challenge
The team had an existing document automation solution, but it fell short in key areas—it took hours to generate a document, and lawyers couldn’t manage the automation themselves. They needed to rely on the automation team for any edits to the main template.
Time consuming templating process
The Senior Facility Agreement, a key document in their suite, was 600 pages long. With their current document automation solution, it took weeks and the help of the automation team to automate it on the platform.
The solution only supported inline conditions, not block conditions, making automation more difficult.
Often, the agreement required edits to reflect the latest negotiating position, and these changes needed to be mirrored in the template. This process required them to contact the automation team to implement the changes, causing bottlenecks.
Slow document Creation
Document generation was also painfully slow—it could take half a day to generate long documents like the SFA. The team often had to leave the document to generate overnight, hoping the software wouldn’t freeze in the process and they could find it ready the next day.
Related documents in the Real Estate Finance suite, such as side letters and fee letters, had to be generated separately. This led to more time spent on document creation, despite substantial overlap in the questions asked. It also increased the likelihood of mistakes, such as answering the same question differently in different documents.
Complicated Approval Process
Finally, the draft was sent to partners for approval via email. Partners often needed reminders to give the green light. Not all partners needed to approve the same documents, making it easy to lose track of who had approved what.
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Claire Huber
CEO of Company
The Solution
Avvoka provided an intuitive, easy-to-manage platform, that allowed the team to self-automate documents through an intuitive no-code system. No need to learn complex markup syntax.
This means that lawyers could automate any edits to the main SFA independently, without relying on the automation team.
- Avvoka supported both Inline Conditions and Block Conditions: Inline Conditions automate words or sentences, while Block Conditions automate entire paragraphs or clauses—simply by highlighting and clicking a button.
- Document generation was quick: it now took only 30 minutes to create a 600-page SFA agreement by answering the questionnaire, instead of half a day!
- With Template Packs, the team could generate all the documents in the Real Estate Finance Suite, by answering the same questionnaire. Since most datapoints are shared across documents, this led to fewer errors and greater standardisation.
- Approval Workflows eliminated the need for email ping-pongs. After the documents were generated, the team could route them to the right approvers through automated workflows. Approvers received automated emails and reminders if they didn't take action. This reduced the review process to just a week.