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Client Matter Information

 

Form Bank Organizer is an add-on package for Microsoft Word.  The Forms Bank Organizer provides a user friendly interface that allows immediate access to form or brief bank information from Microsoft Word.  The Form Bank Organizer combines the efficiency of a database search engine with the automation and rich text capabilities of Microsoft Word.

Form Bank Organizer allows forms to consist of standard text, automated text via Word merge fields or custom forms automated via Word Visual Basic for Applications macros.  The Forms Bank Organizer gives you the flexibility to create, manage and automate your firmís forms or brief bank processes.

Features include Quick Search, Advanced Search, categorization of forms by type and sub-type, descriptive name or author. 

Database administration - Forms


KI Admin Tool

What's Included:

Firm Names Administration

User Administration

Form Bank Organizer

Client Matter

Dictionary Administration