I-Deal Docs is a powerful software tool to assist with automating document assembly in Microsoft Word. Our implementation of document automation goes way beyond the simplistic insertion of names, addresses, dates and amounts etc at "variable" locations within a single document. It is a complete system that aids in the selection of the correct documents to generate, and then the full assembly of those documents using matter/transaction-specific data that covers an entire suite of documents. It can automate all of the variable and conditional text within each suite of documents. This minimises the data entry time, reduces the time spent proof-reading, and reduces the risks associated with human error.
In a law firm (our most common style of client), typical suites of documents would be Vendor Conveyancing, Purchaser Conveyancing, Wills, and Retail Leasing. Each suite contains multiple documents that share information or "answers" throughout all of the documents within that suite. Via a set of software-driven interview questions or data entry windows, I-Deal Docs captures and stores the answers for all of the variables within the suite of documents, and then uses those answers to automatically generate the documents. It will fill in the document variables based upon the answers and will automate the removal or inclusion of conditional text. It is intended that your template administration person(s) would create the interview questions and setup the rules for the conditional text - all without the need for involving specialist programming staff.
Whilst most of our clients are law firms, the software can be used by any organisation that creates repetitive matter or transaction-based documents.