Best DocXtools Alternatives in 2026
Find the top alternatives to DocXtools currently available. Compare ratings, reviews, pricing, and features of DocXtools alternatives in 2026. Slashdot lists the best DocXtools alternatives on the market that offer competing products that are similar to DocXtools. Sort through DocXtools alternatives below to make the best choice for your needs
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Contra is all you need to automate legal documents and manage them in one place. You can either create contracts from scratch or use configurable templates to automatically populate your contract. Negotiate and collaborate on legal documents in real time. Assign permission-based access to collaborators according to entity, department, and role. You can create an approved center or authority matrix that will allow you to allocate who can approve contracts and view documents in any format. Integrate with DocuSign tools to create authentic Electronic Signatures. This will save you a lot of time and effort. Keep track of important responsibilities like renewals, notice periods, and automatic increases. Also, ensure that the right people get notified at the right moment. All documents and contracts should be stored in a central repository that can be searched. You can access them securely from anywhere.
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Litify
Litify
Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. -
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Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.
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8am MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices.
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DocStyle
DocStyle LLC
$49/Month DocStyle can convert any PDF file into Word and style it in one process using Intelligent Formatting Recognition. This process is designed to identify and format content to create a structured Word document that can be edited and modified. DocStyle can also style Word documents automatically, reducing the time-consuming cleanup. -
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Template Studio
Novaplex Business Solutions
$8/month/ per user You can buy each of our products separately or as a combination to meet your document creation, presentation and spreadsheet printing needs. We can help you save time and money while improving your green credentials. All software is compatible with Office 365, Office 2013, 2016 or 2019, and all versions of Office 365. Available in 32- and 64-bit versions. -
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LegalUp
LegalUp
$299 per monthStreamlined Document Generation. Effortlessly craft tailored legal documents utilizing your own material. This solution is designed for legal professionals to produce precise documents reflecting their firm's established practices and insights. By opting for LegalUp’s service, you can reduce the time spent on document creation by an average of 80%. Enhance your website's appeal by offering clients a distinct advantage, showcasing innovation through the complimentary access to LegalUp's platform at the onset of your "client journey," enabling your true expertise to shine during more intricate assignments. Do you need to gather information from your client to prepare a document? Rather than collecting it directly, provide them with a digital questionnaire that directs them to supply all necessary factual information. LegalUp’s technology converts your intricate, repetitive legal documents into automated smart wizards that adeptly integrate your firm's knowledge and best practices, ensuring efficiency and precision in every generated document. With this approach, you not only save time but also elevate the quality of your legal services. -
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Josef
Josef
Legal professionals rely heavily on documents in their work. With Josef, automating the creation of any legal document becomes a straightforward task. Simply upload your templates, implement the necessary logic, and share the bot with your colleagues or clients. Eliminate the repetitive task of drafting the same contracts and documents repeatedly. Ensure that information and documents are systematically organized and accessible from a central hub. Standardizing low-risk documents can significantly minimize input errors. Furthermore, enhance efficiency by enabling clients to serve themselves, reducing overall turnaround times. Create a single bot that can generate a variety of legal documents from a single user interaction. You can effortlessly upload your template documents while maintaining their original formatting and style, thus streamlining the entire process. This not only saves time but also improves accuracy and consistency in document management. -
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Legito
Legito
$55 per user per monthDocument Automation & Contract Assembly, Smart Workflows and Approvals & Document Management; Advanced Electronic Signature. Legito, your Smart Document Workspace, combines all these features under one roof. You can automate documents that are almost as easy to draft in less than two hours with Legito, your Smart Document Workspace. Legito is used by over 140,000 users from 50 countries, including top-tier law firms and companies, such as Price Waterhouse Coopers and Skoda Auto. -
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Lawyaw
Lawyaw
$70 per monthDiscover budget-friendly legal document automation software designed to reclaim precious time in your busy schedule. With the ability to reduce your legal drafting workload by 80%, you can effortlessly auto-fill court forms and transform your traditional Microsoft Word documents into user-friendly online templates. Research indicates that law firms allocate around 20% of their working hours to repetitive drafting tasks. By utilizing Lawyaw, you can generate multiple document sets at once, saving valuable time and minimizing the risk of errors. Our cloud-based platform allows you to efficiently search, select, and populate thousands of official state court and immigration forms without the need for software installation. Enhance your filing speed with our integrated federally compliant eSign tool, allowing you to complete your tasks even faster. Our objective is to enhance access to legal services through innovative technology solutions. At Lawyaw, our team is dedicated to creating affordable, no-code document automation tools that cater to solo practitioners, small firms, and mid-sized legal practices, facilitating improved information gathering and document assembly processes. By simplifying these tasks, we empower legal professionals to focus more on their clients and less on paperwork. -
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Avvoka serves as a comprehensive tool for document automation, negotiation, and analytics, aimed at assisting law firms, in-house legal teams, and businesses of various sizes in efficiently drafting documents, facilitating negotiations, and harnessing data insights to improve document quality and expedite agreement processes. In contrast to traditional tools, Avvoka enables users to swiftly create automated versions of even their most intricate documents through a user-friendly automation builder, eliminating the need for complex coding in Word. Customers benefit from the platform’s ability to enable real-time collaboration among colleagues and negotiate seamlessly with external parties through Avvoka's online interface, significantly speeding up the agreement process. Additionally, Avvoka provides an array of advanced reporting features that empower businesses to analyze resistance to standard contract clauses, monitor essential commercial terms, and evaluate the performance of individual negotiators, ultimately enhancing their negotiation strategies. This unique combination of automation and analytics equips users with the tools necessary to navigate complex legal agreements with confidence.
