If you're like most attorneys, you spend a lot of time typing – emails to clients, briefs, pleadings, law firm administrative tasks, and more emails. Throughout all this typing, we are often repeating the same phrases over a day or week. But what if there was a way to save yourself from all that repetitive typing?
Photo by Glenn Carstens-Peters
TextExpander is a wildly underutilized app that allows you to create custom keyboard shortcuts for commonly typed phrases or bits of text.
So instead of having to type "thank you for your email," you can just type "ty," or you could type "ptbn" instead of having to look up your trial partner's bar number every time you draft a legal document. TextExpander will automatically fill in the rest.
Think of it as a law firm mini-database, where attorneys and paralegals can access data with just a few keystrokes. Tired of remembering every partner's direct line in your law firm? Just type in the shortcut.
There are tons of potential uses. One of the best features is that it works with all of your other tech tools--no integrations required.
The value is pretty clear--less typing means more time for the things you love (or at least, the things that pay the bills). But how do you set up these shortcuts? TextExpander makes it simple. For example, let's say you want to create a shortcut for your frequently used email signature. Each shortcut is called a "snippet."
That's it! Now, every time you type "zsig" in an email (or anywhere else on your computer, including almost any current tech tools you already use), your signature will automatically populate.
After creating your first few snippets, you will be addicted to finding new ways to use this tool. Here are some examples of how TextExpander can be used in an attorney or legal professional's workflow:
Having a uniform signature between all the attorneys and legal professionals at your law firm will look great to your clients. It also helps for law firm marketing and public image.
I, for one, am extremely grateful to never have to fully type out the term "plaintiff-in-counterclaim" again. "Executrix" is another legal term that slows my typing speed.
Did we mention you can add whole paragraphs with a single snippet? If you are feeling fancy, you can use this in conjunction with Documate (if you haven't created optional clauses in your Documate templates yet).
Many lawyers often have to provide the same type of information to people over and over again. Whether this is part of the client intake process, litigation status updates, settlement negotiations, or internal task management, these are perfect opportunities for using TextExpander as a template tool.
Insert logos, names, and contact information in the correct font and format.
You can also use this to start agenda templates for client meetings, court hearings, trials, depositions, partner meetings, and mediation notes.
You know the ones: the paragraph and section symbols that are often difficult to find but are in every legal document we file. Yes, there is already a way to create keyboard shortcuts for symbols on both PCs and Macs, but in my experience, creating a snippet on Text Expander is quicker and easier.
Not that we suggest doing this. Please get some rest.
You can add team access for your legal practice so that every member of the team has access to commonly used phrases, clauses, and other snippets. This is great for uniform email templates, meeting agendas, etc.
While TextExpander is easy to use, it also has complex features that make it highly valuable tech for attorneys. You can read about the features here, but they include:
The possibilities are endless. Get creative!
I have used TextExpander in my law practice, at Documate, and even for my personal life, and I am not sure how I ever lived without it. Learn more at https://textexpander.com.
The best document automation software for you depends on what you want to do with your documents. If you’re a lawyer with clients, you need complex workflows. If you’re building processes for some internal enterprise, your needs are different.
Form automation refers to software or web-based applications that allow small law firms, solo practitioners, and their clients to process and finalize all types of legal documents, from court documents to contracts to transactional filings.
Learn how to build a custom website for your document automation legal app
We're experts in law firm document automation. In this guide, we've gathered everything lawyers need to know to start using legal document automation software. Learn more about the benefits of automating the document drafting process, features you should look for, and tips to get started.
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