Document Automation
Prepare repeatable legal documents from approved templates and structured matter information, with unresolved fields visible for review.
Start a workspace
Law firms and in-house teams using approved document templates
From the first document to the final review.
OpenTeam prepares template field map and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized approved templates, matter data, clause libraries, and drafting instructions by source, owner, and date.
Prepare the working pack
Map matter fields to the approved template, retain required clauses and formatting, and identify missing facts or conflicting drafting instructions.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Template field map
- Draft document pack
- Unresolved fields checklist