XpressDox Document Automation Software Overview

XpressDox Document Automation Software Overview

Overview:  XpressDox is a document automation software we use to develop pleading and document templates in house. It integrates with Microsoft Word and through the use of a questionnaire, allows for quick and efficient assembly of documents in several practice areas. This tool is in constant development, if you have feedback or would like to make a request, please submit a form here. 

Please see our training video for XpressDox below. The link to the XpressDox software is located in the Company Bookmarks. If you do not have a license and need one, please submit a ticket to Tech Help. Please note that we pay per license, if you aren't sure if you need a license, please discuss with your manager prior to submitting a ticket. 

Training video: XpressDox 14.mp4

New features include: 

  • Favorites – Can now favorite Templates and Folders
  • Recycle Bin – Has its own menu
  • Responsive to Screen Size – Clients can easily fill out interview on their tablets or phones
  • Auto Save Data – Data is constantly being saved, so if you accidentally navigate elsewhere, your data is not lost.
  • ‘Current’ Menu – Pushing this button takes you back to your last interview, allowing you to resume where you left off.
  • ‘Back to Interview’ Button – Able to reassemble template with the data preloaded with one click
  • ‘Recent’ Menu – Loads most recent interviews with the data preloaded


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