Reutilice los datos capturados y eleve la automatización de documentos con tablas de datos

¡Listas, listas y más listas! Cada equipo legal debe mantener listas de información crítica en sus asuntos: listas de clientes, asuntos, partes, expertos, propiedades, activos, empleados, acreedores, patentes y más. La información crítica contenida en estas listas se utiliza a menudo para crear documentos y con frecuencia se hace referencia a ella con el tiempo a medida que avanza el asunto.

Thanks to automation technology improvements, law firms and legal teams are increasingly turning to document automation software to eliminate manual tasks and enhance efficiency, accuracy, and agility in their daily Operaciones legales. But, unless the data captured in the automation process is tied to the appropriate list and reusable, the software may be missing the mark.

Keep reading to learn about the transformative power of legal document automation tools combined with the use of data tables (also known as a relational database) to store items for reuse, and its profound impact on the modern legal landscape.

Automatización de documentos para agilizar el trabajo legal

Los despachos de abogados y los equipos jurídicos generan multitud de documentos legales a diario, como contratos, acuerdos y alegatos. Debido a que los documentos precedentes se reutilizan con frecuencia, pueden ser difíciles de localizar y crear, y propensos a errores o inconsistencias, lo que requiere un esfuerzo significativo para mantenerlos actualizados. Sin mencionar que los abogados pueden sentirse frustrados con las peculiaridades del formato de Word.

Traditionally, legal teams would find precedent documents or pull up templates and manually plug-in new data using various find and replace routines. In the fast-paced world of legal practice, this method was time-consuming and error-prone, which could lead to embarrassing typos or the exposure of confidential information. Then came Automatización de documentos.

Document automation technology has enabled firms to quickly add variables to their previously formatted template documents , but limitations require users to manually edit a type-o or mistake, or start the process from the beginning.

La introducción manual de datos en los documentos deja lugar al error humano. Pueden ocurrir errores tipográficos, formato incorrecto o información faltante cuando los datos se copian y pegan manualmente en cada documento. Con datos reutilizables, las posibilidades de error humano se minimizan a medida que los datos se ingresan o actualizan en un centralized ubicación y se completa automáticamente en los documentos.

Si bien la automatización es un paso en la dirección correcta, para agilizar realmente el trabajo y evitar errores, los equipos legales deben poder reutilizar los datos de tantas listas.

Tablas de datos + Automatización de documentos = Un punto de inflexión

Automation that includes the use of data tables (i.e., a relational database) is a game-changer for legal professionals who handle repetitive, yet complex documents regularly. A relational database gives lawyers and their teams a place to store the data that ties to their automations, which means greater flexibility and more time to focus on higher-value work. And, it opens up new possibilities to streamline processes and improve document management.

Having a relational database connected to a document automation tool can provide several advantages, such as structured data management, data consistency, and data integration. Here is additional information about these benefits:

1. Structured Data Management: Relational databases excel at storing structured data in tables with defined relationships between them. By connecting a document automation tool to a relational database, lawyers and staff can leverage the power of structured data management — storing relevant data in appropriate tables, ensuring data integrity, and reducing redundancy.
2. Data Consistency: A relational database helps maintain data consistency across multiple documents generated through the automation tool. When the database is connected to the automation tool, the data can be pulled directly from the database, reducing the chances of errors or discrepancies in the generated documents. This ensures all documents consistently reflect the most up-to-date and accurate data.
3. Data Integration: Relational databases often serve as central repositories for various data sources within an organization. By connecting a document automation tool to a relational database, users can easily integrate data from different sources into an organization’s document templates. This enables legal teams to generate documents that incorporate data from multiple tables or even multiple databases, streamlining the document creation process.

Si necesita acceso a datos SQL dentro de su Salesforce, sistema de gestión de asuntos/prácticas, sistema de gestión de conflictos o sistema financiero, ¡tenemos una API para eso!

Las bases de datos relacionales también están diseñadas para manejar grandes volúmenes de datos y admitir el acceso simultáneo de múltiples usuarios. Al aprovechar la escalabilidad de una base de datos relacional, los profesionales del derecho pueden manejar las crecientes demandas de la automatización de documentos como su organization crece. Como la base de datos puede administrar, mostrar y recuperar datos de manera eficiente, garantiza que la herramienta de automatización funcione bien incluso con volúmenes de datos sustanciales.

These advantages contribute to increased efficiency, accuracy, and productivity in numerous legal document generation processes.

Usos comunes de las tablas de datos

Some of the most common uses for data tables are:‍

• Client and Matter Intake: Law firms and legal teams can utilize data captured from web or online custom client and matter intake forms and organize it consistently using data tables. This ensures that client information is easily accessible to everyone on the team and can be efficiently used and reused for the creation of engagement documents, pleadings, and other document sets throughout the pendency of the matter.
• Data Management: Remember those lists we mentioned? As data is gathered throughout the progression of a matter, that data can be stored in data tables that are easy to access, manage, update and reuse. When the data is needed to generate documents, it is readily available to create error-free, high-quality sets of documents with the push of a button.
• Workflow Management: With the help of data tables, law firms can track and trigger workflow related tasks, deadlines, and status updates. This feature enhances overall management of cases, matters, and/or projects, allowing legal professionals to stay on top of their responsibilities and deliver exceptional client service.

Tablas de datos de PatternBuilder

PatternBuilder from NetDocuments is a powerful legal document automation solution built directly into our cloud based NetDocuments content management platform. Using an intuitive user interface and a flexible “no code” approach, PatternBuilder empowers legal professionals to build and maintain automations and template documents in either Word or PDF format easily, without the need for extensive coding knowledge.

One of the most important features within PatternBuilder is the inclusion of data tables, a cloud-based relational database that interacts with PatternBuilder apps and inherits NetDocuments superior security and governance policies. Data tables enable lawyers and legal teams to store, modify, and reuse data from intake forms or integrated databases, offering enhanced flexibility and efficiency in automated document creation.

Al tener la tecnología de automatización de documentos integrada en un sistema de gestión de documentos, se obtienen una serie de ventajas:

• Impulsar la adopción reduciendo la cantidad de herramientas necesarias y que los usuarios finales deben aprender.
• Make fewer switches between multiple apps, which reduces the toggle tax, time loss, and cognitive load.
• Herede el cumplimiento y la seguridad que son más fáciles de administrar.

La entrada de datos se simplifica con aplicaciones/formularios web modernos y datos que se pueden editar, actualizar, mantener y reutilizar fácilmente.

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Learn more about the powerful capabilities of automation in this brochure about PatternBuilder.