How to Automate Document Generation

Objective:

• Use the Automation Hub to automatically generate documents within matters, cases, and contracts for seamless, accurate, and consistent outputs.

Steps:

• Access Automation Hub

  • Go to System Settings → System Preferences → Automation Hub.

• Create or Edit a Rule

  • You can either edit an existing rule or create a new one.

• • Choose a trigger such as creating a corporate matter, litigation case, contract, or task.

• Set Conditions (Optional)

  • Click the “+” icon 

• • Click Add If to define conditions (e.g., matter practice area, contract type, priority).

• • If no conditions are needed, simply proceed to the next step.

• Add an Action
  • Click the “+” icon and choose "Add Then"

  • Select Generate Document.

  
  

• Choose a Template

  • Select the template or document type you want the system to generate automatically.

  • Save the rule.

Result:
Whenever the defined trigger and conditions occur, the system will automatically generate the selected document and store it under the Attachments tab of the related matter, task, or contract.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!