// Problem
The challenge
A financial services firm was producing client agreements by hand from Word templates. A single proposal took 30–60 minutes of paralegal time and contained the inevitable copy-paste error rate.
// Solution
What we built
A document service that listens for Salesforce stage transitions, pulls the right template, fills client and engagement data from the CRM, and produces a signed PDF through DocuSign — all without human intervention for the standard cases.
- Template versioning with legal sign-off
- Fallback to a human review queue when fields are missing
- Per-document audit log for compliance
- One-click resend with refreshed terms
// Outcome
Results
Proposal turnaround dropped from hours to under 5 minutes. The paralegal team reallocated to high-value review rather than data entry, and document error rates fell to effectively zero on the templated portion.
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