Document Automation
Instantly generate polished documents
Robust document assembly toolkit to launch client-facing (or staff-facing) questionnaires to automate the process of creating custom agreements, contracts, and forms.
Template Editor
Create ‘Master’ Templates
Convert any document used in your practice into a dynamic template and ensure that the final document output reflects exactly the required format every time — using robust logic capabilities.
- Leverage advanced conditional logic
- Add, remove or edit clauses
- Generate multiple documents or document sets at once
Dynamic Questionnaires
Launch Client-Friendly Forms
Create guided and branded questionnaires that clients (or staff) enjoy answering. Display one question at a time for a better experience that minimizes user fatigue and makes it much faster and easier to complete.
- Works on every platform and device
- Ask the right questions, and skip the rest
- Themed to your brand
Document generation
Effortlessly Automate Documents
Take the burden of document creation off your plate. Gather data directly from clients (or staff) and instantly generate template documents, saving you hours of time on document creation and eliminating errors.
- Instant document generation
- Eliminate errors and inaccurate drafting
- Deliver documents to clients faster
- Build legal products
End to end
Streamline Execution
Automate your document workflow further by configuring deliveries.
- Route generated documents directly to right staff-member/attorney
- Book consult with client to review their documents
- Create a paperless execution process with built-in E-Sign
Ready to get started?
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