LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

LexisNexis Total Practice Advantage 9.0
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Forms and Documents
LexisNexis Total Practice Advantage offers powerful integration with LexisNexis ® Automated
Forms-powered by HotDocs ® software. Automated Forms are interactive graphical or wordprocessing
templates that allow you to complete forms or customize documents in a fraction of
the time it takes with a word processor. Using Automated Forms eliminates repetitive typing,
improves productivity and streamlines document production.
The different versions of LexisNexis Total Practice Advantage include appropriate sets of
Automated Forms for each practice area or jurisdiction. This combination of LexisNexis Total
Practice Advantage and LexisNexis Automated Forms merges case or client information into
appropriate Automated Forms included with your LexisNexis Total Practice Advantage
subscription.
The navigators and navigator related features discussed in this section may vary from those in your
installation of LexisNexis Total Practice Advantage. Your navigators will include features that are
relevant to the jurisdictions and practice areas included in your subscription.
Using LexisNexis Automated Forms
LexisNexis Total Practice Advantage includes sets of Automated Forms that are already mapped
to the Matter and Contact records included in each version of the application. It is important to
note that customers are not able to change the field mapping between LexisNexis Total Practice
Advantage and the Automated Forms accessed through the Navigator.
If you are only using the Automated Forms available with LexisNexis Total Practice Advantage,
note that they are pre-mapped to the form styles included and no customer mapping is required.
To Open Automated Forms from the Navigator
1 Click the Navigate button on the main toolbar, or click Navigator on the View menu to open
the Navigator.
Note: If your firm is registered or subscribes to multiple Jurisdictions, you may see the
Navigator Choice screen. Select the appropriate Jurisdiction/Practice Area (i.e., Litigation,
Estates Practice, Personal Injury). Click OK.
2 Click one of the navigator tabs on the left side of the window to view that navigator. Typically,
navigators pertaining to the preparation of documents are likeliest to feature Automated
Forms tasks (i.e., Prepare Documents).
3 In the middle of the Navigator screen, click a task button that pertains to finding forms. A list
of available form types will display in the Tasks list on the right. Click a form type in the Tasks
list to open the LexisNexis Automated or Fillable Forms screen.
52 Forms and Documents - Using LexisNexis Automated Forms