Document Automation

Documentation automation software — from intake to e-signature

With Lawmatics legal document automation software, you can turn template documents into intelligent automated workflows and spare yourself hours of busy work.
legal document automation

Document Assembly Software

One click, fast document assembly for lawyers

Use custom fields to merge the data you need from your matters and contacts, then auto-fill directly into your boilerplate PDF and Word documents — all with the click of a mouse.
Eliminate time spent on creating and filling out documents
Ensure 100% accuracy for all completed forms
Gain priceless client independence and valuable time
legal document automation
legal document automation

Legal Document Preparation Software

Legal automation software to generate, send, sign, repeat

With Lawmatics document automation, instantly generate documents styled in your preferred template. Use Word, PDFs, or our online text editor app to minimize errors and save time.

Not only is it incredibly easy to create documents with Lawmatics, but you can just as quickly review, send and receive with e-sign pdf software all in our simplified automation platform.

Legal Automation Software with Conditional Logic Blocks

Documents that practically create themselves

Lawmatics helps reduce time spent generating documents by plugging in data straight with a custom form builder and dynamically populating it into a document.
Create custom questions in your forms to gather whatever data you need for automatic populating matter-specific documents.
Add complex branching logic with marketing automation to determine what questions and pages to show or hide — saving you even more valuable time.
legal document automation

Frequently asked questions

What is document automation?

Document automation is the process of automating different types of document creations that would otherwise take considerably longer to create manually. By pulling information from a different source like a CRM, software can fill out a template with any information you request it to. 

It’s a significant time-saver and eliminates the risk of human error, making processes much more efficient, allowing businesses to focus their attention on more important matters.

What is document automation in law?

Part of a lawyer's job is creating often complex documentation that can take a considerable amount of time to draw up manually— sometimes hours to days. With so many other tasks already on a lawyers plate it can be difficult to find time to do it all. Document automation is a powerful tool that can save lawyers a tremendous amount of time on tedious wok by automating documents with a few clicks on a button. 

Document automation software is a game-changer for law firms of all sizes who are looking to take on as many clients as possible without missing a beat.

What does document automation do?

Most lawyers can agree that there never seem to be enough hours in a day to complete everything that needs to be done. Automation makes it possible for lawyers to take control of their schedule and let software handle the busy work so they can focus on what matters most— their clients. 

Custom fields allow lawyers to merge data from their legal CRM directly into documents with a few clicks of a mouse, making the client onboarding process a breeze. The result is increased accuracy, less time wasted filling out complicated documents by hand, and the freedom to scale their business.

What do I need to do to use document automation?

Document automation for law firms is built into Lawmatics CRM and client intake software. Choose a template styled in the best way that works for your law firm and automatically generate whatever you need. You can use word PDFs or Lawmatics online text editor app to ensure that your document is free of errors and has everything you need it to. 

The process is incredibly easy, and a simplified automation platform makes it easy to create, review, send and receive. If you’re ready to see how Lawmatic legal automation software can help you shave hours off of your day that you would normally be creating documents, sign up for a free product demo!

Law firms love Lawmatics

Our customers give their clients the client-focused experience they deserve. Learn how they do it all with Lawmatics.
Conti Moore Smith
Case Study

How Lawmatics Helped Conti Moore Law, PLLC Save Time and Cut Costs While Driving 2x Growth

Conti's law firm has doubled the amount of business it is handling in the last year. With Lawmatics, they are well equipped to efficiently manage the increase in work.
Hollie Del Vecchio
Case Study

How Lawmatics Helped Adaptive Law Firm PS Streamline Client Intake and Save Thousands of Dollars in Operating Costs

Using Lawmatics directly translates into real cost savings for this small law firm in Washington.
attorney client software
Case Study

How Nesevich Law Used Lawmatics to Drive More New and Repeat Business

With the help of Lawmatics, solo estate planning and elder law attorney, Russ Nesevich from New Jersey found a new strategy in growing his practice

Ready to automate the monotonous?

Sign up for a product demo today
Contact us if you have any questions
(800) 883-1105