The Story of a Failure

It was a typical morning at a security company in Bucharest. The security teams were ready for a busy day, and the contract office was in the frenzy of finalizing agreements for new security contracts. Everything seemed to be going smoothly until an angry client called to ask why the security team hadn't shown up according to the schedule stipulated in the contract. After a quick check, it was discovered that a drafting error had changed the working hours, turning a satisfied client into a very unhappy one.

What Went Wrong

The problem was caused by a manual process of drafting security and protection contracts, which involves too much copy-paste and manual changes. These mistakes are frequent and inevitable when documents are managed in Word and Excel. The hours lost in checking and correcting errors only consume precious time that could be used in other essential activities for client safety.

The Modern Solution

Automating documents with LexiFlow can completely eliminate these issues. By creating a template contract with variables such as {{client_name}}, {{working_hours}}, and {{liability_terms}}, security companies can generate accurate and customized documents in a few clicks. Thus, human error is eliminated, and the time allocated to drafting contracts is significantly reduced.

How It Works

The automation process with LexiFlow is simple:

  • Creating the Template: Build a contract template with {{variable}} for each customizable section.
  • Configuring the Data Source: Connect your data from CSV, API, or database with the necessary fields, such as the client list and their details.
  • Mapping the Variables: Associate the data source fields with the variables in your template.
  • Building a Flow: Create a flow to automate the batch generation of contracts.
  • Generating Documents: Executing the flow will produce the final contracts, ready to be downloaded and delivered.

Real Results

After implementing automation, security companies noticed a 70% reduction in the time spent drafting contracts and a considerable improvement in accuracy. This not only optimizes the company's operations but also enhances client relationships by delivering fast and accurate engagement contracts.