DOCUMENT
AGILITY

Collaborative rules-based
document creation

Introducing the first workflow engine designed for the document creation process.

Transform the creation of your transactional legal documents

Document-driven business processes demand accurate documents. Create transactional documents faster and more accurately using rules-based document creation.

The key to faster document creation is collaborating on collecting information not on editing text.

How It Works

Guided Collaboration Technology

At the heart of Document Agility is its unique guided collaboration technology, which creates a streamlined, interactive process that accelerates complex document creation while supporting all interdependencies among participants and tasks.

Document History, Audit Trails, & Versioning

With Document Agility, you have full visibility into all interviews, workflows, versions, and changes. This includes tracking of all workflow events, monitoring of access to interviews, full records of any changes made to an interview, and version histories of collected data, created documents, and templates for each transaction.

Document History, Audit Trails, & Versioning

With Document Agility, you have full visibility into all interviews, workflows, versions, and changes. This includes tracking of all workflow events, monitoring of access to interviews, full records of any changes made to an interview, and version histories of collected data, created documents, and templates for each transaction.

Full Control Over User Access & Permissions

Document Agility lets you determine what rights and permissions are granted to each user or user group. For example, you can designate certain documents as read-only to specific users or user groups, restrict what formats they can output documents to, and
define which unanswered interview questions can be
ignored during document creation.

Seamless Integration with Existing Systems

Pre-build connectors let you easily integrate data
and documents with the other applications and
software systems you use to run your business.
Data from your back-end systems can be seamlessly
imported during the interview process, while
transaction data can be quickly exported back to
those systems during document generation.

Seamless Integration with Existing Systems

Pre-build connectors let you easily integrate data
and documents with the other applications and
software systems you use to run your business.
Data from your back-end systems can be seamlessly
imported during the interview process, while
transaction data can be quickly exported back to
those systems during document generation.

Dynamic Notifications

Workflow-controlled email and text notifications keep stakeholders informed about document status at all times. These alerts can be fully customized based on the system’s intelligent forms data.

Robust Document Insights

Powerful business intelligence and analytics capabilities provide deep insight into your documents, allowing you to report against the source data used to create of documents and forms.

Robust Document Insights

Powerful business intelligence and analytics capabilities provide deep insight into your documents, allowing you to report against the source data used to create of documents and forms.

A Scalable & Secure Architecture

Document Agility solutions run in a scalable, secure, highly responsive environment hosted by Rackspace, a tier-4 managed services provider. Because it is fully cloud-based, participants can engage in document creation activities anytime, anywhere, from any device. Additionally, document data is stored in secure, client-specific databases and file stores, so you can rest assured that it’s always fully protected from unauthorized access.

Contact us

We’d love to hear from you and answer any further questions you may have.