Alternatives to Wealth Docx

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

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    Arken

    Arken

    Arken

    Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.
    Starting Price: $140.29 per month
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    Lawgic

    Lawgic

    Lawgic

    Lawgic is a document-generation platform specifically designed for trusts & estates and family-law attorneys, which guides users through a question-and-answer interview and then automatically produces comprehensive, state-specific legal documents, including wills, trusts, premarital agreements, and marital-settlement agreements. The software uses patented “Intelligent Legal Technology” to build bespoke provisions based on attorney selections, generate client-friendly summaries of wills or trusts, and dramatically reduce drafting time, typically saving 3-10 hours per plan. It supports multiple U.S. states with tailored modules and offers integrated training and support to ensure lawyers can use the system efficiently. Lawgic emphasizes the combination of expert-developed content, time-saving automation, and high-quality output so that attorneys can focus on strategic advice rather than repetitive drafting.
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    Quicken WillMaker
    Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.
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    Vanilla

    Vanilla

    Vanilla

    Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time.
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    Trust & Will

    Trust & Will

    Trust & Will

    Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.
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    FP Alpha

    FP Alpha

    FP Alpha

    FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.
    Starting Price: $1,125 per month
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    Gavel

    Gavel

    Gavel.io

    Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.
    Starting Price: $83 per month
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    GoodTrust

    GoodTrust

    GoodTrust

    GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.
    Starting Price: $149 one-time payment
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    eState Planner

    eState Planner

    eState Planner

    eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.
    Starting Price: $119 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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    LegalShield

    LegalShield

    LegalShield

    LegalShield is a legal-services membership platform that gives individuals and businesses access to a network of experienced attorneys for consultation, document review, and legal representation without hourly billing. Members get unlimited legal advice on covered personal or business issues, letters and phone calls made on their behalf, document review (contracts, leases, wills), emergency legal access 24/7 for covered situations, and discounted rates if additional services are needed beyond plan benefits. The system simplifies access to legal assistance by matching members with provider law firms that average 22 years of experience, enabling secure lawyer communication via a mobile app or portal, and handling a wide range of legal scenarios, from estate planning and landlord-tenant issues to small-business matters like contract review and debt collection.
    Starting Price: $26.95 per month
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    Holistiplan

    Holistiplan

    Holistiplan

    Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.
    Starting Price: $449 per year
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    Wealth.com

    Wealth.com

    Wealth.com

    Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.
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    Lawformer

    Lawformer

    Lawformer

    Lawformer offers an extensive database of clauses & terms for any contract. AI-powered tool breaking complex contracts into smaller elements. Extensive library of attorney-drafted clauses. Learning platform to develop practical skills in contract drafting. Build a bespoke clause library from your existing contracts. Pull clauses from your library into new contracts in one click. If you cannot locate a specific clause in your library, you can use our attorney-drafted clauses. Try our free trial and access an unlimited supply of legal clauses, terms, case briefs, and blogs. We bring together all the resources to create, modify, and negotiate complex legal documents in a simplified way. We take pride in being a part of the daily routine of thousands of legal professionals around the globe. We receive information from our partner law firms regarding the clauses and terms that are required for various types of legal documents.
    Starting Price: $29.99 per month
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    Rocket Lawyer

    Rocket Lawyer

    Rocket Lawyer

    At Rocket Lawyer, we believe everyone deserves affordable and simple legal services. Our laws should protect and empower, but for too many of us, the law is out of reach, because of high costs and complexity. So, we’re changing things. Since 2008, we’ve helped over 25 million people and organizations obtain the legal help they need, at a price they can afford. Make legal documents for hundreds of purposes. We’ll ask questions to build a document that fits your needs. Get quick answers from real lawyers, easily. Ask any legal question, or have an On Call attorney review your document. Start your Premium Membership now and get legal services you can trust at prices you can afford. Securely share documentation with an attorney. Safely sign and store your contracts online. Get fast answers from licensed attorneys. Talk to an incorporation specialist about your options.
    Starting Price: $9.99 per document
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    Fabric by Gerber Life

    Fabric by Gerber Life

    Fabric by Gerber Life

    Fabric’s free online will maker lets you create a digital last will and testament in just five minutes, guiding you through key steps like appointing a guardian, naming beneficiaries, and specifying your final arrangements, all with a simple, easy-to-understand interface. After answering a few questions, you’ll receive a downloadable document that you can sign, have witnessed, and make legally binding with a printer, pen, and two witnesses (the platform shows you exactly how). The system is designed specifically for young families, enabling you to share the will with your spouse or guardian, attach supporting instructions, and know that your assets and children are protected without paying a fee. You control who sees the file and can return to make edits at any time. While it streamlines the process and helps you complete essential estate-planning tasks quickly, the tool also advises you to review your situation with an attorney if there are complex assets or state-specific questions.
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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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    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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    Evatt AI

