Legito PowerUp 2026 What is New in Legito's Document Automation

AI should be doing more of the work for you.

In this session, Mark Settle showcases the latest innovations in Legito’s document automation capabilities, with a particular focus on how AI is reducing the effort required to build and maintain automated templates. From AI-powered Word Import to enhanced template authoring and more flexible conditional logic, these new features are designed to help teams automate documents faster and with less manual work.

The session demonstrates how organizations can simplify even complex document processes through smarter automation, improved governance, and a more intuitive authoring experience.

Key topics covered:

  • AI-assisted Word Import for faster template creation
  • Enhanced formatting and markup capabilities
  • New condition types for dates, text, and numeric values
  • Improved template versioning with Save with Note and Publish with Note
  • Practical ways to reduce manual effort and accelerate document automation initiatives
PwC Director Tomas Fiala Testimonial for Legito - Highlighting exceptional collaboration.

Tomas Fiala

Director

Since 2018, we've been working with Legito technology in our Centre of Excellence, which provides document lifecycle management and document automation services across the PwC global network. Establishing a partnership with Legito is proof of the success we made with Legito internally.Explore More Success Stories

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PwC CTO Sony Varughese Testimonial for Legito - Highlighting exceptional collaboration.

Sony Varughese

Chief Technology Officer

Weekly meetings with Legito's Professional Services Team made the implementation and change management process collaborative and efficient - overall, an outstanding vendor partnership!

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Tawnya Gilreath Testimonial for Legito - CABB member's insights on valuable support and insights within the business brokerage industry.

Tawnya Gilreath

M&A Advisor, Director of Forms

Legito gives us the ability to take away things that create issues. It saves so much time, it is really awesome.Explore More Success Stories

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Galya Oster, ATRAFIN Testimonial for Legito - Endorsement of Legito's excellence from ATRAFIN's perspective.

Galya Oster

Emerging Market Trade Finance Specialists

Using Legito, we produce our documentation far more efficiently – greatly improving our speed, accuracy and control across the transaction lifecycle.Explore More Success Stories
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Legito Testimonial by Paul V. Saunder, Stewart McKelvey - Recognizing Legito's impact, shared by Stewart McKelvey's expert.

Paul V. Saunders

Chief Innovation Officer and Partner

We have used document automation in the past, but Legito was so much simpler, more straightforward and it was really geared towards the user's perspective.Explore More Success Stories
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Nel Pelle Testimonial for Legito - BAM Wonen Representative's Feedback on Streamlined Processes.

Nel Pelle

Sales Manager

Using Legito, we reduced our checking tasks from 20-50 minutes down to 5 minutes per single contract.Explore More Success Stories

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Jeremy Aber of Aber Law Firm Testimonial for Legito - Sharing the Value of Legito's Solutions.

Jeremy Aber

Software Attorney

As a software attorney, I have been looking for a very simple and super efficient way to build and manage contract templates for more than 20 years, and I just found it in Legito! All of the other ones look like they were built before the Internet.Explore More Success Stories
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Eli Cohen, RBI Private Lending, Testimonial for Legito - Recognizing Legito's pivotal role in our operations.

Eli Cohen

Chief Operating Officer

Using Legito, we are able to produce our loan documentation faster and more accurately than ever before. The efficiency gains are impressive and a game changer for our business.Explore More Success Stories
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