Step 1: Onboarding Call.
We dive into your processes and which documents you are looking to automate to create a seamless workflow to automate any documents you need.
Step 2: Build A Guide For Your Processes.
As soon as we begin working together, we understand your processes and create a guide for our students. This value add-on ensures we complete your documents are automated the way you expect them to be done.
Step 3: Increase Your Firm’s Efficiency.
We handle all of the steps that go into document automation, which includes:
1) Creating your workflows.
2) Inserting all variables in the Output Document.
3) Including all back-end logic to create the final deliverable correctly.
4) Testing to ensure the generated documents are always correct.