Document Automation

At Your Service

Manage document assembly with sophisticated yet easy-to-use templates.


Use the document template Library to increase efficiency, productivity, consistency, and accuracy across the firm.

Saved form templates (your Summary sheets) make working with case information easy. Select a Practice Area and your Summary sheet is ready to be completed.

Create case forms with custom fields

Use the form builder to organize data fields to support intake, document automation, and workflow processes.

Select a document template, a report, or an invoice from the library, or simply create your own. PDF court form documents can easily be converted to templates, and the forms will be automatically populated with your case data.

Add templates to workflow tasks to ensure your case handling is organized and consistent across the firm.

Create new cases
with a few clicks

Document Automation simplifies data entry when performing intake or case work. Create a form template, for any Practice Area, or use the Practice Area Library available in, and work with data fields related to that area of law.

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Using templates for

Billing requires only a few minutes and is easy when you use a template. Simply select the appropriate form for creating new bills, and will complete the necessary data for you.

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One solution. Endless value.
Second generation web-based practice management.

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