If you have ever experienced the pressure of having to create a lot of documents for a client and ensuring that they are error free, then you may have asked yourself if there isn’t an easier way to get that done efficiently with less time consumed.
Windward’s document automation is the answer.
A lot of businesses today globally are embracing it. So what exactly is document automation and why should you introduce this in your organization?
Document automation is also referred to as document assembly, which is rather appropriate because it involves assembling different relevant templates to create a single document customized for a particular purpose.
Let’s say,for example, you would like to write up a legal document for the sale of a property. Using Windward’s document automation feature, you would not have to create the entire document, because the software would use previously written documents to create a template and then prompt you with some questions to fill up certain variables like the names of the buyer and seller, the location of the property and other similar variable information.
In essence,it is like giving instructions to an assistant to write out the document and then sit back and wait for it to be completed but in a shorter period.
This process will help you create customized complex documents within the shortest time possible and it is free of errors that you would usually have to correct if you had to create the document from scratch. Now isn’t that something that you should embrace?
Time is a major resource we never seem to have enough of and so any time-saving procedure should be welcomed in an organization. If you are a lawyer, you can spend less time preparing documents and more time actually doing what lawyers really do. An organization also can speed up the time taken to deliver a contract to a client and that would make for a happy customer. Let’s also not forget that time is money, so if you save time, you save money by freeing up more productive hours.
To err may be human, but in certain cases being human will cost you not just money, but your years of hard work and reputation. Mistakes made in certain documents can make a huge impact on future relationships with clients. With automation, these mistakes can be avoided because the template is already proofread to ensure its accuracy. You do not have to spend painstaking hours going over tens of pages to eliminate errors.
Your firm may be churning out a number of documents and it is important that the language, format, and so much more is maintained to a particular standard. With automation, this is no problem. Documents will always have the same language and content — this keeps everyone on the same page and makes it easier for clients to trust your documents.
If you have an expert real estate professional who may have drafted great legal documents, even if they leave the organization, their work will remain part of the organization in a template that everyone else can use for years to come.
All these benefits can be summed up into efficiency. If you consider the amount of time you are saving, the errors you are avoiding and the standards you will be able to create, document automation enables you to have a more efficient document creation system at a minimal cost.
From the information provided above, you may get the impression that document automation is for, well, Big Companies.
Well, that is not the case — in fact — it is for all the next-gen businesses out there!
Big firms use it more commonly because of the work and network they have. However,automation can be used in any industry that has to create or write complex documents, which sometimes may seem repetitive.
If you are writing out contracts, introductory letters, amended policies, new policies,marketing content, and other similar information, then Windward’s document automation can make a huge difference!
For any enterprise that wishes to streamline workflow and get things moving faster without compromising quality, document automation is the way to go. It even makes it possible for a new team member to draft a standard document with very little input from a supervisor, since the Windward Document Generation software will provide the supervision needed.
In the end,it is a case of happy customers through better and quicker delivery of error-free documents.
If you've just discovered us, we're excited! Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.