Collaboration

Document Collaboration Services

Automatically route the right document to the right person at the right time.


At most companies and law firms, document processes are discrete and disconnected. People type and retype deal information into countless emails. Eventually, somebody casts that information into a draft. They write and attach a summary, and then the whole thing circulates and recirculates through multiple revisions, slowing workflows and clogging email servers. Finally, something approaching a final draft document is completed…and the whole process starts again as that document meanders from person to person through approval, compliance, execution, and administration phases. This bucket brigade processing has to frustrate you, your clients, and your colleagues.

But with Brightleaf, you can make real time document creation and management as close and secure collaborative as you want. At each point in a contract’s lifecycle, Brightleaf allows each deal constituent to weigh in where they are needed, when they are needed, and as they are needed and offers you document collaboration services.

  • Pull deal information from front-end sales or client relationship management systems
  • Reduce confusing, time-consuming, potentially risky email traffic
  • Define document-level workflows
  • Automate approvals and reporting
  • Securely share document tasks with clients and colleagues

With Brightleaf, client-lawyer interactions become much more proactive, timely, and efficient...greatly improving customer satisfaction and creating the opportunity to offer additional, enhanced levels of service.

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Testimonial

“This is what Brightleaf was built for: to resolve the disconnecting processes that have accreted between the producers and consumers of legal services.”