Chapter 5 – Building Your Own Expert System: A Practical Guide

Creating a customized expert system can streamline operations and improve efficiency in any professional domain. This segment provides a practical guide to building an expert system tailored to specific needs.  This fifth chapter of this small technical conceptual manual brings us right up to the set of basic instructionals on how to use DocupletionForms.com to create an expert document and/or law system.  The focus of DocupletionForms.com is on documents selection and completion using conditional logic contact forms automatically when a person filling out your contact form submits it.  The whole website has different resources on how to put together different elements of an expert marketing system and also on how to use AI, but conditional logic coupled with document selection and completion are the core focus. 

The first step in building an expert system is identifying objectives. Whether the goal is marketing, document management, or legal assistance, clarity of purpose ensures the system’s effectiveness. Understanding the end-user’s needs is equally important. You simply have to know your client’s basic situation.  You also must know what the document process is which you are automating.  There are always going to be different eventualities which your end-user might have as a part of their situation which are outside of the norm, and you will want to plan for those potentialities.  Put in the work so that your conditional logic automated contact form that selects and completes documents can handle all possible eventualities.  That is my best recommendation.

Next, leveraging available tools and platforms simplifies the creation process. Services like DocupletionForms.com offer resources for experimenting with conditional logic and form generation. These tools enable professionals to develop systems without extensive technical expertise.  Zapier.com is another excellent tool for external integration of software platforms.  The main thing to do is find the .PDF documents you want to help people select from and complete and then determine what questions you need to ask to select between them and complete the selected documents.  It is possible to make your own set of .PDF documents that have blanks to fill in with the information your end-user enters into your contact form and make the Data-Merge select prewritten explanations of situations that fit the answers they have given and enter their specific data into the documents.  Judicial Council Forms are one of the most common use cases in the law industry.  Any .PDF can be used inside of the Data-Merge.

Integrating the system with other software enhances its functionality. For instance, combining an expert marketing system with tools like ActiveCampaign or ClickFunnels allows for more robust user engagement and data analysis. Such integrations maximize the system’s potential.

Building an expert system requires careful planning and the right tools. By following these steps, professionals can create solutions that address their unique needs, paving the way for greater efficiency and innovation.  As promised, the next set of sections are the core basic instructionals which will help you set up your core expert system inside of DocupletionForms.com