    Evatt AI

    Evatt AI

    Making Lawyers' Lives Easier. Evatt AI is an AI Software for lawyers. Built using the world's most powerful AI, trained in the common law, and with access to 45 million cases through legal databases. Evatt AI can save you 2 hours per day. Evatt AI is capable of: Advanced Legal Research Contract Drafting Document Review All powered by highly intelligent encryption technology and database access - to ensure client attorney privilege and pinpoint accurate responses.
    Starting Price: $249 AUD per month
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    TurboLaw Document Software

    TurboLaw Document Software

    Promethean Software

    Access hundreds of New England legal templates and forms to assist with correspondence, drafting agreements and court appearances. Each can be quickly customized for immediate use. Never miss a billable minute with our automated time and billing software for attorneys. With LEAP and TurboLaw, you can access thousands of fully-editable, state-specific documents and forms, everything from multi-page financial documents with built-in automatic calculation to sample motions and form letters. Practice management and legal document software helps you put people before paperwork.
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    Practical Law

    Practical Law

    Thomson Reuters

    Knowledge of 300+ attorneys at your fingertips. Navigate new or unfamiliar areas of law with Practical Law so you can get the answer quickly and apply it with confidence. Discover time-saving resources for today’s legal professionals. Streamline your daily tasks. Get up to speed fast in new practice areas. Keep up with the ever-evolving legal industry. Save hours of research using current, clear how-to guidance on the law. Download up-to-date legal document templates and edit them in Microsoft® Word. Simplify processes with easy-to-use checklists, flowcharts, and timelines. Summaries, templates, articles, and explanations of specific legal topics all in one place. Stop searching and spend more time growing your practice. Improve accuracy and speed. Automate legal document drafts with Contract Express. Make it easy for clients and colleagues to understand work phases and core tasks. Empower your team with just the right features and all the expertise from Thomson Reuters.
    Starting Price: $150 per month
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    Business Docx

    Business Docx

    Wealth Counsel

    BUSINESS DOCX® streamline the process of preparing high quality documents for your small business clients. With helpful and intuitive document preview and interview features—as well as ways to reflect client preferences immediately—you’ll wonder how you ever got along without this drafting system. Business Docx, the right features for the right documents with helpful and intuitive document preview and interview features—as well as ways to reflect client preferences immediately—you’ll wonder how you ever got along without this drafting system. Business Docx is the perfect solution for creating beautifully tailored and accurate documents with confidence and speed for your small and mid-sized business clients. The Meetings, Minutes, and Resolutions Suite includes the documents that you need to conduct business meetings and document company decisions. It can be used for corporations, partnerships, and limited liability companies.
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    FreeWill

    FreeWill

    FreeWill

    It takes less than 20 minutes to write or update your legal will, for free. Use an advance healthcare directive, or living will, to specify your healthcare wishes and appoint someone to make decisions on your behalf if you’re unable. Keep your financial accounts accessible and bills paid by appointing someone to make financial decisions on your behalf if you’re unable to. Document and distribute assets that your last will and testament does not cover, including 401(k)s, IRAs, and life insurance policies. Create a revocable living trust and fulfill many functions of a last will and testament. Also, placing assets in a trust can avoid California’s lengthy probate process. Writing your own will can feel daunting, that’s why we worked with the nation's top legal experts to create our interactive online will maker. Enter your information and create a last will and testament customized to your wishes.
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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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    Clio Draft
    Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.
    Starting Price: $70 per month
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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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    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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    Tritium

    Tritium

    Tritium Legal Technologies Limited

    Tritium. the Legal IDE, is a desktop word processor built from scratch for transactional lawyers, crafted to streamline legal drafting, review, and redlining workflows. Key Features: Drafting & .docx compatibility: Edit and create Word‑format documents using a clean, lawyer‑centric interface Minimal redlining: Generate lightweight redline comparisons (resulting .docx or clipboard) via Ctrl+Shift+G PDF review: View and annotate PDFs alongside Word docs for seamless review Optional LLM integration: Connect to external or your own proprietary LLM for seamless LLM assistance Real‑time annotation: Instantly highlights defined terms and cross‑references across all open documents Multi‑document library & search: Open a folder containing a matter’s documents with Ctrl+Shift+O, and search across the suite in real time with Ctrl+Shift+F
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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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    LexDraft

