Woodpecker

Woodpecker’s functionality is designed for ease of use and without the need for extensive software training or time-consuming template builds.

After installation, Woodpecker allows for easy set up of templates through auto-template creation, bulk insert and field reuse. Key features include:

• Conditional logic and formula calculations, allowing automatic replacement of pronouns, inclusion or exclusion of clauses, changing verb tenses, and use of drop-down menus and formula fields for ease of use.
• Multi-population of documents with the same information to avoid manual input errors.
• Date capture and automatic population of templates through external questionnaires. Forms can be shared online directly from templates, and templates automatically populated and emailed to the principal for review once questionnaires are completed.
• Generate documents directly and automatically from your firm’s CRM or practice management software via Zapieror Woodpecker’s open API.
• Maintain quality control across document versions so that team members are working on current versions.
• A cloud-based storage system for sharing, accessing and saving templates.

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If your law firm wants to learn more about how Woodpecker can benefit your legal practice, complete the details below and we will reach out to discuss the software and other options that may be worth considering.