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Enhance Legal Tech Platform with Advanced Document Automation and API Integrations

snotor pro

Legal

Challenges in Legal Document Management and Client Onboarding

The client previously relied on manual processes for legal document creation and client intake, leading to inefficiencies and reliance on email communication. They needed a solution to automate these processes, improve data management, and enhance flexibility in offering legal services.

About the Client

Sket is a SaaS legal tech platform focused on automating legal document creation, streamlining matter intake, and offering flexible legal service models to companies and lawyers.

Project Goals

Develop and enhance the INTAKE feature to facilitate efficient client onboarding.
Implement robust contract type import functionality for standardized legal documents.
Integrate a single selective transfer feature for quick cross-referencing and compilation of documents in multiple languages.
Improve client profile management through integration with the LinkedIn API.
Increase platform flexibility through API support for external system integrations.

Functional Requirements

Automated Intake Form with Lawyer Contract Generation
Contract Type Import with Standardized Terms
Single Selective Transfer Functionality (Cross-Language Document Insertion)
Client Profile Synchronization via LinkedIn API
API Support for External Integrations

Preferred Technologies

Ruby on Rails

JavaScript

CoffeeScript

Postgres DB

SCSS

RSpec

Selenium

Capibara

LinkedIn API

Required Integrations

LinkedIn API

Key Non-Functional Requirements

Scalability to accommodate growing user base and document volume.
High performance for quick document generation and retrieval.
Secure storage and handling of sensitive legal data.
Maintainability for future feature additions and updates.

Expected Business Impact

This project will improve operational efficiency by automating key legal processes, reducing manual effort, and minimizing errors. The ability to easily manage multilingual documents will broaden the platform's usability and appeal. Enhanced data management and API integrations will provide greater flexibility and allow for seamless integration with other business systems, leading to increased client satisfaction and revenue generation.