Turning complex manual processes into easy, automated actions
Capture client data
Streamline client intake and gather more accurate data.
Smart client intake
Capture structured client data upfront using fully customizable digital intake forms.
Seamless e-signing
Execute legally binding digital signatures seamlessly via fully integrated Dropbox Sign workflows.
Automate custom templates
One tool, zero paperwork – instantly turn your go-to Word documents into dynamic, reusable digital blueprints.
AI compliance checking
Automated risk mitigation that flags structural errors or missing data before documents go out.
Flexible clause management
Maintain absolute control over your firm's unique legal language, custom clauses, and styling choices.
Generate legal documents
Generate wills, powers of attorney, and healthcare directives
Dynamic document assembly
Instantly generate complete, customized documents utilizing your firm’s trusted templates and specific clauses.
Multi-jurisdictional compliance
Built to securely stand the test of time, ensuring templates and outputs strictly meet or exceed local legal requirements across jurisdictions.