I had a simple goal but was unable to find a source--until I stumbled on Documentero. Our firm uses it for repeat documents that have many of the same recurring portions but also different clauses. For example, for our engagement agreements, many of the sections are the same but there are also a lot of variables depending on type of representation. I have a simple form accessible to anyone in the firm on a private page of our website where in a matter of minutes, we can input client-specific information and check-boxes to select what clauses should be included. Each answer leads to its own branch of follow-up questions. I can include instructions and required fields. When you are finished filling out the form, you click the button, and you download the Word document on our letterhead. Then you make any additional edits you want.
It was not difficult to figure out how to prepare and set up the website form. One of the most attractive parts to me is that I upload the Word document in the form I want it--the fonts, the spacing, the logos, etc. And Documentero basically fills in that Word document with the various clauses I have indicated are necessary and gives it back to me in a Word document--or I can have it done in a PDF if I know I won't have any edits. The result is exactly what you would have if you went through the process of using a template or duplicating a document to prepare the letter--except it takes a tiny fraction of the time, and you don't miss anything because you have to check boxes to include or exclude possibly relevant provisions.
And the customer service is amazing. We have been using the free version (I'm about to upgrade as we are implementing more use in different forms), but the few times I have needed help, someone has responded to me almost immediately and advised me how to proceed. I have never seen a free product be so useful and have such good customer service.
There is just no reason not to try it. It works exceptionally well. Review collected by and hosted on G2.com.
I don't think there are any downsides. As with anything, there is a learning curve to get the document uploaded and the fields properly marked in your form document so the result is exactly what you want. But the instructions are great, and the principles are simple. Once you get it down, it's a breeze. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.
