There are three reasons our software doesn’t auto-renew Respect for our customers. We don’t attempt to lock them in. Security. If we include software to control your computer, bad guys might attempt to use that same approach to tell your computer what to do. Any exposure to the internet poses a risk, a point of…
From Hours to Minutes: How Smart Firms Turn Time Savings into Profit One firm’s story shows how document automation can deliver client value and higher returns—all in less time. For most lawyers, time is the currency of their work. Billable hours, flat fees, and client deadlines all revolve around it. But what if saving time…
Your Data, Your Rules: Why Ownership Still Matters in 2025 Cloud convenience comes with a cost—control. Do you know who really owns your data? As software continues its stampede to the cloud, many lawyers and professionals have accepted online document tools as a given. But in the rush to modernize, an essential question often…
HotDocs vs. Doxserá: A Lawyer’s Guide to Choosing the Right Tool When it comes to document automation for legal professionals, two names often rise to the top: HotDocs and Doxserá. Both are powerful, both are respected—but they take very different approaches to solving the same problem: how to generate accurate, repeatable documents faster and more…
Why Offline Document Assembly is the Safest Choice for Law Firms There’s a quiet risk built into many modern legal technologies: the assumption that being online is both necessary and safe. For document assembly tools—used daily to generate contracts, pleadings, and client-facing forms—that assumption deserves scrutiny. Law firms handle highly sensitive information, bound by ethical…
How to Protect Your Valuable Forms We have customer firms with seven-figure investments in their form libraries, so protecting those intellectual property assets have become a priority. Our recommendations, in order and available to all firms no matter their size, are these. Create a Gold Master by making a perfect copy of each original form…
Contract Automation for Dealmakers: From LOI to Closing Docs For dealmakers, time is always of the essence. Whether you’re orchestrating a merger, negotiating an acquisition, or shepherding a joint venture through due diligence, every document—from the first Letter of Intent (LOI) to the final closing packet—demands precision, consistency, and speed. That’s where contract automation…
Pricing Transparency is Essential for Customers Our article on pricing transparency apparently struck a nerve with readers We were working to verify a new customer’s comments that he recently left HD over a large annual price increase and a three-year contract that called for 12% increases each year. We assigned the research task to our…
Why Offline Document Assembly is Safer in a World of Rising Cyber Threats It’s not paranoia if they’re really out to get you From global law firms to boutique consultancies, professionals are waking up to a hard truth: no matter how sophisticated your online defenses are, if your software touches the internet, it’s a potential…
In the legal world, efficiency and accuracy are key. Any tool that can save time and reduce human deadline or repetition errors is invaluable. Enter document assembly. This system automates the creation of legal documents, turning a time-consuming task into a swift, streamlined process while reducing or eliminating deadline stress. But what exactly is document…