Alternatives to Forms Workflow

Compare Forms Workflow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Forms Workflow in 2026. Compare features, ratings, user reviews, pricing, and more from Forms Workflow competitors and alternatives in order to make an informed decision for your business.

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    Filevine

    Filevine

    Filevine

    Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes.
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    Digital WarRoom

    Digital WarRoom

    DWR eDiscovery

    DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month.
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    Leah

    Leah

    Leah

    Leah, formerly ContractPodAi, empowers enterprises to build, orchestrate, and govern intelligent AI agents across legal, procurement, finance, and beyond. Our solution combines advanced AI with deep domain expertise across our core products: Leah Agentic OS and Leah Agentic CLM (Contract Lifecycle Management). Founded on elevating human judgment rather than replacing it, Leah automates complex workflows, connects data silos, and drives measurable ROI at scale. Trusted by global enterprises, Leah delivers competitive advantage through AI-driven automation and operational excellence. Partnerships with OpenAI, Anthropic, Google, Microsoft, Meta, Cohere, and Mistral strengthen our technological foundation. With offices in London, New York, Dubai, Sydney, Glasgow, Mumbai, and Singapore, Leah continues expanding globally.
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    UniCourt Enterprise API
    UniCourt Enterprise API is LegalTech’s only API-first suite that is purpose-built to automate the discovery and delivery of structured state and federal court data and analytics for business development, litigation strategy, docket management, and more. The Enterprise API suite delivers an open ecosystem of innovation for the legal industry and beyond. Unlike legacy APIs, UniCourt utilizes highly sophisticated data normalization essential for powering the next generation of legal analytics, as well as a plug-and-play architecture with sample code, a Python library, and proprietary tools to get your data-driven initiative up and running on day one. The UniCourt Enterprise API enables law firms to weave together external litigation data from trusted sources with internal data on clients and matters, resulting in a distinct advantage in being able to engage new clients and grow existing engagements proactively.
    Starting Price: $2250 Per Month
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    Contra

    Contra

    Lexzur

    Contra is an Agile Contract Lifecycle Management (CLM) and Document Automation Software designed to facilitate and speed up the generation and execution of all contracts. With Contra, any department, in any company, in any industry, can seamlessly draft, edit, redline, and collaborate on contracts, including; auto-generating legal documents from templates, designing approval centres, working with external collaborators and advisors, and even e-signing, tracking, and storing in a central searchable repository. Contra integrates seamlessly with all your favourite apps, including Google Suite, MS Word, Webex, Teams, DocuSign, Dropbox Outlook, and so many more. It’s also available in multiple languages, operating systems, and devices. Contra is made by App4Legal so it also integrates off-the-shelf with its Core Legal Management software, its Self-Serve Client Portal & its External Advisors Portal.
    Starting Price: $11 per user per month
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    Lexzur

    Lexzur

    Lexzur

    Lexzur is a comprehensive Legal Practice Management Solution addressing the entire market of legal practitioners, in law firms and in-house legal departments. One solution that enables law firms and other businesses in the legal industry to manage legal matters, tasks, contracts, deadlines, clients, documents, hearings, time logs, expenses, financial records, and much more. Lexzur supports multiple languages & multiple currencies. It is available on-cloud, Private SaaS & on-server (on-premises). Lexzur's Mobile App app for iPhone, iPad and Android allows teams to carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Lexzur is one solution that replaces all tools used by legal professionals; it is modular, easy to use, and addresses the entire market, with clients in 67+ countries of all sizes.
    Starting Price: $19.00/month/user
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    Smokeball

    Smokeball

    Smokeball

    Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.
    Starting Price: $29 per user / month
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    DISCO

    DISCO

    CS Disco

    A powerful combination of the best AI-driven legal technology and professional services to support all your litigation needs. DISCO Ediscovery is an end-to-end ediscovery solution that provides next-generation SaaS review technology to give law firms, corporations, and government agencies total control over their data, workflows, and costs. By combining DISCO AI, our powerful platform, and deep expertise, the DISCO managed review team consistently delivers reviews that are on time and on budget. But don’t take our word for it — we’ll put it in your contract. DISCO Case Builder is changing the way case teams leverage depositions by automating everything that’s low-value, redundant, and siloed about deposition review and trial preparation today and making high-value work easy — giving attorneys more time to develop case strategy and win.
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    8am MyCase
    8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.
    Starting Price: $39.00/month/user
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    Lawyaw

