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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Simple, clear and easy to navigate web screens that show progress information, alerts and on-page guidance.
Effortlessly update multiple templates from one central location. The external dictionary simplifies mass updates of templates with shared definitions.
Multiple Output formats
ContractExpress supports the generation of .docx, .doc, .rtf, .pdf and .html.
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.
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.
Author Templates in Microsoft Word
ContractExpress templates are created by legal content specialists in Microsoft Word, without requiring programming.
Simple user interface
ContractExpress questionnaire forms are simple and intuitive to use, with progress information and guidance for completing the data.
Customize with your branding
ContractExpress DealBuilder can be branded with your own logos and color scheme.
ContractExpress Cloud provides the ContractExpress document assembly solution through a cloud platform
Watch your answers populate the document in real time.