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June 16, 2017

#MergeMasters - SmartProbate

In our #MergeMasters series, we like to highlight how customers are using WebMerge and highlight the impact WebMerge has had on their business.  Today, we're highlighting SmartProbate, a Probate and TrustPlan business focusing on LDA serviced Trusts and Probates.

Company Name: SmartProbate
Industry: Legal Services
Apps Used: WebMerge

Can you tell us a little about your business?

We are now a Probate and TrustPlan business focusing on LDA serviced Trusts and Probates in the state of California.

Walk us through what solution you were using before WebMerge.

Before WebMerge, we were manually entering data into a combination of MS Word files and handcrafted PDFs..

What problems were you running into that led you to search for WebMerge?

Error creep as the information was cut-and-pasted across several 'platforms' and long hours of data entry.

How are the things different for you now that you use WebMerge?

Now we enter the raw data into a PDF, click a button, and get a Trust out the other side in MS Word format. Clean, quick, easy.

Can you estimate how much time you are saving with WebMerge?

~4 hours per TrustPlan (was 4+ hours to do, now 1 hour - huge!)

Can you summarize in one sentence what difference has WebMerge made for your business?

WebMerge has saved us countless hours of drudgery filling out forms.
 

2 min read

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