ClauseBuddy
Quality LibTruffle HuntSmart TemplatesDoc AnalysisCompareAdmin
  • Welcome!
  • Getting Started
    • Quick Start Videos
    • System Requirements
    • Installation
    • Accessing the app
    • Enterprise deployment
    • Logins
    • Frequently Asked Questions
    • Encountering problems?
    • Help & Support Center
  • Quality Library
    • Searching Clauses
      • Overview
      • Searching by keywords
      • Browsing Folders
      • Filtering clauses
      • Inspecting clauses
    • Using Clauses
      • Inserting clauses
      • Configuration
    • Drafting Clauses
      • Creating clauses
      • Drafting the body of a clause
      • Smart placeholders
    • Custom styling
      • ClauseBuddy layout structure
      • Heading pane
      • Body text pane
      • Document title pane
      • Template detection pane
    • FAQ
      • How to create a new folder when you add a new clause?
      • How do I fill out a placeholder when adding a clause to a document?
      • How do I change a folder name?
      • How can I change the location of a clause in the library?
      • How do I delete a folder?
      • What’s the difference between green and purple clauses?
      • Why are not all attributes visible as filters?
      • When do I apply a status to my clause instead of an attribute?
      • How can I create my own attributes?
      • What is the difference between the Quality Library and the Truffle Hunt?
      • How can I avoid duplicating clauses when adding to the library?
  • Inspiration
    • Introduction
    • Truffle Hunt: clauses
    • Truffle Hunt: documents
    • Managing Truffle Hunt baskets
    • Process results with AI
    • Compliance
    • Samples Hunt
    • AutoSuggest
    • FAQ
      • Samples Hunt
        • From which database does Samples Hunt get its info?
      • Truffle Hunt
        • Can ClauseBuddy read and retrieve clauses from scanned documents?
        • How do I go to the document containing the found clause?
        • What is the difference between the strict and non-strict option when searching for clauses?
        • What's the best way to search for clauses in Truffle Hunt?
        • Is a clause modification in Truffle Hunt permanent?
        • Can you search multiple baskets at once?
        • Can you edit properties of documents in bulk such as doc title or year?
        • Can I store multiple clauses from Truffle Hunt in the Quality Library at once?
        • Is there a quick way to upload an open document to Truffle Hunt?
        • How can I update party names in a clause without manually overwriting?
        • What happens when I upload a duplicate clause or duplicate document to Truffle Hunt?
      • AutoSuggest
  • Generative AI
    • Introduction to GenAI
    • Write & Rewrite
    • Smart Merge
    • Doc Chat
    • Multi-document Table
    • Semantic Search
    • Compose Document
    • Custom LLMs
    • FAQ
      • Doc Chat
      • Compose Document
      • Write & Rewrite
        • Where does the AI get its inspiration?
        • Can I train the AI to match our company's spelling and style?
        • Can I save frequently used prompts to apply them faster?
        • How do I write good AI prompts?
      • Summarise
  • Document Analysis
    • Definitions
    • Proofreading
    • Reviewing: introduction
    • Reviewing: building rules
    • Running reviews
    • Checklists
    • Bracketeer
    • FAQ
      • Proofreading
        • Can I add my own custom checks to Proofreading?
      • Definitions
      • Document Reviewing
        • How come the Review document feature is not visible in my overview?
        • What do I name my review category?
        • What exactly do the questions do and what are they for?
        • Do requirements within a review category affect each other?
  • Operations
    • Text Compare
    • Bulk Compare
    • Bulk Operations
    • Deep Compare
  • FAQ
    • Text Compare
    • Bulk Compare
    • Bulk Operations
  • Smart Templates
    • Quick Tutorial: Smart Templates
    • Smart Templates in depth
      • Highlighting Word documents
      • Creating cards and questions
      • Conditions for cards & questions
      • Conditional text
      • Conditional rows, columns, sections & blocks
      • Template settings
      • Sharing templates
      • Tips when using Word
      • Comparison with Clause9
      • Integrations
      • Bulk create
      • Advanced drafting techniques
    • FAQ
      • Why is it that some users cannot see the ‘Templates’ feature?
      • Are Templates cross-platform?
      • Can I insert conditional images?
      • How do I update a template?
      • Why does the interactive preview sometimes fail to show numbering correctly?
      • How can I make a clause with multiple paragraphs conditional more efficiently?
      • How can I change the type of a question when creating a Smart Template?
  • Administration
    • Preferences
    • Managing folders
    • Managing attributes
    • Managing users
    • Linked Accounts
    • Managing access-bundles
    • Write & Rewrite
    • Export templates
    • External subscriptions
    • Access Matrix
    • Consult ClauseBuddy Usage Statistics
    • FAQ
      • I lost my login code!
      • Can I set-up a personal library for an individual user?
      • How do I delete a user?
      • Can I give someone else access to the admin account?
      • If I add a subscription, can this person see it and is my subscription also added to him?
      • I have access to ClauseBuddy, do I also have access to Clause9?
      • Is there 2 factor authentication for ClauseBuddy?
      • Can we choose which LLM is applied in ClauseBuddy?
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On this page
  • General comparison
  • Use cases for both products
  • Limitations of a template-based approach
  • Translations
  • Dynamic layouts
  • Centrally updating clauses
  • Limitations of a Word-based editor
  • Limited real-time interactions
  • No multi-document output
  • Unique features of Clause9
  • Dynamic concepts
  • Automatic conjugations
  • Dynamic legal styling
  • Automatic numbering
  • Intelligent cross-references
  • Additional features of Clause9
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  1. Smart Templates
  2. Smart Templates in depth

