rTechDigital Consulting

Kit 02 · Document production

Document Factory

A controlled drafting lane built from trusted examples, approved facts, and a human release gate.

Field sheet

Separate source, instruction, draft, and approval.

Document Factory prevents last month’s file from quietly becoming this month’s truth. The workflow names the trusted base, isolates current facts, records drafting instructions, and makes source review visible.

Worked exampleIllustrative workflow
Current dragA recurring engagement letter starts from whichever old file is easiest to find.
Control addedIdentify the approved base document, mandatory clauses, variable facts, and prohibited changes.
System preparesPrepare a draft and a source-to-output review sheet.
Human releaseThe responsible professional corrects, approves, and releases the document.

Processing boundary

Local by default. External by decision.

The operating record remains useful without a connected service. External assistance is limited to approved context and explicit tasks.

Runs locally

  • Template library
  • Matter or job fact sheet
  • Draft and revision history
  • Source-to-output checklist
  • Release record

May run externally

  • Organizing approved text
  • Comparing a draft to a base document
  • Suggesting wording for human review

Never automatic: choosing legal or commercial terms, inventing missing facts, or releasing the document.

Ownership and hand-off

The workflow remains useful when the tool changes.

  • Client keeps the sourceBase documents remain ordinary client files.
  • Decisions remain visibleFacts and drafting instructions remain separate.
  • Review stays attributableEach released version records its reviewer.
  • Tools remain replaceableA replacement tool can consume the same source packet.

Human review checklist

Before the work moves.

  1. Is the base document explicitly approved?
  2. Are current facts separated from drafting instructions?
  3. Can each material statement be traced to a source?
  4. Are prohibited changes and mandatory clauses visible?
  5. Did the responsible person approve the released version?

See the demonstrated source-aware document workflow record for the implementation boundary and operating artifacts.

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