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Document Assembly and Automation

This is currently one of the most rapidly advancing areas of legal technology, and supports automation and streamlining of the document creation process through the use of tools and templates to generate accurate, consistent, and customised legal documents efficiently.

Key identifiers of advanced document assembly and automation tools include:

  • Templates and Predefined Clauses: provide a library of prebuilt dynamic templates and predefined clauses for various types of legal documents, such as contracts, agreements, wills, and pleadings. Users should be able to manually or automatically select the appropriate template or clause that matches their specific requirements..

  • Document Collaboration: Many document assembly solutions offer a element of collaboration allowing a legal representative to work on a document in tandem with a client or 3rd party.

  • Data Integration: with multiple data sources, such as PMS and CRM systems or other client databases. This integration enables automatic population of document fields with relevant information from across the systems deployed in a law firm.

  • Document Output: once the document is assembled, these tools generate the final document in the desired format, such as Microsoft Word or PDF

  • Workflow Automation: Legal document assembly tools can automate repetitive tasks and workflows. Such as automatically generate follow-up documents, trigger notifications, or initiate approval processes based on predefined rules or actions.

 The Legal Tech Buyers Guide recommends the following 5 solutions:

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Document types

Estate planning and will writing

 

Jurisdictions

United Kingdom

Australia

New Zealand

South Africa

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Document types

Legal precidents

Jurisdictions

Global

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Document types

Court forms

 

Jurisdictions

United Kingdom

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Document types

Legal precidents

Jurisdictions

United Kingdom

Australia

USA

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Document types

Legal precedents (deployed as part of a full document management solution)

Jurisdictions

Global

If required, Hindsight Legal Consulting can provide help and guidance to assist with system selection and implementation. 

Contact us on +447507971296 or at enquiries@hindsightlegal.com

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