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Wijn & Stael Lawyers

Wine & Stael
Wijn & Stael Lawyers: structure from the ground up


"With LegalWord365, the professionals at Wijn & Stael all work from the same starting point," said Yvette Van Ee, Coordinator of Secretariat & Compliance Officer at Wijn & Stael. This means that documents are prepared accurately and quickly and stored in the correct file. "The link with our DMS and CRM greatly minimizes the handling around letters and documents," explains Yvette.

Yvette Wine &Stael

"LegalWord365 is a logical and indispensable step within our work process."

Wijn & Stael fundamentally uses the office software applications Epona365 (DMS) and ContactManager (CRM), which integrate seamlessly with LegalWord365. "LegalWord365 is a logical and indispensable step within our work process," says Yvette. This integration allows employees to quickly create standard letters based on client data from our base systems, which are then stored in the appropriate file. "This minimizes work. LegalWord365 has a good place within our workflow," she adds.

A marketing advantage

Yvette emphasizes that the use of templates is often under-explored within the legal profession. Optimizing them allows you to use standards and text blocks, leading to a streamlined workflow. ''The initial effort required to set up templates may deter firms. However, once implemented, it saves significant time and simplifies work processes considerably. In addition, everyone now works in the same style, which our marketing department welcomes. Employees also have the choice to use standards in, for example, you and u form, at different stages of the customer journey, exactly as our corporate identity manual dictates."

Trust

The engagement letter is one of the most frequently used templates within the firm. "All necessary information such as client details and file numbers are filled in by default. This ensures efficiency and consistency," said Yvette. The engagement letter also states how the firm deals with the Wwft, for example. "All essential information that we are obliged to mention. So this is never forgotten. And the same goes for many other details that are crucially important

''We can be confident that every document comes with all the necessary information by default, so we work with certainty of compliance.''

Foundation laid, time for the next step

By now, everyone in the office is used to working with LegalWord365 standards. For Yvette, it's time to expand this project and add more diversity within templates. ''Anything of a repetitive nature can be automated from standards. And how nice is it that you can then apply that from Word and Outlook? We can be confident that every document is standardized with all the necessary information, so we work with certainty that we are compliant."

Now secretaries in particular benefit from the added value. "They really work faster and with fewer errors. Once we start using more models for agreements, contracts and litigation documents, for example, the lawyers will also benefit directly from the added value. We start small, section-wise, so that lawyers experience the benefit step by step. Think of the convenience that if someone is sick, you can easily say to an observer: the standard is there."

Doing more in-house

"Soon I will have a meeting with Documentaal to discuss how we are going to accomplish this as effectively as possible. I also want to be able to do more management in-house, such as adjusting the folder structure from different sections. This is the next step for me. We want to build knowledge internally to expand templates and add text blocks ourselves. We look forward to further developments and the wider use of LegalWord365.

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