Case Study: Upright achieves faster, scalable real estate document automation with Legito

Upright automates 25 documents across 7 templates with Legito

Upright, a real estate investment platform, was facing significant inefficiencies in its legal documentation process. The manual preparation of documents required a great deal of time and effort, involved many repetitive tasks, and created bottlenecks as the company's volume of deals grew. To address these challenges, Upright turned to the document automation solutions provided by Legito.

With the support of Legito's Professional Services team, Upright automated over 100 pages of interrelated loan documents. The solution allowed them to prepare multiple document packages at once by importing data directly from their platform, creating a massive efficiency gain. By using Legito, Upright significantly reduced copy-paste errors, saved a substantial amount of time in document preparation, and has since created 25 automated documents across several internal templates.

Upright