This video introduces Doxserá version two point zero. The new feature being introduced is Folios.

Folios does a lot of things. The first thing I will show you is the simplest part which is this new fetch button.

Suppose I am typing a document and I realize that I would like to, right here where my cursor sitting insert a piece of text that I previously saved in a folio.

I can click the fetch button to fetch something from a folio.

This opens the fetch screen here and I have several different folios to choose from. I'm going to look right now for a jury instruction, a civil jury instruction, so I'll click that checkbox.

Here's a list of all the jury instructions I previously saved in this folio.

I can select one of them and see a preview of it over here or I can filter these results with the filter button down here and say well I'd really only like to see the passages that are related to motor vehicles. I'll turn on this motor vehicles tag right now, and now I'm seeing only a subset of the passages in this folio, the ones that have been tagged motor vehicles.

And so it'll be easier for me to find what I'm looking for.

I can also look for passages by searching for text within the passage.

Suppose I know I'm looking for a reference to RCW 4.56.250,

I'll click the search button here, and now I'm seeing only the passages that can contain that text within the body of the passage.

And highlighted in blue over here on the right, I can see exactly where that text appears within the passage. I can even use the green arrows in the corner here to move from one instance of the phrase to the next, so I can find exactly what I'm looking for. If I look in the next passage here, that's where the number appears and there and there.

So it's easy to find the passage you're looking for using a whole lot of different techniques.

Once you have found the one you're after, let's suppose it's this one, just click the fetch button down at the bottom and that passage is inserted into your document and you have control over the format of the inserted passage. You can either make it conform to the document it's inserted into or you can have it maintain the format that it was originally created with.

So that's using the fetch button manually.

Now let's look at how you can automate the process.

Here I have an engagement letter, and I have created a folio of attorney bios.

When I use this form, the first question in the q and a table asks me for the practice area, bankruptcy, estate planning, family law, etcetera.

Depending on my choice here, this form is going to automatically fetch only the attorney bios of the attorneys who practice in that particular area, and it's gonna take those bios and insert them right here in the expertise area of the letter.

I'm gonna click the fill button so we can see that happen.

This is a fairly complex form doing quite a bit of stuff.

A lot of the language changes depending on the variables in the q and a table.

And here's the finished product.

It has pulled in lots of personalized information for the attorney who's sending this letter. And here it has pulled in the bios of the people who are, part of the litigation practice automatically so I don't have to fetch things myself. So now that you see you can automate the process of fetching passages from folios, I'll show you the next step which could change the way you do business.

When hospitals submit their bills to Medicaid, those bills are sometimes refused. Payment is denied. And they have to then decide whether to appeal that decision or not. If they appeal the decision and they are able to cite an authority that says the treatment was justified for that particular ailment, they will always win the appeal.

So it's just a matter of economics when they're deciding what they should appeal and what they shouldn't. If it takes ninety minutes of lawyer time to do an appeal then it's not worth appealing a hundred dollar bill, but if it only takes five minutes of lawyer time maybe it is worth doing.

I'm going to show you now how Doxera two point zero can turn that ninety minute job into a five minute job.

Here I've got a form which is going to make use of a whole lot of folios. I'll show you the folios.

The first one is this pleading captions folio. All it does is provide provide a couple of different formats for different venues that I sometimes practice in.

Then we have a couple of folios related to the players involved. We have a folio that contains a list of doctors, another folio that contains a list of hospitals, those are my clients.

Then we have three folios related to the treatment to the medical condition. This one lists treatments, chemotherapy, radiation, etcetera.

This one lists ailments, leukemia, breast cancer, and so forth.

And this one is very interesting, medical authority.

This gives me authority that I can cite to support the treatment of various ailments using different treatments, and that's very important so that I can win my case.

So now I'll go back to the form and show you how these work together.

The q and a table here is gonna ask me to choose a venue, The name of the client, that's a hospital, cause number, title of pleading, name of doctor, name of patient.

Here it's asking me to choose the ailment, and here it's asking me to choose the treatment. And the intersection of those two things is what gets really interesting. Here we have the attorneys who are gonna sign this document, and having filled it in, I now click the fill button. And notice that this one page form is gonna expand.

I'll click fill now because it's create paragraphs from all of those folios.

I color coded these folios so that you'd be able to see what information was inserted, but, of course, in your own forms, you would not have the colors showing up the way they are here.

So what it did was it filled in some fields here in the first paragraph, and then it inserted these two paragraphs about the selected hospital.

It inserted this paragraph about the selected doctor, a bio here.

Here it has done something interesting. It has not only pulled in the name of the hospital, but it has pulled in the date when the hospital was opened. And here it pulled in not only the doctor's name, but also the date when the doctor began practicing. That information was also stored in the folio.

Here we pulled in a description of the treatment surgery.

Here in blue, we have the medical authority. This medical authority was extracted by cross relating two of the answers here. It took a look at the ailment bone fracture, and it took a look at the treatment surgery, and it pulled in the one piece of medical authority that justifies using surgery to cure, bone fractures.

Then it finishes off with a nice signature block for the selected attorneys, and this document is ready to go out the door.

And that is Doxserá two point o. It is incredibly cool. You'll like it.