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- Document Automation
- Implementation
How a Document Automation rollout works
Set up matter ownership and review decisions with a representative case.
Establish people and organizations
Add the organization, client counterparties and active team members with their platform users.
Agree decision rights
Assign coordinators and supervising attorneys; rehearse a separate conflict and document review decision.
Prepare matter work
Enter a representative matter with events, a deadline, a document revision and a template version.
Check evidence
Review a returned decision, a production authorization and an operation that needs reconciliation.
Release the working pattern
Confirm ownership, permitted access and the external receipt path before using it for live work.
What the customer provides
Provide the organization details, team assignments, client identifiers and a real example of a matter the team can safely rehearse. Name the legal decision makers and the evidence required for conflict clearance, privilege classification and production. Bring a sample deadline and the expected external confirmation. Choose any file, signing or delivery connections that the process requires.
Changing it afterwards
When a clause, counterparty or document changes, treat the revised content as a new review question. Keep earlier decisions and receipts available to authorized staff. Review role changes and inactive team members before transferring matter ownership. See roles and the data model.
Set up Document Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.