Comparison with Clause9

Through its combination of a powerful card/question editor and integration with MS Word templates, ClauseBuddy offers a lot of power, yet remains easy to start with.

However, there are also some limitations that you need to be aware of. Depending on your goals and the type of document, one of the two approaches (template-based in ClauseBuddy, clause-based in Clause9) will be preferable.

As most other document automation software packages are template-based, most of the limitations described below will equally apply to them.

General comparison

The template-based approach used by ClauseBuddy is essentially a top-down approach where you start from an existing template and apply some changes in order to arrive at the final document.

Conversely, in a clause-based approach, you split existing templates into individual clauses, store those clauses in a library, and then recombine those clauses into entire documents. This is the approach taken by the Document Assembly editor in the Clause9 product.

Generally speaking, the clause-based approach is more powerful than the template-based approach, with cleaner output and a higher long-term return on investment thanks to the reuse of clauses. However, the clause-based approach also requires more preparation time due to the initial clause-splitting step, and is less suitable for visually heavy documents. As is the case with many things in life, the increased power also comes with a higher learning curve.

Use cases for both products

Both products have a different general audience.

  • ClauseBuddy is easy to learn, and allows legal experts to easily automate existing templates (or even simple old files). It is therefore the ideal product for legal teams to start their document automation journey.

  • The clause-based approach of Clause9 allows for much more fine-grained control across clauses. Combined with the reusability of a clause library, it offers a refined combination of standardisation, clean legal output, reuse and with extensive customisations. It is therefore the preferred tool for experienced legal teams that want all the power they can get from their automation tool.

However, both products work together seamlessly, so even experienced team that have access to Clause9, will have use cases for the template-based approach of ClauseBuddy.

ClauseBuddy should be the preferred tool in the following scenarios:

  • Only limited changes need to be made to the base template — e.g., a combination of some placeholders that must be filled and a few paragraphs that need to be dynamically hidden or partially altered.

  • A template is layout-heavy — e.g. contains watermarks, cover photos, many different fonts, floating text boxes, and so on.

  • An existing template is chaotic — e.g. contains a bad mix of automatic and manual numbering, or strange font / indentation combinations — but it is simply too much effort to clean up this document.

