Automatic filling
Ready on site.
Hotel feature
Document templates for law and fiduciary offices
Personal data is handled under UK GDPR and ICO guidance, so access, retention and deletion are defined early instead of bolted on later. Correspondence, pleading and contract templates fill automatically with file details. Templates are kept in the languages your customers speak and every use has a known version.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
Never retyping the same letter
Templates are grouped by practice area; client, party and file fields come in automatically. When a template is updated, new documents use the latest version while old documents stay unchanged.
Your benefits
Templates in the languages your customers speak
Stays on record.
Version control
At every step.
Letterhead
Save time.
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
The legal accuracy of template content is the practice’s responsibility; the system only fills fields and stores the version.
Frequently asked questions
Can we keep working in Word?
Yes; documents open in Word, are edited and saved back to the file.
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