to body or health based on a breach conducted by a
legal representative or designated agent of Company3, as well as for
damages that arose arouse from the lack of a guaranteed
characteristic.
•The liability of [Company4] is unlimited for damages arising out of
death or injury to body or health based on a breach conducted by a
legal representative or designated agent of [Company3], as well as for
damages that arise arose arouse from the lack of a guaranteed
characteristic. -- https://worldofwarships.eu/en/content/santa2017/ and https://warships.net/
9. Errors of Omission
•Original(s) lacked reason to include some
provision
•An included provision is overlooked in the
dictation or copying
10. Guards against Omission
•Multiple documents: increases odds one will
have included a desired provision (but
increases time to find, choose, modify)
•“Master” documents (especially with
multiple versions of clauses – all options)
•Checklists and flow-charts
11. Guards against Over-inclusion
•Mainly your editing prowess – especially
with “master” documents that cover all
possible alternative choices
•“Why is this here for this client”?
•“Does this make sense for this client?”
•Checklists or flow-charts can also help
12. Approaches to solutions
•Word-processing advantages
•Everyone has a word processor
•Can begin with a master all-inclusive
document
•Can have fill-in-the-blank prompts
13. Approaches to solutions
•Word processing disadvantages
•Lists and re-use of information can be a
problem, even with automatic text fill-in
•Available logic is limited; still relies on
highlighting to get lawyer’s attention, or on
annotations, and on search-and-replace (and
“replace all” is dangerous)
17. Other People’s Forms
•Every state has a publisher,
often more than one
•Especially for “relatively”
common, “relatively”
standardized transactions
18. Printed Forms’ Disadvantages
•If “locked down,” either as ink on paper or as a
locked PDF, not editable apart from filling in the
blanks:
•Locked into all aspects: font choice, font size,
space allowed (or wasted) on names, legal
descriptions, etc.
•Could contribute to client mis-perception of
lawyer as a mere scrivener, not an analytical,
transaction-savvy, experienced helper
20. Issues
•Reasonable lawyers can make good
arguments for why a locked-down, fixed,
uneditable, known-text form is good.
•Efficiency: I’ve seen this, I’ve vetted it, I know
exactly what I sometimes strike-out & initial
(duties of competence, zeal, fees all met)
•Can tell client how well this form’s been
vetted, and its benefits over other forms
21. Issues
•Many members have asked how to make
the text editable (vs. strike-outs and custom
addenda or initialed insertions)
•In some ways, the issues are like those faced
when deciding to use an official state-
created UCB versus the MSBA’s HotDocs-
based ECBs
24. How does it work?
•Software assembles the finished document
(including text, deleting text, choosing
between options) based on lawyer’s
answers to questions
•Similar to what the lawyer would do with a
master document that included alternate
clauses or text, based on the same answers
25. Document Assembly
•Cf. TurboTax or H&R Block tax software:
•Similarly Interview-based
•But end product is editable in all respects
•Several companies (because of the method’s
value in several fields)
•MSBA uses HotDocs; branded as mndocs
26. Walk-through
or demo
•Depending on connection, time, and
audience, can either do a live demo, or walk
through some screen captures from a live
session.
•Include re-use of answers demonstration
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44. How to handle alternatives
•Option 1: put check-mark in the chosen
alternative; still show others without a
check-mark
•Option 2: put check-mark in the chosen
alternative; hide unchosen alternatives
•Option 3: integrate all text, eliminating need
for check-mark at all
45.
46.
47.
48.
49.
50. Re-use of answers
•Main fields consistent across documents
•The seller or buyer in the purchase agreement
will be the grantor or grantee in the deed
•Legal descriptions, addresses, etc. carry over
without the need to re-type
•Reduces re-typing, reduces room for errors,
reduces work
58. Advantages of Automation in Drafting
•Known, vetted base text
•Interview functions as a checklist, a basic
protection for inclusion/omission errors
•Fixed text functions a protection against
typos – especially in client names
•Editable in all respects; clients see a finished
document, consistent with others you make
59. Practical Advantages
•No need to install software (IT, security Qs)
•No device-based installation, license limits
•Accessible via any browser and any word-
processor that can handle RTF
•Answer files savable, re-usable, transparent
(no limited, proprietary format)
60. What about inter-lawyer
trust-but-verify issues?
•Passing-off issues should be limited, as with
UCBs and ECBs, by different looks
•Text changes can be quickly located via text-
comparison software
61. Limitations and Open Issues
•The purchase agreement is the first document
from the RREC that the MSBA has automated –
no others yet – especially not closing financials
•Member feedback on some choices would be
valuable
•Example: showing unchosen options or not (e.g.,
checked and not-checked boxes, or just eliminate
the one not checked?)
•Example: ever a reason to create a “blank” form?
62. Feedback – Sharing is Good
•Comments welcome: preferred handling of
alternatives; which residential transaction
forms next; offers of help with the financial
documents for closing; etc.
•Comments on existing documents: an
association exists so its members can help each
other; staff resources are lean and staff may
not know subject matter, but you do.