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Document automation splits into two very different things. Template merge and clause libraries are pure automation. Generative drafting is AI, and it changes your obligations the moment it touches client content. This course shows you exactly where that line sits, and how one workflow crosses it mid-build without anyone noticing.

Who it is for: transactional and drafting-heavy attorneys, and the paralegals who run their document systems.

What you will do: classify both kinds of document automation, watch one workflow move from Track A to Track B at a single step, and design an assembly workflow that stays on the safe side by construction.

You leave with: the Document Assembly Decision Tree, applied to your own document workflow.

Runtime: about one hour, self-paced, six lessons and a final quiz.

Course Content

Lesson 1: The Two Kinds of Document Automation
Lesson 2: Template Merge and Clause Libraries: Track A
Lesson 3: Generative Drafting: Track B, and What Attaches
Lesson 4: The Line Inside One Workflow, Where It Moves Mid-Build
Lesson 5: Building Assembly That Stays on the Safe Side by Design
Lesson 6: Your Document Workflow, Classified 1 Quiz