Document Merging Services
Manual document merging wastes hours your team shouldn’t be spending. We take raw client data and plug it into your existing templates, fast, clean, and exactly how you want it. We match your document logic, follow your formatting rules, and double-check every field before delivering a ready-to-send file. No delays, mistakes, or learning curves for your staff.
Get Structured, Ready-to-Send Files with Our Document Merging Services
On paper, merging documents looks simple. In practice, it’s a time sink. Teams are buried under repetitive tasks, pulling fields, double-checking formats, renaming files, and fixing mistakes. The more volume you deal with, the more likely it is that things slip through: incorrect names, missing data, and broken formatting. And suddenly, what should take seconds eats up hours.
That’s why our document merging service comes to the rescue. We work inside your CMS, pull the latest data, map it to your templates, and run each merged file through a quick review. No missing fields or wrong formats, not even mismatched names or dollar values. We ensure that you receive the exact file you need every time.
At Hazen Tech, we have over a decade of experience in managing, processing, and merging documents. Law firms, clinics, and service businesses rely on us to handle hundreds of documents daily. Our team understands your template logic, naming conventions, and the urgency of your requirements. You don’t have to train anyone. You simply send us the access, and we’ll get it done quietly, correctly, and on time.
Get In Touch With Us Today!
Explore Our Document Merging Service Capabilities
Data Entry into Templates
We receive your approved templates and populate them with fresh data, like client details, amounts, or claim information, accurately, without disorganizing templates.
File Naming and Structuring
We organize merged files using your naming format, like client name, date, or case ID, so retrieval becomes easy and team confusion disappears.
Formatting Fixes and Edits
If fonts shift, tables break, or spacing goes off, we fix it before sending. The document looks polished without sending it back for rework.
Bulk Document Generation
Need to create multiple letters, reports, or forms at once? We handle large volumes while keeping formatting and content clean and consistent.
Final Review and Quality Checks
Before delivery, every file goes through a visual and checklist-based review. We confirm accuracy, alignment, and formatting, so the final file is ready to be used.
File Delivery and Uploading
We can upload the merged files to your internal system, shared drive, or send them by email, whatever workflow fits your team’s current setup.
AI THAT THINKS LIKE A PARALEGAL—ONLY FASTER, SMARTER, AND TIRELESS
AI Legal Assistant
Law firms experience backlogs due to manual document review. We built an AI legal assistant to scan files, flag legal issues, and learn from feedback. This reduced review time, clears backlog, improves filings, and enables smarter, faster triage of high-value legal issues.
Pre-Lit CoPilot
Prelit CoPilot is an AI-powered legal assistant that processes 100+ page PDFs in under a minute, extracting key data and auto-creating cases with confidence scores. It reduces manual workload, improves accuracy, and enables fast provider onboarding while continuously learning from human feedback.
CloudLoom
CloudLoom manages check processing with AI-powered document recognition, real-time tracking, and automated workflows. It reduces manual labor, improves accuracy, and increases speed, enabling scalable, multi-state operations with better visibility and productivity.
POWERING YOUR FIRM WITH THE SMARTEST TECH
With One of Our Legal Support Professionals Today!
Book a 30 Minute Free Strategy Call
In this meeting, we’ll help you with the following:
- Identifying your firm’s challenges and which LPO strategies can effectively solve them.
- Get guidance on maintaining confidentiality and complying with legal industry standards when outsourcing tasks.
- Based on your needs, we’ll outline which specific LPO services, such as document review, legal research, or e-filing, will provide the highest ROI for your firm.
The Hazen Tech Advantage in Document Merging Services
Awarded & Trusted
We’re a Microsoft Solutions Partner and Clutch 2024 award winner for legal process outsourcing. That’s not a badge; it’s proof we deliver efficiently and consistently.
Trained Specialists
Our team handles over 528,000+ documents a year. Each member is trained to follow specific client logic to ensure every field goes exactly where it should.
Guaranteed Timelines
You set the turnaround date. We hit it! Our team delivers document batches with fixed shifts and live dashboards, exactly when promised, even if volume spikes.
Delivery, Your Way
Documents are returned in the format, folder, and naming setup you already use. We mirror your internal structure without disrupting ops.
Live Support, Real-Time Updates
Need to fix a data field mid-batch? Ping your coordinator. We don’t leave you hanging. You get direct access to someone actually doing the work.
Flexible File Delivery Methods
Google Drive? SharePoint? Internal CRM? No problem! We return files exactly how you prefer, with your naming standards, folder structure, and internal workflows followed.
