Mauricio D.

Summary

Mauricio Duarte is a Documater who has worked with law firms, legal aid organizations, and legal departments for 7 years across Latin America and the United States. He is an experienced document automation specialist with a legal background in legal operations. His legal areas of expertise are: (a) data protection; (b) software agreements; (c) venture capital and startup financing; and, (d) dispute resolution. 

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Tell us a little about yourself.

I am a lawyer from Universidad Francisco Marroquín (Guatemala) with an LL.M. from St. Thomas University (Minnesota). I worked for 4 years in international arbitration before devoting myself to technology and legal innovation. I am the COO and a Justice Entrepreneur for A2J Tech, a Denver (Colorado) company that builds legal tech solutions to improve access to justice. Also, I serve as an Of Counsel Partner of Legal Plus; a law firm focused on advising technology entrepreneurs and technology companies. Finally, I am also a Member of the Asian International Arbitration Centre Technology Expert Committee and a Member of the Silicon Valley Arbitration & Mediation Center Young Practitioners Group. 

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What is your document automation experience?

I have experience with Documate and document automation projects for four years. Most of my experience is in corporate and technology matters. I have automated documents such as convertible notes, board consents, agreements for future equity, equity incentive plans, software agreements, and other corporate documents. Additionally, I also have experience in automating documents in English and Spanish (There is a lot of potential for automating workflows in Spanish and English. We can always help with the translation for your projects.)

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Can you describe your process for how you build a document automation workflow?

Everything starts with having an initial meeting with the client and scoping out the work. With that said, the Scope of Work is of the utmost importance. Documenting all the needs and wants of the client is the only place to start.

After, we carefully review the documents and variables. In addition, we assess the features that can or can’t be incorporated into the project. After that initial assessment is completed, we provide an estimate of the time for the completion of the project.

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Then, we start automating the documents or forms. However, this is not complete without the constant feedback and testing from the client and us. Testing and making changes is the only way of delivering a functional and satisfying workflow.