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April 14, 2015

#MergeMasters Series: Customer Q&A with Northwest Corporate Law

Human error is not something you want to risk when managing legal documentation for several clients. Paul Mayo of Northwest Corporate Law LLC shared how his company was able to avoid risky mistakes and save time by implementing WebMerge into their workflow.

Can you tell us a little bit about your business?
Northwest Corporate Law does transactional and corporate legal work for startups and other small businesses. A lot of our focus is getting new business entities up and running.

What problems were you running into that led you to search for WebMerge?
Before WebMerge, we were using word templates that required manual editing. I knew there had to be a way to develop templates that could accommodate conditional statements and use some sort of merge function. I initially looked at some different options like HotDocs and XpressDox, but was really unimpressed with what was out there and the license fees were way too expensive for what you got. I wanted something that would work as a web app and didn't want to rely on any locally hosted software, so my idea of building something in Access was out.

When we do an LLC formation, for example, we walk the client through a questionnaire, and my colleague had begun building these out in JotForm, because he liked how it stored the responses. It dawned on me that there had to be some way of using those forms to create documents. That was when I found Zapier, which then led me to WebMerge’s document automation solution.

Now we're using TypeForm for input, which has a much nicer interface and supports logic jumps. The form data goes to a Google Sheet, which triggers another Zap to WebMerge.

How are the things different for you now that you use WebMerge?
We're really just getting started with WebMerge. A future goal is to build out a full multi-member operating agreement, which will use hundreds of variables and conditional statements, as well as automatic section numbers and some other stuff I'm still learning about. I've been starting with easier projects, which definitely save us a lot of time, but I'm looking forward to putting some more complex documents together.

Can you estimate how much time you are saving with WebMerge?
Right now, we save a few hours a week. Once we get our multi-member operating agreements built, it will save us five to six hours every time we run it.

What are your plans for growth? How do you see WebMerge playing a role in that?
As we're able to automate more and more of our complex document production, we'll be able to take on more and more business. Document automation with WebMerge eliminates a lot of human errors, so ultimately we're able to give the client a better product in significantly less time.

3 min read

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