Contracts from your templates, with no gap left to fill
An agent asks for the details of the engagement, fills in your template and checks that nothing is left pending. You review the draft, and you send and sign it.
The problem
“We sent the contract with the previous customer's name on it.” Every contract is made by copying the last one, and the last one brings its details, its amounts and a clause that no longer applies. The unfilled gap is found by the customer.
It happens in any company that signs engagements often and has nobody dedicated to contracts. The legal text is already agreed with your adviser. What fails is filling it in properly every time.
How it is done today
Someone finds the most similar contract, duplicates it and changes the details by hand: the customer, the amount, the dates, the payment terms. Annexes are added if someone remembers. The terms are written from memory.
Before sending, it is reread in a hurry, and whatever slips through is fixed with a second version.
How we solve it
- You say which document you need, from the types in your catalogue: an engagement, a block of hours, a change order, an acceptance certificate.
- It asks you for the missing details of the engagement. It does not ask for your own company's details: they come from your configuration.
- It fills in your template and adds the annexes that apply according to your answers.
- It checks that no gap and no pending review mark is left. If there is one, there is no document: it says which one and on which line.
- Payment, warranty, cancellation and data processor terms are taken from your terms document, not from memory.
- It leaves the draft as text and, if you ask, as a PDF in your branding, with its code in the register of engagements.
Result
In our own company, contracts come from our templates, without a single gap left to fill, and a person reviews each document before it is sent.
What it takes
Timeline
It depends on how many document types you have and how settled your templates are. With templates already reviewed, it is short. The exact timeline comes out of the assessment.
Data and access
Your templates, already reviewed by your adviser. Your terms: payment, warranty, cancellation and data processors. Your company details that appear in each document. No access to any system is needed.
Your tools
Your templates, as text. Signing stays wherever you do it today: the agent goes as far as the draft.
How it is built
The program provides the mechanism. The legal text, the terms and the details of each engagement belong to your company and live in your folder, not inside the program.
Validation is strict: the document is not generated if a detail is missing, if there is one the catalogue does not declare or if the template still carries a review mark. A mark is never removed without resolving what it asks for.
Templates support blocks that are included or not depending on an answer, and checkboxes ticked according to what was chosen. Template errors give the file and the line.
One code, one engagement: a draft is never overwritten. If the list of data processors has one that has not been reviewed, documents that include it are not prepared until a person reviews it.
Names, tax IDs and amounts come from what the person says or from the company's configuration, never from examples or other engagements.
Frequently asked questions
Does the agent send or sign the contract?
No. It prepares the draft and nothing else. Reviewing, sending and signing it is up to a person in your company.
Does the agent write the clauses?
No. It fills in your templates with the details of the engagement. The legal text is yours, reviewed by your adviser. It is not legal advice.
What happens if a detail is missing?
There is no document. The agent says which detail is missing and asks for it. A contract does not go out with gaps or pending review marks.
Does it work for any type of contract?
For the ones in your catalogue, each with its template. Which types are included is decided when it is set up, in the assessment.
What does Julditec do?
We implement the agent, adapt it to your company, train your team and maintain it. The day-to-day work is done by the agent; deciding and approving stays with your team.
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