Legal Document Preparation Software Legal automation software to generate, send, sign, repeat With Lawmatics document automation, instantly generate documents styled in your preferred template.
Use Word, PDFs, or our online text editor app to minimize errors and save time. Not only is it incredibly easy to create documents with Lawmatics, but you can just as quickly review, send and receive with e-sign pdf software all in our simplified automation platform. Legal Automation Software with Conditional Logic Blocks Documents that practically create themselves Lawmatics helps reduce time spent generating documents by plugging in data straight with a custom form builder and dynamically populating it into a document.
Create custom questions in your forms to gather whatever data you need for automatic populating matter-specific documents. Add complex branching logic with marketing automation to determine what questions and pages to show or hide — saving you even more valuable time.
Frequently asked questions What is document automation? Document automation is the process of automating different types of document creations that would otherwise take considerably longer to create manually. By pulling information from a different source like a CRM, software can fill out a template with any information you request it to.
What is document automation in law? Part of a lawyer's job is creating often complex documentation that can take a considerable amount of time to draw up manually— sometimes hours to days. With so many other tasks already on a lawyers plate it can be difficult to find time to do it all.
Document automation is a powerful tool that can save lawyers a tremendous amount of time on tedious wok by automating documents with a few clicks on a button.
Document automation software is a game-changer for law firms of all sizes who are looking to take on as many clients as possible without missing a beat. It in truth was a leisure account it. Glance complicated to more added agreeable from you!
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Benefits of Knackly User-Friendly and Easy to Learn Staff overturn seems to be at an all-time high right now; even in more stable periods, training new staff to automate your documents or even just to use your automation system can take valuable time away from getting work done.
Generally, it will take that same trainee another six months a full year to become truly proficient — to reach a point where they are able to automate complex documents quickly and easily maintain your automation system. We also have a variety of resources to help new automators reach proficiency faster — these include training activities in a step-by-step learning course and a knowledge base with many articles on how to better use Knackly.
While it is possible to integrate to other automation systems, the process is costly, time-consuming, prone to bugs, and requires an advanced programmer who is familiar with both API connections and the particular automation software. We built Knackly with the central idea of making API connections easy and error-free. Knackly has a native open API and uses data formats that allow easy access and connection to external databases like client-management software.
Intuitive and Fast External Intakes For law firms who have an online external intake, most web forms are slow — or difficult for your clients to navigate. Our external intake is fast, easy to maintain, and user-friendly — your clients will be able to answer the specific questions you need. Knackly also allows you to include instructions for your clients, which can be text, images, or even videos. The information your client inputs to the Knackly external interview is pulled directly into your Knackly document automation, so there is no entry of information by your staff — and no worry about typos or mistakes from your staff, because all of the information is preserved exactly as your client entered it.
Faster Automation Document automation involves an up-front investment of time and money for exponential long-term benefits, but there is a certain amount of initial effort to reach that result. While this is the nature of document automation, and the long-term benefits vastly outweigh the initial expenditure, we still believe that the initial process should be as fast and easy as possible for our automation clients.
First , decide the documents you want to automate. While you can and many of our clients do eventually add all of your documents to your automation system, you want to get the biggest benefit as fast as you can from automating.
This means that you want to choose the documents that you use most frequently. However, you also want to balance the complexity of the document with your automation skill level. Where you are just starting out, you want to choose documents that are fairly simple, so that you can learn Knackly while still making progress on getting your automation up and going. As your skill level increases, you will start adding more complex documents — try to maintain a balance between how frequently used the document is and how complex it is.
Second , you need to get your documents in good shape for automation. While you may feel that your documents are ready to start automation, you should still review the items below. The core idea of these steps is to ensure that the base documents you start to automate are as close as possible to how you want Knackly to produce them.
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