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. 

It’s a significant time-saver and eliminates the risk of human error, making processes much more efficient, allowing businesses to focus their attention on more important matters.

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.

Most lawyers can agree that there never seem to be enough hours in a day to complete everything that needs to be done. Automation makes it possible for lawyers to take control of their schedule and let software handle the busy work so they can focus on what matters most— their clients. 

Custom fields allow lawyers to merge data from their legal CRM directly into documents with a few clicks of a mouse, making the client onboarding process a breeze. The result is increased accuracy, less time wasted filling out complicated documents by hand, and the freedom to scale their business.

Document automation for law firms is built into Lawmatics CRM and client intake software. Choose a template styled in the best way that works for your law firm and automatically generate whatever you need. You can use word PDFs or Lawmatics online text editor app to ensure that your document is free of errors and has everything you need it to. 

The process is incredibly easy, and a simplified automation platform makes it easy to create, review, send and receive. If you’re ready to see how Lawmatic legal automation software can help you shave hours off of your day that you would normally be creating documents, sign up for a free product demo!