WordFusion is an advanced web-based Document Assembly Platform.
In very simple terms, WordFusion allows you to automate document templates, and then distribute them within your organisation or across the internet.
WordFusion also provides work-flow management for the preparation, review, payment and finalisation of documents. This enables professionals from a number of disciplines to effectively collaborate on the production of a document.
In essence, WordFusion is a project management tool, to connect you with your clients and other professional partners, to efficiently collaborate on the production of sophisticated and high-value documents.
How is WordFusion different to other platforms?
WordFusion is different to other document automation and assembly engines in a number of important ways:
WordFusion incorporates a very sophisticated logic engine, so that you can efficiently automate very sophisticated documents. See our "WordFusion Will" Project as an example of this sophistication. The assembly engine can handle multiple nested and unlimited repeats, sophisticated multi-branch logic, MasterForms for building and updating multiple documents in one go, and much more.
A User can save data associated with a document on the Server, and then upload that data into a new document. This means Users can use the same data across a Document LifeCycle. For example, a User can create a Trust, and then come back and use the same data to create a Change of Trustee Deed, and then later again use the data to create a set of Distribution Minutes for the Trust. The documents assembled using the data are tagged against the data, so that you can easily see what documents are included in the Document LifeCycle.
WordFusion incorporates intuitive work-flow that enables a User to submit a document to another User for review. For example, this means that a User can have their draft document reviewed by an appropriately qualified professional, either within their organisation or outside. This happens without the User leaving the system. The work-flow includes automated notification of review requests and document status change. WordFusion can maintain an audit log of who has collaborated on the document.
It is possible for Users and Reviewers to set document prices per document, per User. This enables Users to set prices to reflect things such as the sophistication of the User, document volumes, likely complexity and review time. The system can collect fees per document and allocate them among Users in an unlimited number of "splits".
For Users wishing to use WordFusion to automate and distribute their own documents, the WordFusion Form Designer provides an intuitive "drag and drop" design environment. Sophisticated documents can be automated in a very short period of time, making automation an economically feasible objective.
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