Every version of the will, accounted for.
The challenge
Estate documents go through many drafts, and being able to show exactly how provisions evolved matters when questions arise later.
The solution
Revisions preserves the full version history of every draft, and built-in comparison shows what changed between any two versions. The drafting record is clear and defensible.
Key Capabilities Used:
Revisions; Built-in doc comparison.
Navigate to the estate matter in the iManage Next Gen Platform, open the will or trust document, and select Versions from the toolbox menu on the right.
The full version history loads, showing every saved draft with its date, time, and the name of the person who saved it.
Scan the Versions list and select the two drafts to Compare. With both versions selected, launch the built-in document comparison.
This might be the draft before a client meeting and the version that followed, or any two editions where a provision is in question. The next generation iManage platform generates a side-by-side view highlighting every addition, deletion, and modification between the two drafts.
Expand the comparison view to see the Change Summary and the Redline.
The attorney can see exactly what changed between drafts, with the full drafting record available to support any question that arises later.
More to explore
Revisions
Key Capability
Multiple Doc Preview
Key Capability
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Use Case