Automating Contract Workflow in Project Management

Overview of Project Management Apps in the Context of the Contract Review Process

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.

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.

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.

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.

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.

By using Zapier to connect DocJuris to any of the integrated Apps, complex automation can save your team time and improve process workflow accuracy.
If It is all automated, human error decreases.

When a new turn is added to DocJuris, you can have the contract automatically attached to tasks and emails.
The contract can then also be downloaded, analyzed, and the assessment report generated and attached to email and project management roadmaps.
Team members can be assigned to complete tasks within both the Project Management and Task Management Apps.
Notifications are sent to both phone and email.
Pertinent information can be added to a spreadsheet that acts as a built-in action or case history log.
All of this can be done with very minimum structure organization and with zero man-hours once automation is running.
Project managers can see exactly where the bottlenecks exist to best effectively manage resources, maintaining goals and deadlines.
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