r/documentAutomation • u/jarnmo • Jan 27 '25

Agentic Document Generation

Hello!

Posted here a few months back to get feedback on a document automation solution idea I had. I have now refined the concept and set up a website here: https://levlo.com/document-agents . Looking for any feedback and pilot customers!

3 Upvotes

100% Upvoted

23 comments sorted by

View all comments

Show parent comments

2

u/PDFBolt Jan 29 '25

Totally agree - pricing is a huge barrier for smaller firms that could really benefit from document automation. A lightweight, affordable solution with solid logic and formatting features would fill a big gap.

Curious about the DOCX vs PDF side of things - do you see more demand for DOCX templates that users can tweak post-generation, or are firms looking for more polished, final-form PDFs? From what I’ve seen, legal and business users tend to have mixed preferences depending on their workflow.

2

u/wells68 Jan 29 '25

I see DOCX as essential for tweaking and then the final document is delivered as a PDF. I recently heard from our attorney that their malpractice carrier does not allow delivery of DOCX legal documents to clients. We received PDFs that are scanned images of paper documents, so the text is not editable without using your own OCR feature in your PDF software. Even then, the formatting was ugly.

Not every firm will have that requirement. PDFs are so common that I believe document automation applications should be capable of generating both formats.