Use our Document Automation Matrix to estimate how long it will take you to automate a document:

• Document Assembly: Time spent defining the Conditions and logical dependencies that power automation. How many different logically dependent / conditioned content and alternative wording options will be automated within the document.

• Document Lifecycle Management: Time spent developing automated Workflows and defining the proper User permissions and User Groups.

• Environment: Time spent preparing the Workspace (i.e., Branding, Footers, Categories, Document Groupings, etc.)

• On-Premise (if applicable, i.e, not using a cloud based solution): Time spent installing the solution and preparing it for use (e.g., servers, integrations, etc.)

Because Time = money, you will also want to apply a consistent billable time to each hour spent. If you’re a law firm, and you know who will do the automation, this is usually a fairly simple calculation. Outside of law, you might need to know salary information, which is usually confidential, so apply a consistent figure for each side of the equation.

Next, add the following costs:

• Software license fees
• Outsourcing  costs if automation is not performed in-house
• Time spent training your employees (if done right, this can be a minor investment)

Use our Document Automation Matrix to estimate how long it will take you to automate a document:

• Document Assembly: Time spent defining the Conditions and logical dependencies that power automation. How many different logically dependent / conditioned content and alternative wording options will be automated within the document.

• Document Lifecycle Management: Time spent developing automated Workflows and defining the proper User permissions and User Groups.

• Environment: Time spent preparing the Workspace (i.e., Branding, Footers, Categories, Document Groupings, etc.)

• On-Premise (if applicable, i.e, not using a cloud based solution): Time spent installing the solution and preparing it for use (e.g., servers, integrations, etc.)

Because Time = money, you will also want to apply a consistent billable time to each hour spent. If you’re a law firm, and you know who will do the automation, this is usually a fairly simple calculation. Outside of law, you might need to know salary information, which is usually confidential, so apply a consistent figure for each side of the equation.

Next, add the following costs:

• Software license fees
• Outsourcing  costs if automation is not performed in-house
• Time spent training your employees (if done right, this can be a minor investment)

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