Clause 9 Advanced questionnaires
Transform how you draft contracts by using flexible, interactive questionnaires that save time, reduce errors, and keep your documents on brand
Control changes
Clause9 enables legal professionals to create questions for any template, allowing changes to the document’s content based on answers to simple questions.
These changes can vary widely, including filling in missing information such as a party’s name or address, or the price of a product; altering existing clauses by swapping them for alternatives or removing them altogether; changing the styling and layout; adjusting legal terminology; and controlling document export options like password protection, file format, or export language.
Compose documents at a higher level
Create sophisticated legal documents that feel bespoke, yet are automatically drafted in a matter of minutes. Discover the most powerful document automation software for legal professionals.
Enforce business rules
All questions and related document changes can have conditions, enabling legal experts to embed company policies into contracts. For example, raising the liability cap or switching to arbitration might only apply if the contract exceeds a certain value, except for specific products or services with different rules.
Customise the questionnaire's styling
You can fine-tune how questions and predefined answers are shown towards your end-users, controlling spacing and indentation. Questionnaires can also be white-labelled, or even be custom-styled using advanced CSS controls.
Multi-lingual across the board
Nearly every part of a questionnaire, from questions to answers and warnings, can be translated independently of the template’s language. This lets users create documents in languages they don’t master, all supported by instant, high-quality machine translation.
Optimise your workflows
End-users can save the answers to the questionnaires, and re-open them at a later date. Or send them to a colleague for review. You can even make questionnaires available to anyone, by sending a guest link. No usernames or passwords required, ideal for distribution within very wide audiences.
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Build self-service portals
As a legal professional, you need control over contracts while managing growing responsibilities and tight deadlines. Self-service portals let users create error-free contracts via intelligent questionnaires that adapt to their needs and follow all rules. You can build custom portals for different audiences, apply your branding, add direct links in your internal platform, and include disclaimers and guidelines with text, images, or videos.
