DocFoundry
Generate Word and PDF documents from SQL, XML, or JSON data sources. Built-in approval workflows, multi-tier promotion, and DMS integration.
The monthly billing run shouldn't take all day.
- No link to the source of truth — errors are invisible until the client calls.
- No version control — "final_v3_FINAL_use_this_one.docx" is not a system.
- No approval gate — documents leave the firm before the partner has seen them.
Key Capabilities
Flexible Data Sources
Connect templates to SQL, XML, or JSON data — whichever fits your firm's existing systems — with full variable substitution and conditional logic.
Approval Lifecycle
Draft → Committed → Approved → Promoted workflow with multi-tier sign-off.
DMS Integration
Native integration with iManage Work 10 for direct document management system delivery.
Job Scheduling
Cron-based batch delivery for scheduled, high-volume document generation jobs.
How It Works
Three Steps. One Tool.
- 1
Define your template
Write your document once using Scriban placeholders. Bind each field to a SQL query or Clio resource.
- 2
Generate on demand
Authors run the template against live firm data. DocFoundry produces a Word or PDF document in seconds.
- 3
Approve and deliver
Reviewers approve from a central queue. Documents deliver automatically — to disk, to iManage Work 10, or by email.
Works with the Systems You Already Run
iManage Work 10
Generated documents land directly in the matter workspace.
Clio Manage
Bill, line-item, and matter data available in any template.
Active Directory
Single sign-on against your existing firm directory.
SQL Server
Parameterised queries against any firm database.
Security
Deployed on your infrastructure. Connection strings encrypted with AES-256-GCM. OWASP Top 10 penetration test complete. Role-based access on every endpoint.
See DocFoundry in Action
Book a personalised demo with Gregory and see how DocFoundry can fit your firm.
Book a Demo