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Neota Document Automation

Last Updated: October 20th, 2022


Neota Document Automation Overview


Neota goes above and beyond traditional document assembly. Through the power of the platform, users can create a seamless user experience, apply logic to capture information needed to populate and generate bespoke documents for customers and/or businesses, and automate negotiation and execution steps to deliver significant value for legal, risk and compliance teams. Neota’s Microsoft Word Add-In enables organizations to effectively automate draft creation by marking up Word templates. It enables the insertion of variable values, clauses, and schedules based on solution logic, ensuring all formatting is compliant with the original precedent. The Toolbar is fully integrated into the Neota platform to support downstream negotiation, review, and approval processes via Neota Workflow. Users can automate documents of any type, from NDAs to complex agreements, reports, advice-based documents, and checklists.

Product Snapshot

Parent Company
Neota Logic
Year Founded


Digital Resources
Live (online)

Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Contract Automation and Drafting (Through Signature)
Approval Process Management
Buyer/Seller Qualifications Tracking
Collaborative Drafting and Editing
Compliance Tracking
Completion Status Tracking
Contract Clause and Content Management
Contract Attachments Support
Contract Drafts - Review and Redlining
Contract Multi-Document Packages Support
Electronic and Digital Signature Integrations
Integrations with CRMs
Mobile Access to Contracts in Progress
Mobile Signature Capability
Pricing Integration
Proposal and RFP Generation
Quotes Preparation
Reports and Dashboards
Template and Forms Creation
Template and Forms Management
Templates - Prebuilt included
Version Control
Workflow Process Management
Contract Generation and Assembly from Templates, Forms and Clause Banks
Tracking, Alerts and Notifications - Workflow Status and Completion
Offline Access to Contracts in Progress
Contract Review and Analysis (Post Signature)
Contract Performance Monitoring (post execution)
Invoicing and Payments Management or Integrations
Renewals and Expirations Management
Reports and Dashboards
Tracking, Notifications & Reminders Post Execution
Contract Data Extraction, Due Diligence and Batch Comparison
Document Checking and Formatting
Digital Signatures - Functionality included
Digital Signatures - Integrations with third party apps
Document Classification, Indexing, Metadata - Automated/Predictive
Document Classification, Indexing, Metadata - User Added
Offline Access and Editing
Batch Processing - Scanning and OCR
OCR Indexing of pdfs
File Syncing (remote/desktop to cloud)
Emails - Automated filing
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Expert Systems and Decision Automation
Conditional Logic Support
Brief Drafting and Analysis
Editing Tools
Citation Checking
Citation Analysis
Content Analysis
Automated Drafting
Table of Authorities
Drafting Templates
Document Database
Document Analytics
Show more

Learning Resources


Product Snapshot

Parent Company
Neota Logic
Year Founded
Social Media

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