Document Automation, P.B.C.

5.0 (1)

Powerful document automation for law firms

Use to build automations that draft legal documents, streamline internal workflows, and productify legal services.

How it works

  1. Create a form: Build an online form to collect information in real-time or to pull previously collected information from a database.

  2. Connect a template: Use the Word add-in to create an automation-ready template directly in Microsoft Word.

  3. Done! You now have an online form that you can use to populate your documents at the push of a button.

Key Features

  • Integrations: Link your automations to your favorite third-party apps, including Google Sheets, Clio, Zapier, LawPay, and Stripe.

  • Branching logic: Incorporate formulas and complex logic into your forms and document templates.

  • E-signature: Collect signatures via touchscreen or mousepad and dynamically add them to your documents.

  • Collaborate: Keep the automations you use for internal use, or share them via client portals or members-only marketplaces called "Communities".

About the Add-in

The add-in lets you add variables and logic into your document templates without ever leaving Microsoft Word. You must have a account to use the add-in. Sign up for free and start building today!

Additional purchase may be required

To use certain features, you may need a paid account with For example, apps you build that integrate with Clio or Google Sheets, or that send emails to third parties require a standard subscription. Apps that remove's branding, utilize a custom domain, or integrate with LawPay require a premium subscription. For full details on's pricing, please go to this page to learn more.

Hinweise für die Verwendung dieses Add-Ins:
  • Es kann Ihr Dokument lesen und Änderungen vornehmen.
  • Es kann Daten über das Internet senden.