Case Study: CoBank achieves company-wide document automation on time and within 5% of budget with ActiveDocs

Overall, every ActiveDocs deadline was met and the entire project was delivered within 5% of budget

CoBank, ACB, a wholesale lending and leasing bank, needed to replace an aging, internally developed document‑generation system used by its Legal Loan Specialists and to automate hundreds of complex templates on tight timelines. The legacy process required deep subject‑matter expertise to create contractual lending documents (about 350 templates and 700 reusable clauses), so CoBank engaged ActiveDocs and its document automation software and Professional Services team to deliver a company‑wide automation and compliance platform.

ActiveDocs Professional Services consolidated and automated CoBank’s templates (reducing the inventory from 350 to 83), built Data Views to source data from CoBank’s SQL stores, and automated some of the firm’s most complex documents (e.g., Credit Agreement and Promissory Note templates that combined multiple prior templates). The Legal Lending project was delivered in six months within 5% of budget, and ActiveDocs also produced a cash‑management solution that assembled 64 templates in one week to generate over 10,000 customer document packages for ~1,200 customers on budget—achieving measurable template reduction, on‑time delivery, and avoiding the need to hire and train a large internal team.

CoBank