Template Workbench

The  Template Workbench is a windows application used by kiiac consultants or your trained staff to create, edit and maintain Reference Standards. It is composed of the Document Indexer and Template Generator.

Workbench

DOCUMENT INDEXER

The document indexer reads a given set of documents, classifies the constituent contracts by type, and breaks them down into their component clauses.

• The Indexer can analyze a Reference Set consisting of anything from a handful of contracts to hundreds.

• Contracts don't have to be selected by hand, as the software efficiently allows you to weed out those contracts that are irrelevant for your purposes.

• Documents are classified by reference to a configurable taxonomy of document types, such as credit agreements, security agreements and promissory notes. The image [to the right] shows part of a taxonomy for contracts related to finance.

TEMPLATE GENERATOR

Template Generator is kiiac's work horse application. It creates the template outlines and clause libraries and includes powerful tools to analyze and edit the templates and clause libraries.The Template Generator automatically creates a standard document outline. The image shows a template outline for a credit agreement, accurately reflecting the organizational structure found in a Reference Set of credit agreements and indicating how often each kind of provision appears. Icons to the left of each caption heading show in what proportion of the contracts in the Reference Set a given clause appears. For example, the sections entitled "Definitions" and "Representations and Warranties" appear in all contracts in the Reference Set, whereas a section entitled "Guaranty" appears in approximately 25% of the documents. The slider bar at the top of the outline allows you to limit the clause list to those clauses that appear more frequently or less frequently.