Product

Visualdox: Powering Document Excellence in Microsoft 365

Visualdox is a comprehensive Microsoft 365 solution empowering professional services firms to streamline document creation, management, and automation. Our platform offers intelligent template control, automated assembly, seamless data integration, and custom design capabilities for enhanced efficiency and consistency.

Template Management

Establish a centralised and controlled environment for all your Microsoft Word templates with the powerful Template Management features of Visualdox. Eliminate the chaos of scattered and outdated templates by providing a single source of truth, ensuring brand consistency and reducing the risk of errors. Our system allows for efficient version control, automated updates, and seamless integration with the Microsoft Word ribbon, empowering your users with easy access to the correct, approved templates directly within their familiar working environment.

Centralised Template Library: Securely store and manage all your firm’s official Microsoft Word templates in one easily accessible location.
Version Control & History: Track changes, revert to previous versions, and maintain a complete audit trail of template modifications.
Automated Template Updates: Deploy updates and changes to templates seamlessly across your organisation, ensuring everyone is always using the latest versions.
Custom Microsoft Word Ribbon Integration: Provide users with a dedicated Visualdox tab in Word, offering quick access to approved templates and key functionalities.
Role-Based Access Control: Define permissions to control who can view, use, and edit templates, maintaining document governance.
Metadata & Tagging: Organise and easily find templates using relevant metadata and tags, improving searchability and efficiency.

Document Assembly

Our Document Assembly capabilities empower your firm to automate the creation of consistent and accurate documents with remarkable efficiency. By leveraging intelligent forms and dynamic content insertion, you can eliminate manual data entry, reduce errors, and ensure all generated documents adhere to your firm’s brand standards and legal requirements. Seamless data integration from various systems further streamlines the process, allowing for the rapid generation of complex documents with pre-populated information, freeing up valuable time for your professionals.

Intelligent Form Creation: Design user-friendly forms with conditional logic, validation rules, and dynamic fields to capture necessary information efficiently.
Dynamic Content Insertion: Automatically populate document templates with data captured through forms or integrated from external systems, eliminating manual typing and reducing inconsistencies.
Rules-Based Automation: Define rules to control which content sections, clauses, or data points are included in a document based on user input or data conditions.
Support for Complex Layouts: Automate the assembly of documents with intricate formatting, tables, and conditional elements while maintaining a professional appearance.
Data Integration: Connect to key systems like iManage, SQL Server, and Active Directory to automatically pull and insert relevant data into documents.
Preview and Review Functionality: Allow users to preview assembled documents before finalisation, ensuring accuracy and providing an opportunity for review.
Reduced Risk of Errors: Minimise human error associated with manual data entry and ensure data consistency across all generated documents.

Automation & Workflow

Visualdox empowers your firm to design and implement automated processes for document handling, significantly reducing manual effort and accelerating turnaround times. Define custom workflows that trigger actions based on user interactions or form submissions, such as automatic PDF conversion, secure email distribution of finalised documents, and seamless integration with other critical business systems. By automating repetitive tasks and streamlining document life-cycles, Visualdox enhances operational efficiency and ensures consistent adherence to your firm’s established procedures.

Workflow Designer: Visually create and manage custom document workflows tailored to your firm’s specific processes.
Automated PDF Conversion: Automatically convert generated documents to PDF format for secure sharing and archiving.
Email Distribution: Configure automated email delivery of finalised documents to designated recipients upon workflow completion.
Integration with Business Systems: Connect Visualdox workflows with other applications and platforms used by your firm, such as CRM or DMS.
Trigger-Based Actions: Initiate workflow steps based on specific events, such as form submission, document finalisation, or user approval.

Data Capture & Integration

Visualdox provides seamless mechanisms to capture essential user input through customisable forms and to integrate data from your firm’s key systems. Design intuitive forms with various field types and validation rules to gather the precise information needed for your documents. Furthermore, Visualdox can connect with critical data sources such as iManage, SQL Server, and Active Directory, allowing for the automatic population of documents with accurate and up-to-date information, reducing manual data entry and ensuring data consistency across your document ecosystem.

Custom Form Builder: Create tailored forms with a variety of input fields (text, dropdowns, dates, etc.) to capture specific data requirements.
Conditional Form Logic: Implement rules to show or hide form fields based on user selections, ensuring a dynamic and relevant data capture experience.
Data Validation: Define validation rules to ensure the accuracy and completeness of user-provided information.
iManage Integration: Connect Visualdox to your iManage document management system to retrieve and utilise client, matter, and other relevant data.
SQL Server Connectivity: Integrate with SQL Server databases to pull data directly into your document templates.
Active Directory Integration: Leverage Active Directory to pre-populate user information within forms and documents.
Secure Data Handling: Ensure the secure transmission and storage of captured and integrated data.

Custom Design

The Visualdox Studio provides a powerful and intuitive environment for creating truly tailored document production solutions. Whether you are our expert team designing and deploying on behalf of our clients, or your own firm taking control, the Studio offers comprehensive tools to customise every aspect of your document automation. From crafting bespoke Microsoft Word templates and designing intelligent forms to building automated workflows and personalising the Microsoft Word ribbon, the Visualdox Studio empowers you to create solutions that precisely meet your unique requirements and branding.

Intuitive Template Designer: Visually design and configure your Microsoft Word templates with advanced formatting and dynamic content placeholders.
Flexible Form Design: Create user-friendly data capture forms that can be presented as a step-by-step wizard or as a convenient task pane within Microsoft Word for seamless document editing. Organise questions logically using categories to improve user experience and data collection.
Visual Workflow Designer: Construct automated document workflows using a graphical interface, defining triggers, actions, and decision points.
Custom Microsoft Word Ribbon Designer: Personalise the Word ribbon with your firm’s branding and provide users with direct access to Visualdox functionalities and custom templates.
Scripting Capabilities: Extend the functionality of your solutions with custom scripting for more complex logic and data manipulation.
Multi-Office & Language Support: Design solutions that can cater to multiple office locations and support various languages.
Solution Packaging & Deployment: Easily package and deploy your custom-designed Visualdox solutions across your organisation.

Unlock Efficiency with Visualdox – Get in Touch Today.

Don’t let outdated document processes hold your firm back. Visualdox provides the modern solution you need. Reach out to our team to learn more about how we can tailor our platform to meet your unique requirements and unlock significant efficiency gains.