An Essential Guide to Legal Document Automation

An Essential Guide to Legal Document Automation

The Estateably Team
October 12, 2023

Legal automation usage is on the rise. One in five legal professionals will likely consider document automation a top priority.

There are many reasons for this. Document automation solutions are easy to use and can save you more time doing the work. Legal professionals also like how automated solutions can be customized to suit their needs. Since many firms use automated solutions, document automation has become increasingly popular. The proliferation of this legal tool can be likened to the rise of cloud computing.

It's no longer rocket science to automate document assembly. Thanks to artificial intelligence and workflow, even legal professionals can easily improve workflow and be more efficient.

Today, let's take a closer look at document automation. Here is your essential guide to document automation!

What is Document Automation?

When it comes to document automation, the first thing you should know is what it is. The process of document automation is used to facilitate the creation of routine, repetitive, and manual tasks.

Document automation is the process of streamlining document assembly, and streamlining means that tasks are handled at a faster rate and are more easily done by the user. This immediate and automatic feature allows users to be more productive in their work.

Furthermore, document automation has a few advantages for legal professionals or individuals within an organization. Such advantages include:

  • The amount of time spent on repetitive tasks for document assembly is being reduced.
  • Manual tasks performed by document automation are faster. This, in turn, means less time is spent on these manual tasks.
  • Document automation makes it faster and easier to produce large amounts of documents.
  • Legal professionals can handle more cases in a shorter amount of time.

Types of Document Automation 

There are two types of document automation and management systems. One is document assembly. The other is case management.

Document Automation

Document automation purposes for creating and managing boilerplate documents. For instance, you want a pre-written contract that you can use repeatedly. This is called document automation.

Case Automation

Case automation implements document management to case records. This helps to create and manage cases. The documents, in your case, will be produced faster and easier.

How to Choose the Right Document Automation Software for Your Business


The first thing you need to consider is the cost. Many document automation solutions offer free trial versions. This is to allow you to try out the software before buying it.

Automation solutions are relatively cheap when compared to other legal solutions. Moreover, the amount of time it will save you is worth it. This is especially true if you have to produce documents regularly, such as for each and every client.


You also need to know how easy it is to set up the automation software. This will depend on the type of document automation software that you purchase. Moreover, it is important to have a reliable and secure system that protects your data and does not pose security risks.

You also need to know whether or not you can use your previously created templates. If your document automation software has a solution that allows you to use properties from your previous templates, it's a good thing.

If you are using document automation software that integrates with other technologies and tools, you must ensure that it is compatible with your existing tools. This is especially important if you are using multiple types of technology.


You might be wondering whether or not document automation software is too risky. There are backing up files and keeping them safe in case of data loss. This is to ensure that you can retrieve them if you lose them. If a legal professional or any individual within your organization has to deal with sensitive information, you will want to ensure that document automation software is protected with password security.

Without password protection, there is the risk of having your documents accessed by unauthorized users. If there is the risk of sensitive data being breached in any way, you will not want to use the software.


Integration is another thing to look for in document automation software. If you are using multiple technologies, you will want to make sure that it is compatible with all of them.

Moreover, if you are using the automated solution for cloud storage and document production, you will want to ensure that it is integrated with cloud services. This is why data backup is so important to document automation software. 

You also need to ensure that the software you use does not have limitations. This is especially important if you are producing documents on a large scale.

Additionally, you need to make sure that document automation software is compatible with your document management software. This is important if you need to share documents with multiple users. To share documents with other users, you need to make sure that they are securely handled.

The Benefits of Document Automation

Document automation is designed to streamline document assembly. This is done by automating document assembly into a series of steps. Moreover, this process is completed with the use of templates.

Legal professionals who spend a lot of time on lengthy and repetitive tasks will find this a benefit. Document automation takes care of the work, allowing you to focus on the most critical tasks. Automated solutions are also easy to use. Document automation is the way to go if you need to create and share documents quickly and easily.

Legal professionals are also able to save time by automating repetitive tasks. If a legal professional needs to create the same or similar documents regularly, the automated solution can be customized to meet their needs.

The Bottom Line

Document automation has emerged as one of the top legal software solutions. This is because it automates and streamlines document assembly. Automation is increasing in popularity among legal professionals. This is due to the amount of time it saves the user.

This is a versatile tool that can be used for specific tasks. Legal professionals can use this tool for a variety of purposes. If you need to create and share documents frequently, document automation can help you. This tool allows you to focus on more important tasks. This helps you to be more efficient. It's also a great way to manage your workflow.

If you are looking for the best administration software, you're in the right place. Estateably can help your firm to work seamlessly even with a fully remote team. We can save you time on your estate files and more. We help automate estate and probate administration forms, accounting reporting, and more. Contact us today to learn more and get started!

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