
WordFusion is an advanced web-based Document Assembly Platform.
WordFusion provides an intuitive project management tool to connect you to your clients and professional partners, to collaborate on the production of sophisticated and high-value documents.
Typical use for WordFusion
WordFusion is installed on a Professional Advisers desktop (e.g. Lawyer, Accountant or Financial Planner). This adviser may recommend that a Trust be created to further a client's financial needs. Using WordFusion the adviser opens a new Trust Form, enters the required information from the Client, and prepares a draft document. This begins the Document Lifecycle process. If the client is happy with the draft document the adviser is then able to submit the document for review. For example, if the adviser is an accountant, they may submit the document for review by a qualified lawyer. If the adviser is a lawyer, they may submit the document for review by their superviser. When the document has been reviewed, it can be assembled into a final form, and then printed and signed by the client.
WordFusion may be used for the distribution of documents to "retail" customers over the Internet. However WordFusion is ideally suited to the Professional Adviser "wholesale market".

WordFusion is free to download and install on as many desktops as you wish (in a similar manner to the Adobe Acrobat Reader). Accordingly, a lawyer who adopts WordFusion as a distribution method for their documents is able to provide WordFusion to all their clients without charge. They are also able to provide a link to download WordFusion on their website – to encourage more "retail" use of their documents.
There is no cost to produce a draft document on the WordFusion platform. Accordingly, there is not risk to a client in initiating a document on the system. If they are not happy with the document, or do not wish to proceed, then the draft document is not finalised, and no charge applies.
Publishing content on WordFusion
To publish new Document Templates and Forms to the WordFusion Server there are two options:
- Request Zumesoft to provide you with your own dedicated hosted WordFusion Server for a monthly or annual fee. The fee is based on the number of licensed "Reviewers" for your content, i.e. persons with authority to log-on and review assembled content - once again, there is no limit to how many people can download WordFusion and use it to initiate documents over the web; or
- Request Zumesoft to make your content available on our shared WordFusion Server. Under this scenario, your clients pay a fee per final document assembled.
To find out more about deploying WordFusion within your organisation,
or among your professional network, contact us at enquiries@zumesoft.com