Conversely, Clause9 should be the preferred tool when:

  • Multiple languages are required.

  • It must be possible to dynamically alter defined terms and/or grammatical conjugations.

  • Clauses must be reused as much as possible across an organisation, avoiding the dangers of copy/paste.

  • At least for some clauses, many different alternatives / fallbacks must be dynamically selectable by the end-user

  • For several clauses, the end-user must be able to significantly morph the wording.

  • Templates contain optional schedules that need to be dynamically included or removed.

  • Refined numbering schemes and cross-references are required.

  • It must be possible to dynamically change the layout of the template, e.g. to change the look-and-feel for different brands or clients.

  • Various dynamic elements exist in the document, e.g. dynamically swappable headers/footers, images, table rows, table columns, etc.

  • Advanced customisations with complex Q&A logic are required.

Limitations of a template-based approach

Translations

In a clause-based approach, you can easily store different language version of the same clause. The software can then dynamically choose between those different languages when inserting text in a document. Advanced clause-based software such as Clause9 can even output documents in multiple languages at the same time.

Dynamic layouts

In a template-based approach, the layout of the template is usually "baked into" the template. In an advanced clause-based approach, the layout of clauses can be dynamically configured, e.g. to reflect the house style of different clients.

Centrally updating clauses

In a template-based approach, the reuse of clauses implies copy/pasting clauses between documents. This works fine for a limited number of documents, but becomes difficult to manage when hundreds of templates or versions are involved — small discrepancies simply tend to sneak in. In a truly clause-based approach, clauses can be centrally managed and updated.

Limitations of a Word-based editor

Limited real-time interactions

Clause9 offers multiple tools to simulate how clauses interact with each other and reflect changes in surrounding datafields. The antique architecture of Microsoft Word allows very few real-time operations on a document's text.

No multi-document output

Clause9 allows you to export "binders", consisting of multiple sub-documents.

Unique features of Clause9

Dynamic concepts

In Clause9, authors can dynamically configure defined terms. While some work is involved in inserting those dynamic concepts, it brings many benefits, such as dynamically:

  • swapping the defined term (e.g., replace "Supplier" by "Service Provider")

  • changing the grammatical properties of a term (e.g., change "Supplier" from singular to plural, or — in relevant languages — from male to female or neutral)

  • calculating definition lists: removing terms that are no longer used, or inserting terms that happen to only be present under certain conditions

  • getting an exhaustive overview of all the articles that happen to use that defined term.

Automatic conjugations

Clause9 can automatically conjugate verbs, adjectives and articles to reflect changes in the defined term they are associated with.

Dynamic legal styling

In Clause9, users can defined different legal styling — e.g. to swap bullets to "inline" enumerations, or to dynamically define whether individual bullets should end on a semicolon.

Automatic numbering

For many legal experts, ensuring correct automatic numbering is a daily fight with Microsoft Word. Clause9 can ensure that the automatic numbering will always be automatically correct and consistent.

Intelligent cross-references

Because Clause9 understands the legal structure of a legal document, it can ensure that cross-references are always correct, even when articles would move around or get dynamically shown or hidden.

Additional features of Clause9

Clause9 is targeted at legal experts that want ultimate control over their documents. It therefore offers a range of additional features not currently offered in Clause9, such as:

Drafting

  • Repeatable table rows & articles

  • Dynamically reusable clause parts

Questionnaires

  • Fully translatable cards & questions

  • Powerful change sets to perform fine-grained text manipulations

  • 100+ additional settings for finetune questionnaires

  • Cards can be grouped into categories

Self-service portals

  • Customisable home pages

  • Additional finetuning of shared Q&As

  • Over 300 configurable end-user rights

Integrations

  • Fully configurable electronic signing options

  • Refined defaults system, to allow different users to use different default answers.

  • Embedded programming language

  • Low-barrier import of data

  • Powerful API for developers

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Last updated 10 months ago