Dynamic Correspondence Solution

Letter Management.

Secure, web-based platform allowing authorized users to manage letters in MS-Word and link directly to high-quality digital print and fulfillment centers.

letterStreamOne
Client
Upload Template
Content Library
Code Description Action
FUND_001 Funds Trans Letter
AUTO_FIN Auto Loan Reminder
MEDICAL_067 Medical Letter

Bypass
The IT Programming Queue.

Standard outsourced print models bill you for “programming hours” for simple text changes. letterStreamOne™ eliminates this bottleneck by handing control back to your Operations team.

Eliminate Delay

Zero programmer development time required for template updates.

24/7 Access

Secure, online, real-time access to your entire letter repository.

“The ability to manage variable content outside the input data file is the key to institutional agility.”

Seamless Data Integration.

We offer multiple alternatives for data handling to fit your current infrastructure without requiring custom code.

Standard LSO Format

Variable-field, tab-delimited file including a unique template identifier.

Data Parsing

Our system can parse existing input files to automatically create standard LSO data files.

Supplemental File Logic

Use file names or supplemental files to trigger specific template mappings.

Ingest: Sample Data Record

Uploading Data File…

Live Composition: Merge Preview

ORGANIZATION 123
03/15/2026
[Name]
[Address]
[City], [State] [Zip]
[Country]

Dear [Name],

I am writing to you on behalf of our client, Organization 123. Your account ending in 5780 is now [Days] days past due. As such, Organization 123 has asked us to explain the legal ramifications of your delinquency.

If 123 does not receive the minimum balance due on the account, [Balance], within the next 10 days, they will exercise their legal collection rights.

Elvis Presley
Associate Attorney

Processing Merge Fields…

Optimized Correspondence.

Integrated Workflow & Control

01

MS-Word® Creation

Create and edit letters using the tools you know. Direct Word-to-composition logic eliminates the need for expensive design software.

02

Multiple Letters

Process multiple different letters within a single data stream, automatically routing them to the correct templates based on identifiers.

03

Hierarchical Approval

Controlled hierarchical approval process ensuring multi-level sign-off before any compliance document goes to live production.

04

Online Proofing

View and approve rendered PDF proofs online. Real-time visual confirmation that the data and template mapping is perfect.

05

Template Repository

Secure centralized storage for all your CU templates. Never lose track of current or past document versions again.

06

Historical Tracking

Full historical tracking of edits and approvals. Complete audit visibility for every change made to your institutional communications.