Professional-grade document assembly, without the cost structure around it.
 Engagement Letter |
 Parenting Plan |
 Motion for Temporary Order |
 Promissory Note |
 Retail SpaceLease |
 Notice of Trustee’s Sale |
Documents like these represent hours of professional drafting—now generated in seconds.
Systems that generate documents introduce uncertainty.
Systems built for enterprise deployment add infrastructure, cost, and complexity.
Many systems do both.
But none of that improves the document itself.
Logic, conditions, and reusable content working together inside Microsoft Word.
See how Doxserá captures answers once and generates complete document sets automatically.
| A modern alternative to systems built around infrastructure, cost, and complexity.
The cost of building and running those systems is typically assumed to require enterprise infrastructure. It doesn’t. Doxserá is $169 per year.
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Enterprise PowerAdvanced logic, reusable components, and multi-document generation—built for complex legal work. |
No InfrastructureNo servers, no IT projects, no deployment overhead. Works directly inside Microsoft Word. |
Complete ControlYour documents and data stay where you choose—local, server, or private environment. |
Faster to BuildCreate and modify templates quickly without specialists or external systems. |
Doxserá is built for serious document production.
| Fully Secure
Runs entirely in Word |
Built for Complex Work
Multi-document workflows |
Control Without Programming
Create logic visually within Word. |
Your documents remain exactly where you keep them.
Doxserá handles structured documents that go beyond simple templates.
Professionals define document rules directly in their templates — no software development required.
Create dynamic documents where words, phrases, sentences, paragraphs, entire pages, or sections are automatically selected, included, or excluded based on user responses to questions (e.g., yes/no, true/false scenarios). This is highlighted as the “real brains” of the system across TheFormTool PRO foundation (which Doxserá builds on) and extended in Doxserá for multi-document sets.
Support for nested, multi-layered, or advanced conditional rules to handle sophisticated logic, such as multi-party scenarios, role-based content, or intricate dependencies in contracts, filings, or packages.
Lists
Create repeating or series-based lists where items (e.g., children, assets, officers, treatments, parties) are automatically generated, enumerated, or repeated based on answers. Supports insertion of multiple instances of text blocks, clauses, or sections.
Highly flexible output formatting for lists, including narrative paragraphs (e.g., “John, Jane, and Bob”), bulleted/numbered lists, stacked signatures, tables (with optional headings, column totals, or borders), or fully customized layouts to match any document style or requirement.
Add, Subtract, Multiply, Divide; foundational functions for straightforward calculations integrated into answers or derived fields (e.g., totals, differences, products).
Absolute (absolute value), Integer (truncate to whole number), Logarithm, Raise to Power (exponentiation), Remainder (modulo), Root (square root or nth root), Round (to specified decimals); support precise or formatted numeric results.
Days (difference between dates), Months (difference), Years (difference), Now (current date/time), Age (from birthdate), FirstDate/LastDate (in series), with offsets for future/past adjustments.
Payment (PMT for loan/lease/mortgage payments), Constant (fixed values in formulas); enable automated financial modeling or amortization inserts.
List-specific operations including Count (number of items), Number (similar to count), Sum (total), Multiply (product of items), Maximum (highest value), Minimum (lowest value); applied to series/lists for totals, counts, extremes (e.g., total shares, highest asset value, item count in a repeating section).
Derived answers that automatically calculate new values from prior inputs (e.g., age from birthdate, tax/discount from totals, jurisdiction-specific fees); often combined with math functions for “smart” logic where the form computes outcomes invisibly.
Support for hundreds of equations simultaneously, nested formulas, derived counts/sums/max/min on sequences (e.g., sublists or date/number series), and integration with conditions/lists (e.g., conditional totals, math in tables/grids).
Define and process groups of related forms/documents together. Users create Form Sets containing multiple documents (from various locations/sources), then select and generate the entire set from one Q&A session. Ideal for packages like estate plans, corporate formations (articles, bylaws, minutes, certificates), litigation packets, bankruptcy filings, or sales/financing bundles—ensuring all documents use the same data for perfect consistency. If a document requires the same information to appear in multiple places — or across multiple documents — Doxserá assembles everything from a single set of answers.
Automatically bring in text, phrases, clauses, or full sections from external Passages/Folios conditionally (e.g., include a state-specific policy passage only if the recipient’s location matches).
If you need all of this plus automatic data entry from SQL, Access, Excel or Outlook Contact, take a look at our Doxserá DB.
Names, dates, clauses, options, calculations — whatever your documents depend on.
A structured Q&A captures exactly the information needed.
Based on your rules, Doxserá inserts:
text
clauses
tables
graphics
reusable sections
Generate a single document or an entire document package — perfectly formatted and consistent.
For Law FirmsCorporate formation packages Estate planning sets Litigation filings Discovery packets Intake + engagement bundles Multi-party contracts |
For BusinessesSales proposals HR onboarding packets Compliance documentation Offer letters and agreements Warranty/service bundles Lease agreements |
For Regulators & GovernmentStructured multi-form packets Determinations Notices and findings Multi-party correspondence Case management documents |
Any workflow that produces groups of documents benefits from structured automation.
One of Doxserá’s most powerful features — and a rare capability even among enterprise systems — is its ability to automatically insert or remove conditional content, including full sections, images, and charts, based on the document’s needs.
This is true document assembly, far beyond merges or simple logic.
Doxserá can automatically:
Include or omit paragraphs, clauses, or full sections
Insert charts, diagrams, and illustrations
Add photos, maps, or exhibits
Insert structured sections that contain their own variables, lists, and conditions
Handle nested, multi-level logic
Combine text, tables, and images in one automated workflow
All within Word, without scripts or programming.
Health plan publishers insert detailed benefit tables or charts depending on plan type.
Real estate appraisers add neighborhood photos, comparables, and maps automatically.
Regulated industries include required disclosures only when specific triggers apply.
Corporate teams assemble proposals with tailored case studies, diagrams, and branded visuals.
Law firms include tax sections, contractual, or jurisdictional language depending on conditions
This allows document assembly systems to generate documents that previously required manual editing.
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Health Plan Publisher “Doxserá inserts detailed benefit tables and charts automatically depending on plan type.” |
Criminal Defense Firm “We generate entire case documents in minutes instead of hours.” |
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Estate Planning Firm “We replaced an older document automation system and now produce forms in minutes instead of hours.” |
Clinical Psychology Practice “Our reports contain sensitive patient information. Doxserá allows us to automate them without sending data outside our system.” |
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| I routinely need to prepare 14 different documents in order to file a guardianship. I knew that Doxsera has a form set feature that allows me to create all those documents in one go. But I just discovered that Doxsera will name each document (example “Petition for Guardianship”, “Petition for Appointment of Attorney and Physician”) and save them automatically to any folder I designate. What a work saver!
—Elder Law Attorney |
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| … see more | ||||
Doxserá is licensed per machine
$169 per year including updates and support.
TheFormTool PRO
For professionals who need fast, reliable document automation inside Word — without automated insertion of external text or graphics or multi-document workflows.
Doxserá DB
For organizations that generate documents using external data sources.
If you’d like to see how much Word behaves better with the right tools, take a look at
Snapnumbers™ — our elegant fix for Word’s numbering problems.