    LexDraft

    LexDraft AI

    LexDraft is an AI-powered legal drafting tool that works directly inside Microsoft Word to help professionals create legal documents faster. It allows users to generate agreements such as NDAs, employment contracts, and service agreements in under 60 seconds. The platform uses jurisdiction-aware AI to automatically adjust clauses based on location-specific legal requirements. Users can simply describe their document in plain language, and LexDraft produces a structured first draft instantly. It also includes AI-powered review and redlining features to identify risks and suggest improvements. The tool provides plain-English summaries of clauses to make documents easier to understand. With built-in security measures, including SOC 2 compliance and encryption, it ensures data protection. Overall, LexDraft streamlines legal drafting by combining automation, accuracy, and ease of use within a familiar environment.
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    LegalZoom

    LegalZoom

    LegalZoom

    LegalZoom provides the legal solutions you need to start a business, run a business, file a trademark application, make a will, create a living trust, file bankruptcy, and handle a variety of other common legal matters for small businesses and families. Since the process involved in starting a business can be complicated, we provide services to help start an LLC, form a corporation, file a DBA, and take care of many of the legal requirements related to starting and running a business. If you are interested in protecting your intellectual property, LegalZoom offers trademark and copyright registration services, as well as patent application assistance. It's essential for everyone to have a last will and testament and a living will, and you can get yours done efficiently and affordably through LegalZoom. For those who have more advanced planning needs, our living trust service is available. With all our services, you have the option to speak to a lawyer and tax professional.
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    Eternal Pro

    Eternal Pro

    Eternal Pro

    Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error.
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    Standard Legal's Professional Edition

    Standard Legal's Professional Edition

    The Standard Legal Network

    Standard Legal specializes in "pro se law" - often called "self-help law" or "do-it-yourself law". We provide the necessary overviews, information and instructions to help you create the legal documents you need to take on these common law-related issues. We cover topics like Last Will and Testament, Bankruptcy, Incorporation, Lease Agreements, Deeds, Employee Manual, Living Will, Living Trust, and more. With Standard Legal, anyone who can read straight-forward directions and answer specific questions about their personal situation can manage these common legal issues without the expense of hiring an attorney. That can be a savings of thousands of dollars! Our self-help software is instantly downloadable (with a mailed CD option for people who don't like to download or want an accessible backup). Each title contains all of the legal forms and comprehensive instructions needed to create the state-specific documents required for that law topic.
    Starting Price: $149 one-time payment
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    TurboLaw Time and Billing

    TurboLaw Time and Billing

    Promethean Software

    Access hundreds of New England legal templates and forms to assist with correspondence, drafting agreements and court appearances. Each can be quickly customized for immediate use. Never miss a billable minute with our automated time and billing software for attorneys. With LEAP and TurboLaw, you can access thousands of fully-editable, state-specific documents and forms – everything from multi-page financial documents with built-in automatic calculation to sample motions and form letters. LEAP automatically sync’s your data from day one. Providing access to your matters wherever you are working, and your choice of device. Work on your matters whether you’re in the office, at home, or meeting with clients. Create, share, and collaborate on your matters and legal documents anywhere, anytime, from multiple devices with a single sign-on.
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    Mitratech HotDocs
    Mitratech HotDocs is a document automation and assembly platform designed to turn frequently used documents and forms into intelligent templates and workflows. The platform helps legal, insurance, financial services, government, and enterprise teams generate accurate documents faster by auto-populating clauses, figures, fields, and jurisdiction-specific rules from existing data sources. Mitratech HotDocs supports centralized template management, batch processing, open API integrations, no-code configuration, version control, clause logic, approval workflows, and desktop or cloud use. Subject matter experts can build and update templates without relying on IT, helping teams reduce duplicate data entry and manual drafting errors. The platform can automate high-volume and complex document sets, including large-scale correspondence, legal documents, forms, questionnaires, and complete document packages.
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    BoostDraft

    BoostDraft

    BoostDraft

    BoostDraft is a legal technology software that transforms Microsoft Word into an assisted legal document editor, designed specifically to eliminate fundamental inefficiencies in contract drafting and review. It integrates directly into Word, allowing lawyers to work within their existing environment without switching tools or uploading documents, while enhancing productivity through features such as advanced navigation, auto-completion, and real-time proofreading. It removes the need for manual scrolling and searching by providing instant access to definitions and section references through clickable pop-ups, helping users stay focused on the substance of legal work. It also automates tedious formatting tasks such as aligning numbering, indentation, and styles, ensuring consistency across documents and reducing the risk of errors. BoostDraft includes visually assisted review capabilities that highlight key clauses and logical structures.
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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
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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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    DocDraft

