SimpleLaw Document Automation

SimpleLaw Document Automation is a web-based tool for law firms that turns intake answers and case data into completed Word or PDF documents. It is most suitable for practices that want document templates tied to client communication, payments, and matter updates rather than a standalone form filler. The annual plans offer unlimited matters, but the user bands and annual billing make team size an important buying consideration.

Overview

SimpleLaw combines document automation with legal case-management functions. Firms create templates, capture information through customizable fields and intake forms, and reuse that information across matters. Clients can interact through a portal or email, while the firm can exchange documents, collect signatures and payments, and send status updates from the same service.

The product comes from SimpleLaw, founded in 2013, and uses a freemium pricing model. A two-week trial provides a way to evaluate the workflow before committing to an annual subscription.

Key features

Template automation

Templates can start as Word or PDF files and be reused across cases. Stored case information, custom-field values, and client-intake responses can populate those templates automatically. That is a practical advantage for repeatable filings, letters, and forms because staff do not need to re-enter the same data for every matter.

Custom fields cover text, dates, numbers, and paragraphs. The range is broad enough for common legal-matter data, while paragraph fields can accommodate longer narrative responses. Firms that need highly specialized data structures should confirm that these field types match their forms before standardizing a large template library.

Client intake and collaboration

Firms can create as many intake forms as needed. Clients complete them through the portal or by email, giving practices a choice between a central client workspace and a more familiar email route. Client messaging, secure document exchange, electronic signatures, online payments, and matter-status updates extend the workflow beyond document generation.

This breadth suits firms that want intake, document completion, and client follow-up connected in one system. A practice seeking only automated document assembly may be paying for capabilities it will not use.

Security, integrations, and support

SimpleLaw says customer data is segregated rather than held in a shared database, and that files and data are encrypted. Its AWS hosting is described as ISO 27001-certified and SOC2 compliant. The portal is said to comply with HIPAA requirements, while communications are described as encrypted according to GDPR legislation.

QuickBooks and DocuSign are paid integrations, and online payment partner fees may apply. References to Google Drive and OneDrive traffic indicate connectivity with those services. Support includes unlimited personalized web-based live training, a video training library, and user support, which should help firms with onboarding and template setup.

Pricing

Law Firm

The free plan costs nothing and is positioned for connecting with potential leads. It is a low-risk starting point for a solo practice or firm that wants to establish an initial client-facing presence, but it is not the option for the paid plans' unlimited-matter workflow.

Up to 39 users

This plan costs $59 a month on annual billing and supports up to 39 users with unlimited matters. It fits small and midsize practices that need the full team involved in intake and matter work. The annual term is a meaningful commitment, although an annual subscription includes one month free.

40+ users

The 40+ users plan costs $56 a month on annual billing and includes unlimited matters. Its lower listed monthly rate makes it the logical tier for larger firms, provided the organization genuinely needs at least 40 users. Paid integrations such as QuickBooks and DocuSign can add cost, and online payment partner fees may apply.

SimpleLaw offers a 14-day free trial. Firms should use that period to verify template behavior, intake routing, integrations, and the appropriate user band before annual renewal.

Platforms

SimpleLaw is available on the web, so firms can use it through a browser rather than choosing a desktop or mobile-specific edition.

Who it's for

SimpleLaw is aimed at law firms and attorneys managing client matters. It is a strong fit for practices with recurring documents and a need to gather client information, exchange files securely, obtain signatures, accept payments, and report matter status in one client-facing workflow. It is a weaker fit for firms that need only a lightweight document generator, or for teams whose size makes the annual user tiers awkward.

Pros and cons

Pros

• Reusable Word and PDF automation: stored matter and intake data can fill templates across cases, reducing repetitive entry.
• Flexible intake: unlimited intake forms and portal-or-email completion support different client processes.
• Broad client workflow: messaging, secure exchange, signatures, payments, and status updates sit alongside automation.
• Documented security posture: segregated data, encryption, and stated ISO 27001, SOC2, HIPAA, and GDPR-related measures address common legal-practice concerns.
• Training included: live personalized training and a video library can shorten adoption work.

Cons

• Annual commitment on paid tiers: the unlimited-matter plans are billed annually, which reduces flexibility for firms with changing staffing.
• User-band constraint: a practice near 39 or 40 users must choose between tiers rather than paying for an exact seat count.
• Extra integration and payment costs: QuickBooks and DocuSign are paid integrations, and payment-partner fees may apply.
• Potential overreach for simple needs: firms wanting document automation alone may not benefit from the wider case-management feature set.

Alternatives

Choose 8am MyCase instead if you want iOS and macOS access and a $50.00-per-month annual Basic plan with case and contact management, time entry, invoicing, and trust-account tools.

Assembly is an alternative for teams prioritizing a freemium client-portal product with macOS, web, and Windows support; its free tier allows five active contacts, one internal user, 50 build credits per month, and three apps.

Pick LawConnect for free consumer access to AI legal information, with lawyer fees potentially applying when a user hires a lawyer.

Filevine suits firms seeking custom-built packages covering matter and document management, billing and payments, with optional intake, deposition, signature, and AI packages.

Jursu is another freemium legal option with Android and web support.

B12 is a web-based paid alternative centered on website plans rather than legal matter automation.

Centerbase offers a payments-focused product across Android, iOS, web, and Windows.

INSZoom is a paid, demo-led option available through API, macOS, web, and Windows.

For broader category browsing, see Legal Client Portal Software and Legal Practice Management Software.

Verdict

SimpleLaw Document Automation is a good choice for law firms that want reusable Word or PDF templates connected to intake and client-facing matter work. Its main reason to choose is the combination of automation, unlimited intake forms, and communication, exchange, signature, payment, and status features. Look elsewhere if you need a narrowly focused document tool, exact seat-based pricing, or a non-annual paid commitment.