Document Management & Automation
Document automation, e-signatures, templates, and cloud storage — spend less time on paperwork and more time on practice.
Document Automation & Templates
Generate engagement letters, fee agreements, and demand letters from templates with auto-filled client data.
Tools coming soon. Check back after our database is seeded.
Start with Word templates for your 3 most common documents. Use merge fields. Move to Clio Draft or Gavel when volume justifies it.
E-Signature
Get engagement letters and fee agreements signed in minutes, not days. Clients sign on their phone.
Tools coming soon. Check back after our database is seeded.
Sign up for HelloSign (free, 3 docs/month). Use it for engagement letters and fee agreements.
Cloud Document Storage
Store, organize, and share documents securely in the cloud with version history and access control.
Tools coming soon. Check back after our database is seeded.
Use whatever cloud storage comes with your email (Google Drive or OneDrive). Organize by matter, not by document type.