ILLUSTRATIVE SAMPLE PROJECT

Legal deadline-management case study

Sample project for the administrative management of contract data, approvals and deadlines.

01 / STARTING POSITION

The operating situation that can be automated

Deadlines were written in documents and calendar entries. Reconciling versions and notifying those responsible required a lot of manual control.

BEFORE
  • Separate document versions
  • Manually set deadlines
  • Email approval chain
  • Changes that are difficult to audit
THE AUTOMATED PROCESS
  • Preliminary extraction of key data and dates
  • On-demand attorney approval point
  • Version and task tracking
  • Rights-managed logging and alerting
Loggeddocument and approval path
Trackabledeadlines
On demandlegal decision point
02 / SYSTEM CONNECTIONS

Automation working between existing devices

The following are examples, not a closed list. Robots can also work between legacy and unique systems with API, webhook, database connection or controlled file transfer. The process can be fully automatic or, where necessary, supervised by human control points.

Microsoft 365SharePointDMSCalendarEmailGoogle WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseUnique internal system

Are you using a different system? We can also include it in the process with a unique API, import-export connection or robotic handling.

Illustrative, anonymized sample project. The actual result can be determined after assessing the process, data and systems.

Our measurement methodology →

Free automation test

Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.