Category: XpressDox

XpressDox Integration With Salesforce

Previously, I have written about XpressDox integration with Salesforce.com and Advologix from a technical side, how from Microsoft Word you can access your template library, launch a template, and pull data from a Salesforce.com based practice management system.  Such approach is very powerful and cost effective.  But it also requires you to have Microsoft Word installed with an XpressDox plugin.

This post, however, focuses on implementation of a completely cloud-based assembly engine integrated into Salesforce.com.  A prototype has been tested and implemented on a client site; however the tool is not yet ready for public distribution.   In this system, a simple button would be added to the Matter object (or any object) in Salesforce.

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Cloud to Desktop – Connecting XpressDox to Advologix

Salesforce is a powerful tool for practice management.  It’s implementation by AdvologixPM brings that power in a digestable form to attorneys.  Until now, your main option for document assembly has been to create basic merge templates.  The DrawLoop addin allowed you to create packages; multiple templates with designated outputs.  But in the end, you were still restricted to Word-Merges.

XpressDox 4.0 introduces the Salesforce.com Data Source Configuration Tool

Now there is another option, XpressDox.  This tool is a power document assembly engine (with most everything you would expect from rival products), but at a very competitive price point.  What I want to show here is live and dynamic connection between the desktop version of XpressDox (NOTE: it also works with the Server version as well).

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XpressDox Server and Salesforce – Bringing Docussembly to the Cloud

Yesterday, I had a long meeting with the developer of XpressDox to review recent additions to XpressDox document assembly platform.   In this meeting, we reviewed recent developments to XpressDox’s hosted web-server offering ($29/month) and additions to its desktop development platform.  In particular, my focus was on two items: (1) the ability to access data stored in the cloud in Salesforce.com (in particular the AdvologixPM practice management system which is based on force.com) and (2) the ability to set up a “web store” to sell document assembly online.

Till recently, setting up such solutions has been expensive, both in terms of consulting  and licensing costs.  What I saw is nothing short of revolutionary.  I saw the tools and the  methods to allow cost-effective delivery of an e-commerce solution on the one-hand, and Saleforce.com integration on the other hand.  The solution was elegant in both its implementation and its ease of use.  The solutions do require some understanding of how to set up a “web store” as well as how to understand and configure “data sources”.  What XpressDox delivers is a rapid development toolkit to make all this happen.

Salesforce Integration: XpressDox has added “Saleforce.com” as a datasource option.  There is a configuration wizard that allows you  to designate multiple data-sources for a given set of templates.  The module allows you to enter your Advologix Login, password and security token.  You also define the data table, as well as the data query.  Typically, you would use an “object ID” from Salesforce, and then pull in the data.  Because XpressDox is object oriented, you can access all fields or columns in a table by merely registering the table as a data source; there is no need to create equivalent variables in document assembly dictionary and then map them to the data source.  Moreover, registered data-sources are drag-and-drop from a command editor.

Web-Store Integration: The XpressDox server management tool has made real progress.  It now supports drag-and-drop to upload templates,  in  fact whole libraries.  It also support uploading document  assembly configuration files letting the user define relative paths, output folders, storage of datasets and even upload databases and other data sources (e.g. excel files, CSV files and text files).  The system allows you to  create a URL direct to a particular template.  What this means is that a “web store”, on purchase can send the user a confirming e-mail  with a URL (weblink) to the online document assembly template.  The URL can be tied to a “one-time” key that lets the user do assemblies for a limited time (say 24 hours).  Once assembled, the templates could send a notification with a copy of the assembled document to the attorney, and a confirmation email to the client/purchaser.

Coming Soon: We will soon be setting up a prototype of such a process on our website (xpressdox.bashasys.com) and our secure webstore (https://bashastore.com).  The website will illustrate launching “free documents” such as a power of attorney, LLC agreement, healthcare proxy and promissory note.  And the store will allow the user to purchase such documents for a nominal fee of $1.  Such documents would be for illustration only to show the user how the process could work.

Document Assembly – The Contenders

When you think “document assembly” for law firms, who do you think of?  For many years, there has been a single answer, HotDocs.  This is not because of any great marketing effort by LexisNexis (the former owners of HotDocs). Rather, it was a combination of “automated forms” delivered by LexisNexis and a grass-roots movement of lawyers and consultants building systems from the ground up with a “cheap” software tool.  It was word of mouth that caused the spread of HotDocs, one license at a time.  Now that HotDocs is “established”, who are the contenders.  I was given the following list of contenders: ActiveDocs, Business Integrity/Dealbuilder, Epoq/Rapidocs, Exari, Korbitec/GhostFill, Napersoft, Pathagoras, SoftPowerHouse/PowerReuse, Thunderhead, and Zumesoft.  It is interesting that despite my 15 years in the business, this list failed to include some interesting contenders, but also included some contenders I had never heard of.  So, who are these contenders?

The text below is drawn directly from the website of these vendors.

ActiveDocs

ActiveDocs Opus facilitates the simple and effective creation of your essential business documents and the automation of a wide range of mission critical communications. A scalable, affordable, high-performance document production solution, ActiveDocs Opus enables you to quickly create accurate, professional documents that meet a variety of business needs.

Business Integrity / Dealbuilder

Business Integrity launches ContractExpress.com, the world’s first premium document assembly product to be delivered exclusively as “software as a service,” requiring no set-up costs or infrastructure. ContractExpress.com builds on Business Integrity’s trusted DealBuilder technology, which is used by many of the world’s leading law firms and corporate legal departments.

