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Document Automation · Available now

Keep each document decision with the matter.

Document Automation keeps a legal or contract matter, its counterparty, owner and document decisions in one record. The Matter Coordinator prepares the matter and its supporting events.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewMatters in progress
Document Automation · Matters

Matters in progress

Matters in one list

New matter
Matters in view
6
Engaged
2
Active
2
Review
2
Engaged2
Westhaven lease renewalStonehaven Logistics
24 Oct
Pineford employment claimNorthline Field Supply
13 Oct
Add
Active2
Cedarbank vendor disputeHarbor Point Holdings
13 Oct
Northline service contractStonehaven Logistics
18 Oct
Add
Review2
Harbor Point acquisition reviewWillowgate Software
13 Oct
Willowgate licensing negotiationHarbor Point Holdings
21 Oct
Add
Westhaven lease renewalMatters · MTT-60885
Engaged
OwnerNadia Rahman
CounterpartyStonehaven Logistics
Opened at24 Oct
Conflict decisionMTT-60885 · Westhaven lease renewal

Supervising Attorney decides whether the matter is clear to engage.

Waiting for Supervising Attorney
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
12
Roles with set permissions
5
Reports and dashboards
8
Features

Matter work in context

Every feature works on the same records. Pick one to see the screen your team works in.

Matter intake

Give each matter a clear owner, counterparty and engagement context.

  • Matter identity
  • Engagement context
  • Lifecycle
  • Matters
  • Clients
  • Organizations
  • Team members
  • Conflict reviews
Explore matter intake
OverviewMatter intake
Document Automation · Matter intake

Matter intake

Conflict review waits for the matter coordinator

New
Record numberSubjectCounterpartyOwnerOpened at
MTT-60301Westhaven lease renewalNorthline Field SupplySamir Patel25 Oct
MTT-83643Cedarbank vendor disputeNorthline Field SupplySamir Patel31 Oct
MTT-93619Harbor Point acquisition reviewWillowgate SoftwareGrace Kim26 Oct
MTT-11831Pineford employment claimWillowgate SoftwareTessa Okoro30 Oct
MTT-18776Northline service contractHarbor Point HoldingsLucia Moreno21 Oct
6 of 6 records
Westhaven lease renewalMatters · MTT-60301
CounterpartyNorthline Field Supply
OwnerSamir Patel
Opened at25 Oct
Example screen with sample data
Process

From intake to controlled release

Matter to controlled document release ships ready to use. 4 steps need a named approval before the work moves on: Conflict decision (Supervising Attorney), Document review (Supervising Attorney), Template decision (Supervising Attorney) and Production authorization (Supervising Attorney).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Intake

    Record the owner, counterparty and matter scope.

    Westhaven lease renewalMTT-60885 · Matter Coordinator
    IntakeBy Matter Coordinator

  2. Conflict decision

    The Supervising Attorney decides clearance; the coordinator retains the decision and evidence.

    Westhaven lease renewalMTT-60885 · Supervising Attorney
    Conflict decisionBy Supervising Attorney
    ApprovalSupervising Attorney decides whether the matter is clear to engage.

  3. Engagement

    Keep the engagement reference with the cleared matter.

    Westhaven lease renewalMTT-60885 · Matter Coordinator
    EngagementBy Matter Coordinator

  4. Document review

    Classify the exact document revision before use.

    Westhaven lease renewalMTT-60885 · Supervising Attorney
    Document reviewBy Supervising Attorney
    ApprovalSupervising Attorney decides the document's privilege treatment.

  5. Template decision

    Decide on the submitted template version.

    Westhaven lease renewalMTT-60885 · Supervising Attorney
    Template decisionBy Supervising Attorney
    ApprovalSupervising Attorney approves or rejects the submitted version.

  6. Production authorization

    Confirm recipient, revision and authority before disclosure.

    Westhaven lease renewalMTT-60885 · Supervising Attorney
    Production authorizationBy Supervising Attorney
    ApprovalSupervising Attorney confirms the exact document and recipient.

Start with Open a matter

Inside a record

Connections with traceable receipts

Open any matter to see its legal documents, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Owner, Counterparty and Opened at.

