Contract Automation Resources

Professional Services Document Generation

Time consuming paperwork

Between engagement letters, employment letters, and customer communications (CCM), professional services organizations are spending more and more time creating documents. Not only do firms need to reduce the time and cost of creating these documents, they also need to better manage risks and increase compliance.

Manual process = errors/risk

Too many things can go wrong when these documents are created by cutting and pasting from existing documents. You can be exposed to significant commercial risks due to the manual tracking of conditional arrangements, as well as legal risks regarding terms and conditions.

A better approach is to implement a standardized template system that is easy to modify and update safely and allows you to expertly manage approved document templates.


With Exari Document Assembly, you can generate hundreds of customer communications or standard hire agreements using batch processing, as well as individual, customized engagement letters. Preferred grammar and wordings are built directly into the template to guarantee consistency. And the system provides capacity for more employee self service, so not all documents require experts. Template changes can be done in real time with no incremental cost. Implementing document automation allows you to maintain governance and data integrity and reduce legal and commercial risks.

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