    Lawyaw

    Lawyaw

    Affordable legal document automation software that puts time back in your day. Cut your routine legal drafting by 80% with auto-filling court forms and convert your Microsoft Word-based documents into easy-to-populate online templates. The average law firm spends 20% of available hours on routine drafting. Generating sets of documents simultaneously with Lawyaw saves time and avoids costly errors. Easily search, select, and fill thousands of official state court and immigration forms in our cloud-based platform. No software installation is required. Save time and complete your filings faster using our built-in federally compliant eSign tool. Our mission is to increase convenient access to legal services using technology. Lawyaw is a technology company built by humans working together. We provide affordable, no-code document automation solutions for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly.
    Starting Price: $70 per month
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    Clio

    Clio

    Themis Solutions

    Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.
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    Starting Price: $39.00/month/user
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    Junior Associate

    Junior Associate

    Junior Associate

    Junior Associate’s JAX platform is an AI‑driven suite designed to empower law firms and legal professionals with four modular hubs, insights, documents, operations, and litigation, each built to streamline complex legal workflows without adding technical overhead. Insights Hub uses probabilistic modeling and natural‑language algorithms to anticipate counterarguments, refine legal arguments, simulate settlement outcomes, and enhance negotiation tactics. Documents Hub automates the creation of contracts, briefs, and memos with templated generation, analyzes and flags discrepancies in uploaded files, and organizes legal documents in a searchable, centralized repository. Operations Hub automates routine tasks, optimizes scheduling and time management, tracks matter progress in real time, and issues automated reminders to ensure deadlines are met. Litigation Hub offers AI‑powered mock trials, cross‑examination and witness‑preparation simulations, plus optimized jury‑selection analysis.
    Starting Price: $499 per month
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    JurisDOC

    JurisDOC

    JurisDOC

    At JurisDOC, we know what automatic law document software needs to do to help a law firm. JurisDOC provides a comprehensive collection of forms and pleadings that cover more than 10 key areas of law including divorce, adoption, criminal defense, trusts and wills – the core cases that are the basis of most solo practices and small firms. Here at JurisDOC, we believe our automatic legal form and document assembly software can help your practice increase efficiency and profitability, but we’ll let you be the judge. Created by attorneys, for attorneys, our software allows you to collect, edit or add all the law forms you need to complete your casework. Use our comprehensive tutorials to learn everything from case creation to document editing.
    Starting Price: $50 per user per month
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    Liquid Lit Manager

    Liquid Lit Manager

    Liquid Litigation Management

    We start working the second you have a legal issue and are with you through the very end. Access the entire platform with a single login, saving you time and money. From budgets and legal holds to review and strategy, we’ve got you covered with the most robust legal software platform in the industry. Inside and outside counsel communicate and collaborate with ease across a matter. A legal department gains keen oversight into all matters and budgets. Software adjusts for the right fit, whether for a boutique litigation firm or a Fortune 500 company. Using one product for all of your legal needs eliminates the cost of having multiple tools and the risk of data loss between tools, saving you money. Save time and money and cut legal costs across the board. Your executive team will thank you. Gain transparency and predictability into case detail and strategy across one or all of your matters.
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    BlinkLegal

    BlinkLegal

    Talisker Technology Solutions

    Designed by legal professionals, Blink Legal works the way you do. Delivering the benefits of paper-based litigation files within a modern electronic case management system. Blink Legal has redefined digital document management for the legal industry. BlinkLegal connects with all federal and select state courts, automatically downloading, indexing and organizing files, while proactively notifying the case team to keep them current. Whether downloading a single document or hundreds of docket entries, our automated process handles it all. Documents are organized in the way you work and not by a meaningless system generated to date. Pleadings are maintained by filing date, discovery and correspondence by service date. All are completely searchable displaying results with single-click access to all related documents. Blink Legal is a new and refreshing alternative to the generic document management systems that purport to address the specific needs of the law firm.
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    Nextpoint

    Nextpoint

    Nextpoint

    Nextpoint is a comprehensive cloud software for centralizing the litigation workflow. Nextpoint enables smarter and faster document review for unlimited users, with no installation required. The software features a straightforward and customizable interface, advancede filtering to quickly reduce data, flexible search, filter and highlighting controls, and detailed document reporting and PDF splitting. The platform also gives lawyers and litigators a secure workspace for managing all evidence.
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    The Legal Assistant

