More Than Email Templates
DocketForm turns DocketTrak information into customized emails and Microsoft Word documents using information already maintained in your records.
Document and Email Automation
Create templates for reporting letters, filing reports, deadline notifications, instructions, status reports, and other recurring communications. DocketForm automatically inserts record, client, matter, event, deadline, and other available DocketTrak information into each communication.
DocketForm can generate both Microsoft Word documents and personalized emails using information already maintained in DocketTrak. Documents can also be attached to generated emails, helping streamline the complete reporting and communication process.
An email template gives you a starting point. DocketForm can create the finished communication.
From Docket Data to Finished Communication
DocketTrak Record → Matter Data → Customized Document → Personalized Email & Attachments
Instead of repeatedly copying information from the docketing system into an email or document, DocketForm uses information already maintained in DocketTrak to create the communication.
How is DocketForm different from an email template?
DocketForm can generate both Microsoft Word documents and emails using information maintained in DocketTrak. Templates can incorporate matter-specific information and customized formatting, and generated documents can be attached to emails, allowing more of the reporting and communication workflow to be completed directly from DocketTrak.
Additional Communication Tools
- Subscriber-created Microsoft Word templates
- DocketTrak merge fields
- Upcoming event and deadline tables
- Reusable subscriber email templates
- Automated generation and sending where configured
- File attachments stored with the associated record
Never forget...
If you would like more information or would like a demo, just let us know.
