Legito is committed to your success.
After executing your Legito license agreement, the journey has only just begun.
You already know that Legito’s no-coding software is easy to adopt, making it possible for anyone to automate complex documents quickly.
We leverage our experience to automate documents and processes in the most effective ways. This extra little boost can ensure that projects start off, and stay, on track.
Automated Template Design
- Conversion of your existing documents to Legito Template Editor
- Template automation in Template Editor
- Automating additional pages in Legito Templates
- Consultation on how to automate documents
- Creating Legito Styles and Advanced Layout Designs
Automated Workflow Design and Modifications
- Creating new Workflows and assigning them to specific Template Suites or Record Types
- Modification of existing Workflows
- Consultations on how to use Workflow Editor
Automated Template Modifications
- Creating new Questions, Selects or Inputs to an existing content
- Creating and modifying logical dependencies (Conditions, Repeats, Links, Tags) in an existing content
General Consultations and Design
- Workspace settings and administration
- User permissions
- Document Management settings and Document Record Properties
- Setting up Objects and creating custom applications
- Dashboard personalization
- Creating custom integrations and/or scripts
- Setting up SSO
- Consultations on integrations and help with setting those up
How we deliver professional services?
- Discovery call: Our expert will schedule a call with you to discuss your needs and set any additional steps as required.
- Provide the documents: Send us your documents to be automated (or any additional resources requested by our team)
- Analysis & Estimation: We will analyze your documents and requirements then set the expectations regarding delivery time (hours required for completion and the expected due date).
- Based on the above estimation we will set a service cost.
- Regular update calls, adjustments if required.