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Overview

ContractExpress DealBuilder is an enterprise class, web-based document assembly platform optimized for the efficient creation of legal documents from automated templates. Capable of scaling from simple forms and letters to the most complex legal documents, it is proven to meet the exacting needs of premium global law firms and corporations.

ContractExpress DealBuilder enables organizations to automate a wide range of their model documents, precedents or forms to reduce the time it takes for lawyers and non-lawyers to generate the first draft of a document. A user friendly template design tool ensures that unlike any other document assembly platform, lawyers and business users can create templates in Microsoft Word rather than relying on specialist document assembly programmers. ContractExpress DealBuilder enables templates of any complexity to be automated more easily and more quickly than with any other document assembly software. The ContractExpress DealBuilder system is built on technology standards including Microsoft .Net, Microsoft Office, Open XML, JavaScript and REST.

The ContractExpress DealBuilder difference

ContractExpress DealBuilder has a world-class and patented rules engine which determines which relevant questions need to be asked to create a complete and trusted document. ContractExpress questionnaires are created automatically from your ContractExpress templates, eliminating the need to create complex scripted dialogs and forms as with other document assembly solutions.

 

Next Steps

Features

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    No Programming

    ContractExpress DealBuilder enables lawyers to automate templates, model documents, precedents or forms without requiring any programming skills. Templates are created in Microsoft Word, using an intuitive plain-language mark-up that anyone can learn.

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    Intelligent Interactive questionnaire content

    ContractExpress DealBuilder automatically produces the web based questionnaire forms for each template. Dependencies between questions on the same page of the questionnaire are automatically created and derived from the natural structure of the underlying template. The unique approach dramatically speeds up the creation of templates and enables the automation of complex document sets that traditional systems can’t manage.

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    DocumentView

    In DocumentView, users can see updates to the document as they are made in real time. The ability to visually associate changes made in the questionnaire with their effects in the document makes drafting a more fluid and efficient process. DocumentView also simplifies training for new users and allows for greater document ownership.

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    Flexible Deployment options

    Whether you are delivering a document assembly solution to internal users or connecting with your external clients, ContractExpress can be deployed either on your servers or in the cloud. 

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    Multiple levels of complexity

    There is no limit to the complexity of a ContractExpress template. Business Rules can be deeply embedded to the word or character level, and the ContractExpress rules-engine will ensure that a question is only asked on the questionnaire when it is relevant.

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    Document Sets

    ContractExpress DealBuilder supports the creation of sets of documents from a single interview, or the creation of a single document from multiple templates. The ContractExpress rules-engine combines business rules and relevancy information across sets of templates to ensure that users are presented with a consistent and consolidated questionnaire.

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    Simple Administration

    ContractExpress Administrator provides a comprehensive and simple to use means of managing document templates and configuring the ContractExpress system. Servers, templates and other entities are presented in a tree view, enabling them to be organized into folders, to allow large collections of templates to be managed efficiently.

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    Data Management and Reporting

    ContractExpress provides extensive data management and reporting. Each time a document is assembled, the data about that document and all the answers associated within are stored as an XML answer set. This enables custom reporting and interoperability with line of business systems.

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    Fully Customizable

    The ContractExpress web layer is fully customizable. The behaviour and appearance of the web pages users see are controlled by profiles, so a single server can support radically different “look and feel” in concurrent sessions.

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    User interface

    Simple, clear and easy to navigate web screens that show progress information, alerts and on-page guidance. 

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    External Dictionary

    Effortlessly update multiple templates from one central location. The external dictionary simplifies mass updates of templates with shared definitions.

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    Multiple Output formats

    ContractExpress supports the generation of .docx, .doc, .rtf, .pdf and .html.

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    Integration with other systems

    ContractExpress provides first class integration with SQL Server data sources and SharePoint Web Services, to provide connectivity with your organization’s line of business systems such as client, matter, billing and accounting systems.

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The ContractExpress questionnaire is web based allowing users to access it for any device with an internet connection including mobile devices such as an iPad or tablet. 

Screenshots

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    Author Templates in Microsoft Word

    ContractExpress templates are created by legal content specialists in Microsoft Word, without requiring programming.

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    Simple user interface

    ContractExpress questionnaire forms are simple and intuitive to use, with progress information and guidance for completing the data.

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    Customize with your branding

    ContractExpress DealBuilder can be branded with your own logos and color scheme. 

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    ContractExpress Cloud

    ContractExpress Cloud provides the ContractExpress document assembly solution through a cloud platform

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    DocumentView

    Watch your answers populate the document in real time. 

Next steps