Document Automation Guide

1. Introduction

The core of document automation is template – a generic document applicable to a set of similar legal matters. We can then customize such a template and generate final documents just by answering questions.

Lawyers prepare templates together with relevant questions for their clients, personal usage or such other purpose.

The presence of any clause, paragraph or sentence in a final document can be made dependent on answers to a question.

The set of questions that a user needs to answer is dynamic and depends on the answers made so far.

Questions are categorized as follows:

Answers to closed questions are categorized as follows:

As described below, LawyerHill provides the interface for creating templates and downloading final documents that are tailored to your legal needs.

2. Generating & Downloading Documents

Every template has a dedicated page where you can generate and download the final document.

To this end, you just need to go through a corresponding Q&A form with the list of closed and open questions.

Data that you enter is neither sent nor saved anywhere except your own computer.

Currenlly, documents can be downloaded only in .docx format.

3. Creating & Uploading Templates

Templates are prepared on your own computer in Microsoft Word (Word 2016 or later on Windows, Word on iPad and Mac, as well as Word Online on the web) document (format .docx) and then uploaded to our servers using our add-in LawyerHill-Docs. For that, you need to have an active lawyer or law firm profile.

3.1. Install the Add-In

Microsoft Word has a dedicated Office Store with add-ins available for all Office applications. However, at the moment the add-in is not yet published there since we do not yet have a registered company.

Therefore, to install and use our add-in, you will currently need to sideload it according to this tutorial of Microsoft. In short, you just have to download this manifest.xml file and share it with your Word application.

3.2. Sign-In

The add-in will prompt you to sign in. After signing in, you will have access to the interface for preparing templates.

3.3. Create and Upload

The add-in is simple and intuitive. No programming skill is required, no variables in the text, etc.

Create and draft your document as usual or copy text from an existing document.

Whenever you want to attach a clause, paragraph or sentence to answers to a question, select text in your document, and enter the respective question and answer in the add-in.

See more information about questions and answers in "Introduction" above. Also, the add-in has further instructions about adding and removing questions with answers.

Once your template is ready, enter a document name and upload it to LawyerHill. By default, an uploaded template is private, but you can change its visibility to public at anytime. That's it, you can then find and use your template on the website.

3.4. Manage

You can manage uploaded templates in your profile. For example, you can make them public so that other users can download or private to be used only by you or your law firm internally. We recommend that at least some templates are public as a showcase of your legal drafting skills. You can also specify country and lawa areas for templates so that it's easier to find them.

Moreover, you can give any unregistered user a temporary access to your private templates by generating an access key and setting the date and time when it expires.


Should you have any questions, feel free to email team@lawyerhill.com.