Woodpecker

My Woodpecker document automation review

Commentaires : Great service with great customer service and webinars to help learn all of the automation features.

Avantages :

Ability to automate my document drafting and integrate them with MyCase, and actually use the automations directly within MyCase.

Inconvénients :

Sometimes it wants me to save over templates due to similarities. Basic version only gives you 10 slots to save templates.

Woodpecker has helped our firm become more efficient

Commentaires : After using several other document assembly systems Woodpecker is by far my favorite. It has the exact features we need.

Avantages :

I especially like the fact that it is integrated directly into Word.

Inconvénients :

Training on template management is critical as it is easy for new users to get confused and overwrite templates or fail to save template changes.

Beta testing BEWARE!!

Commentaires : Awful. They offer seamless integration, but not for common word documents.

Avantages :

The sales pitch. We believed it. Had no idea it was in beta testing

Inconvénients :

They never told us the software was in beta testing, and that when they released updates that it would essentially make all of our documents crash and have to be revised. It takes weeks to get a solution.

Woodpecker review

Commentaires : I use Woodpecker daily and it makes drafting documents more efficient. I recently tried HotDocs again and found that I can get the same results with Woodpecker at a more affordable cost and much easier to use.

Avantages :

It was an easy program to learn to use. After building templates, the time spent drafting and editing documents has drastically decreased. I can spend more time on the legal issues of the documents instead of wasting time double checking the parties names, his/her, he/she, etc.

Inconvénients :

When I build a template I like to start at the beginning and work my way through the document. Sometimes after building the template, I find that I forget a field. It would be nice to insert a field back up where it was forgotten instead of at the end of all the fields.

Wish all tech was this easy and affordable.

Commentaires : It is easy to install, we have had no technical glitches, and it has sped up our turn around time.

Avantages :

Easy to use, better functionality (like conditional clauses) than many of the far more expensive options.

Inconvénients :

Occasionally, I have had recipients of documents created in Word with WoodPecker fields tell me that they were unable to edit the form filled terms.

The Document automation solution found

Commentaires : My overall impression of Woodpecker is of a product that does what it says, easily and efficiently with some of the best support I have ever experienced. I reviewed several document automation solutions before finding Woodpecker when surfing through Word plug-ins. All of them were too expensive or excessively complex; both reasons militated against either signing up or, if I signed up, wasting money because the system was not implemented. I run a busy practice and needing to devote too much time to set a system up often results in subscriptions not being used, and that was my experience until finding Woodpecker. I most strongly recommend it.

Avantages :

What I like most about Woodpecker is that it is easy to use, especially after an initial web session.

Inconvénients :

What I did like least was the inability to automatically have a generated document sent to the client, who completes the Questionnaire. The positive is that, as soon as I raised this deficiency, they rectified it. I was really impressed

Excellent product for easily generating documents from a template

Commentaires : Mostly intuitive interface, fantastic management and support. They listen to their user population.

Avantages :

Auto populating repeating fields across a document. Saves me so much time. And the person(s) completing the form usually just have to sign without entering the same information repeatedly.

Inconvénients :

Should broaden their presence on various automation platforms (it's just Zapier at the time of this review) Field bindings sometimes get messed up, requiring the user to recreate fields (not very often).

Easy way to save time

Commentaires : I’m a lawyer and was hesitant about using an automated document assembly tool. I didn’t think it would be relevant for me since I don’t do contracts and wills all day. However I’ve been able to benefit from this program due to repeating text blocks and other constants

Avantages :

Easy to use, intuitive, plain language for adding variables

Inconvénients :

Horizontal sidebar spacing in word is buggy The sidebar should automatically expand sufficiently so the user can hit the plus symbol to add choices to field variables Instead it’s necessary to manually widen the sidebar when adding entries Should be better way to preview the selections Focus on sidebar as opposed to a popup box limits functionality due to space constraints

Funny name but Game Changer

Avantages :

I have been with this product practically from conception. They really understand the repetitive nature of legal work and how to save us time. Get your letters, motions, pleadings, lines, agreements, etc. that you use often set up on time, and off you go. Even the initial set-up is relatively simple, even for a lawyer! Get this product and save yourself a bunch of time (i.e., money). P.S. Even their customer service is extremely responsive. I truly hope this does not change. If I have an issue, I can email or open a chat message, and usually get my matter addressed promptly if not immediately.

Inconvénients :

Not really sure. Maybe I would like the macros to be a little more intuitive in setting up. And add some obvious single selection categories such as states, months, etc. without me having to build them each time. But this is being very picky.

Save your time and create from a scratch

Commentaires : We are using this software not so much, but my lawyer is happy, because he`s saving a lot of time and I`m not worried about the documentation. First of all, you can create a lot of categories of documents, like a legal docs, contracts and etc. Woodpecker is not equal to MS Word and Google Docs, this software is another, the game changer. You`ll saving a lot of time and the documents isn`t be a routine, like before. Overall, this is the brilliant app with a simple interface and for a fair price.