    The Legal Assistant

    The Legal Assistant

    Everything your firm needs to increase productivity, increase client satisfaction and allow your firm to grow in one easy-to-use package. The Legal Assistant streamlines both your incoming and outgoing mail processing saving you hours of daily allocating and filing. You will never lose correspondence again and shave hours off the labor-intensive process of scanning and filing ensuring all incoming mail is correctly associated with relevant case files. And by connecting directly to your email provider, incoming emails are identified and attached to relevant case files automatically, even while you sleep, saving you from having to search your inbox to see if a due document has arrived. With hundreds of MS Word templates available, you can get started immediately corresponding with your clients, opposing law firms, or dozens of other parties related to your cases. All templates are fully customizable using Microsoft Word so staff won't need to learn any new feature.
    Starting Price: $55 per month
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    MatterSuite
    MatterSuite’s Enterprise Legal Management (ELM) solution is a complete suite of tools that help in-house legal corporate departments to handle daily operations to increase efficiency and reduce costs. MatterSuite ELM software includes the features of matter management, client portal, document management, calendaring, contact management, etc. It creates a centralized hub for legal information and automates the firm process. This intuitive software is the first in the market which comprises eDiscovery, litigation management, cause of action, matter management, legal research library, legal calendaring, document management, tasks, and communication to make your management better. It gives you the overall insight of your law firm to have a transparent and efficient law practice.
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    LegalNature Pro

    LegalNature Pro

    LegalNature

    Online Legal Documents and Services that are State Compliant and Easy to Access. Thousands of people, from business owners to attorneys, use LegalNature every day to manage their business and personal affairs. Create, download, and print your documents at any time from any device. We walk you through each legal form step by step. With our services, you get the peace of mind that our specialists are handling the legal stuff and you can do what you know best. Get access to everything with a LegalNature+ subscription. Create, edit, and store unlimited versions of all documents. You'll get a secure personalized dashboard that stores all of your legal forms. Create, edit, download, and print your documents at any time from any device. Quickly create new documents or business services. Over 3,000 five star reviews from our customers. Your documents and information are always kept private.
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    MyCaseOnline

    MyCaseOnline

    ForensiS Technologies

    A powerful, yet easy-to-use, web-based document management suite that empowers your litigation team with the ability to take command of your case files, efficiently and securely. Designed and developed by Forensis, Mycaseonline.com was created to empower your litigation team with the review and search tools necessary to create a competitive advantage over your opponent(s). No Out of Pocket Expense: Unlike most document management suites, Mycaseonline.com does not require an investment from your firm for hardware purchases, installation fees licensing fees, user fees, maintenance fees, and training fees. We charge a flat fee per case per month based upon storage used, so you can bill the nominal cost directly to your client(s). Unlimited number of users at no additional costs: This allows you to collaborate with your client, expert witnesses, investigators, co-counsel, and/or opposing counsel at no additional costs.
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    Supio

    Supio

    Supio

    Supio is a legal AI platform purpose-built for personal injury law firms, transforming how attorneys manage and analyze case data. It offers a suite of tools designed to streamline workflows, enhance decision-making, and improve client outcomes. Supio serves as an AI legal team member, providing instant insights and drafting assistance. It monitors case health 24/7, detecting misdiagnoses and treatment gaps, delivers up-to-date snapshots of potential settlements, medical specials, and liens, eliminating the need for manual ledgers. Supio generates accurate demand letters, documenting every injury with corresponding ICD codes. It can create precise medical timelines, aiding in higher settlements. Supio reimagines document creation and offers deep integration, predictive capabilities, and enhanced data analysis, making it an indispensable resource for law firms.
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    Case Master Pro
    Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online.
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    Zelican

    Zelican

    Zelican Infotech Pvt Ltd.

