Sysero document workflow
Sysero is a low-code workflow product designed for professional services firms who need to provide solutions that integrate with existing applications. Sysero includes an intuitive flowchart designer that allows firms to visualise their work processes and build apps that include forms, workflows, emails, documents, timed jobs, dashboards, custom integrations and reports. Our AI integration with ChatGPT allows firms interrogate and create content based on in-house data and documents.
Why document automation is vital
Quality control for in-house know how
Sysero allows knowledge gatekeepers to be included in workflows to build knowledge libraries that power professional services firms. Combine proprietary know-how and AI to manage the quality of your firms output.
High quality documents & emails
Lawyers shouldn’t need to employ project staff to automate the production of documents and standardised emails. Allow your professionals to automate and regularly update complex contracts, standardised templates and emails.
Client on-boarding and risk management
Design and implement client & matter Inception processes in weeks rather than months or years. Provide your in-house staff with the ability to update forms and processes without coding.
Implementing AI cost effectively
By using the low-cost ChatGPT API, Sysero can answer complex questions based on your existing know-how, summarise multiple documents and email chains, and even evaluate transactional risk using workflows design to your specifications.
Sysero's automated processes
Knowledge libraries
Utilizing customisable workflows; unlimited metadata; full-text searching; OCR and AI. Sysero’s knowledge libraries are integrated directly into Outlook, Word, Excel & PowerPoint. Using Microsoft’s universal zero-code add-in technology, content generation based on in-house know-how is available at point of use.
Automated document and email production
Sysero allows subject matter (SME’s) experts to automate document management system integrated templates, complex documents, and emails in a single application. With no-coding or scripting, SME’s can continuously expand and improve their master templates without the need to talk to technical or project staff.
Client & matter inception (CMI)
CMI workflows can be highly complex with a need to handle many scenarios. Sysero’s flowchart designer allows SME’s to design their own compliance processes to collect data and documents, ask appropriate risk-based questions, create Letters of Engagement and even design reports graphically. Using the optional AI, partners can generate risk summaries of the entire process in seconds.
ChatGPT integration
Sysero allows firms to use their existing Microsoft Azure account to ensure they are using AI that is compliant with the latest legislation and quality standards. Sysero allows users to answer complex questions using in-house content; provides re-drafting of documents at point of use and analysis of groups of documents and communications collected in pre and post matter workflows.
Leveraging ChatGPT for AI-powered knowledge management
One of the most controversial subjects at the moment is AI. Many are saying they need it and others, including a professor of machine learning at Cambridge, believe it is overhyped. Perhaps the answer lies in Retrieval-Augmented Generation (RAG).
Sysero products
Sysero on-premise
Unlike many workflow platforms Sysero is available as an on-premises solution for firms that need to integrate legacy tech into their workflows.
Sysero Cloud
Sysero has a multi-cloud solution called Sysero Cloud. It uses Amazon Web Services (AWS) as the production platform and Microsoft Azure for backup, disaster recovery and Single Sign-On.
Sysero for Microsoft Office universal add-ins
Traditional add-ins slow down application loading time and affect performance, security, and maintainability. Sysero’s universal add-ins, deployed from the Microsoft admin center, doesn't impact loading times or run code on the local machine.
Works with
Achieving implementation success
A legal tech implementation may fail due to poor user adoption, inadequate training, and lack of proper integration. Generally, if a legal technology product isn't user-friendly or well-integrated with other tools, or if its benefits aren't clear, users may resist adopting it and continue using familiar, less efficient methods.
Once implemented, Sysero's clean and simple user interface is a delight for users. In addition, Sysero does not attempt to solve every document production pain point with a broad range of, often average, features. Instead, Sysero focuses purely on automating document generation and does it exceptionally well!
The Ascertus process
At Ascertus we work collaboratively with our vendors and clients alike. This means we work in partnership to:
- Establish business needs and objectives
- Review appropriate solutions
- Build an implementation strategy
- Develop a bespoke onboarding program
- Train employees to ensure adoption
- Provide ongoing support and advice
Four steps to start your Sysero journey
Book a meeting
One of expert consultants will discuss any business pain points and objectives.
Product demo
Based on the initial discovery we will tailor a solution on demo the benefits.
Project scope
Align on timings, budget and project structure, to support the Business Case.
Strategy defined
An in-depth implementation strategy is defined to ensure projects success.
What is document workflow automation?
Document workflow automation in legal streamlines document creation, approval, and management using technology. It automates tasks like drafting, routing, version control, and contract lifecycle management, reducing errors and improving efficiency. Sysero automated workflows ensure compliance, track changes, and integrate with e-signature tools, speeding up processes. This saves time, lowers costs, and minimises risks, allowing legal professionals to focus on higher-value work while ensuring secure, efficient handling of legal documents.
What are the steps to document workflow?
A legal document workflow follows key steps: document creation, initial review, and editing, followed by an approval process. Collaboration and version control ensure accuracy, while final reviews and e-signatures complete the execution. Documents are then stored in a central document management system with metadata for easy retrieval and compliance tracking. Deadlines are monitored, and audit trails are maintained for accountability. Finally, documents are archived or securely destroyed according to retention policies.
What are the 3 basic components of workflow?
The three basic components of a legal workflow are: Document Creation and Intake, where legal documents are drafted or received; Review and Approval, involving internal or external stakeholders to ensure accuracy and compliance through revisions and approvals; and Execution and Management, where documents are finalized, signed (often electronically), and securely stored in a document management system. This final step ensures easy retrieval, compliance tracking, and deadline monitoring for future actions like renewals or updates.
What our clients have to say
We don't expect you just to take our word for it. Our clients span a wide range of industries and sectors, in lots of different countries. See how Ascertus has helped them.
It’s clear to us that the Ascertus team has sound knowledge of iManage Cloud. They are working with us patiently and systematically to meet our system requirements. Their approach to working is very straightforward and professional – with a lot of emphasis on attention to detail.
Senior Legal Counsel
CARDANO
Ascertus clearly stood out for its professional attitude towards customer communication. Also, unlike many other organisations, the company lays equal emphasis on providing support services and delivering technology implementations. This approach clinched the deal for us.
Chief Technology Officer
LUNDGRENS
Ascertus displayed great eagerness to understand our requirements and suggest approaches that would solve our problems. Executives from the CEO downwards were involved in discussions with us, which gave us a good insight into the company’s cultural attitude towards the delivery of support services.
ICT Director
NAUTADUTILH N.V
Ascertus continue to impress us with their knowledge and professionalism. Their deep understanding of the iManage suite allows them to efficiently resolve the complex issues that we escalate to them allowing us to focus on delivering benefits to our firm.
Applications Manager
SHEPHERD & WEDDERBURN
Implementation of iManage Cloud has been painless. Ascertus and our IT service provider worked collaboratively to deliver the solution to the firm. Our involvement was only in the initial design stages to decide things like policies for file naming and matter workspaces in the application. It could not have gone smoother.
Office Manager
OCWM LAW
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