Avantages :

So easy to use Great time saver Fast and easy integrations with a MS Word, Google Docs and etc.

Inconvénients :

I can`t say anything bad about Woodpecker

Incredible Customer Service (particularly from [SENSITIVE CONTENT] )

Commentaires : I can't stress enough how attentive Woodpecker's customer service team is. In particular, [SENSITIVE CONTENT] has been incredible to work with. It would have been challenging to figure out some of the work-arounds on my own but that is a non-issue because [SENSITIVE CONTENT] has been so responsive.

Avantages :

If you're willing to put in the time to familiarize yourself with the software and create the templates, Woodpecker can save so much time and significantly reduce the risk of careless drafting errors. The customer service at Woodpecker is phenomenal - they will walk you through any issues that come up almost immediately.

Inconvénients :

The only downside to the software is that it does require an input of time and effort to understand the functionality of custom fields and certain unique work-arounds. However, that is the case with most things in life. Once you develop a general understanding of the software, most things feel intuitive. Additionally, if I'm ever stuck on anything, the customer service team responds almost immediately which makes the initial input of time and effort much more bearable.

Elegant and Cost Effective Solution for Document Assembly Using MS Word

Commentaires : I LOVE the software, and so do my clients, who are enjoying generating accurate and enforceable documents without needing me to prepare each one. The support team has been outstanding, including various online customer service team members, including
[SENSITIVE CONTENT] Also, a big shoutout to
[SENSITIVE CONTENT], whom I have nicknamed
[SENSITIVE CONTENT], for providing outstanding support and insights. She has even implemented several of my requests, including those made during my on-boarding session. Congratulations again on a superb and cost-effective solution, for those who need a simple but elegant document assembly add-on to MS Word.

Avantages :

The ability to create questionnaires that can be shared with your clients to independently generate documents as needed that get sent to you and your client for review.

Inconvénients :

There is a slight learning curve in understanding how your documents are stored on your computer versus in their cloud storage system.

Rave Review of Woodpecker template creation software for legal professionals

Commentaires : Saving me much time in drafting court documents and legal agreements. Easy and efficient. i have been looking for such a solution to make my drafting more efficient for years as could never figure out how to use fields on other software programs.

Avantages :

It is so easy to create fields in documents, with just one click. There is also a nifty support chat that pops up when you are using it, just in case you have questions, or just to suggest a tip based on how you are using it, which saves even more time. It is brilliant software.

Inconvénients :

Integration was good, however I have not tried to see if my assistant can also access yet, hoping she too will be able to use these wonderful templates and save time in producing documents for clients.

LOVE Woodpecker- highly recommend!

Commentaires : First, a brief history… over the years, I have employed various doc automation strategies including find/replace; mail merge; automation through The Form Tool (Doxsera); and I've played with (but have never fully implemented) WealthDox, as well. I ended up consulting with an incredibly knowledgeable tech consultant who suggested Woodpecker. I am now about 6 months into using Woodpecker and I can confidently say that it has changed my practice. My drafting process is as streamlined as I could have ever hoped.

Avantages :

1) Template creation was user-friendly, and drafting documents using the software is incredibly efficient. (As previously mentioned, I'd historically automated my templates using Doxsera, but found the template creation process to be much more labor and time intensive and frustrating, not to mention that the interface is antiquated). 2) I'm a Mac devotee, and Woodpecker runs smoothly as an extension on Word for Mac. (Running Doxsera required that I use Parallels, Windows, Word for Windows – lots of clunky and expensive software I do not need with Woodpecker.) 3) Woodpecker's customer service is excellent- incredibly responsive, encouraging, kind, and most importantly, they resolve any issue quickly and creatively. (When I'd used Doxsera, each time I reached out for tech support, they always wanted to charge me and made me like a major inconvenience.)

Inconvénients :

A bit of a learning curve. Wish that the fields filled in with the formatting I want more smoothly

Woodpecker legal document automation

Commentaires : Our overall experience has been good. Anytime we need assistance, customer service is there to provide support.

Avantages :

The ability to create online intake questionnaires very quickly is a plus. Woodpecker will auto-populate questions for use in a questionnaire-based upon the data needed from your client to complete the word document.

Inconvénients :

I do not have any cons with the software at this time.

Woodpecker packs several features of more enterprise systems at a fraction of cost and value

Commentaires : - 80+% of a contract is form-templated with little reason to change. This tool captures the 10-20% that's personalized
- Most people think that it only is a better copy - paste function but they fail to see why that's such a bad way to visualize what the context of the field shows vs. what the surface level information shows. Context is key.
- Most of my forms have been automated using Woodpecker Legal as a backdrop. Highly recommend.

Avantages :

- Light, robust add-in tool that works in lawyer's most familiar environment - MS Word - Works across multiple document sets (can save as form Templates) - Offers API functionality - key for adding interoperability to other systems - Product features are clean, simple, and easy to implement. - Automated customized function that converts a form into a ready template (a little early on the tech, but hopeful it will be very useful in the future after machine learning is dialed in) - Conditional field formatting including all Excel functions and IFF tech (If ... Then conditional statement use)

Inconvénients :

- Some bugs to work out (e.g., entering default information into fields does not always recognize when automating first time around; - Lack of a platform or centralized storage mechanism. - No copy + paste feature of fields.

