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The Holy Grail of law firm document assembly is a program that quickly adds productivity, is easy to get started, can link to other data sources and rewards the user many times over for each hour invested in developing templates.
I tell lawyers ‘just send me some templates and place the variables in <text> brackets. With that I can quickly convert the actual documents into easy to use templates to demonstrate the power of Pathagoras.
If Word merge is not sufficient, and you are not enthused about dealing with the complexity and terms of using Hot Docs, then Pathagoras, a powerful add-in to Word, developed and supported by attorney Roy Lasris, is worth your serious consideration.