What we automate
Paperwork that fills itself in.
Routine documents drafted from the information your firm already has, ready for your review.
Instead of retyping the same details into template after template, the system pulls what it needs from the matter and drafts the document for you. You review and send.
Engagement Letter · draft
RE: Estate Planning Engagement
Prepared forDana Reyes
Ready for your review
A new matter is ready for its engagement letter. Instead of your paralegal retyping the client's details into a template, the draft is already filled in from the case file, waiting for a quick review before it goes out.
How it works
- Matter data is pulled from the case file.
- Engagement letters, retainers, and routine documents are pre-filled.
- The draft lands ready for your review.
- You approve, and it goes out.
What your firm gets
- Hours back each week from repetitive drafting.
- Fewer typos and copy-paste errors.
- Faster turnaround for your clients.
- Every document reviewed by an attorney before it sends.
Common questions
Which documents can it prepare?
The routine, repeatable ones: engagement letters, retainers, and standard intake and matter documents. Anything that needs legal judgment stays with your attorneys.
Do we still review everything?
Always. Every document lands in your queue for review and approval before it is sent. The system drafts; your team decides.
What does a build cost?
Single-system builds typically start around $2,500, fixed in writing before work starts. Most firms are live in two to four weeks, and the consultation is free.