Legal Document Automation Software

Stop wasting time on manual data entry and formatting. Lawmatics Document Automation lets you generate complex legal documents instantly, ensuring accuracy and consistency every time.

Smart Templating

Turn your frequently used documents into intelligent templates.

• Data Merging: Pull any field from a Contact or Matter record directly into your document.
• Custom Fields: Use your firm’s specific custom data points (e.g., “Incident Date”, “Spouse Name”) in templates.
• Format Support: Works with both built-in text editors and uploaded Word (.docx) or PDF files.

Conditional Logic

Create dynamic documents that adapt to the specifics of each case.

• Smart Clauses: Show or hide entire paragraphs or sections based on case criteria (e.g., “If State = CA, include California arbitration clause”).
• Variable Pronouns: Automatically adjust gender pronouns and plural/singular terms based on client data.
• Error Reduction: Eliminate the risk of copy-paste errors or leaving in placeholder text.

Instant Generation

Create documents with a single click or zero clicks.

• One-Click Creation: Generate a document manually from a matter profile in seconds.
• Automated Delivery: Set up workflows to generate and email documents automatically when triggers occur (e.g., “Welcome Letter” sent upon hiring).
• Batch Processing: Generate documents for multiple clients at once for mass communications.

Integration & E-Sign

A seamless part of your wider workflow.

• Immediate Signing: Convert any generated document into an e-signature request instantly.
• Practice Management Sync: Generated documents can sync directly to Clio, PracticePanther, or other case management tools.
• Client Portal: Automatically share generated documents to the secure client portal for review.