Document creation must be simplified and provide confidence to business and attorneys that correct clauses are used when legal agreements are drafted. Microsoft Word merge functionality can be the simple workflow solution to get started with the automation journey. Templates are created and data from clients, matters or contracts will be populated in the excel file. The merge tool program will generate one document for every row of data in Excel. This is still used effectively in debt recovery or to send outstanding invoice reminders, which are simple and easy to implement.
Limitation of merge solutions like displaying repeat data, inserting precedents based on rules and other conditional formatting has made PageLightPrime legal document automation software popular. The legal tech solution is an extension of Legal DMS and integrates with Contract Management Software. This is important as case or contract data can be merged with templates available to assemble documents. Rules based on contract metadata can decide the clauses to be inserted from the approved terms, managed by the internal governance team. Availability of automation in legal practice management solution can generate document bundles.
Court forms can be assembled by secretaries for different states and counties. This can save time as data from Matter can be merged to create submission documents. PageLightPrime Legal document management solution allows lawyers to collect binding signatures using digital signature. Legal CRM software can generate fee agreements based on the type of legal requests. KYC and AML forms can be sent to end clients for self-declaration and converted to PDF and saved as records in client folder.
Businesses can take advantage of automation self-service to create legal documents approved by internal legal departments. NDA and SLA can now be created by sales teams without the need to involve general counsel saving time to improve efficiency.
Sign in to leave a comment.