REAL Automation Solutions has served the document and practice management needs of law firms since 1998. Liz Mayberry came to the company after years of experience as a consultant and trainer for Capsoft Development, creators of HotDocs®.

REAL Automation Solutions provides document assembly Practice Systems based on the law firm’s documents. Each System consists of a series of linked document templates that work together to maximize efficiency, accuracy and flexibility. As always, the goal is to “enter information once, use it where needed” to assemble the critical documents that drive the transactional law practice, and manage client information effectively in the process.

To help meet the needs of many attorneys, REAL has created REALlawforms.com.  This web site provides packaged document systems for law firms of all sizes.

We have served clients in a variety of practice areas, including: banking, elder law, estate planning, estate administration, probate, guardianship, special needs trusts, intellectual property, etc.

Our technical expertise is widespread: we have done projects in Word, WordPerfect, RTF format, HotDocs-specific static content formats, and full conversions of CAPS-based systems to HotDocs.

In all cases, REAL Automation Solutions includes our clients throughout the automation process to ensure that expectations are met. And, as importantly, when there are available options, we lay out the pros and cons, and make our recommendations. Ultimately, of course, the client decides, based on their needs and their practice.

In addition to our individual clients, REAL Automation Solutions has been integral to two major document assembly products published and marketed nationwide: “Essential Estate Planning Document System (EEPDS)” and the “Medicaid Planning System (MPS)” Currently we provide product development and support services for the MPS. Our experience has given us invaluable insights into what works best in a template-driven Practice System.