Document Automation for Legal

Create, manage and deliver highly personalized and compliant legal documents conveying trust and expertise.

Create Personalized and Compliant Documents That Build Trusted Relationships

Xpertdoc’s document generation and document automation solutions empower your legal team to easily create, manage and deliver highly personalized documents – from lease agreements and sales contracts to prenuptial agreements and testaments – while improving legal compliance and protection.

Automate Consistent Document Flows

Xpertdoc enables you to easily build and automate consistent flows for efficient creation, generation, management, and approval of your legal documents. Create template-based, dynamic documents, deliver timely correspondence, manage content in a centralized system, streamline review and approval – in one click.

Comply with Complex
Regulations

Our solutions offer configurable business rules to support regulatory changes and jurisdiction-specific variations – terms and conditions, special clauses, warranties, and financial requirements – giving you the piece-of-mind that your documents are meeting industry regulations and that your customers are protected.

Offer Fast and Secure Electronic Signature

Xpertdoc integrates with leading electronic signature providers – DocuSign, Sertifi, OneSpan Sign, and Adobe Sign – so you can quickly collect secure and legally-binding signatures on your documents, whether you are on the road or at the office, accelerating critical legal processes such as finalizing a home sale transaction.

Create Personalized Lease Agreements in Compliance with Legal Requirements

Using the Xpertdoc Template Builder, you can leverage your Microsoft Word skills and our step-by-step wizards to create personalized and sophisticated lease agreement templates. Dynamic data fields linked to your CRM or ECM systems automatically incorporate, everywhere needed in your templates, customers’ personal and business information – name, address, phone number – and other mandatory information – date, location, witnesses’ names and addresses. You can configure business rules for the inclusion of jurisdiction-specific legal content such as terms and conditions, special clauses, warranties, and financial requirements. Additionally, your lease agreement templates have multiple language variations; the appropriate language is selected automatically, based on jurisdiction. These features ensure your lease agreements are highly personalized, contextual and compliant every time.

Accelerate Your Sales Contract Review, Approval and e-Signature Process

By integrating Xpertdoc with your CRM platform, you gain the ability to speed up review, approval and e-signature of your sales contracts with easy-to-configure, automated document flows. From a pre-built flow in CRM, you generate a personalized sales contract incorporating customer information as well as both standard and exclusive legal wording, and open it with Microsoft Word for review. You can make tailored changes and add pre-approved language, then immediately route the sales contract to appropriate parties via email. Should they require additional modification, you can collect and apply them to the document – within the same flow. Upon approval, the flow resumes and the sales contract is automatically delivered to the parties through your electronic signature provider. They can send back the executed document using the same means, to close the deal faster.

Centralize Management and Storage of Legal Wording for Contracts

Xpertdoc Content Manager is a centralized repository that can be used by your legal department to manage, store and retrieve template-based contracts, previous versions and pre-labelled document sections including customizable content – exclusive clauses, alternative phrases and jurisdiction-specific variations. When coupled with the Xpertdoc for Microsoft Office 365 add-in, a carry-forward function allows you to search the pre-labelled document sections stored in Content Manager and dynamically import them into a contract that needs modification. You can change the wording of the sections as needed, all while preserving the standard legal wording built-in the contract template and the personalized information incorporated in the new document, to create highly personalized contracts that are both relevant to a customer’s unique situation and compliant with internal formulations.

Ready to Leverage the Power of Xpertdoc's Document Automation for Legal?

Contact us today to schedule a demo or to get a free trial.