Today, we’re going to demonstrate how Doxserá^® DB can streamline complex document generation for law firms by leveraging multiple data sources and making the most of relationships within the information.

In this example, we’ll be using a mailing list spreadsheet that contains data for 500 individuals, including names, addresses, and their favorite hobbies. Depending on the hobby, the system will generate a personalized letter with different content: clients interested in reading, movies, or TV receive information about a bargain catalog, while those interested in golf, skiing, or wine tasting receive a high-end catalog. The system automatically selects the right version, saving you time and effort.

Doxserá^® DB also pulls in relevant data from three folios—our Bargain Catalog, Upscale Catalog, and state-specific sales policies. These folios contain everything from featured items in the catalogs to personalized sales policies based on the recipient’s location. For example, if a client’s hobby is golf, they’ll see featured items like golf carts from the upscale catalog, and if they’re from Alabama, the letter will automatically include the state flag and silhouette, along with the applicable sales policy.

But that’s not all—Doxserá^® DB uses two distinct wrappers to give documents a customized appearance. Depending on the recipient, the system will either generate a professional, industrial look using the Acme wrapper or a more elegant layout using the Posh wrapper.

The form itself is straightforward: you simply select a recipient, click “fill,” and the system does the rest. Doxserá^® DB automatically pulls all relevant information from external sources, ensuring that each letter is personalized and aligned with the client’s preferences, location, and relevant catalog items.

This demonstration showcases the ability of Doxserá^® DB to automate repetitive tasks, reduce errors, and generate tailored legal documents efficiently. By harnessing data from any SQL-based source, such as client management systems or accounting software, Doxserá^® DB transforms raw data into sophisticated, customized documents—freeing up your time for more meaningful work.

That’s the power of Doxserá^® DB.

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