Woodpecker

Woodpecker is document automation software that works inside Microsoft Word. Legal staff fill Word-based documents quickly, from fee agreements to discovery requests and trusts or wills. One smart template can produce every version of a document a firm might need.

Main features

• Word add-in: populates simple or complex documents inside Word.
• Template logic: conditional logic, drop-down menus and formula fields.
• Online questionnaires: clients can fill in details on the web, and the answers feed the documents.
• Reusable client data: information is stored and used again for new documents.
• Multi-populate: several documents are generated at once.
• Central template storage: the whole team uses the same current versions.
• Connections: links to other apps through Zapier or an API.

Who it works with

Law firms that draft repetitive legal documents.

Key facts

• Template service: the vendor can build templates on request
• Image support: logos and ID uploads can be included