Smart and Agile, Woodpecker Document Automation Drives Workflow Efficiency

Commentaires : Using Woodpecker has notably improved our workflow productivity and data accuracy by automating proposal, contracts and project management documentation. Now my team can spend measurably less time on document production. That effectively allows us to focus on ensuring that we provide accurate documentation to our customers faster. As a business consulting firm that integrates resources and tools to scale processes and facilitate digital transformation, we highly recommend Woodpecker to our customers.

Avantages :

Woodpecker seamlessly integrates as an MS-Word add-in that's simple to install, easy to use and a no-brainer value for the price. Light years beyond a typical copy + paste function, Woodpecker is an amazing, godsend-tool that basically eliminates the pain of time-consuming and tedious customized document creation from standardized templates. When we converted our standard proposal, contract and project management templates, our document production workflow time improved by 50%. And now we're transforming our document repository to create new smart templates using Woodpecker's AI. Customer support is great--responsive and useful, seems like they really care about their user community.

Inconvénients :

A couple minor hitches with fields, support quickly resolved them.

Easy to use, supported by the best customer service

Commentaires : Very very satisfied with the product and the team!

Avantages :

Accessing the software and learning how to use it was easy, especially with the short training videos available on the website. It has brought a new dimension of efficiency to our business. The support provided by the Woodpecker team is something that I have not experienced before!!

Inconvénients :

The only feature that still needs to be implemented is to have conditionals pull through to questionnaires.

Highly satisfied

Avantages :

fast integration of documents and makes my job easier

Inconvénients :

Trying to adapt to the new changes between woodpecker and my case.

Lifesaver!

Commentaires : Streamlining document production is huge. There are days we might generate 10 sets of documents. Before, that would be a full day for my assistant. Now it is done before lunch.

Avantages :

Being able to automate repetitive documents by answering questions saves a ton of time. Being able to use one input to fit several formats (June 1, 2022, 1st day of June, 2022, 6/1/22, etc) is key. We can get many times the amount of work done, while essentially eliminating keying errors.

Inconvénients :

I am still trying to figure out how to configure the fields for different format outputs (One Hundred Dollars vs $100.00). Eszter has been great to help me get my documents the way I need them. You don't pay her enough.

Amazing Automation that is highly customizable!

Commentaires : Woodpecker has been the easiest implementation of software we have ever had. The staff created all of our templates for us. There are around 37 at this time. The fee was very low for the creation of the templates. The creation is not complex; however, we opted to have the staff create ours in the interest of getting up and running as quickly as possible. Our staff can create the templates as we add them but we wanted to get the bulk done immediately. The staff has been very responsive.

Avantages :

We no longer have mistakes in our documents. With the automated logic and customized modules, anyone in our office can create perfect motions and contracts. I wish we would have found this years ago.

Inconvénients :

At this time, I love all the features and cannot say there is a least option.

Good for MS Word and smaller contracts for sure

Commentaires : We don't do a whole lot of contracts, maybe one or two per week, but this really helped streamline things. I am much more confident that items are not left blank, or erroneous. It has cut the time it takes to process a contract in half - easily.

Avantages :

Intuitive learning curve. Was able to figure out most of the features I needed without having to get help, either online or phone. It integrates with MS Word and MS Word custom templates VERY easily. Set up was simple. I can access on my laptop and office computer.

Inconvénients :

Editing a template is a little difficult once all the fields have been put in place. Editing around the field locations in a document can be tricky. These are very minor items, however.

Document Generation Lifesaver

Avantages :

The software itself is not complex yet, as a sole practitioner, I never took the time to set up my own questionnaires to populate the templates. Plus I quite honestly hate that sort of thing. So, the fact that they 100% help you do this - with meaningful questions so as to create the best, individualized document for your practice is huge! This made a tremendous impact by allowing me to cut my document generation time in half. The service and attention to detail is phenomenal.

Inconvénients :

I haven't encountered anything yet that I have been unhappy with.

Document Automation That is Easy to Use, Nimbly Customizable & Works Wonderfully!

Avantages :

It makes creating usable document templates easy. It has saved me countless hours of work. If you can fill out an online form you can make a template using Woodpecker. The user interface is easy to use and intuitive. You don't need to be super technical to use it effectively.

Inconvénients :

Sometimes the field recognizer is a little odd. I also get some weird cursor jumping but they are super minor things. I love the product.

Great Legal Tool for Automation

Commentaires : Good for streamlining and automating clerks processes

Avantages :

Very forward thinking tool and regular. Easy to implement in your day-to-day. Already recommended it to several colleagues in the legal industry. It's nice that is a plug-in vs. an external site so the learning curve isn't as steep for document automation.

Inconvénients :

I like that it can now do API calls and would like to integrate this with calendly or a CRM for automated document processing. A tutorial would be nice.