Sysero · Document & email automation
Automation 360
Every template. Every matter. One source of truth.
Professional services firms need to produce consistent outputs using content that has been created, managed and approved by the firm.
Documents and emails must be customised for each matter while keeping the content accurate, relevant and aligned with house style. Law firms need customisable email templates, packs of legal documents, multi-step data collection, integration with the DMS — and the ability to create documents from inside Microsoft Word.
Automation 360 lets human experts define the use cases and optional clauses for each matter type. MCP agents collect matter data from emails, documents, CRM and ERP systems, and Governed Workflows save the final output into your DMS as a single source of truth.
[ MCP ]
AI collects the data, your templates set the words
Model Context Protocol + Governed Workflows
Matter data in. House style out.
The workflow
Matter data, wherever it lives
Firm-approved template
One source of truth · house style intact · saved to your DMS
EasyComplete 3.0 — available now
AI-powered document automation for your Knowledge Library. Draft matter-based documents using your in-house know-how in minutes.
- 01
Select documentFrom Knowledge Library
Click EasyComplete next to any document preview — in a few seconds lawyers can paste matter-based email and documents into the chatbot.
- 02
AI extracts entitiesPowered by OpenAI
Document and content are merged and can be reviewed and edited manually. People, dates and organisations are extracted automatically from uploaded content.
- 03
Review & download100% Word fidelity
Download customised documents into Word for editing and saving into a DMS. Original headers, footers, images and style data remain intact.
Benefits
Draft in minutes, with your know-how
- Entity extraction in seconds, not hours of manual review
- Preserves 100% of original Word formatting
- Opens right inside your existing Sysero Knowledge Library
- Review AI results and edit entities before you download
- Final documents and emails saved into your DMS
- Integrates with Microsoft Copilot and Anthropic Claude through MCP
Template Builder 3.0 — coming soon
Advanced document automation — extending EasyComplete with full document automation capabilities for template authors.
Custom fields
Add text fields, dropdown lists, date pickers and more. Set field priority to control the order users complete information.
- Text, date and dropdowns
- Field priority control
Optional sections
Mark clauses as optional so a single template serves multiple scenarios — no need for duplicate documents.
- Single master template
- Conditional inclusion
Repeating data
Handle lists of shareholders, directors, assets or any repeating information with dynamic table rows.
- Dynamic tables
- List management
Calculated values
Auto-compute totals, percentages and derived values. Sum columns of numbers directly in the document.
- Mathematical operations
- Column summation
Governed Workflows
Why Sysero automation
Every output is created from content your experts approved, and filed where it belongs.
Lawyer-friendly tools
Lawyers create and manage their own templates using familiar Microsoft Word tools, reducing reliance on IT.
Advanced routing
Route documents and data between internal lawyers, external clients, counterparties and counsel for approval.
Rich communication
Generate data-rich emails and documents within workflows to produce engagement letters and approve transactional documents.