    Zelican is a leading provider of cloud based LegalTech solutions. Zelican is a privately held company and has been in the LegalTech business since 2013. All our software has been conceptualized, built, and developed based on feedback, suggestions and recommendations of our customers. Our product portfolio provides solutions to corporates from different industries, governmental entities, law-firms and lawyers. At Zelican, we are 100% dedicated to effectively using cutting-edge technologies to provide innovative solutions to the fraternity of legal professionals. Solutions built by Zelican have created new benchmarks in the legal automation systems in India. In short, Zelican is a complete suite of tool to manage litigations . Digitally Transform Your Legal Operations Now!
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    Legal Document Server

    Legal Document Server

    Legal Document Server

    To simplify all aspects of Litigation Support through innovative, user-friendly technology. From case initiation to settlement/trial, we aim to make attorney services as simple as possible. To become the industry standard for innovative litigation support. We want to become the one-stop shop for litigation support services nationwide. Customer Commitment – We focus on delivering the best in class customer experience. Our core function is serving our customers with care and consistency. We strive to work with a high sense of urgency, no matter how small the task may be. We provide physical court filing cut–off times as late as 1:00-3:00 pm (depending on court location). File and serve your documents from anywhere in the world through our Online Legal Support system. Users can submit and track all their orders through our online portal. Let us do the work you shouldn’t have to.
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    Case Notebook

    Case Notebook

    Thomson Reuters

    Your key to efficient case management. Organize, analyze, and share key case documents with greater efficiency. Case Notebook is a centrally accessible and searchable litigation case management software that helps you organize, analyze, and share essential case information. The intuitive Case Notebook structure simplifies organizing legal case information, allowing you to easily locate key information in court transcripts, exhibits, research, and other legal documents. Robust search also lets you locate what you need with ease. Track and visualize the issues, characters, and key facts in your case – and evaluate facts and events in a graphical timeline with Case Timeline. Generate a report to quickly view and analyze every reference to that data within your case files. Case Notebook ensures that your litigation case management is handled consistently across your team with centralized issue codes and tracking of annotation authors.
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    Gavel

    Gavel

    Gavel

    Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.
    Starting Price: $83 per month
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    Loio

    Loio

    Loio

    Loio is a contract management platform designed for creating, filling out, and signing professional legal documents. Whether you're a small business owner, freelancer, or simply someone who needs a reliable contract quickly, Loio helps you handle paperwork confidently in just a few minutes. The platform offers access to a library of 2,500+ customizable templates for business needs. Users can generate contracts by answering guided questions, fill out forms using a smart built-in PDF tool, and sign documents securely with Loio Sign — all in one place. It’s fast, intuitive, and designed for real-life business scenarios. All templates on Loio are created and reviewed by legal professionals to ensure accuracy and compliance with state laws. Whether you’re preparing a commercial lease agreement, service contract, NDA, or any other document, Loio gives you the tools to complete the process quickly and securely.
    Starting Price: $29.95 per month
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    eimmigration by Cerenade
    eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 12,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.
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    Starting Price: $55 per user per month
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    Knowliah

    Knowliah

    Knowliah

    Knowliah is a leading provider of Enterprise Legal Management (ELM) solutions that leverage cutting-edge AI-based software to support legal departments of all sizes in capturing, structuring, and delivering critical information. Our modular platform is designed to streamline key legal processes such as Contract Lifecycle Management (CLM), Matter & Spend Management, Litigation Management, Entity Management, and Third Party Risk & Compliance Management, and offers advanced reporting and analysis capabilities to help businesses identify potential risks and opportunities. With Knowliah, you can elevate your legal operations and stay ahead of the rapidly evolving legal landscape. Our user-friendly interface is highly customizable to meet your specific needs, while our built-in security and privacy features provide peace of mind. Whether you are a small business or a large corporation, Knowliah's ELM & CLM solutions can help you to demonstrate your business value.
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    LEAP

    LEAP

    LEAP

    LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.
    Starting Price: $129.00/month/user
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    eCMS by Cerenade
    eCMS is the modern practice software of choice by legal professionals, including attorneys and paralegals, across both litigation and transactional practice areas. Our lightning-fast, automation-rich solution offers intuitive, productivity-boosting functionality spanning case management, practice management + billing, form & document management, CRM, integrations, and more. eCMS is used by legal professionals across practice areas (both litigation and transactional) and organization size, as well as government agencies. Personal injury legal professionals love using eCMS for its PI-specific functionality, such as its PI processes and workflow automation, as well as the industry-leading secure healthcare provider portal for HIPAA-secure, seamless, and automated collaboration with healthcare providers across case notes, medical records, communication, and more. eCMS leverages immigration-specific forms, workflows, and more.
    Starting Price: $55 per month
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    Legito

    Legito

    Legito

    Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 140,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group.
    Starting Price: $55 per user per month
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    Leaflet

