Spend more time advising your clients and protecting their interests

From Corporate formation documents to operational & sales agreements, draft business documents and contracts in minutes.

Save time by populating multiple documents at once

With multi-populate, enter client data once or automatically pull from your CRM or practice management software, to bulk generate documents like new employee agreements, loan packages, and organizational documents.

Streamline document management

Have separate purchase agreements for buyer-friendly and seller-friendly terms? For single corporate buyers, single individual buyers, and multiple individual buyers?

With sophisticated functionality like conditional logic, a clause library, and formula fields, you can use one smart Word template to create every version of a contract or agreement you might need.

When you need to make an update, there's only one template or clause to change.

Work more efficiently while reducing the risk of errors

Maximize productivity for your team by making templates available in a central location, while ensuring everyone is using the most current version of your documents.

Store templates in your document collection, a fully managed cloud-based file storage system, shareable and accessible by your team wherever they might be working.