Contract Automation for Dealmakers: From LOI to Closing Docs

  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…

All Your Math in One Place

A huge percentage of our customers also use various levels of math in their Word documents, everything from simple sales tax, to extremely complex risk analytics, financings of all types, appraisals, secondary market debt purchases, and commercial construction quotations to name just a few. The big takeaway, pun intended, is Excel. With any of our…

Managing Signatures

A customer asked recently if we could automate adding and managing signatures to a document. Because our programs are embedded in Word, external signatures can be acquired and even certified through third party vendors. Our favorite is DocuSign, an affordable and convenient service to securely and quickly collect digital signatures from others. Similar services are…