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Comparison
Most practices run on a folder of templates, a spreadsheet of clients and a lot of copying. Here is what changes and what stays yours.
Documenting your own company rather than clients? The same comparison for a company.
| clausebench | Word templates and spreadsheets | |
|---|---|---|
| Client facts | Confirmed once, reused in every document | Retyped into each document |
| Firm wording | Firm templates applied to every client | Copied from the last similar client |
| Subprocessor lists | Built from a registry with DPA links | Typed per client, checked by hand |
| Out-of-date documents | Marked when a fact they depend on changes | Found when someone notices |
| Security questionnaires | Drafted from the client's documents, answers marked by confidence | Answered from scratch |
| Judgement and sign-off | Yours | Yours |
Descriptions of other products reflect their public positioning at the time of writing. Check their current offering before deciding.
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