Legal Document Automation
The Challenge
Corporate paralegals manually assembled filing packets from templates stored on shared drives. Partners reviewed PDFs by email, making it difficult to prove approvals during audits.
Our Solution
We standardised clause libraries, introduced structured intake forms, and integrated DocuSign for legally binding approvals. Every submission now has a traceable history.
Key Features Delivered
- Clause library with versioning and template governance
- Client intake forms with validation and reminders
- DocuSign integration for partner approvals
- Dashboard with SLA tracking and audit exports
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Technology Stack
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Business Impact
Turnaround time for standard filings dropped from ten business days to four, and the firm passed its ISO 27001 surveillance audit without any document-control findings.
Project Timeline
Process Mapping
3 weeks
Shadowed paralegals, catalogued templates, and documented approval chains.
MVP Build
6 weeks
Created the intake flow, template builder, and DocuSign integration.
Pilot & Feedback
4 weeks
Ran a closed beta with the compliance practice and iterated on notifications.
Firm-wide Rollout
2 weeks
Onboarded remaining practices and trained support staff on reporting tools.
"Our paralegals finally have one place to manage filings, and partners can approve from their phone. The compliance team can answer audit questions in minutes."
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