Imagine you’re an attorney managing a few hundred corporate clients, and each of these companies has dozens of shareholders. Every month, you’re responsible for generating notice letters for the companies having their annual meetings next month. With Doxserá^® DB, what used to be a time-consuming, manual process can now be handled with just a few clicks.
 

In this demonstration, we'll illustrate how Doxserá^® DB transforms a complex, repetitive task into an automated process. For example, let's say next month is July, and the companies that need notice letters this month are Acme Inc. and Widget World. With hundreds of corporate clients, you could easily be generating a thousand or more letters each month. However, all the necessary information is already stored in your data: which companies are holding meetings, which shareholders belong to each company, and even details like the company's officers, the gender of the president, and the name of the secretary.
 

Doxserá^® DB allows you to treat this entire monthly process as a single task with no human intervention required. By clicking "fill," the system automatically identifies the companies with upcoming meetings, selects the appropriate shareholders, and generates the necessary notice letters.
 

For this demonstration, Doxserá^® DB pulls up the required subset of shareholders for Acme Inc. and Widget World. After selecting all recipients, the program automatically saves and names each document, assigning the correct letterhead for each company. Whether it’s 10 letters or a thousand, the process runs seamlessly—automating all repetitive tasks that are prone to human error.
 

Within minutes, you have perfectly personalized letters for each shareholder. Each one includes all the relevant details specific to that company and individual. Doxserá^® DB simplifies this monthly process, reducing the chance for errors and freeing up valuable time.
All you need is someone in the office who can click three buttons, and you're done.

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