Document Automation System

A miniature, but complete, document automation system: collect data, store it, then use it to automate documents.

By Template

The document automation system includes three components:

  1. A Workbase to organize client data.
  2. An intake App to collect data directly from the client.
  3. A document automation App to use the client's data to populate a Word template.

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Get this Project

Total cost

Free

Location
Federal / National
Areas of law
Power of attorney, advance directives, living wills Demo