Solutions / Document automation
SOLUTIONS
Document automation
Move documents from intake to review to signature with fewer manual steps.
What it can handle
Intake and sorting
Receive documents and identify what each one is.
Data extraction
Capture key fields for review.
Drafting from approved templates
Prepare routine documents from templates your team has approved.
Review and signature routing
Send to the right people and track progress.
Safeguards
Approved templates stay fixed
The system fills approved templates. It does not invent new legal language.
Review before release
A person reviews before anything is sent or signed.
Versions are recorded
Every version, edit and approval is saved to the record.
A note on scope
Illustrative description of how the platform is designed to work. Capabilities shown may be in development and are subject to change.
Find where automation fits in your work.
Tell us which processes slow your team down. We will show how they could run with the checkpoints and records you need.
EXPLORE NEXTAXIS