Compare Doxserá^® DB to Clio Draft

Doxserá^® DB is a Smarter, More Affordable Choice. Doubt it? Read on.

Why Choose Doxserá^® DB Over Clio Draft?

✅  Doxserá^® DB: Advanced Document Automation

Integrate seamlessly with SQL, Excel, and Access. Experience true flexibility beyond Clio Draft.

✅  Elevate Your Practice with Doxserá^® DB

Automate complex documents effortlessly. Doxserá^® DB offers unmatched data integration and efficiency.

✅  Doxserá^® DB: Your Data, Your Documents

Access multiple databases directly within Word. Surpass Clio Draft’s capabilities with Doxserá^® DB.

✅  Streamline Document Creation with Doxserá^® DB

Generate multiple documents from diverse data sources. Doxserá^® DB outperforms Clio Draft in versatility.

✅  Choose Doxserá^® DB for Superior Automation

No more manual data entry. Doxserá^® DB integrates with your existing databases for seamless document automation.

Doxserá^® DB works right out of the box. Because Doxserá^® DB uses Word’s ubiquitous GUI, commands and workflow are intuitive and familiar. Doxserá^® DB sits in the Word menu bar. Our shortest Quick Start Guide is one page, but is backed up with an encyclopediac Expert User Manual and five online training courses for all levels and types of learning styles. With Doxserá^® DB you can start producing intelligent forms in just ten minutes. You won’t be an expert but you will be productive!

 

What does Doxserá^® DB add?

Integration and Functionality

Designed as a robust document automation solution, Doxserá^® DB operates as a Microsoft Word add-in, enabling users to create complex templates with embedded logic and conditional fields. It allows for the generation of multiple documents simultaneously and can pull data from external sources such as SQL databases, Access, Excel, or Outlook Contacts.

Clio is primarily a comprehensive law practice management platform, Clio Draft includes basic document automation features that allow users to create and store templates within its system. However, its document automation capabilities are more limited compared to specialized tools like Doxserá®. Users have reported challenges with Clio’s document automation, including occasional downtime and difficulties in handling complex document needs.

Pricing

Doxserá® offers a straightforward pricing model with an annual license for Doxserá® DB priced at $279 per license. DB User, a non-authoring version of the program is offered at $199 per machine.
Clio Draft is offered as an add-in to Clio with pricing tiers that vary between $70 and $150 per month. Detailed pricing information is available on Clio’s official website.

Key Considerations:

Specialization vs. Generalization

Doxserá^® DB specializes in document automation, offering more than 120 advanced features tailored for complex document generation. In contrast, Clio Draft provides a limited document automation capabilities with fewer professional document assembly tools.

Integration Needs

If your practice relies heavily on Microsoft Word and requires integration with external data sources, Doxserá^® DB’s capabilities align well with these needs.

System Dependencies

Doxserá^® DB operates within Microsoft Word, making it suitable for firms using the Microsoft Office suite. Clio Draft, being a cloud-based platform, offers accessibility across various devices but requires internet connectivity for full functionality.

Doxserá^® is perfect for…

Lawyers engaged in company formations, family law, estate planning and probate, multi-party litigation, intellectual property, real estate, financing, and hundreds of other areas

Accountants for their representation and confirmation letters

Business teams who work with quotations, orders, catalogs, parts or price lists

Doctors, Psychologists, Office Managers who work with complex documents needing specialized language to fit varied needs

Financiers reporting on creating varied credit instruments or reports

Government agencies for minutes, reports, rulings

Anyone who needs to create groups of repetitive documents quickly, accurately, and easily

 

An Eight-Minute Demo

See for yourself how Doxserá can change the way you do business by eliminating errors and adding nearly 20% to your total productive time.

The Name

There are rumors, myths and bar tales about the origins of the name Doxserá. There are almost as many ways to pronounce as mispronounce it.

Lightning Fast

Doxserá^®DB’s earning curve is lightning fast. Because Doxserá^®DB uses standard MS WORD commands, you can begin automating documents less than 10 minutes after downloading Doxserá^®DB, and become proficient with it in less than an hour. Users of your newly smart, automated forms require no special training; with just two clicks, they’ll be on their way.

Systems and Compatibility

Doxserá^®DB will work with forms and documents produced with any version of TheFormTool, no conversion is necessary. Doxserá^®DB is supported by full power versions of Word for Windows 2007, 2010, 2013, 2016, 2019, 2021 and 365. Word for Mac is less robust and will not support our software. You’ll find the workarounds we use for our Macs here.

 

A Guarantee Like No Other

We guarantee that Doxserá^®DB will make your firm more money in its first 30 days than its total purchase price or we’ll buy it for you. You can keep the program and your purchase price.

Simple and Straightforward

Whether you purchase one license or 1,000, in its first 30 days Doxserá^®DB will add more to your earnings than its purchase price.

The Mechanics

You’ll be the sole judge. If after 30 days you determine that Doxserá^®DB has not paid for itself, notify [email protected]. We’ll return your purchase price and you keep your Doxserá^®DB.

Fine Print

This guarantee applies to first time full-price purchases of Doxserá and must be exercised between 30 days and 45 days of purchase.

The Story

Over the past six years we’ve listened to hundreds of our customers say, “This changes everything.” Even more have voted with their wallets, renewing their Doxserá^®DB subscriptions each year.

How can we best share that confidence with you?

By supporting that confidence with the strongest possible no-risk guarantee: Doxserá^®DB will make more money for you than it costs, much more, with a payback period of less than one month.