    Leaflet

    Leaflet Corporation

    Leaflet is the only solution that lets you create bespoke legal documents and use Automation for accuracy and compliance. Connect Leaflet Contract Automation to your current CLM and start to enjoy your job again. When the other vendors say “No programming required”, what they really mean is, “No programming for just the simple documents”. Try creating new documents, modifying forms, or producing new variations – and let the programming begin. The Leaflet No Programming Advantage puts you in total control. So you can stay on schedule, get more done, serve clients efficiently, and spend less time reinventing the wheel. Everything you automate goes live instantly so you can test as you go. Other systems re-assemble the document every time you build each variable. Work directly within Word to create documents without the headaches that other, siloed systems give you.
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    ClaimMaster

    ClaimMaster

    ClaimMaster

    Draft high-quality patent applications that can withstand enforcement challenges. Avoid overhead fees during prosecution. Use ClaimMaster to proofread documents for missing antecedent basis, lack of specification support, inconsistent claims and part numbers, wrong amendments and status indicators, and dozens of other issues, big and small. Focus on more substantial, strategic work that drives value by automating many patent application drafting steps. Generate document sections and figures/flowcharts using natural language processing and customizable templates. ClaimMaster also includes other helpful patent drafting tools for renumbering figures and parts, auto-complete/suggest for parts, and inserting boilerplate. Speed up drafting of Office Action responses and USPTO forms. ClaimMaster's powerful tools will help you analyze Office Actions and draft responses faster.
    Starting Price: $30 per user per month
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    Litera

    Litera

    Litera

    Litera is the world’s leading provider of legal workflow and workspace technology. Hundreds of organizations around the globe trust Litera to help their legal teams draft, collaborate, and manage their work, so they can focus more time on what really matters to the people they serve. Litera is transforming the way legal teams of all sizes perfect documents, run deals, and manage cases. Reduce write-offs and write-downs by leveraging technology. Improve client service and turnaround time. Reduce time spent on manual, tedious, and repetitive tasks. Litera Desktop is a single toolbar that includes everything a lawyer needs to draft documents creating an integrated, seamless experience that ensures user adoption and consolidates vendors. Litera Desktop is the legal industry’s only unified solution that supports the best-of-breed document drafting technology through a single Word ribbon, streamlining the lawyer’s workflow and creating operational efficiencies for IT departments.
    Starting Price: $116 per year
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    Avvoka

    Avvoka

    Avvoka

    Avvoka is a document automation, negotiation and analytics tool designed to help law firms, in-house legal teams and businesses (of all sizes) draft documents, negotiate them, and leverage data insights from that process to draft better documents, and get to “yes” faster. Unlike legacy tools, with Avvoka you can rapidly build automated versions of your most complex documents using our intuitive automation builder. This means no more tricky coding within Word documents. Our customers reach agreement fast by collaborating on documents with colleagues in real-time and negotiating with counterparties via the Avvoka online platform. Avvoka also has a range of sophisticated reporting tools that allow businesses to monitor push-back against their standard contract clauses, track key commercial terms and compare individual negotiator performance.
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    Plumsail Documents
    Plumsail Documents is a document automation tool that dynamically generates documents like Word, Excel, PowerPoint, or PDFs from templates using data from your favorite apps. Plumsail Documents has a rich set of direct integrations with cloud storage, e-signature solutions, and others. It can be integrated with any of your services in Power Automate or Zapier. These are challenges Plumsail Documents helps to solve: - data collection - document creation - e-signature collection - automated document delivery - integration and sync with services such as CRM, ERP, databases - and more!
    Starting Price: $29 per month
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    TrialLine

    TrialLine

    TrialLine

    TrialLine is a cloud-based mediation, trial presentation and storytelling legal timeline software for law firms and attorneys that want maximum insight into their cases. Create customized legal timelines that clearly and convincingly communicate the important details of your case, and display them in easy to understand, event by event detail. Attach supporting documents directly to each event on the timeline, all file types are supported and easy to upload. With TrialLine, collaboration is simple. Easily organize and share your case events and related documents with staff, experts, juries, opposing counsel, and other attorneys.
    Starting Price: $29/month
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    Collavate

