AI Docs

Are your highly paid, highly valued, billable subject matter experts (SMEs) creating documents that can be automated?

Consider this scenario based on real-world conversation with a law firm:

👩Forms2Docs: Hey Ned, were the agreements you sent us, operating and incorporation docs, automatically generated?

👱‍♂️Ned: No, we have templates, but manually created.

👩Forms2Docs: Could they be automated?

👱‍♂️Ned: Well, all the state statutes are different, and all the docs are different, but all the questions we ask clients are the same.

👩Forms2Docs: Huh. What’s your current process? How many people work on creating the docs?

👱‍♂️Ned: We have 3 full-time people manually generating documents related to incorporating businesses. Each document is then reviewed by 1 of 7 attorneys before it’s sent to the client. There are rules and ethics around having non-lawyers doing the work, so even if a paralegal does the work, a lawyer needs to review.

👩Forms2Docs: Ned, we need to dig deeper on this, but I believe we can help speed up your process, ensure accuracy, and allow those 7 attorneys to focus their time on billable activities.

👱‍♂️Ned: 💡 Let me talk with my Co-Chair about which of our processes is most worth automating. Come back to me next week on the 18th or 19th and we’ll figure out where to start.

Would it make sense for us to talk about your process? If we can help, we’ll prove it, risk free.

Paperwork Pros recently launched a custom business management application for a New Jersey-based electrical contractor using the AppSheet platform. Built in less than three weeks while staying on budget, the comprehensive app demonstrates the speed and flexibility that no-code development can provide.

The Donnelly Electric app provides a single source to record job status (Pending, Scheduled, In Progress, and Completed), manpower resourcing and customer communications. The application helps the company keep track of job scheduling and manpower while providing a 24/7 resource of shared information on every job so that Donnelly Electric can track, manage and optimize each project.

https://www.paperworkpros.com/news/paperwork-pros-develops-custom-app-for-electrical-contractor/

Insurance Agency Mary Hunt Agency, LLC worked with Paperwork Pros to develop a single application using AppSheet that connects their CRM, ActiveCampaign, and customer database with their virtual contract employees while limiting their access to sensitive information. The application would also provide a fast and efficient way to update customer information, process applications and quotations, while plotting all of the company’s current customers on a map.
https://www.paperworkpros.com/case-studies/case-study-insurance-agency/