LEXICON

Powerful Document Automation That Doesn't Require Developers

Build rich business logic directly inside your templates without writing code. When contracts, regulatory filings, and compliance reports outgrow simple mail merge, Lexicon delivers consistent, automated documents every time.

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Data-Driven Document Automation Software for Your Most Complex Templates

Other document automation tools hit a complexity wall and force you back to manual assembly. Lexicon embeds advanced business logic directly inside templates using visual, drag-and-drop rule builders. Automate multi-tier conditional clauses, calculations, and dynamic formatting that other platforms can’t handle, all without writing code.

Publish customized documents across all channels

Provide downloads in any format, plus web preview

Embed dynamic documents in your own applications

A beautiful API makes integration a breeze

Comparison

Document automation vs. a template editor

Template editors help you format documents. Lexicon is rule-based document automation: it generates the right content, structure, and calculations automatically—based on your data and policies.

Template editor

  • Great for styling and static templates
  • Manual assembly for complex variations
  • Logic often lives in spreadsheets and tribal knowledge
  • Harder to keep clauses consistent across teams
  • Limited validation before a document is produced

Rule-based document automation (Lexicon)

  • Dynamic clauses, calculations, and formatting based on business rules
  • Direct data integrations instead of copy/paste and re-keying
  • Centralized logic that stays consistent across every document
  • Built for high-stakes documents like contracts, filings, and compliance reports
  • Validation and testing to reduce errors before outputs go out the door
Lexicon mockup

STAND-ALONE OR WITH DEEP INTEGRATIONS

Simply the Best Document Automation Engine, Period

We believe in selecting the best tool for every job. With this in mind, we designed Lexicon to deliver a first-class API, advanced styling features, and true rule-based automation seen in no other document automation product on the market. Most importantly, it integrates tightly with your existing workflows, processes, and applications, leaving them to do what they do best.

SIMPLE AND FAMILIAR

Drag-and-drop Document Template Editor

Author your document templates in a powerful desktop environment. A fully integrated word processor will give your authors the familiarity of popular office suites without having to jump between applications to make document changes. The document outline view allows easy browsing of all the tags and rules in a document, and a live preview reflects changes to a template in real-time.

Lexicon text editor

FLEXIBLE AND DEPENDABLE

Make Costly Compliance Failures a Thing of the Past

Lexicon enables teams to build smarter document templates and promotes reuse by adapting existing templates and rules for new use cases. This means fewer template variations to manage and fewer errors.

Compliance + auditability

Confidence for regulated, high-stakes documents

When your documents impact compliance and risk, you need repeatability—not manual edits. Lexicon supports governance through versioning, traceability, and testing so teams can ship changes safely.

Versioning

Track template and rule changes over time so you can understand what changed, when, and why—and reproduce outputs when needed.

Audit trails & traceability

Tie outputs back to the inputs, rules, and template versions that produced them—supporting reviews, audits, and stakeholder sign-off.

Testing & validation

Validate complex logic and edge cases before documents go out the door, reducing downstream rework and costly compliance failures.

Common in: Financial services Government Consulting
Lexicon rule editor

CENTRALIZED AND AGILE

Create a Knowledge Base

Instead of having complicated business rules scattered in miscellaneous departments, or worse yet, existing only in the minds of key subject matter experts, Lexicon allows your team to build a centralized knowledge base for all your document business rules. This gives your team a “single source of truth” with rules that are auditable, versionable, and testable.

What Our Customers Automate with Lexicon

  • Investment prospectuses
  • Commercial contracts
  • Lending and mortgage documents
  • Insurance policies
  • Regulatory filings
  • Compliance reports
  • Government applications
  • Client proposals
  • Personalized communications
  • Technical documentation
  • HR and legal templates
  • Any complex document

Ready to Automate Document Work and Reduce Costs?

See how Lexicon can dramatically reduce document creation time and eliminate costly mistakes. Our team will show you a personalized demo tailored to your document challenges.

See It in Action

Want to learn more first?

Download the Lexicon Fact Sheet