Documate Automation Specialist: Kevin McReynolds

Kevin McReynolds is a Documater with first-hand experience as a Documate client, building out workflows for his and his partner’s franchise consulting business. He’s also finishing up his paralegal studies, and has experience automating a variety of different types of contracts and documents.

Tell us a little about yourself.

I was raised in Washington, thriving in Boise, ID. I originally went to a community college in Washington to study IT for network security and administration. In 2013, I began working at Apple, where I worked for five years. After Apple and with the help of life throwing a couple of curveballs, I was moved to Idaho, where I helped my partner start a franchise consulting business, which introduced me to Documate. I’m currently enrolled and going to National Paralegal College to finish my paralegal studies. Besides working with my partner and his business, I help users automate documents using Documate, giving them more time to focus on other things. I also work with a medical tech company to help people monitor their heart health using their smartwatches. 

What is your document automation experience?

I’ve worked on many franchise documents like Franchise Agreements, Franchise Disclosure Documents, and NDAs for our business and others. I began freelancing a couple years ago when I first enrolled in National Paralegal College. Since my start, I have worked with attorneys in different practices to help automate business litigation and real estate documents. 

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

First, I like to gather everything I think I may need and send a list to a client. These can be requests for documents they would like to automate and completed samples to compare my work to theirs, ensuring I have access to their account and any account they would like for me to link to Documate. 

I like to ask how familiar they are with Documate and, if needed, schedule some time to go over how Documate works to partner together to find out how they can use Documate for their business or practice. 

Before starting with any questions, I take the time to review any documents thoroughly. Hence, I know that I understand them, so I can ask my own questions with the client and imagine myself in their shoes filling out a workflow themselves. I like to determine the best communication channel with them to make sure I can quickly reach them if I do have questions or they can reach me with any questions during the automating process or in the future. 

What do you think are the most important qualities for a document automation specialist to have when working with a client to automate their templates and forms?

The most important qualities, I believe, are (1) empathy, in the sense of putting yourself in their shoes, and (2) trying to figure out how they work so you can tailor their experience with Documate to fit them.

Communication is a must; otherwise, you may spend more time trying to automate a document than needed. Then finally, the ability to ask for help. Sometimes there are just tricky forms, and you can easily get lost in variables. It’s nice to be able to reach out and get a fresh set of eyes on it. 

What is your proudest moment?

So far, the proudest moment is watching how successful my partner has been in starting his business and knowing that I helped somehow. We’ve survived so many things this last year. From selling our home to downsize right before the first lockdown while trying to close on a new place when there was so much uncertainty (almost had to live in a hotel while waiting), and just being able to stay focused on work while helping others during this past year.

What do you do for fun?

Whenever I have free time, and it’s sunny out, you can usually find me somewhere on the water. Usually, paddle boarding, floating the river, or just swimming. If it’s too cold for that, I’m on bike riding around exploring Idaho with friends new and old!

Anything else we should know about you?

I’m really just a guy in his early 30’s hitting that “what else can I do” moment in life. 

Want to hire Kevin McReynolds as your document automation specialist? Email us at hello@documate.org, so we can connect you!