Document Assembly Software
Streamline the process of creating complex documents by using pre-existing templates and clauses, to auto-generate documents such as contracts, agreements, legal forms, proposals, and reports.
Please review all requirements. Your solution must meet all 🔴 mandatory requirements to qualify.
5.01🔴
Can your solution allow for cloud-based, mobile-based and/or web-based usage?
5.02🔴
Template Management Does your solution provide a template management system to create, store and organise dynamic templates and clauses for document assembly?
5.03🔴
Auto-Generate Documents Is your solution able to generate customised documents such as contracts, agreements, legal forms, proposals, and reports by automatically filling in selected dynamic templates with user inputs?
5.04
Does your solution have a client-facing portal to collect client information to fill in templates?
5.05🔴
Transform Documents Is your solution able to transform frequently used documents or forms into dynamic templates that will allow document authors generate a customised document?
5.06
Does your solution allow users to customise templates by adding branding and stylisation?
5.07
Does your solution come with AI features, such as: - Ability to use AI to generate the first draft and summaries of legal documents? - Ability to dynamically adjust the template based on user inputs or data extracted from existing documents, and suggest relevant sections, clauses, or content based on the context of the document being assembled. - Others, please specify
5.8
Integration Does your solution support integration with other systems such as legal practice management systems, case management tools, document management systems, e-signature tools, word processing software (e.g. Microsoft Word) or email?
5.9
Others Is your solution able to apply internal compliance and external regulations to ensure that all documents generated automatically conform to the organisation’s governance procedures?
5.10🔴
Conditional Logic Does your solution allow users to define conditional logic within templates to manage the inclusion or exclusion of sections, paragraphs, or individual elements based on specific criteria?
5.11
Collaboration Does your solution facilitate collaboration among users involved in document assembly process, allowing for review, edits, comments, and approvals?
5.12
Version Control and Audit Trail Does your solution maintain version control and provide an audit trail for all template and document assembly activities to track changes and ensure accountability?
5.13🔴
Export and Delivery Options Does your solution offer options for exporting assembled documents in different formats, such as PDF, Word, or HTML, as well as support delivery methods like email or direct printing?
5.14
Is your solution low-code or no-code?
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