Epoq/ Rapidocs

- Rapidly automates legal and business documents
- Creates dynamic and interactive interviews
- Delivers to end-users instantly in the browser
- Displays real time document changes live to the user
- Supports all popular web browsers
- Handles both text and PDF forms
- Offers ‘try before you buy’ technology for your customers

Exari

Exari accelerates your contracts, reduces costs and risks, and streamlines authoring complex documents.  …. With Exari, business people create their own legally pre-approved documents and agreements by completing a web-browser interview. It eliminates the need to wait for the legal department while still providing legal compliance and contract visibility. Exari saves time, lowers costs, improves document quality and minimizes risk. Exari contract creation and contract management solutions are used by leading companies to automate various document types including those used in sales, insurance, and banking.

Korbitec /Ghostfill

GhostFill is no longer offered directly for sale.  However, GhostFill is embedded in several applications, including AIA Forms, DWTA, and Nebraska Probate System V.

GhostFill is one of Korbitec’s flagship document assembly software engines, and has over the last decade been utilized in thousands of document-centric software solutions at law firms, banks, publishers and other institutions, world-wide.

Napersoft

Napersoft CCM (Customer Communication Management) solutions streamline business processes for document creation, personalization, publishing, distribution and archiving. Quickly & easily create complex real-time customer documents, including correspondence, letters, emails, notices, alerts and confirmations and distribute them via print, email or the Web.

Pathagoras

Pathagoras™ is a multi-faceted document authoring tool. First and foremost, Pathagoras is a ‘Plain-text based’ document automation system.  In just two clicks, using your current collection of documents, Pathagoras can present a list of forms or clauses on a designated topic. From that list, you would select an appropriate form, group of forms, or a subset of clauses to be assembled One more click presents your selections, fully assembled, onto the editing screen for final processing.  No complex or time consuming setups are required. You can create automated documents within 5 minutes of installation. You will begin cutting document produc-tion time immediately.

SoftPowerHouse/PowerReuse

PowerReuse is a document assembly software designed for boosting productivity for professionals (lawyers, insurance agents, real estate agents, project managers, sales, marketers and consultants) in small and medium-sized companies. Taking advantage of its patent pending technology, it organizes related Word, Excel and PowerPoint files into projects for better accessibility, updates many documents at a time and pastes pieces of text from the created library by simple drag & drop. The functions ensure accuracy and consistency of all your documents.

Thunderhead

[With the CorrespondNOW module] customer communications are as personal as they get with this module, which allows you to create individual ‘ad hoc’ communications quickly and simply. Streamline correspondence creation, allowing your customer service teams to respond more quickly and efficiently to customer inquiries while bringing new levels of control to the desktop.

Zumesoft

WordFusion is an advanced web-based Document Assembly Platform.  In very simple terms, WordFusion allows you to automate document templates, and then distribute them within your organisation or across the internet. WordFusion also provides work-flow management for the preparation, review, payment and finalisation of documents. This enables professionals from a number of disciplines to effectively collaborate on the production of a document. In essence, WordFusion is a project management tool, to connect you with your clients and other professional partners, to efficiently collaborate on the production of sophisticated and high-value documents.

There were a few MORE that should rightly have been on the list.

XpressDox Docussembly

XpressDox Docussembly™ saves you time, saves you money.  XpressDox Docussembly™ is a document assembly system that will help you become more productive when creating repetitive documents. Using XpressDox, you can easily create a template that asks you for only the information which changes. This improves your efficiency and effectiveness, and ensures that all documents you create conform to your organization’s standards. The result is faster, more accurate documents, which saves you time. And saving you time means saving you money, too.

ActiveWords

ActiveWords relates words and actions, giving you instant access, making you more productive, and improving the quality of your work.

Memba Genesis

The Memba Contract Management Platform is constituted of three main components which work integrated or independently. Memba Genesis Editor is the editor of contractual documents and templates. Memba Genesis Formation Server supports contract drafting and negotiation. Memba Genesis Execution Server supports portfolio and diary management.

Intelledox Enterprise

Intelledox Enterprise is the fully featured Intelledox document creation software solution. Built on Microsoft technology, Intelledox Enterprise is a user-friendly, document creation solution that enables the fast, accurate and compliant production of documents; tailored to individual business requirements and delivery methods.

DrawLoop Technologies

Drawloop is a complete document automation service. We help businesses, organizations and individuals close more deals, increase revenue and improve productivity through automating document creation. In minutes, you can web-enable the same Microsoft Office files your business has been using for years. There is no hardware or software to buy, install or maintain. All you need is your documents and a web browser!

Ultimus

Ultimus automates and simplifies key business processes so you can dedicate more time to your business and customers. Ultimus’ Business Process Improvement Suite reduces the potential for human error, eliminates waste, and decreases the amount of paperwork companies use on a daily basis. Moving far beyond standard workflow automation, Ultimus (Business Process Management) BPM Software provides a flexible solution that connects technology systems to enable data sharing and enhanced visibility throughout your entire organization

Ultimus has automated more business processes than any other BPM software provider worldwide and has over 15 years experience helping organizations across many different industries implement business process optimization. We have more than 1,900 customers and thousands of process templates to enhance every division of your company.

*This list is by no means an endorsement of any or all of these products.  As independent document assembly specialists since 1996, we have worked with a number of these products.  Our entrepreneurial clients have generally favored HotDocs as the best dollar value, given its historical pricing.  However, over the years we have partnered with GhostFill, DealBuilder, and Exari on projects, and we have carefully evaluated a number of other products.  Any decision on a document assembly platform should at least consider these contenders.

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