Document automation

Document automation (sometimes known as document assembly) is the process used to speed up the creation of documents and forms through the use of flexible and dynamic templates. Templates contain all the clauses and text necessary to compile a particular document, which will be invoked during the drafting process according to the rules and logic of the template.

Once templates have been authored, they will typically be completed in the document automation system by the drafter answering a series of questions relevant to the particular document and to their individual circumstances. This process can significantly reduce the time required to create documents, thereby lowering costs, as well as improving the accuracy and consistency of the finished draft. Furthermore, the simplicity of the process means that documents can be drafted by individuals with no specialist training or knowledge. Epoq has been at the forefront of the document automation revolution since 1997, when we launched Rapidocs®, our proprietary document automation system which has become one of the most sophisticated and intuitive solutions available.

Rapidocs®

Rapidocs® is unique in that it was developed with the novice in mind – consumers with no legal training or understanding are using it on a daily basis to construct Wills, fill out divorce forms or draft employment agreements and numerous other complex documents. Rapidocs® includes context sensitive help and advice, so users can be guided through the more complex parts of a document in the most appropriate manner, whilst always having detailed document notes to fall back on should they require them. There are essentially two components to the software suite: Rapidocs® Web and Rapidocs® Author.

  • Rapidocs® Web: More info...
    This is the software deployed by all of Epoq's website platforms to facilitate document drafting by end users. It runs within the user's web browser and requires no additional software to be installed, yet is astonishingly powerful and fast. The user simply answers a series of straightforward questions using the questionnaire "Wizard", whilst the document is drafted in real-time before their eyes. Once complete, the user may save the document to their personal online store before exporting it as a PDF or MS Word file, or offering it for legal review.
  • Rapidocs® Author: More info...
    This provides all of the tools that content developers need to create the intelligent document templates ready for deployment via Rapidocs® Web. The tool requires no programming knowledge or experience, and provides a WYSIWIG user interface that most individuals can learn to use within a day. A "flat" (i.e. non-dynamic) document or form can be imported, for example from MS Word or Adobe Acrobat PDF format, and converted into a fully flexible, intelligent document within a matter of a few hours, or less, depending on its complexity. This can be tested by the author instantaneously at any point in the authoring process without requiring any compilation, and without needing to upload the document to Rapidocs® Web.

Want to know more? Please contact us on 020 8731 2424 or complete our online enquiry form.

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