Why Create Templates?

Document Quality

Most attorneys draft documents from the last closest model and mark it up to meet current client needs.  While, this method is simple and pragmatic, it suffers many deficiencies compared to a systematic template-driven approach.

  • Using the last draft brings forward the good and the bad. As Ken Adams, contract drafting guru, observed in an article published in the New York Law Journal: "[t]he cumulative effect [of redundancies, archaisms, misconceptions, and other drafting glitches in prior documents] likely would be considerable. If that template is used hundreds or thousands of times a year, the endlessly repeated inefficiencies would act as a constant drag on the contract process. Deals would take longer than necessary to close; even worse, delays could result in your company's losing out to more nimble competition. And you'd be exposing yourself to greater risk of a mistake that results in a dispute or causes you to lose an anticipated benefit under a given contract." (Retooling Your Contract Process for the Downturn: Adams Drafting)
  • The last closest document may not contain all the provisions appropriate for the needs of current transaction, as a result the lawyer risks failure to include provisions that may benefit his or her client.
  • The process is inherently inefficient and costly. Lawyers have been marking up documents using word processors for many years, but the cost of legal services continues to rise. The time required to draft and negotiate a standard documents is significantly less.
  • The availability of precedent online, such as the vast repository held by EDGAR, appears to be being about de facto standardization. Frequently, lawyers use these documents as the source of the next transaction. As a result there may be little difference between one Merger Agreement and another. In fact, as reported in Ron Friedmann's Blog, it appears that the more sophisticated the transaction, the more standard the document (Prism Legal).

By comparison, the systematic approach of creating templates creates a firm-wide repository of best practices that can be more easily managed and updated, providing attorneys with the firm best thinking across the full range of contract provisions.

How do your documents stack up?

  • Do they contain all the required provisions and contractual terms?
  • Do they contain non-standard or deal-specific provisions brought forward from an earlier document?
  • Are they missing any standard terms or contractual language?

kiiac's benchmarking compares your document to market standards or your firm's best practices.

Online Resources and Discussions

Contract Drafting for the 21st Century: A Conversation Between Ken Adams and Ron Friedmann (Prism Legal)