The problem
When intake and drafting are separate tasks, the same information gets interpreted and entered again. A useful workflow needs to capture the right facts and preserve the distinction between an answer and a drafting decision.
INTAKE + DOCUMENT WORKFLOWS
Legal Intake to Affidavit Automation
A clearer path from answers to a draft.
A focused workflow connecting intake answers, drafting rules, and an affidavit or declaration prepared for review.
PROJECT WALKTHROUGHA closer look at the workflow and output
Video coming soon
Intake to affidavit
The approach
Map the required questions to the document, apply the agreed drafting rules, and flag gaps for review. The workflow is scoped to a defined document and process.
The output
A draft for legal review, built from the intake information and the firm’s document structure. Additional document types can be scoped separately.
FROM INPUT TO OUTPUT
WORKFLOWINPUT → OUTPUT
- Intake answers
- Validation
- Draft assembly
- Legal review
Draft affidavit or declarationILLUSTRATIVE
Inside the upcoming
walkthrough.
The signer, statement requirements, and final content remain subject to legal review. The workflow does not submit or execute documents.
- Capturing the information the draft needs
- Mapping answers to document sections
- Handling missing or inconsistent answers
- Reviewing and revising the resulting draft
BUILD SOMETHING LIKE THIS
Have a similar workflow?
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your team down?
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