Within this section you’ll find our general musings and updates, along with a Spotlight section where we shine a light on individual members.

Document Capability Matrix - Download

In April 2020, DEG Members Donna Dailey (KDW/NY) and Sharon Decker (Ropes & Gray/NY) facilitated a virtual roundtable discussing the Future of the Document Production Center. Each offered insights, techniques and considerations they use running their firms’ respective centers – an incredible session! Yet, each expressed the very same concern: given the talent and tenure of their centers’ members, what will we do when these skilled professionals retire?

Enter the DEG Capability Matrix and Career Paths Working Group. This small assembly of DEG members went to work crafting a comprehensive planning and preparation tool, designed to

  1. identify current capabilities of a document center
  2. anticipate future requirements and gaps and
  3. catalogue potential career paths for those entering the role of a document center professional. The tool, once aligned to a firm’s specific team, can then be used to communicate needs and plans to firm leadership.

Specific ways the matrix can be used include but are not limited to:

  • A long-time member of the team plans to retire; what capabilities will be lost? What succession plan will you need?
  • You have a very strong team, yet no individual team member is capable of providing coaching. How will you address on-boarding new joiners? What capabilities can be developed? What capabilities must be hired?
  • Your Document Center has been asked to service additional capabilities from emerging practice areas. Add the Capabilities required to the fully-editable matrix (if they are not already listed there), assess the team to determine the capabilities you must develop or hire.

In summary – this matrix is:

Designed to catalogue and visualize the capabilities of your document center team. It should be used to communicate, analyze, and visualize trends – teams should commit to assessing capabilities every quarter to visualize progress made, or anticipate risks up ahead.

In summary – this matrix is NOT:

Designed to be an HR tool as the focus is less on the individual and more on the collective skills of the department and of the team. It is also designed to aid in identifying the core competencies of the center in terms of meeting the demands - current and future - of the service it provides to the firm.

We encourage you to download the tool, review the Guidance Worksheet then edit to align it and confirm current capabilities of your team. The DEG is here to help you identify your next steps and build your future center.

Download the Document Skills Matrix

Document Excellence Day 2020 - Register

Register for this year's Document Excellence Day.  Once you have registered you will receive all the information you need to join the sessions on the day and be given access to the Document Excellence Day App.


Agenda - Document Excellence Day 2020

The Agenda for the Document Excellence Day on 7th October can be downloaded here - however please bear in mind that it is subject to changes and alterations.

Document Excellence Day Agenda 2020



Sponsors - Document Excellence Day 2020

With grateful thanks to our event sponsors.

Online Session - 19th August 2020

Join us on Wednesday 19th August 11:15 Eastern Daylight Time (08:15 PDT / 16:15 BST) for our next online Event.  More "How To's, Hints and Tips", and a sneak preview of the Document Professional Skills Matrix that we will be presenting on 7th October.  You can join on the day by clicking here or add it Outlook.

For more information and joining instructions email

Online Session and Launch of our New Shared Expertise


Join us on Thursday 23rd July 11:15 Eastern Daylight Time (08:15 PDT / 16:15 BST) for our next online Event on "How To's, Hints and Tips", and the launch of our Shared Expertise Initiative.  You can join on the day by clicking here or add it Outlook.

Join Clare Waller (DocsCorp), Consuelo Rockliff-Stein (Cole Schotz), John Attinger (Capensys) and Julie McCarthy (Tikit) to discover some of their favourite Microsoft Office time savers, and where you can find them and many others in our new online Shared Expertise.

For more information and joining instructions email



Coming Soon - Shared Expertise

Look out for the launch of our new Shared Expertise initiative – a collection of hints, tips and how to do’s created and shared by the committee and members.

Online Event - 24th June 2020

Connecting, consulting and collaborating in a virtually connected world

Four next meeting we have two speakers who will give us their tips for working in a virtually connected world - Dorigen Sykes is a busy training services provider to law firms and other professional organisations and Mat Winser is the Lead Learning & Development Specialist at an international law firm. There will be an opportunity for you to ask them questions too.

You don't need to register for this event.  Just add the event to your calendar by clicking HERE.

Document Excellence Day - Wednesday 7th October 2020

After much consideration we have decided that to ensure we can support and interact with our membership during this time the Document Excellence day will be hosted as a virtual conference. Plans are progressing and, while it will be a very different experience, we know that , with your help, we will be able to run interesting and interactive sessions. Plans are underway to ensure that sessions will be run to allow for members from varying time zones to participate.

More details to follow soon - so watch this space !

Can you help?

As a non-profit organisation we rely on volunteers to allow us to continue our work. Our current global membership is made up of individuals like yourself who have a huge interest in document excellence, best practice, and the future roles we play in a changing world. Our current membership stands at almost 1,000 members representing 400 organisations worldwide across the legal sector and other professional services.

We want you to expand your network, share your knowledge, and in turn, help our members develop their own skills.  To achieve that we need your help, in the UK, the US and worldwide, no matter how big or small your contribution. Could you help us by doing any of the following?

  • Join a working party – to help organise an event or develop and document best practice in a specific area
  • Write an article – is there something that interests you or that you feel strongly about that you would like to submit for inclusion in our newsletter or on our website
  • Help us develop a series of hints and tips which will be included on our website
  • Join the management committee
  • Help with admin, distribution, proof reading, etc etc

you think you can help or would like to explore this more please complete this short questionnaire and we will be in touch very soon.

Making the best of online meetings

Read the Article by Annette Brown from Milbank on how to get the best of online meetings.  You can download the article HERE.

More Online Events Coming soon

More details will be published for these nearer the time. All the meetings will begin at 4:30 BST, 11:30 EDT, 10:30 CDT, 8:30 PDT but we'll start 15 minutes earlier for networking.

