Document Generation

By the end of this course, you will be able to effectively utilise LEAP's powerful automation features for document generation and production. You will learn how to create a basic letter using LEAP’s deep integration with Microsoft, seamlessly merging data from the LEAP database to automate document creation. Additionally, you will gain an understanding of how to generate precedents, leveraging LEAP's document generator to draft legal forms and documents efficiently by using existing templates and merging current matter details.

This course will cover advanced tools such as the LEAP for Word and Matter AI Add-ins, enabling you to automate document creation and data editing, including handling questions and calculations within documents. You will explore the use of LEAP's interactive Adobe PDF documents, learning how to merge data, complete forms, and share documents effectively within the LEAP ecosystem.