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2021-02-15 19:30:30
30-Day Money-Back Guarantee
IT & Software IT Certification Office Productivity

Legal Document Automation using Documate

Beginner's Guide to Document Automation
Rating: 4.2 out of 54.2 (36 ratings)
4,665 students
Created by A2J Tech
Last updated 11/2020
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Documate
  • Legal Document Automation
  • Automating PDF Documents
  • Automating Word Documents
  • No-Code Word Add-In
  • Question Types for Documents
  • Document Assembly

Requirements

  • Microsoft Word basic knowledge
  • Adobe Reader basic knowledge

Description

In this course, you will learn how to automate your legal documents using Documate. Documate was created by lawyers & engineers who built dream document assembly apps for legal aid organizations and self-help. We realized that non-engineers needed an easier, quicker way to do the same.

Documate turns template documents and forms into intelligent workflows, dramatically reducing the time to generate document sets and allowing you to focus on the work that matters most. Attorneys that embrace document automation will enjoy tremendous benefits resulting from their new competitive advantage.

You can use Documate with three easy steps:

  1. Add questions and label questions with variable names. The variable name identifies the question with a unique name, so you can use it to route data into your document.

  2. Upload all the documents you want to populate. (documents can be .pdf or .docx.)

  3. Run Your Interview!

The McKinsey Global Institute found that 23% of a lawyer's job can be automated. Legal documents can be tedious and repetitive. However, with the right approach, you can automate the creation of legal documents. Users find up to 90% reduction in time it takes to draft complex documents and document sets. Get started automating your documents!

Attribution-NoDerivatives 4.0 International (CC BY-ND 4.0)

Royalty-Free Music from Bensound

Who this course is for:

  • Attorneys
  • Software developers
  • Anyone interested in learning document automation using Documate.

Course content

4 sections • 12 lectures • 4h 19m total length

  • Preview10:37

  • Question Types
    47:00
  • Creating an Interview
    20:14
  • Formatting a Word Document
    34:27
  • Tagging a Word Document
    37:07
  • Reviewing and Testing a Word Document
    16:45
  • Repeating Item Question on a Word Document
    34:05

  • Document Automation for PDF Documents
    10:28
  • Tagging and Reviewing a PDF Document
    38:04
  • Repeating Item Question on a PDF Document
    07:19

  • Final Message from Dorna Moini, Founder & CEO at Documate.
    01:27
  • Thank you!
    02:06

Instructor

A2J Tech
Information Technology & Services
A2J Tech
  • 4.4 Instructor Rating
  • 39 Reviews
  • 4,722 Students
  • 2 Courses

A2J Tech is a social enterprise that builds technology to improve access to justice. You  help people with their legal issues and WE leverage technology to support and amplify your efforts.

We believe the best service is client-centric and user-friendly. That's why simplicity is at the core of what we do.

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