How LightYear Docs transformed legal document automation and scaled client service

In this episode of The Process Orchestrators, hosts Nikhita Iyar and Naz Ahmed sit down with Micheal Jeffries, Group CEO at LightYear Docs, to explore how they revolutionized legal document creation for accounting and financial firms. Discover how LightYear Docs leveraged automation and seamless integrations to deliver over 200+ legally certified documents in minutes, cutting costs, reducing manual effort, and elevating client service.

Together, they discuss how LightYear Docs:

• Automates document creation and delivery: Enabling firms to generate fully compliant documents quickly and securely, with legal sign-off built in.
• Streamlines onboarding and compliance: Integrating with platforms like BGL CAS 360 for effortless data transfer and corporate compliance management.
• Empowers accountants and advisors: Providing a centralized hub to manage legal documents, upskill teams, and add value for clients.
• Delivers measurable results: Firms save hours per client, reduce risk, and focus on high-value advisory work instead of administrative tasks.

Hear real-world stories of how LightYear Docs is helping professional service firms work smarter, not harder, scale their businesses while ensuring security, compliance, and exceptional client experiences.