Case Study: Stewart McKelvey achieves error-free, faster legal transactions with TheFormTool Doxserá DB

Stewart McKelvey - Customer Case Study

Stewart McKelvey, a major Canadian law firm, faced a significant challenge in managing large, complex acquisitions. Their manual process of drafting thousands of legal documents from due diligence reports was extremely time-consuming and highly prone to errors. They turned to TheFormTool and its Doxserá DB product to find a solution.

TheFormTool's Doxserá DB software automated the document creation process by pulling data directly from Excel spreadsheets. This solution eliminated manual data entry, automatically applied conditional language, performed complex calculations, and generated nearly 2,000 error-free documents for a major transaction. The results were profound: the first draft was also the final draft, saving weeks of time and coming in under budget. The success led to a firm-wide rollout, generating sizable economic impact and a significant competitive benefit for Stewart McKelvey.

Stewart McKelvey

Paul Saunders

Chief Innovation Officer & Partner