Law firms · Guided documents
From collected information to a draft using your template.
We design a guided workflow for documents your firm prepares regularly. A questionnaire collects the necessary information and creates a draft from a lawyer-approved template. The lawyer reviews the final content.
Repeated fields, different variations and missing information.
Recurring documents involve collecting information, copying fields and selecting variations. We make these rules explicit before configuring the workflow.
The pilot in practice
Test a document your firm prepares every week.
Illustrative example to be tested in the pilot.
For an engagement letter using the firm's template, the workflow collects the required information, flags missing details and prepares a draft. The lawyer checks information, clauses and the template version before use.
One firm-approved template, one defined workflow.
AI is assessed where it serves the task. Filling fields and applying rules can also be implemented without unrestricted text generation.
- A recurring document and a template supplied or approved by the firm.
- A questionnaire with agreed fields and branches.
- Rules to highlight missing or inconsistent information.
- A draft in the format defined by the project.
- Test cases and instructions for review and template updates.
How the project starts
The template and rules come before configuration.
We choose one document, define required information and test agreed variations. We measure time to a reviewed draft, including corrections. Additional documents or template changes receive their own scope.
Before starting
Questions about the project.
Who decides the clauses and legal content?
The firm supplies or approves the template and rules. Legal choices and document approval remain with the lawyer.
Is the document sent automatically?
The initial project prepares a draft for review. Sending, signing and other external actions require a separate workflow and the firm's approval.
Can we use our own templates?
That is the proposed starting point. We assess formats, fields and variations to choose a suitable first template.
Are digital signatures included?
This workflow covers information collection and document preparation. Signing requirements, providers and available integrations are assessed separately.
Which recurring document deserves a first trial?
Tell us the document type, required information and variations that need the most attention.
Assess a recurring documentDescribe the workflow without sending confidential templates or information.