SimpleLaw Document Automation helps law firms automate document completion using custom fields and client-intake data. It supports Word and PDF files, with reusable templates that can be filled from stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, as well as as many intake forms as they need. Clients can complete forms through the portal or by email. SimpleLaw presents the web-based product as legal case-management software for law firms and attorneys, and lists client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. Its free plan is described as a way to connect with potential leads. Annual paid plans are listed at $59.00 USD per month for up to 39 users and $56.00 USD per month for 40 or more users; both include unlimited matters. The company offers a two-week free trial, personalized live web-based training, a video training library, and user support. QuickBooks and DocuSign are listed as paid integrations, and online payment partner fees may apply.
Who it is for
It suits law firms and attorneys that want to automate document completion using matter and client-intake information. Its intake forms and client portal also fit firms collecting information from clients through the portal or email.
What is good
- Reusable templates draw on case and intake data.
- Supports Word and PDF files.
- Firms can create unlimited intake forms.
- Includes live training and a video training library.
What to know first
- QuickBooks and DocuSign are paid integrations.
- Online payment partner fees may apply.
- Paid annual plans start at $56.00 USD per month.
Verdict
SimpleLaw combines document automation with intake and case-management features for legal practices. The free plan is described as a way to connect with potential leads; paid annual plans include unlimited matters.
SimpleLaw Document Automation plans and pricing
All plansCompared on legal practice management software
- Free plan
- Yes
- Paid from
- $56/user/mo
- Client messaging
- Yes
- Secure document exchange
- Yes
- Electronic signatures
- Yes
- Online client payments
- Yes
- Client intake forms
- Yes
- Matter status updates
- Yes
