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Integration of document automation with other software

07-10-2022

Making legal ops more efficient requires automation of standardized documents. Document automation brings various benefits to law firms and legal departments, most important ones being cost cutting, time saving and eliminating errors when drafting. The benefits are even greater when document automation integrates with other software the firm uses.  

Document management system (DMS). If your firm has adopted a modern data management system (DMS), it can use it to store automated templates as well. This stands for both cloud-based and on-prem DMS. Draftomat runs in Word, so it automatically integrates with any tool used through Word, including DMS. That way, users can store and retrieve all the templates and documents produced with Draftomat in their firm’s preferred storage.  

Client relationship management (CRM). CRM tools are used to store essential data on prospects, partners, clients and other relevant individuals and organizations. Data such as names, addresses, personal or tax numbers etc. are included in legal documents as a rule. Pulling such data directly from a CRM into a document streamlines the drafting process. There is no copy-paste of relevant information; instead, the most up to date info is directly imported into the document. Draftomat is already integrated with a popular external database of commercial entities and our team can develop connections with CRMs that our users have in their organizations. That way, when drafting a document by responding to a questionnaire in Draftomat, you can import data on a company or an individual from your CRM, with one click. 

Knowledge managements system. Keeping documents and folders well organized is essential for any legal practice. However, quickly retrieving the best practice wording from documents, emails, legal memos to include them into a document being drafted, brings the drafting process to another level. Draftomat is able to integrate with knowledge management tools, enabling users to store and find their valuable content and include it into the text they draft.  

Contract lifecycle management (CLM). This type of technology allows several individuals to work on a single document simultaneously. The technology is widely used in large organizations where different departments must review, amend, and approve a single document. CLMs are also widely used between parties negotiating a contract. These situations require a smooth workflow, where every single change made in a document can be tracked down and assigned to a particular person involved in the process. Draftomat is in the process of developing a CLM feature that will enable multiple users to work on a single document.    

Electronic signature. This technology is widely used to automate the signing process. It is particularly useful where several parties need to verify a document with their signatures. Most e signature tools have their Word applications, which makes them available for documents produced in Draftomat. Once the user answers all the questions in an automated template they can e sign it with the application in Word. 

With the continuous growth of the legal tech market, new software emerge. Draftomat team monitors these developments and is ready to make them an integrative part of the automation process. Feel free to contact us at office@draftomat.app if you want to investigate how Draftomat can integrate with the tools you currently use or plan to use in your firm. 

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