Product Tour + Q&A In this interactive session, join Lawyaw's resident template expert Joe Kaczrowski, Legal Content Manager, for a tour of Lawyaw's Template Builder, the Microsoft Word Add-in used to convert a firm's existing documents into no-code templates and streamline routine drafting. We’ll go step by step through the process of setting up a simple template, covering basic considerations as well as best practices for data reuse and customer experience. The session includes an open forum for attendees to ask about product features, use-cases and project-specific template questions.

1. GETTING TO KNOW LAWYAW’S
TEMPLATE BUILDER: PRODUCT
TOUR + Q&A
Joe Kaczrowski
Manager, Legal Content
Lawyaw | Clio

2. ● Other Helpful Resources
● Access the System
● Connect to Clio (if needed)
● Install the MS Word Add-In
● Add Templates to your Account
● Navigating the Template Builder
● Choosing the Right Document for your First Template
● Create your First Custom Template
● Creating a New Card
● Multiple Choice Fields
● Adding Fields to Body Text
● Saving your Template
● Test your Template
● Next Steps
AGENDA

3. LEGAL DOCUMENT AUTOMATION FROM INTAKE TO E-SIGN
Upload your Word-based legal
documents to your secure
Lawyaw account.
STEP 1 STEP 3
STEP 2
Transform your firm's existing documents into easy-to-fill, reusable templates. Save time and avoid errors by only typing
client and matter information once. Create sets of templates to streamline drafting of routine packets, and use conditional
logic to solve for complex matters.
Sometimes the final word, is
– well, Word.
Quickly and accurately fill
your templates over and over
again for each new client.

5. Lawyaw saves me from having to hire
staff. On a weekly basis I’m probably
saving 4-5 hours (of attorney time) so
we are not searching around trying to
find the right form.
It saves us 16-20 hours a month.”
— Christy Granieri, Founding Partner,
Freeburg & Granieri APC

6. With Lawyaw, we can input the
basic data in 10-15 minutes and
then focus on fine-tuning the legal
arguments.”
— Cleve Hill, Hill & Watchko, Alpharetta GA

7. OTHER SESSIONS AND
RESOURCES

8. LEGAL DOCUMENT TEMPLATES 101
BUILDING A SOLID FOUNDATION IN
MS WORD

9. USE THE “FREE” STUFF
● Paragraph and Section Numbering
● Continue Numbering
● Defining New Numbering Style
● Tab Stops
● Cross-References
● Tables
● Auto-calculation
● Styles
● Images (Alt Text - Accessibility)
● Headers and Footers
● Automatic Page Numbering
● Section Breaks
● Document Inspector
● (removing metadata)

10. REFERENCE GUIDE
MS WORD TIPS AND
TRICKS

11. LEGAL DOCUMENT TEMPLATES 201
BEST PRACTICES AND DESIGN
DECISIONS

12. BEST PRACTICES
● Templates must be error-
free.
● Templates should follow the
80/20 rule.
● Information should only be
entered once.
● Templates should be
consistent globally.
● Template terms should be
gender-neutral and
inclusive.

13. BEST PRACTICES TEMPLATE EXCHANGE
EXCHANGE.LAWYAW.COM

14. WEBINARS AND RECORDINGS
● (Mondays) Introduction to
Lawyaw's Court Forms
● (Thursdays) Introduction to
Lawyaw's Template Builder

15. WORKBOOK (SELF-GUIDED ONBOARDING)

16. DEMO
MS Word and Google Chrome

17. Q&A

18. NEXT STEPS
● Schedule a Strategy Session
● Open Office Hours
○ Tuesdays @ 10am PDT
● Template Academy
Get in Touch
Joe Kaczrowski
Manager, Legal Content
joe@lawyaw.com
https://exchange.lawyaw.com/te
mplates/template-services