ContractExpress DealBuilder Datasheet

KEY FEATURES

Architecture: ContractExpress DealBuilder is an ASP.Net web application utilizing Windows Communication Foundation, OpenXML and SQL Server.

Customization:The ContractExpress DealBuilder web layer is fully customizable.

Easy to use template design: ContractExpress Author is an intuitive, template design tool that sits inside Microsoft Word and enables complex templates to be created using only a plain language mark-up which has been developed by lawyers for use by lawyers. No need for specialist programmers of hard to master scripting languages.

Dynamic Content: ContractExpress DealBuilder’s automatically produces the 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.

Output Formats:ContractExpress DealBuilder supports the generation of Word 2007/2010 OpenXML (.docx), Word 97-2003 (.doc), Word-RTF, PDF and XPS.

Integration with other systems: ContractExpress DealBuilder provides first class integration with SQL Server datasources and SharePoint Web Services, to provide connectivity with your organization’s line of business systems such as CRM and ERP.

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We evaluated all the online document assembly products. DealBuilder is clearly a generation ahead of anything else available because we don’t need programmers to work with our attorneys to create and maintain our automated agreements
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Cathy Clement, Microsoft
SYSTEM REQUIREMENTS

SERVER
Minimum Hardware
• 2 CPU 2.4GHz
• 2 GB RAM
• 3GB of available hard disk space

Recommended Hardware
• 4 CPU 2.4GHz
• 2GB RAM
• 3GB of available hard disk space

Software Requirements
• Windows Server 2003 / 2008 / 2008 R2
• Microsoft .Net Framework 3.5 SP1 Runtime
• MS SQL Server 2005 / 2008 / 2008 R2

CLIENT
• MS Internet Explorer 7 or 8,
   Mozilla Firefox 3.6, Safari 5, Chrome 5
• MS Word 2000 / 2002 / 2003 / 2007 /2010
• MS Word 2004 / 2008 for Mac
• 1024x768 min screen resolution

The world's most robust and proven document automation engine
ContractExpress DealBuilder is an enterprise class 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 with the certainty of accurate and efficient results it is proven to meet the exacting needs of Corporate law departments and law firms.
A software solution that delivers reduced drafting time and consistent document quality for any organization that produces legal documents in high volumes. A user friendly template design tool ensures that unlike any other document assembly platform, lawyers and business users can create templates in Microsoft Word, rather than relying on specialist template programmers
Documents in minutes not hours
With ContractExpress DealBuilder lawyers are able to respond faster, more effectively and more consistently to the demands of their business or clients. The time consuming task of editing a fit for purpose document from a standard form is eliminated and replaced with an intelligent questionnaire, which captures the terms of the transaction. Questions are only asked if required, and are only asked once irrespective of how many times the answer is required in the generated document(s). The productivity gains are impressive. One click can reconcile hundreds of occurrences of optional text nested to any depth, each of which would otherwise need to be individually considered and manually edited in a Word document. Complex document that take many hours to edit in Word can now be produced in a few minutes. For example, one of our law firm customers is on record saying that this process can reduce the eight hours needed to produce a complex banking document using Word to fifteen minutes using ContractExpress DealBuilder. And it’s right first time every time.
Easy Template design

ContractExpress DealBuilder transforms the ease and speed of automating complex legal documents from legal templates and eliminates the complexity inherent in traditional document assembly tools. All other document assembly systems require templates to be created in a more complex, proprietary or XML based computer language that lawyers and business people find difficult to learn and use.

With ContractExpress Author, the template creation component of the system uses an intuitive, plain language mark-up in Word, which has been developed by lawyers for use by lawyers. This approach enables the system to automatically create the Word template, eliminating the need for technical specialists. This key difference allows templates of any complexity to be created quickly and by the lawyers that understand the legal and business considerations within them. Our extensive customer references prove the difference.

Below: ContractExpress DealBuilder Questionnaire Page.
ContractExpress UI
Simple Administration

ContractExpress DealBuilder’s administration application provides a comprehensive and simple to use means of managing document templates and configuring the ContractExpress DealBuilder 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. A step-by-step transfer tool supports the import, export and transfer of templates, including the automatic inclusion of referenced sub-templates allowing families of templates to be created that include common elements. Templates can be disabled or deleted when they become obsolete or if a version was published in error.

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.

ContractExpress DealBuilder 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.

Related Product: ContractExpress for SharePoint

An enterprise class software platform optimized for self-service creation, business approval, storage and management reporting of revenue generating contracts and legal agreements. It is highly configurable to perfectly map onto the business processes of an organization. The solution delivers discrete value and benefits across the organization. For Sales management it offers Revenue Acceleration and decreased time to contract. For Financial and Compliance management it provides guaranteed compliance with policy and revenue certainty. For Legal management it lowers risk and reduces legal spend.

ContractExpress NDA for SharePoint

An enterprise-class, web based application optimized for the creation and management of Non Disclosure or Confidentiality Agreements (NDAs). The solution is designed to comprehensively meet the needs of organizations with large investments in Intellectual Property and who rely on NDAs to protect their assets. It delivers discrete value and benefits across the organization. For Sales management it offers decreased time to Transactions. For Legal and compliance management, it reduces risk and provides auditable certainty around the confidentiality obligations entered into by the organization, its business partners and customers.

Below: ContractExpress Author. Template creation in MS Word that anyone can master, eliminating the need for specialist programmers.
ContractExpress UI