Documate Automation Specialist: Natasha Brooks

Natasha is a Documator and virtual assistant specialized in working with law firms. She is a document automation developer who has built workflows in business law, IP law, real estate, and personal injury law. She loves the work she does, and believes a good document automation developer should be detail oriented, organized, and communicative.

Tell us a little about yourself. (Here, tell us where you went to school, what degrees you have, and what you do for work right now).

I’ve been a virtual assistant for 7 years now working on different types of  projects ranging from document automation to CRM management and legal tasks. I enjoy working with different clients and learning different systems. 

I graduated from Howard University with a Bachelor’s Degree in Criminal Justice. Then, I lived in Washington, DC for 5 years before moving back to my hometown Houston, TX, where I obtained my Certificate in Paralegal Studies. After college, I worked in the nonprofit sector as well as in the insurance industry before starting my virtual assistant journey, where I currently support different clients in a variety of industries.

What is your document automation experience?

In addition to working with Documate to built interview workflows and legal applications, I have built several basic automation workflows for a variety of CRM systems.

What areas of law or documents do you have experience in?

As a legal assistant, I have worked in business law for over 2 years, intellectual property law for over a year, real estate law for over a year, and personal injury law for 6 months. I have experience drafting documents and contracts.

Can you describe your process for how you build a document automation workflow?  How do you start crafting the questions you’d like to ask?  What interactions do you have with the client throughout that process?

My process as a document automation developer includes:

  • Naming the workflow;
  • Identifying start and end points;
  • Identifying what is needed to perform the process;
  • Listing any tasks and activities;
  • Identifying the order tasks should be accomplished;
  • Identifying roles; and
  • Conducting extensive testing the workflow.

I would look at each phase in the workflow to craft my questions and update the client during each phase of the process. 

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?

I think a document automation developer should be detail oriented, organized, and have good communication with the client. 

What is your proudest moment?

I am a first generation college graduate, and graduating from college was my proudest moment. 

What do you do for fun?

I enjoy spending time with my family, taking my 4 year old niece to explore different places. I also enjoy traveling and experiencing new places, food, and people. 

Anything else we should know?

The most important things to me are my family and my business. I take the work with my clients very serious because I love what I do. 

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