  2. 2
    Legal documents

    Each line is linked to this matter.

  3. 3
    Who works on it

    Auditor, Matter Coordinator and Supervising Attorney, each with their own permissions.

  4. 4
    Process stages

    Intake and Engagement, with the role that acts.

  5. 5
    Approvals

    Conflict decision and Document review, with who decides.

Matters in progressWesthaven lease renewal
Document Automation · Matters

Westhaven lease renewal

Stonehaven Logistics · Engaged

Log activity
1
Record details
OwnerNadia Rahman
CounterpartyStonehaven Logistics
Opened at24 Oct
2
Legal documents

Westhaven lease renewal

TitleRevisionPrivilege
Westhaven lease amendment550Unreviewed
Cedarbank response letter670Unreviewed
Harbor Point diligence summary810Unreviewed
Legal documents
6
Total revision
2,550
3

Who works on it

  • AuditorView Clients, conflict reviews, document productions, legal…
  • Matter CoordinatorManage matter events, Matters, record attachments, template…
  • Supervising AttorneyView Clients, conflict reviews, document productions, legal…
4

Process stages

  • IntakeMatter Coordinator
  • EngagementMatter Coordinator
5

Approvals

  • Conflict decisionSupervising Attorney
    Approved
  • Document reviewSupervising Attorney
    Waiting
Example screen with sample data
Approvals

Decisions tied to exact revisions

OverviewApprovals
Document Automation · Overview

Approvals

Signed in as Supervising Attorney

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TV-82105Mutual nondisclosure agreement, v4
    Harbor Point acquisition reviewRequested by Auditor
    Submitted0dActions
  • TV-33729Vendor services agreement, v7
    Willowgate licensing negotiationRequested by Auditor
    Submitted3dActions
  • TV-37890Consulting engagement letter, v3
    Elmbridge policy updateRequested by Auditor
    Submitted5dActions
  • TV-60316Data processing addendum, v5
    Harbor Point acquisition reviewRequested by Auditor
    Submitted5dActions

Who approves what

DecisionApprover
Conflict decisionThe Supervising Attorney decides clearance; the coordinator retains the decision and evidence.Supervising Attorney
Document reviewClassify the exact document revision before use.Supervising Attorney
Template decisionDecide on the submitted template version.Supervising Attorney
Production authorizationConfirm recipient, revision and authority before disclosure.Supervising Attorney
4 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Document Automation to the work that is theirs. Pick a role to see what it starts with.

Auditor

Read authorized evidence and reports.

This is the first screen this role sees.

OverviewOperations needing review

Operations needing review

Operation receipts · Auditor

Operation keyActionResult stateOccurred atFailure reasonParent
matter-westhaven-publish-v4Publish template revisionNeeds review21 OctClause library version was retiredHarbor Point acquisition review
matter-cedarbank-review-v2Generate engagement letterNeeds review16 OctMatter owner approval is missingPineford employment claim
matter-harborpoint-disclose-v1Send document for reviewNeeds review14 OctDocument hash changed after reviewWillowgate licensing negotiation
matter-pineford-approve-v3Record approval decisionNeeds review28 OctRecipient address was rejectedNorthline service contract
matter-northline-render-v5Produce disclosure bundleNeeds review21 OctRequired signature field is blankNorthline service contract
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Questions from working records

Answer operational questions from matter and document records.

Overview
Document Automation · Overview

Document Automation dashboard

This quarter

Template versions in view
6
Submitted
6

Matters by status

How far records got this quarter

StageReachedStep
Intake36
Conflict review1336%
Engaged215%
Active150%

Number of matters by status

Sample counts per stage

0
-10Intake
-40Conflict review
-60Engaged
-20Active
0Review
Example screen with sample data
  1. 01Matters by lifecycle state

    Count matters by Status and Owner.

  2. 02Conflict clearance outcomes

    Compare conflict reviews by Decision and reviewed at.

  3. 03Upcoming and completed deadlines

    Group matter deadlines by due at, completed at and Owner.

  4. 04Documents awaiting privilege review

    List legal documents by Privilege, Matter and Revision.

  5. 05Template review decisions

    Compare template versions by Status, decision at and Organization.

