Document Automation
Generating and processing routine documents without manual retyping.
What is document automation?
Document automation generates documents from structured data — contracts, quotes, invoices, certificates, reports — using controlled templates, and extracts data from incoming documents so it does not have to be retyped. It removes both the manual production and the manual reading of routine paperwork.
The problem this solves
Documents are produced by copying the last similar file and editing it, which propagates errors and outdated clauses. Incoming documents are retyped into systems by hand.
Signs this applies to you
- Documents are created by editing a copy of a previous one.
- Old clauses and wrong names survive into new documents.
- Invoices and forms are retyped from PDFs.
- Nobody can find which version was sent.
How we approach it
- Build controlled templates with defined variable fields.
- Generate from system data rather than from a previous file.
- Version templates so updates apply going forward.
- Extract data from incoming documents, with review where accuracy matters.
- Store generated documents against the relevant record.
- Add approval and signature workflow where required.
What you get
Included in the work
- Document templates
- Generation from system data
- Template versioning
- Incoming document extraction
- Document storage against records
- Approval workflow
What changes afterwards
- Consistent, current documents
- Fewer copy-and-edit errors
- Less retyping of incoming paperwork
Services this draws on
Document Automation — frequently asked questions
Good on structured documents like invoices and forms, less reliable on unusual layouts. Design a review step wherever an error would matter.
Yes, with OCR, though accuracy depends on scan quality. Poor scans remain poor input regardless of the processing.
Generated documents are as valid as any other, provided the templates are correct. Have legal templates reviewed by your advisor before they go into production.
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Talk to us about document automation
A short conversation is usually enough to tell whether we are the right fit, and what the work would realistically involve.