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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

knowledgeSysero 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

metadataLawyers 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

iManage SecurityDesign 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

AIBy 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

Narrative Builder

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.

custom automation

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.

iManage Collaboration

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.

AI

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.

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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.

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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
Everything you need to make a Sysero implementation successful.
Ascertus process

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.

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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.

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