    Collavate

    Collavate

    Make your ideas reality with Collavate, a secure cloud platform for collaboration and document review workflows. Create, edit, or draft documents. Collavate allows you to share these documents with other teams for further input. You can even mention specific people to ensure they comment on your work! All documents submitted through Collavate are sent through the Document Manager. The Document Manager account, or Document Admin, maintains permissions for all submitted documents in Collavate. Approval process design is simple and intuitive. Collavate supports a wide range of devices–web, mobile, hard copies, and e-ink. Our goal is to allow approvers to focus more on the document, and less on getting there. Collavate caters to your unique needs. The approval process can be customized to suit your team setup and workflows, ensuring the perfect amount of oversight and collaboration.
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    StrongSuit

    StrongSuit

    StrongSuit

    StrongSuit Legal AI is an advanced legal-technology platform designed to streamline both transactional and litigation workflows for legal professionals. It offers modules for legal research & drafting, where users input fact patterns or queries and receive well-cited legal memos and case summaries in minutes; AI contract drafting, which generates custom contracts, from simple MSAs to lengthy APAs, in Microsoft Word or via web interface using your prior deal or template; AI contract comparison, enabling upload of counterparty and internal documents, clause-level semantic matching, risk tagging, deviation dashboards and rapid redlining; AI discovery, which automates review of large document sets for litigation tasks such as fact-pattern extraction, timeline generation, and identification of key issues; and a legal AI assistant/chatbot that supports questions, proof-reads uploads (e.g., PDFs or Word files) and handles multiple lenses of review.
    Starting Price: $149 per month
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    Opus 2

    Opus 2

    Opus 2

    Innovative software and services for the world's most successful legal teams and proceedings. For more than 15 years, Opus 2 has developed award-winning solutions trusted by the most successful law firms. Used in thousands of proceedings around the world, Opus 2 transforms how lawyers and other legal professionals work by eliminating inefficiencies and connecting them with the collaborative software they need to work smarter and more effectively together. The company also delivers the essential technology and expertise needed to conduct resolution proceedings in the most modern, seamless, and secure way possible. Opus 2 Cases extends our multi-award winning technology that has powered thousands of hearings worldwide and puts it in your control of your legal case management software. Products: Opus 2 Cases Opus 2 Hearings Opus 2 Chambers (LEX) Opus 2 Transcripts
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    Celant Document Automation Engine
    Spend your time doing high-value activities, not drudgery. Flexibility to create just what you want, delivered when you need it. 100% Accurate, consistent, and compliant, no matter who drafts. Spend your time focused on your expertise — not bogged down in drafting documents. Allocate better use of resources, enable non-lawyers to draft documents. Streamline review processes & ensure regulatory compliance with automation. Increase your efficiency, effectiveness, customer satisfaction (and reviews). We've got your back. Our smart automation does the double checking for you. Increase your revenue; do so much more — all with existing manpower. Our in-house staff will convert your forms into well-designed templates. Design like a pro with our simple markup syntax (no coding required!) There are lots of document automation solutions on the market. So what should you look for and consider in your evaluation process?
    Starting Price: $50 per month
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    LegalUp

    LegalUp

    LegalUp

    Efficient Document Creation. Seamlessly create customized legal documents based on your own content. A tool for Lawyers to develop accurate documents based on the firms patterns and knowledge. By using LegalUps service you are saving 80% of time, on average, to create a legal document. Give the customer a unique value on your website. Convey innovation by using LegalUp’s platform free of charge at the beginning of your “client journey”, and allow your real expertise to come into play in the more complex tasks. Are you required to collect data from your client in order to create a document for them? Instead of collecting the data, send them a digital questionnaire guiding them in all the factual data they must provide you. LegalUp’s software transforms your complex, repetitive legal documents into automated smart wizards that intelligently incorporate your firm’s knowledge and best practices.
    Starting Price: $299 per month
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    Zegal

    Zegal

    Zegal

    Build and manage your contracts digitally on Zegal to save time and money, and increase legal protection, so you grow faster. Build, customize, and eSign complex agreements, personalized to your business needs. Keep everyone in one secure space and in the loop, and forget the dark days of email attachments and printers. We designed Zegal ground up for Legals and because we’ve built tools like the Document Builder, in-app editor, Workflow Editor, and a huge contract template library you know that your Sales, HR and other teams rely on contracts can use it easily too. Contracts signed fast mean faster business. Zegal’s in-app editor integrates with your CRM to help your Sales and Legal teams speed up deals by as much as 75%. Most importantly your Sales team can use the tool they feel comfortable with.
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    Lexis for Microsoft Office
    Defy distraction. Draft, review & research from the most accessible legal solution available. Access content and functionality from Lexis®, Practical Guidance® and Lexis® Search Advantage right from within your document. Access the renowned Shepard’s ® Citations Service as you write, and make sure your citation formats are correct too. Check citations 66% faster. Start and build your documents with confidence with precedent language from 850+ attorney authors and trusted legal proofreading tools. What used to be a time-consuming task can be accomplished quickly and efficiently within seconds with the award-winning TOA builder. Because Lexis for Microsoft Office tools give you direct access to vast Lexis Advance® content, you can take advantage of robust search filtering and work folders—plus real-time signals and comprehensive analysis by experienced attorney-editors via the industry-leading Shepard’s® Citations Service.
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    Beyond Counsel