    DocDraft

    DocDraft

    DocDraft is an AI-powered legal technology platform designed to automate the creation, review, and management of legal documents while providing optional access to human legal expertise. It uses artificial intelligence to generate customized legal documents based on user-provided information, allowing individuals and organizations to create contracts, agreements, legal forms, and other paperwork in minutes rather than drafting them manually. Users can input the relevant details of a legal matter, and it produces a structured document tailored to that situation, reducing the time and complexity typically associated with legal drafting. In addition to document generation, it includes AI-based review capabilities that analyze legal documents and provide insights that help identify potential issues, improve clarity, and ensure consistency.
    Starting Price: $39.99 per month
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    Luminary

    Luminary

    Luminary

    Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days.
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    Zoey

    Zoey

    CrushContracts

    ​Build your own contract from scratch or snag one of our attorney-drafted templates at no charge. ​ Our super nifty, eSignature feature makes getting contracts signed a breeze. Access them whenever you want. Get your contracts working for you instead of the other way around. Understand your contract data with a lively dashboard, calendar, and termination reminders. Zoey allows remote access and eSignatures anywhere and everywhere. Zoey will tell you where your contract is risky and when your contracts are terminating. Natural disasters can't harm your contracts now, and you’ll be more supported by Zoey's digital filing cabinet than ever before. Zoey is the only all-in-one solution to securely eSign, save and understand your contracts. Enjoy peace of mind by creating a free account today.
    Starting Price: $45 per month
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    Charityvest

    Charityvest

    Charityvest

    Make employees the authors of your impact story through corporate charitable giving. Automatic rules-based charitable matching, reporting, and administration in one simple platform. Fulfill unlimited matching gifts to over 1.4 million verified global charities, with zero paperwork, through one consolidated monthly payment. Select charities to fundraise for or allow us to suggest curated causes to drive giving with purpose. Issue stipends of charitable money to empower employees, customers or ERGs to give your philanthropic dollars where they believe it will do the most good. We’ll send you data on engagement, participation, donation totals, and top organizations. Use insights to reinforce your culture and brand. Our compliance technology eliminates the need to verify employee gifts or validate the charitable status of organizations.
    Starting Price: $1.49 per user per month
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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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    Definely

    Definely

    Definely

    Definely is a unified Microsoft Word add‑in suite that helps legal professionals create, draft, proofread, review, and understand complex legal documents seamlessly within their existing workflow. The Definely Suite allows users to surface and insert precedent clauses and defined terms directly from their firm's clause repository (Vault), access and edit definitions and cross‑references in real time without leaving the clause being reviewed, and leverage trusted AI to assist drafting and enhance accuracy while providing source validation and explainability. It also enables automated PDF legal scanning with a double‑click to reveal defined, undefined, and unused terms and cross‑references (PDF), plus automates hundreds of proofreading checks, such as punctuation, formatting, definitions, references, and drafting notes, to produce pristine final documents.
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    LEGALFLY

    LEGALFLY

    LEGALFLY

    LEGALFLY is an AI-native legal operating system designed for enterprise in-house teams, enabling organizations to handle the full range of legal work through secure, automated workflows that span contract review, drafting, legal research, due diligence, and regulatory monitoring. It transforms incoming legal requests into structured, end-to-end workflows by capturing context, routing tasks to the appropriate AI agents, and orchestrating execution across multiple steps such as review, negotiation, and compliance checks. It applies company-specific playbooks and standards to ensure consistency, automatically surfacing risks, generating redlines, and producing negotiation-ready summaries while maintaining a clear audit trail of decisions. It supports document drafting by turning contracts into smart templates that generate compliant first drafts, auto-populate key details, and apply clause logic based on jurisdiction, deal context, and risk profile.
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    Paystub Generator
    Paystub Generator will help you generate paystubs whenever you want. Details of the gross wages for the pay period, deductions such as retirement plan, pension contributions, insurances, garnishments, or charitable contributions, and it helps with taxes.
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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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    DirectLaw

    DirectLaw

    DirectLaw

    DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.
    Starting Price: $49 per month
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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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    Niyam.ai

    Niyam.ai

    Niyam.ai

    Niyam.ai leverages cutting-edge AI to simplify legal tasks such as document drafting, compliance checks, and research. Our platform saves time, reduces errors, and offers advanced features tailored for legal professionals, MSMEs and Corporates. Its unique selling point is its ability to generate high-quality legal content while maintaining accuracy and compliance with local regulations. Niyam.ai also provides customizable templates for various legal needs, ensuring users can adapt the platform to their specific workflows.