How Docgenflow Makes Legal Work Easier

Docgenflow makes it much faster and easier for legal professionals to create common documents like contracts and court forms. Here's an overview of how Docgenflow works and why it is so useful

How Docgenflow Makes Legal Work Easier

Docgenflow is becoming very popular in the legal world. It makes it much faster and easier for legal professionals to create common documents like contracts and court forms. Here's an overview of how Docgenflow works and why it is so useful.

Using Templates

The first step is to create a template for each type of document. This is usually done in Microsoft Word or as a web page. The template has the basic layout and text, with special placeholders called "tokens" where information changes each time, like names and dates.

Customizing with Tokens

Docgenflow supports a variety of token types to make templates dynamic:

  • Variable tokens for inputting unique data
  • Conditional tokens to include/exclude sections based on logic
  • Loop tokens to repeat blocks of content
  • List tokens to generate bullet points or numbered lists
  • Table tokens to create data tables

Tokens can be nested to create sophisticated template logic. Learn more about token customization.

Making Forms & Triggering with Webhooks

From the templates, Docgenflow automatically makes web forms. These forms let users quickly fill in the token placeholders without having to edit the original document.

There are two ways to start making a document with Docgenflow:

  1. A user can fill out the web form
  2. Another system can send the information to Docgenflow via webhook

This second option lets other software, like case management programs, integrate with Docgenflow.

Filling in the Template

Once the form is submitted or webhook received, Docgenflow takes the information and plugs it into the template. This creates a complete, customized document very quickly and accurately.

Sending the Document

After the document is created, Docgenflow can automatically:

  • Email it to recipients
  • Save it to cloud storage like Google Drive or Dropbox
  • Send it for e-signature
  • Upload it to a case management system

Docgenflow integrates with hundreds of other programs to streamline these workflows.

Why It's Helpful

Using Docgenflow has many benefits for legal teams:

  • Automates repetitive document creation tasks to save time
  • Reduces errors and ensures document consistency
  • Facilitates collaboration on documents
  • Integrates document creation with other legal processes
  • Improves efficiency to save costs

In the fast-paced legal world, Docgenflow gives firms and legal departments an advantage by enabling staff to work smarter, not harder.