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How to create a legal document automation platform using WeWeb?

Discover how to create a legal document automation platform using WeWeb through our detailed step-by-step guide. Transform your legal operations efficiently & accurately.

Matt Graham, CEO of Rapid Developers

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How to create a legal document automation platform using WeWeb?

Step 1: Setting up a WeWeb account

Before beginning, you will, of course, need to have an active account with WeWeb. If you don’t have an account, head over to WeWeb's official website and sign up for a new account. After signing up, log into your account. Once logged in, navigate to the dashboard. This is the space where all the magic happens.

Step 2: Creating a New Project

On your dashboard, click on the "New Project" button. This will allow you to create a new project from scratch. Alternatively, you can use one of the existing projects on WeWeb as an example or template, if suitable.

Step 3: Naming and Customizing Your Project

Before proceeding further, you would be asked to name your project. Make sure to give your project a name that reflects its nature. For instance, if your automated legal document platform will help with rental agreements, a name like 'Fast Rental Agreements' may be fitting. After naming your project, you have the opportunity to customize the layout, design and color scheme of your project.

Step 4: Creating the Platform’s Structure

Under this step, you have to build several pages that represent individual features of your website. These pages could include Home, About Us, Contact, and a variety of pages for each type of legal document to be automated.

To do this, click on "+ Add Pages " button, specify its name, and begin to create the content for each page. You should also set the navigation and linking between these pages through the "Settings" option.

Step 5: Adding Automation to the Platform

Now it is time to add automation features to generate legal documents. For this, you would need to integrate third-party software like Formstack or Typeform. These third-party providers have advanced form builders that allow for the creation of complex legal documents.

Click on the "Add Element" button and select the "Embed" option. Here, paste the embed code provided by your chosen form builder. This will integrate the form into your platform. Repeat this process for each legal document form that you want to automate.

Step 6: Test the Platform

Testing is an essential part of building any platform. For this platform, you should test its features, automation, and the functionality of the forms. Follow the user journey, starting from landing on the home page, selecting legal document forms, filling in required information, and finally receiving the completed document. Make adjustments as necessary.

Step 7: Publish the Platform

Once you are satisfied with the functionality of the platform, click on the "Publish" button to make your platform live. You will get the option to choose a custom domain or use an existing one.

Conclusion:

Creating a legal document automation platform is not an easy task. However, with WeWeb's intuitive interface and third-party application integration, you can create a comprehensive and efficient platform. Make sure to test all functionalities before launching for a seamless user experience.

Don't forget about the importance of regular updates to ensure the platform remains secure, functional, and relevant in the current legal environment.

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