    Beyond Counsel

    Beyond Counsel

    Clients want documents that are clear, concise and effective. Our drafting tools are made by lawyers, for lawyers, saving you time and reducing costly errors. Knowing how important a good workflow system is, however, doesn’t actually help you develop or implement one. And as an attorney, you already have less time than you need for administration and systems development – you have fires to put out and clients that need attention. BeyondCounsel’s practice tested workflow system takes your estate planning prospects from their initial contact with you, through every step of their case, and to closing their file and getting positive reviews and referrals. Below, we’ll walk you through the steps of the workflow system we’ve developed to increase your efficiency and effectively manage your estate planning cases.
    Starting Price: $99 per month
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    Attorneys Assistant

    Attorneys Assistant

    Legal Easy Technologies

    Attorney's Assistant Client Version allows you to complete all the information needed to file your case. If your attorney has given you this website that means they feel it very important that a detailed intake be done. Please complete every screen with as much information as possible to assist your attorney. The more you complete, the better they will be able to represent you. Download the software from the above link by choosing Open/Run/Save when prompted. Your download manager will prepare the file for downloading. Some computers need additional permission so you may need to choose a drop-down and "Keep Anyway" or "Run Anyway". Once installed you will see an icon on your desktop labeled Attorney's Assistant. Double click on Attorneys' Assistant icon and choose your type of case. Continue through each screen inputting detailed information. Your data is saved on your computer’s hard drive. You may exit the software and continue input at any time.
    Starting Price: $24.95 per month
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    Rapidocs
    Epoq has been at the forefront of legal document technology for over a decade. We offer a range of solutions based on a suite of components that facilitate the complete end-to-end delivery of legal document services to online users. Document automation (also known as document assembly) is the process used to speed up the creation of documents through the use of flexible and dynamic templates. These templates contain all the clauses and text necessary to compile a particular document, which will be invoked during the drafting process according to the rules and logic of the template. Rapidocs® includes context-sensitive help and advice, so users can be guided through the more complex parts of a document in the most appropriate manner, whilst always having detailed document notes to fall back on should they require them. Significantly reduces the time required to create documents. Improves the accuracy and consistency of the finished draft.
    Starting Price: $99.00/month
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    DocXtools
    With a robust set of tools to help you repair and style your documents, DocXtools greatly increases document quality and cuts review time in half. This helps legal teams meet client demands, improve collaboration, and produce high-quality documents. Over 75 percent of AM Law 250 and more than 50 international law firms use DocXtools to streamline document production. Quickly fix document instabilities with tools ranging from a quick clean to a complete rebuild. In one click, discover problem areas within your document and understand severity with a “red, yellow, green” status. Re-style documents, apply comprehensive styles by category (numbering, body, titles), or import styles from other templates. Assess document readiness for conversion, then convert file types while and preserving your layout. Our customers report an average time savings of 30 minutes per week while using DocXtools.
    Starting Price: $2000 per month
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    LegalDepot

    LegalDepot

    Legal Depot

    Choose the document you'd like to create from our library of templates. All of our templates are sourced by attorneys to ensure that they're accurate, thorough and up to date. Your document will automatically update with the information you provide. It's also fully customizable so you can make updates to any section. Once your legal document has been created and customized to fit your needs, it's yours! Save it, print it and share it with anyone you choose. When LawDepot was founded in 2001, the first document we offered was a Promissory Note (that’s legalese for an IOU). The popularity of that document encouraged us to expand to meet your needs. We saw the importance of providing safe, accessible, and affordable legal resources to address the many real-life situations that people face. Today, we offer over 150 document templates suitable for use in all 50 states. Whether you’re interested in protecting your estate, lending money, managing a rental property, or setting up a business.
    Starting Price: $33 per month