Case Study: Stewart McKelvey eliminates errors and speeds complex transactions with TheFormTool Doxserá DB

Stewart McKelvey drafts nearly 2,000 documents error-free with TheFormTool

Stewart McKelvey, a major Canadian law firm, faced a significant challenge in managing large and complex corporate transactions, particularly acquisitions involving hundreds of assets. Their manual process of drafting closing documents was extremely time-consuming and highly prone to errors, creating unnecessary expense and risk for their clients. To address this, they turned to vendor TheFormTool and its product Doxserá DB.

TheFormTool's Doxserá DB solution automated the document creation process by pulling data directly from Excel spreadsheets to populate variables, determine conditional language, perform calculations, and format nearly 2,000 required documents. The results were stunning; the first draft was completely error-free, eliminating the need for revisions and saving weeks of calendar time. This provided substantial cost savings for the client and a great return for the firm, solidifying their reputation for technological excellence and leading to a firm-wide rollout of the technology.

Stewart McKelvey