Implementing a Document Automation Platform in Your Firm [Guide]

If you’ve decided on integrating a document automation platform, congratulations, you’ve taken an essential step in leveraging technological advancement – a hallmark of innovative legal practices today.

However, there are several challenges to anticipate when implementing new technology in any firm – namely, obtaining the right support and training to ensure you’re getting the most out of your investment.

Once you’ve chosen a suitable platform, a structured implementation process is the next step in ensuring your firm enjoys document automation’s benefits, including cutting down the time it takes to assemble a fully compliant contract by up to 82 per cent.¹

In part one of this guide, we covered the basics of how to choose the platform for your firm. Download your copy here.

In part two, we take you through the process of implementing a document automation
solution in your firm and cover these key milestones:

  • A snapshot of how it works
  • Preparing your firm for a digital solution
  • Communicating with and training your staff effectively
  • What you need for ongoing maintenance

¹ 2017 Contract Express customer user survey, Thomson Reuters USA

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