Document Automation

Another exception is document automation. Even though most case management applications have the ability to insert data from their database into a document, these modules have limitations. Specialized document automation applications that have been integrated with practice management apps provide template intelligence.

These applications are able to conditionally make decisions based on what if scenarios and take different actions based on the criteria. They can also guide a user by presenting prompts and/or interviews throughout the template to completion. This process speeds up the production of documents as well as allows users with less experience or knowledge to complete intricate documents.

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