Overview
This webinar is the final session in the three-part Document Assembly webinar series. It is designed for firm administrators who are responsible for setting up, structuring, and maintaining Precedent Libraries, Clause Libraries, and InfoSheets in OneLaw.
The session explains how external folder structures map into OneLaw, how fee types control what users see in Word, and how administrators can efficiently manage and maintain these components over time. It also outlines the process for firms moving from Legacy OneAuthor to the current Document Assembly technology.
In this video, you'll learn
- How external precedent folders are structured and mapped into OneLaw
- How to create, edit, and maintain Precedent Libraries
- How Clause Libraries work and how fee types control clause visibility in Word
- Best-practice guidance for structuring large clause libraries
- How to create, configure, and manage InfoSheets
- The differences between Matter, Prompt, and Clause/Fragment InfoSheets
- What happens when InfoSheets are edited or deleted
- The process for moving from Legacy OneAuthor to the new Document Assembly technology
Presented by Hannah Christie, OneAuthor Coordinator; and EJ Gray, Sales and Marketing Manager
Recorded on 18 September 2025
Key Takeaways
- External folder structures determine how precedents and clauses appear in OneLaw
- Precedent and Clause Libraries are centrally managed by administrators
- Fee types control which precedents, clauses, and InfoSheets users see in Word
- Clause Libraries follow the same setup and maintenance model as Precedent Libraries
- InfoSheets capture structured data used for document automation
- InfoSheet field code prefixes cannot be changed once saved
- Deleting an InfoSheet permanently removes associated data
- Firms using Legacy OneAuthor follow a structured migration process to the new Document Assembly technology
Note:
If you are new to InfoSheets or planning to migrate from Legacy OneAuthor, it may be more efficient to design or rebuild your InfoSheets as part of the migration process rather than maintaining parallel setups.
InfoSheets can now be applied to Parties as well as Matters, and their availability can be controlled by Party Type (for example, Individual, Group, or All Parties). This allows firms to capture and reuse party-specific data consistently across documents, rather than re-entering the same information at a Matter level.