Real Business Benefits of Document Merging Services
Reduce Manual Errors
Manual copy-pasting increases the chance of costly mistakes. Our team accurately inputs new data into templates, so every document is clean and client ready.
Save Time on Repetitive Work
Your team doesn’t need to waste hours repeating the same data entry tasks. We take care of it so they focus on actual priorities.
Maintain Format Consistency
We follow your exact fonts, margins, headers, and spacing rules, so every document looks uniform, professional, and ready for approval without formatting rework.
Support High Volume Tasks
Have 50 files to create in one day? No problem. We handle bulk document requests without delays, skipping the bottlenecks that slow internal teams.
Easy to Scale When Needed
Big project coming up? Add more document merging capacity without hiring. We scale up your needs, whether it’s one file or hundreds per week.
Improve Internal Team Focus
When we handle the repetitive admin work, your staff gets breathing room. They can now spend more time on client communication, research, or billing.
FREQUENTLY ASKED QUESTIONS
What do you need from us to start?
We need your template files, a brief on where data goes, and the raw data itself, usually Excel sheets, intake forms, or PDFs with key fields.
Can you work with legal or industry-specific templates?
Yes. We’ve worked with medical, legal, financial, and insurance documents. Just show us your format once, and we’ll follow it for every merged document.
What types of files can you return?
We usually return DOCX or PDF files, but we can also convert files or upload them into your internal systems if required.
How do you ensure accuracy in merged documents?
Each file is checked for the correct names, dates, and fields. We also do visual formatting checks, so the final file meets your standards perfectly.
WHAT OUR CLIENTS ARE SAYING
COO, GED Lawyers
I am really impressed, cannot say enough, by the quality of service I received from HazenTech Mobile App development team. They are responsive, professional, courteous, and willing to go the extra mile to meet our needs in a timely manner. Their structured and cooperative methodology has proven to be invaluable in focusing our requirements to develop a user-friendly, sharp, and functional Mobile App. Their UX approach delivered an appealing and functional site that has already received great reviews.
CEO, Digital Drums
HazenTech has revolutionized our business with an app that far exceeded our expectations. The user adoption rate skyrocketed to 30%, and it boasts an impressive 4.5-star rating on both Google Play and the App Store. This speaks volumes about the app’s quality and the satisfaction of our users. Since its launch, we’ve seen a remarkable 25% reduction in customer service inquiries and a 15% boost in revenue. HazenTech’s proactive and forward-thinking team has delivered outstanding results.
Shuster Saben & Estevez
HazenTech’s PIP legal process outsourcing team has been a great asset to our firm throughout the past years. Their understanding of the Florida’s PIP law combined with their efficient handling of tasks such as document retrieval, demand letter creation, and data entry services have significantly streamlined our workflows. The company professionalism and their undeniable skills, shown on a daily basis, give us the desire to keep working with HazenTech’s for many more years to come.
REAL CASES, REAL CHALLENGES; ALL SOLVED WITH SHARP STRATEGY, AIRTIGHT EXECUTION, AND ZERO FLUFF. YES, WE MAKE IT HAPPEN!
Ged Lawyers needed help managing 300+ cases, handling emails, drafting, e-filing, and scheduling. We streamlined workflows, ensured accuracy, and met tight deadlines, enhancing efficiency without compromising legal precision.
Shuster Saben Estevez needed precise demand letter creation, email handling, and payment reviews. We organized data management, improved accuracy, and ensured timely case resolutions, handling rising workloads efficiently.
HealthSun needed a CMS-compliant benefits inquiry system, secure HPI communication and cloud adoption. We delivered a cost-effective, encrypted solution, ensuring compliance and efficiency within strict federal deadlines.
Friedman Legal faced a surge in case volume due to increased construction disputes and weather-related claims. We optimized legal drafting, email handling, case creation in CMS and pre-trial calendaring to improve efficiency.
UMX faced bookkeeping challenges with delayed financial and data accuracy issues. Improving payables management, refining data entry, and optimizing staffing ensured precise accounting and efficient financial oversight for marine operations.
Ged Lawyers tackled workforce management, IT costs, and PHI security challenges. Cloud enablement ensured compliance, enhanced Inspire application maintenance, and managed operations across multiple offices.
Ged Lawyers faced workforce management, IT costs, and PHI security challenges. We solved this by implementing cloud enablement, ensuring compliance, and optimizing office operations.
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Looking Forward To Building Something Great Together