Document automation delivery and training for legal teams

Practical automation delivery for law firms and in-house legal teams

Bowen Strategy turns high-value documents into reliable automated templates - handling the build, the testing, and the rollout, so your team can run things independently when the work is done.

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Services

What we do

Service 01

Automation build and conversion

The core of most engagements. Building questionnaires from scratch - questions, answer types, conditions, and calculations - and connecting them to document outputs with accurate clause logic and conditional formatting. Includes iteration cycles to refine based on user feedback and stress-testing against edge cases. Also covers migrations between platforms: auditing source templates, mapping the logic, and rebuilding accurately in the target platform's syntax. Most of this work runs on Avvoka, with working knowledge of Contract Express and HotDocs.

Build · Convert · Refine

Service 02

Ongoing template management

Keeping live templates working as documents and business needs evolve. This covers clause libraries - organising standard, fallback, and alternative language so the automation surfaces the right choices reliably - as well as ongoing template pack maintenance: adding conditions, updating defined terms, expanding questionnaires, and managing version control as the suite grows. The retainer model is designed for exactly this kind of rolling improvement work.

Libraries · Maintenance · Updates

Service 03

Word document management

Documents intended for automation need more structure than ordinary drafting templates. Paragraph styles, section breaks, list numbering, and formatting all need to be consistent and deliberate before the build begins. This covers cleaning tracked changes, resolving formatting inconsistencies, applying proper heading hierarchies, and consolidating precedents so the automation has clean source material to work from. Also covers broader Word styles work: house style enforcement, template bank management, and precedent rationalisation across a document suite.

Styles · Structure · Consolidation

Service 04

Delivery support

Getting templates into real use - and keeping them there. Training for builders focuses on maintaining and extending what's been built: understanding the questionnaire logic, making targeted changes without breaking dependencies. Training for end users focuses on running templates correctly and getting clean outputs first time. Beyond training, this covers rollout management: prioritising what to automate first, managing adoption across teams, documenting what's been built, and helping measure impact in terms that make sense to stakeholders.

Training · Rollout · Governance

Retainers

Monthly retainers

Fixed monthly hours, flexible scope. All engagements run on a rolling monthly basis with no minimum term.

10 hrs
  • Focused delivery on a single template or workflow
  • Written review notes on each deliverable
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Recommended
20 hrs
£2,500 / month
  • Capacity for multiple templates or a full document suite
  • Build, review, and iteration within the same month
  • Training for builders and end users
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30 hrs
  • Sustained delivery across a larger programme
  • Governance, prioritisation, and stakeholder support
  • Full training coverage across user groups
  • Prompt response throughout the working week
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If you're not sure which tier fits, a short call is the best starting point. Bespoke project quoting on request.

50+

Templates delivered

10+

Client teams

3

Platforms supported

How it works

From brief to working template

A straightforward four-stage engagement - enough structure to keep things on track, light enough to adapt as the work evolves.

01

Scope

We review your documents, understand the business logic, agree on priorities, and set out a clear brief before any build work starts.

02

Build

Hands-on template construction - structuring conditions, mapping variables, and building the questionnaire logic on your chosen platform.

03

Test

Systematic testing across edge cases and user journeys. Fixes are made iteratively until the output is clean and the logic is watertight.

04

Handover & iterate

Structured sign-off, documentation where needed, and training for whoever is managing or running the template. On retainer, this can feed into continued maintenance and upkeep

Common questions

Frequently asked

Most engagements centre on hands-on delivery: building and refining templates, structuring clause logic, running training sessions, and helping teams plan what to automate. This is practical build support rather than strategic consulting. It suits teams that know roughly what they want but need someone experienced to get it done reliably.
We're available now and can usually start quickly. Drop us a message with what you need and roughly when - an initial call can normally be arranged within a few days.
Yes - most of the work we pick up involves existing documents rather than starting from scratch. That usually means reviewing what's already there, working out what needs restructuring, and building from there. Inheriting a partially built or inconsistent template suite is pretty much the standard starting point.
Yes, training's included across all tiers - more time for it at higher hour levels. Sessions are tailored to who's in the room; teams building and managing templates get different content from end users running them day to day.
Occasionally, but most work runs on a monthly retainer. It keeps things structured and gives enough continuity to do the work properly. For smaller or more defined pieces of work, a short-term retainer at the 10 or 20 hour tier usually makes sense. Get in touch and we'll figure out what fits.

About

Alex Bowen

Before I started Bowen Strategy, I spent several years at Avvoka, a legal document automation platform, working in customer success and implementation. Document automation wasn't something I went looking for. But I found the work genuinely interesting: the logic problem at the centre of every build, mapping conditions and exceptions accurately so the output holds up whatever the user puts in.

Working inside a platform rather than consulting from outside it gives you a different kind of view. I understand how the tooling actually works, what tends to go wrong in practice, and how to structure templates so they hold up under real conditions rather than just in a demo. My background before Avvoka wasn't legal, which I think helps: I approach documents as systems rather than starting from how they've always been drafted.

Bowen Strategy is built on that. Deliberately small and hands-on, working alongside teams without adding headcount or long-term overhead. Clients tend to find the engagement easy to manage: responsive, calm when things get complicated, and genuinely invested in whether the work holds up once it's handed over.

Our approach is consistent: clear communication, well-documented builds, and templates your team can maintain and extend without us.

Alex Bowen
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Pragmatic delivery

No unnecessary complexity. Templates are built to be used, maintained, and improved by your team.

Clear communication

You'll always know what's been done, what's in progress, and what's coming next.

No ongoing dependency

Engagements are structured so your team owns what's been built, without ongoing reliance on us to keep it running.

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Fill in a few details and we'll be in touch shortly. No obligation, no sales process - just a straightforward conversation about whether there's a fit.