  6. 06Disclosure register

    List document productions by produced at, Recipient, Document and Matter.

  7. 07Guarded operation exceptions

    Group operation receipts by result state, Action and occurred at.

  8. 08Matter evidence trail

    Follow Matters to record attachments, review decisions and operation receipts.

All reports and dashboards

Who it's for

For matter-based teams

See how Document Automation fits your kind of team.

Legal operations teams

Coordinate document review and matter evidence across a legal team.

Contract teams

Keep contract templates and document decisions tied to the matter.

Matter-based practices

Track dated obligations and controlled disclosures within each matter.

Controls

Review guarded outcomes

Each stage of matter to controlled document release names the role that acts and the status it records, so a change is never anonymous.

OverviewMatter to controlled document release
Document Automation · Process

Matter to controlled document release

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
4
Roles involved
2
Tables touched
7
Intake
Matter Coordinator
StatusIntake → conflict review
RecordsConflict reviews, Organizations, Matters
Conflict decisionApproval
Supervising Attorney
StatusConflict review → Declined
RecordsConflict reviews
Engagement
Matter Coordinator
StatusConflict review → Engaged
RecordsConflict reviews, Matters
Matter to controlled document release
  1. Start
    IntakeIntake → conflict review
    Conflict reviews
  2. Approval
    Conflict decisionConflict review → Declined
    Conflict reviews
  3. Step
    EngagementConflict review → Engaged
    Conflict reviews
  4. Step
    Active workEngaged → Active
    Matters
  5. Approval
    Document reviewSupervising Attorney
    Supervising Attorney
Example screen with sample data

See each stage in detail

AI agent

Help with preparation

Ask Proto to prepare matter work while people retain legal decisions.

It can

  • Matter Coordinator: Prepare a matter intake checklist from its counterparty, owner and engagement context.
  • Supervising Attorney: Gather the submitted template revision, related matter and available evidence for review.
  • Auditor: Trace a production record to its document, authorization reference and operation outcome.

Stays with a person

  • A person makes the conflict, privilege, template and disclosure decisions.
  • Proto can organize the relevant records and call attention to a missing or uncertain outcome, but the legal decision and external confirmation stay with the responsible team.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Document Automation
  • File storage
  • Signing service
  • Delivery service
  • Court or filing service
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Matter intake5
  • Conflict clearance4
  • Document revisions4
  • Template review3
  • Deadlines and events4
  • Review and evidence4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Establish people and organizations

    Add the organization, client counterparties and active team members with their platform users.

  2. Agree decision rights

    Assign coordinators and supervising attorneys; rehearse a separate conflict and document review decision.

  3. Prepare matter work

    Enter a representative matter with events, a deadline, a document revision and a template version.

  4. Check evidence

    Review a returned decision, a production authorization and an operation that needs reconciliation.

  5. Release the working pattern

    Confirm ownership, permitted access and the external receipt path before using it for live work.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Document Automation.

All questions
How do I get started?

Click Get started, then use Proto to configure Document Automation for your business. Start with one matter, its counterparty, a conflict decision, a document revision and a named reviewer.

Who opens a matter?

The Matter Coordinator prepares the matter with an organization, counterparty and owner. The Supervising Attorney makes the conflict decision before engagement.

How is a document revision identified?

Use the document title, revision and content hash together. The matter link places it in the case where it belongs.

Who decides whether a document can be shared?

The Supervising Attorney checks the exact revision, privilege treatment, recipient and authorization reference before production.

How are template versions reviewed?

The coordinator submits a specific revision. The attorney approves or rejects that submitted version and retains the dated decision.

What happens after a rejection?

The coordinator prepares a corrected revision for another review. The earlier rejected decision remains in the matter history.

How do owners track deadlines?

Each deadline has a matter, type, due date and team member owner. Completion and a relevant receipt show the outcome.

Can auditors inspect the decisions?

The Auditor role can read authorized matter, document, decision and evidence records without editing the source work.

What if an external action is uncertain?

Inspect the operation receipt and external reference. Reconcile the original attempt before deciding whether another action is needed.

Where does signing fit?

A signing service is a connection to choose and set up. The team should bind its request and receipt to the approved document version.

Set up Document Automation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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