Automating Contract Workflow in Project Management
Overview of Project Management Apps in the Context of the Contract Review Process
Strengths of Project Management
Project Management Applications like Trello, Asana, monday.com, Jira, ClickUp, SharePoint, and Podio allow for asynchronous project management across the world.
Contract review teams harness this technology to create efficient improvements for workflows to meet the demands of our increasingly rapidly evolving business world.
Project roadmaps, team management, task management, and progress can be tracked for greater precision allowing for early identification of bottlenecks and adaptive resource deployment.
Improving with Contract Review AI
As efficient as Project Management applications are, they still need to be linked to other applications to conduct the review process, traditionally Word-Processing applications.
Internal comments or approvals on contracts still have to added manually as tasks or subtasks, and users notified.
Using the different applications is disjointed, allowing for human error and increasing contract turn around / cycle time.
Automation and DocJuris
Project Management applications can be integrated with DocJuris through connectors like Zapier to seamlessly blend project management with the contract review process in real time.
As turns or internal comments are added in DocJuris, automation can create tasks, subtasks, or move contracts through predetermined processes within project management applications.
The end product is a more accurate and efficient workflow that merges with the DocJuris's cutting-edge, expert driven AI system for contract review.
Use Case 1: A New Turn is Created and a Task or SubTask is Added to Project Management
When a Turn is Created within DocJuris, a Task or Subtask can be created within Asana, Trello, etc.
Contracts, historical redlines, and assessment reports can also be attached to the tasks or SubTask.
Use Case 2: A team member is tagged in an internal comment within DocJuris, and the comment with user tag is added as a Task or Subtask within Asana, Trello, etc.
If a new contract is added, it can be automatically downloaded to DocJuris, attached, and an assessment report generated.
Tasks can be added to the appropriate team's project roadmap containing both the original contract and the assessment report.