Friday, January 21, 2011

10 Step Program to Creating Model Forms

Over the next few blog posts, I propose to refine the process of creating and maintaining model forms and drafting templates. In an earlier post, I described the fastest way to develop a form. In this series of posts, I intend to share best practices developed from working with a number of different law firms and detail each of the 10 steps.

  1. Plan—Select Document Type and Form Options
  2. Collect—Source Documents
  3. Organize—Template Outline and Clauses
  4. Review—Template Structure and Clause Libraries
  5. Generate—Base Document and Clause Alternates
  6. Edit—Document and Clauses
  7. Assemble—Model Form
  8. Publish—Model Form and Template
  9. Share—Practice Guides
  10. Maintain—Template and Clauses
Separate blog posts detail each step.

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