With automated workflows powered by digital forms, documents, and eSignatures, it'll be easier for your staff to focus on clients and be more efficient.
Eliminate paperwork
Collect information from clients with beautifully branded forms that can be completed on any device.
Automate documents
Populate collected data into personalized contracts, agreements, NDAs, and other documents.
Collect eSignatures
Let clients and staff review and sign documents from the convenience of their phone, tablet, or computer.
Improve collaboration
Collaborate with coworkers on submissions, feedback, and approvals so you can meet client needs more quickly.
Simplify data sharing
Control how information is shared across different team members through intuitive logic and routing tools.
Keep your data safe
Protect legal data with advanced security measures, including SSL, encryption, and compliance.
