Legal documentation automation — from intake to e-signature

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

Streamline your legal services with automated document creation. It’s a significant time-saver and eliminates the risk of human error, making processes much more efficient, allowing lawyers to focus their attention on more important matters.

Legal document automation software helps law firms streamline the creation of legal documents by automatically merging case and client data into prebuilt templates. Instead of manually drafting the same forms over and over, lawyers can generate accurate, professional documents, like contracts, engagement letters, and intake forms, in just a few clicks. It saves time, reduces errors, and ensures consistency across every document.

Most lawyers can agree that there never seem to be enough hours in a day to complete everything that needs to be done. Automated legal documents make 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 law firms to merge data from their legal CRM directly into documents, 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.

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

A simplified automation platform makes it easy to create, review, send, and receive documents. 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!

Lawmatics offers some of the most advanced document automation features available for legal professionals. From customizable templates and smart field merging to built-in e-signature and workflow triggers, Lawmatics makes it easy to generate, send, and manage client documents with speed and accuracy — all from one platform designed to reduce admin work and improve the client experience.

Law firms can automate a wide range of documents, including engagement letters, fee agreements, intake forms, contracts, settlement agreements, and court filings. With the right document automation tools, even routine client communications and follow-up emails can be auto-generated — saving time, improving accuracy, and ensuring a consistent client experience across every case.