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Intelligent document automation for law firms, accountants, and financial advisers. A category shift beyond static precedents.
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The Problem with Static Precedents
Most New Zealand law firms still rely on LexisNexis and Thomson Reuters for estate planning documents. Here's what that actually looks like.
LexisNexis / Thomson Reuters
Search a library of static precedent documents. Find the template you need. Download or copy it. Then manually adapt, populate, and format every single document for each client. No guided interview. No conditional logic. No automatic population of client data. No intelligent workflow.
Every trust deed, every will, every EPA — drafted from scratch, every time.
Intelligent Document Automation
Your client completes a guided, plain-English questionnaire. DYOdocs automatically generates near-final, client-specific documents with conditional logic that adapts to every situation — couples vs individuals, different trust structures, executor configurations, and more.
Complete estate plans produced in minutes, not hours.
| Capability | DYOdocs | LexisNexis | Thomson Reuters |
|---|---|---|---|
| Guided client questionnaire | ✓ Yes | ✗ No | ✗ No |
| Conditional logic (adapts to client situation) | ✓ Yes | ✗ No | ✗ No |
| Automatic population of client data | ✓ Yes | ✗ No | ✗ No |
| Near-final documents from questionnaire | ✓ Yes | ✗ No | ✗ No |
| Complete estate plan generation | ✓ Yes | ✗ No | ✗ No |
| White-label with your firm's branding | ✓ Yes | ✗ No | ✗ No |
| Client portal with saved progress | ✓ Yes | ✗ No | ✗ No |
| Automatically updated for law changes | ✓ Yes | Periodic updates | Periodic updates |
| Specialist trust expertise included | ✓ Yes | ✗ No | ✗ No |
This is not an incremental improvement over static precedents.
It is a category shift.
Why Partner with DYOdocs?
Stop spending hours manually adapting static templates. Give your clients a better experience while generating more revenue.
Hours to Minutes
Your clients complete the questionnaire online. Documents are generated automatically — complete trust deeds, wills, EPAs, memoranda of wishes, and all supporting documents. What used to take hours of manual drafting is done in minutes.
Intelligent Logic, Not Static Templates
Unlike LexisNexis or Thomson Reuters precedents, DYOdocs uses conditional logic that adapts every document to the client's specific situation. Couples vs individuals, different trust types, varied executor structures, charitable provisions — all handled automatically.
Your Firm's Branding
Every document carries your firm's logo, name, and contact details. Cover pages, signing instructions, and invoices all adapt automatically. Your clients see your brand, not ours.
Comprehensive Document Suite
Complete trust-based estate and asset protection plans — including 7 trust deed types, memoranda of wishes, trust summaries, trust directories, wills, EPAs, advance healthcare directives, funeral directives, and digital asset lists. Plus all supporting documentation.
Specialist Trust Expertise
Access specialist trust advice from Ross Holmes for complex matters. DYOdocs documents are built by a trust specialist, not adapted from generic precedents. This is expertise your clients benefit from directly.
New Revenue, Lower Overhead
Offer complete estate planning services without the overhead of building in-house expertise. Generate additional revenue from reviewing and witnessing documents. Serve more clients in less time.
Secure Client Portal
Client data is encrypted and stored securely. Each client gets their own account with saved progress and document history. Clients can complete the questionnaire at their own pace, saving your firm's appointment time.
Always Up-to-Date
Documents are automatically updated to reflect changes in New Zealand law. No manual template maintenance required. When the law changes, every firm's documents update simultaneously.
Ready to move beyond static precedents?
Contact us to discuss how DYOdocs can transform your firm's estate planning capability.
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