Thursday 23rd July

Wednesday 19th August

Thursday 24th September



Setting Up Standard Styles - Webinar

Want to learn more about the UKDEG Standard Styles Framework?  Join us for an educational webinar on Thursday 6th June at 3:30 pm (BST).  Following the success of last year's UKDEG Styles workshop in London, we are delighted to offer this webinar to members across the UK and beyond. Marianne Armitage (Ocorian and Standard Styles Committee Lead) will take an in-depth look at:

  • What are Standard Styles and why use them
  • Planning for Standard Styles
  • Constructing the Styles

Whether you've already adopted the standard and want to get the most out of it, you're on your journey towards this, or you're just starting to consider whether Standard Styles are right for your organisation, this webinar will have something for you.

Recording is now available within the Styles Getting Started section of the website.


Spotlight on our members

Following the launch of our Spotlight series, we continue to shine a light on our members; what challenges they face, what advice they have for those starting out... even where they'd be if they'd chosen a different path.

Document Excellence Day registration open

We are pleased to announce that registration is now open for the next Document Excellence Day.  Thank you once again to Tikit Limited for sponsoring this annual event.

It will be held on Wednesday 10 October 2018 at BT Centre, London and will be followed by an informal drinks and canapes reception.

Agenda to follow, but topics (subject to change) include:

  • Questions for Microsoft
  • The “Paper-Lite” office
  • Disruptive Technologies
  • Exploring Office Themes
  • Creating Accessible Documents

The event is open to UKDEG members only.  To join the group, please visit  This event is normally oversubscribed so places will be allocated on a first come first served basis.

Please note we reserve the right to limit the number of attendees from any one organisation should the event become heavily oversubscribed.

Do you have a question for Microsoft?

As part of our ongoing relationship with Microsoft, we have the opportunity to ask them anything we'd like to know about Word or the wider Office suite. With many questions on our minds, this year's Document Excellence Day will feature an "interview with Microsoft".

While there will be time for some audience Q&A on the day, we'd like to send across as many questions as we can in advance to give them ample time to investigate and get the real scoop.

We think this lends itself to a wide spectrum of related topics, from forward thinking about the roadmap and where particular features are going next, to reflecting on the evolution of Office, to the behind-the-scenes processes, and more.

For example:

  • How are new features decided upon
  • What inspired the addition of co-authoring
  • How long will text form fields be supported as a legacy tool
  • What prompted the move to .docx
  • How are bugs reported and prioritised
  • Why doesn't track changes play nicely with complex numbering
  • How many teams/staff work on the Office side of things

We're sure there's plenty you're curious about – send us your questions.

Styles Workshop

You may have seen that we are holding a Styles Workshop event on 13 June.  This event is aimed at people who are considering adopting UKDEG standard styles within their organisations, but will include some incredibly useful information about creating template, styles and setting up numbering schemes.  If you have questions about styles and numbering, there will be experts in attendance who will be able to answer your questions.  The workshop will also explore how to implement standard styles and tools that are available to help with the transition.

We are currently looking for additional speakers from Vendors or Consultants who have worked with organisations to introduced standard styles or have tools to help convert documents to the standard style scheme.  We are also inserted in speakers from firms who have already implemented standard styles and would be happy to talk about their experience in a panel session.

If you would be interested in speaking please make contact.  If you haven't yet registered and would like to attend, sign up here:


LTC4 & UKDEG announce a strategic partnership

LTC4 (Legal Technology Core Competency Certification Coalition) and the UK Document Excellence Group are delighted to announce the formation of a strategic partnership.

Both of these not-for-profit membership groups are working to establish common standards and promote knowledge and collaboration across the legal industry.

Becoming members of both these organisations provides a valuable opportunity to share knowledge and develop best practice, working with others in the UK legal community. IT professionals, trainers, developers and document production specialists can attend regular networking events and benefit from the experience of their peers and industry vendors.

For further information, please contact Joanne Humber who represents both groups.


Joanne Humber – Humber Associates

About Joanne

For more than 25 years Joanne Humber has delivered IT training programmes to law firms across the world – initially through her own company and for 8 years as Director of Training for Phoenix Business Solutions. Since leaving Phoenix in 2015 she has been actively promoting the Legal Technology Core Competency Certification Coalition (LTC4) which was formed more than 6 years ago by law firm training and IT professionals to address the skills gaps which exist within the industry. Her experience of working with law firms of all sizes clearly demonstrated the need to improve technology skills in a way which is relevant to the way they work, with whichever software or devices they choose to use…laptop, PC, smartphone or tablet….and wherever they may be based. LTC4 are strategic partners of UKDEG.

Committee Roles

Committee member since January 2014

Upcoming events in 2018

We've got an exciting year ahead, so don't miss the events we've got planned.

Regional Roadshow with LTC4 and ILTA - Edinburgh
When: Wednesday 30 May, 12pm - 2pm
Where: Brodies LLP, 15 Atholl Crescent, Edinburgh EH3 8HA
Attendees: Members of UKDEG, LTC4, ILTA and those interested in finding out more
Sign me up!

Styles Workshop
When: Wednesday 13 June, 2pm - 6pm
Where: Dentons, 1 Fleet Place, London EC4M 7RA
Attendees: UKDEG members
Sign me up!

Document Excellence Day
When: Wednesday 10 October, 9am - 5pm with reception afterwards
Where: BT Centre, 81 Newgate Street, London EC1A 7AJ
Attendees: UKDEG members
More information and registration details coming soon.

Spotlight on our members

We've launched a new Spotlight series which shines a light on our members; what challenges they face, what advice they have for those starting out... even where they'd be if they'd chosen a different path.

If you'd like to be featured, please complete the short questionnaire and return it to us.