No matter your business, when you sign up clients, you need to document what you will do for them, how you will bill them, what you will not do, and what they can expect. Engagement letters are the bread and butter of law firms. You draft a lot of these. This makes them good candidates for automation because they are simple (there are likely 4-6 options in the document at most), bring value to the firm, and your producers/sales/managing attorneys can easily help you identify the flow of automation markup as to scope of work, rate, and any time terms necessary. These are probably the most often reviewed documents that leave your company as well.

They are on the other side of the legal document spectrum, but no less good candidates. They are large, complex, and highly valuable, but still include a series of clauses that can be automated, and relatively few options; including seller, buyer, physical property location, price, and any relevant payment schedules. In this case however, a Document Automation/Contract Lifecycle Management tool really comes into its own with the relevant attachments for each deal – property descriptions, inspection reports, any build-out plans, etc. can all be digitized and included easily.

Not to leave the non-lawyers out of our set of examples, MSA/SOW documents are some of the most common in IT, research and other fields, and govern the most important terms of ongoing relationships. Again, these are important to the business, and beyond the key time, price, etc. terms, contain a significant quantity of pre-approved/pre-reviewed language. SMEs (the producers themselves) are ready at hand to answer questions as to automation/templatization as necessary.

No matter your business, when you sign up clients, you need to document what you will do for them, how you will bill them, what you will not do, and what they can expect. Engagement letters are the bread and butter of law firms. You draft a lot of these. This makes them good candidates for automation because they are simple (there are likely 4-6 options in the document at most), bring value to the firm, and your producers/sales/managing attorneys can easily help you identify the flow of automation markup as to scope of work, rate, and any time terms necessary. These are probably the most often reviewed documents that leave your company as well.

They are on the other side of the legal document spectrum, but no less good candidates. They are large, complex, and highly valuable, but still include a series of clauses that can be automated, and relatively few options; including seller, buyer, physical property location, price, and any relevant payment schedules. In this case however, a Document Automation/Contract Lifecycle Management tool really comes into its own with the relevant attachments for each deal – property descriptions, inspection reports, any build-out plans, etc. can all be digitized and included easily.

Not to leave the non-lawyers out of our set of examples, MSA/SOW documents are some of the most common in IT, research and other fields, and govern the most important terms of ongoing relationships. Again, these are important to the business, and beyond the key time, price, etc. terms, contain a significant quantity of pre-approved/pre-reviewed language. SMEs (the producers themselves) are ready at hand to answer questions as to automation/templatization as necessary.