The last word on document automation: fully embed document automation into your processes using your live data
All 3 types of document automation: form-based, manually triggered from records, or fully automated using our workflow engine
Use native word plus the Autologyx Catalyst sidebar to build templates for automation
Supports advanced features such as formulas & conditional logic
Use merge data in the same document from any related records, at any level: the only way to efficiently manage automation for portfolios of clients and matters
Combine with customer-facing landing pages to create legal self-service workflows for standard contracts or forms
Integrate with downwind technology such as e-Signature or other systems of record
Form-based document automation
Easily create intake forms, embed on a landing page and drive self-service document creation, or use as part of an extended process. Combine form data with other record data for ultimate flexibility.
Manual document automation
Create standard templates against any record type to allow users to manually trigger, edit & save automated documents there and then while viewing the associated record.
Fully automated document automation
Use the record or time data in your Catalyst platform to automatically trigger production of documents, and present these to users as part of a broader process or task allocation.
Document automation as part of an ecosystem
No longer treat document automation as a standalone activity: embed into your matter or contract management or lifecycles with fully integrated, live matter data from processes built on the Catalyst platform.