Document Automation
Document automation is the automatic reading, creation, or processing of documents — extracting data from incoming files (invoices, contracts, forms) and generating outgoing ones (agreements, reports, letters) from templates and data.
Why it matters for your business
Documents are where a huge amount of manual service-business time hides: re-keying invoice fields, filling the same contract template, copying data off PDFs. Automating both directions — in and out — often frees more hours than any other single project.
In practice
Incoming vendor invoices are read automatically and the amounts, dates, and line items are extracted into the accounting system; outgoing engagement letters are generated from client data with the right terms already filled in.
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