Why are we still wasting so much time creating documents?
Sep 2024
We are all used to sharing and signing contracts and other documents digitally. However, the potential for improvement in preparing documents such as contracts, orders, proposals, policies, NDAs, reports, or job references is vast. We waste too much time finding, duplicating, editing, updating, and reviewing a document we have used before to fit the current case. We copy/paste information about employees from the HRIS, customers from the CRM, internal processes from ERP, and other data sources, making this process inefficient and prone to errors.
Sharing and signing a document is a solved problem. In Switzerland alone, we have Skribble, DeepSign, and many more reliably offering e-signatures. Efficiently creating a document and ensuring its correctness was not until Fabian and Céleste from CASUS were bold enough to tackle this problem.
You should have an automated template whenever you use the same type of document twice.
Upload the document you'd like to automate and formulate questions to enable everyone in your organization to use it without your help. You can also connect external data sources, automatically pulling the correct data the next time someone uses the document.
How does CASUS work?
Automating document creation is a familiar idea. We know it from specific use cases, such as generating an employment contract or receiving a policy offer from an insurance company. However, these types of automation solve primarily one workflow. Changes often require a developer to tweak the configuration.
Allowing anyone without coding skills to automate documents, integrate them with various data sources, and pass them on to third-party tools for signature enables a giant leap for CASUS customers.
CASUS achieves this by focussing on five core product pillars:
1 - Intuitive UI
Handling conditional logic, text replacements, theming, calculations, data integrations, and more in one tool is a complex challenge that headbits was eager to support. Together with their team's in-house lawyers and document experts, we balanced reduced complexity and intuitive functionality.
2 - Data Integrations
Automatically pulling information into a document feels like magic, especially for users who set it up themselves. Connecting your documents with other data sources such as CRM, ERP, or HRIS reduces human error and speeds up the document creation process.
3 - Partner Integrations
Providing customers with the ability to store and sign the final document in their preferred tool marks a crucial point in the customer journey. For CASUS, generating a frictionless experience from document creation to signature and beyond is essential.
4 - AI Support
The recently added AI layer automatically highlights all relevant placeholders in uploaded templates. This allows customers to immediately focus on a document's more complex intricacies, such as replacing paragraphs depending on another input or setting up an approval process.
5 - Visual Brand Identity
The non-obvious secret sauce of CASUS is its ability to maintain the look and feel of your uploaded documents. The tool retains the design of your documents at all times. Therefore, as a customer, you don't have to worry about distorted logos, mismatched font types, or similar issues.
The next time you're desperately searching for a template or editing a document, think about how much easier it would be if you had automated this document already.
No matter how complex your documents or IT setup is, these pillars guarantee you can create high-quality documents much faster. You can then sign them wherever and however you want. CASUS ensures that you'll enjoy a smooth experience and save some time while doing so.
Automated documents are dead simple to use for anyone — even for colleagues who are not subject matter experts. For keyboard shortcut lovers, the entire flow can be navigated without touching your mouse or trackpad once.
