Generation of Office Action Summaries
Our OA Admin tool is part of our Prep & Pros Pro product. OA Admin is available with a firm-wide subscription to Prep & Pros Pro.
Our OA Admin tool allows you to generate client-reporting letters as Word documents (.docx), email messages (.eml), or text files (.txt). When we generate a client-reporting letter, we can automatically insert a summary of the most recent office action.
We have an {{OA_SUMMARY}} placeholder that you can put in any of your templates. The generation is based on the text of your most recent office action and we generate a summary that includes the rejections present in the office action.