Document automation for Professional Services
Professional services companies create many project- and client-specific documents, records, and e-mails. Creating them manually is not only time intensive but can also lead to incorrect or inaccessible information. With dox42 document automation, errors and delays are reduced and employees can finally concentrate on their core tasks again.
What types of documents are automated?
Offers, Orders, Invoices
Quality and Audit Reports, Project Management Reports, Sales Presentations
Legal Documents, Certificates
How does Gleiss Lutz use dox42?
With dox42 we were able to use the template, an Excel and Word template, to dynamically pour the data from the database into the complaint and to deliver the more than 250 individual complaints to the lawyers on time. It is particularly advantageous when it comes to enriching Office templates with dynamic data with pixel accuracy. It increases efficiency and automation, and is therefore ideally suited for other projects at Gleiss Lutz.
Jochen Vogel
Head of Business Technologies
More Success Stories
Now we are able to generate accurate contracts by a single click. dox42 connects to our software for legal purposes in order to create individually adapted documents and contracts while integrating data [...]
Benedikt Stockert
Partner
Document automation that can integrate multiple data sources and combine different types of data has brought significant relief. dox42 has enabled us to create and customize templates in MS Word and PowerPoint according to our needs using our own resources.
Thomas Schlager
Pitch Processes and Infrastructure Manager
We like dox42 for its flexibility in combination with the opportunity to automate processes. This is how we were able to automate the process of our contract generation. Tables, texts and calculated values are integrated into the document and are dynamically filled with content by dox42. We can now automatically generate our contracts individually, adjusted for each employee in a very efficient way.
Andreas Hebeisen
Application Developer & responsible for dox42
