Document and Client Automation.
On Steroids.

Document Automation


Stop wasting time finding the right initial template. Draft initial documents in 90% less time. No drafting mistakes = better reputation.

Client Plans and Checklists


Never be lost for what step to take next for a client.

Workload Management


Monitor your team's work load and assign work accordingly.

1

Create and Upload Templates.


Either create and upload your own templates or we can proactively manage your templates for you.

2

Create Client Plans and Checklists.


Either create your own client plans and checklists or we can work with you to proactively keep them updated.

3

Download documents and complete the plan.


Add your client's information and follow the plan to completion. We will give you a complete picture of everyone's workload and each client's progress.

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​Customer stories

​Jane Doe - CEO of ACME

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​Jane Doe - CEO of ACME

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​Jane Doe - CEO of ACME

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If we can save you 200 hours per attorney per year - what's that worth to you?

Let our team of technology experts and service specialists become your success partners and help your law firm become more profitable.

No other company will provide you true service like us.


Most software makes you work more to figure it out - our team of service specialists will proactively engage with your firm's attorney's to make sure everything is running smoothly. We will be your success partners and do right by you.

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