Creating Document Automation Systems – Worksheet

Every firm we talk to wants to get the right documents to their clients on time, efficiently, and error-free. In spite of wanting this to happen, however, many are still struggling in this area.

Your next step is to understand what your current process is. You may be thinking, “I don’t have a process,” or “I already know what my process is.”

In either of these cases, you will be surprised at what you find by going through our worksheet. What we have found is that even though the firm thinks it knows what the process is, they don’t truly know what is really happening until they go through this exercise.

Here’s what you will learn:

  • Understand Your Current System

  • Identify your bottlenecks (areas that are causing you to not be efficient)

  • Develop a strategy to create your new system

  • Determine which areas to begin working on (Effort vs. Results)