Document Management and Automation

What is Document Automation?

In short, document automation is robotic document drafting ‒ think TurboTax meets legal, sales, HR or compliance documents.

Document automation software abstracts users from the underlying jargon language of a document template and instead presents them with a questionnaire that collects relevant data and guides them through the document creation process. Based on the input provided by the users, the appropriate data and elements of the master template are then automatically inserted into the final document, which is generated by the system and then returned to them.

Using document automation, firms can reduce the errors, costs and overall inefficiencies associated with traditional drafting methods. Documents can be created in minutes instead of days.