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LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.
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JurisDOC
JurisDOC
$50 per user per monthAt JurisDOC, we understand the essential functions that automated legal document software must perform to support law firms effectively. Our platform offers an extensive range of forms and pleadings that encompasses over ten vital areas of law, such as divorce, adoption, criminal defense, and trusts and wills, which are fundamental to the operations of most solo practitioners and small law firms. We firmly believe that our automated legal form and document assembly software can enhance your practice's efficiency and profitability, although we encourage you to assess its value for yourself. Designed by lawyers with the needs of their peers in mind, our software enables you to gather, modify, or incorporate all necessary legal documents required to progress with your cases seamlessly. Additionally, our thorough tutorials provide guidance on everything from initiating case creation to refining document editing, ensuring you can maximize the software’s potential to benefit your practice. By choosing JurisDOC, you're not only investing in a tool but also in the future success of your legal practice. -
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Business Docx
Wealth Counsel
BUSINESS DOCX® enhances the efficiency of crafting exceptional documents for your small business clientele. Featuring user-friendly document previews and an interactive interview process, along with instant updates on client preferences, you'll be amazed at how much easier document preparation becomes with this innovative drafting system. Business Docx offers precisely the tools needed to generate customized, accurate documents quickly and confidently for your small to mid-sized enterprise clients. Additionally, the Meetings, Minutes, and Resolutions Suite encompasses all the essential documents required for managing business meetings and recording corporate decisions, making it suitable for corporations, partnerships, and limited liability companies alike. This versatile tool not only streamlines your workflow but also elevates the quality of your documentation efforts, ensuring that every detail is captured with precision. -
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Rapidocs
Epoq
$99.00/month For over ten years, Epoq has led the way in the field of legal document technology. We provide a variety of solutions that utilize a comprehensive set of components to enable the complete online delivery of legal document services to users. The process of document automation, also referred to as document assembly, accelerates the creation of documents by employing versatile and adaptable templates. These templates encompass all necessary clauses and text to generate a specific document, and they are activated during the drafting phase according to the established rules and logic within the template. Our Rapidocs® platform offers context-sensitive assistance and guidance, helping users navigate the more intricate aspects of a document effectively, while also providing detailed notes for reference when needed. This innovative approach significantly decreases the time involved in document creation, while simultaneously enhancing the accuracy and consistency of the final drafts. Ultimately, Epoq’s solutions empower legal professionals to work more efficiently and with greater confidence in their document processes. -
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Plumsail Documents
Plumsail
$29 per monthPlumsail Documents will save you from wasting your time copying and pasting data into documents. The product provides a tool to create automatically the documents you need with data from systems you use every day. Plumsail Documents offers a wide range of integrations with cloud storage, electronic signature solutions, and other services. It can be integrated into any of your services in Power Automate and Zapier. These are the challenges Plumsail Documents is able to solve: - data collection - document creation - the e-signature collection - automated document delivery - integration and sync with CRM, ERP, and databases All of it! -
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Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.
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Collavate
Collavate
Transform your concepts into tangible outcomes using Collavate, a reliable cloud-based platform designed for seamless collaboration and document review processes. You can create, edit, and draft your documents while easily sharing them with other teams for additional feedback. By tagging specific individuals, you can guarantee their valuable insights are included! All documents uploaded through Collavate are managed by the Document Manager, which oversees permissions for each submission. The design of the approval workflow is straightforward and user-friendly. Collavate is compatible with various devices, including web browsers, mobile phones, printed copies, and e-ink displays. Our aim is to enable approvers to concentrate more on the content of the documents rather than the logistics of accessing them. Tailored to your specific requirements, Collavate allows customization of the approval process to align with your team’s structure and workflows, ensuring optimal collaboration and oversight. With Collavate, your team can streamline their processes and enhance productivity. -
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LegalNature Pro
LegalNature
Accessing online legal documents and services that comply with state regulations and are user-friendly has never been easier. Each day, countless individuals, from entrepreneurs to legal professionals, rely on LegalNature to effectively handle both their business and personal matters. You can create, download, and print your legal documents whenever you need them, from any device, with step-by-step guidance provided for every form. With our offerings, you can trust that our experts are managing the legal complexities, allowing you to focus on what you excel at. A LegalNature+ subscription grants you comprehensive access, enabling you to create, modify, and store unlimited copies of all your documents. You will be provided with a secure, personalized dashboard that keeps all your legal paperwork organized. The platform makes it simple to generate new documents or business services quickly. With over 3,000 five-star ratings from satisfied customers, you can feel confident in our services. Rest assured that your documents and personal information will always remain confidential and protected. -
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BigHand Document Creation
BigHand
BigHand Document Creation offers a legal document solution integrated with DMS that enhances the functionality of Microsoft Word, PowerPoint, and Excel, facilitating the efficient production of legal documents. It allows users to create standardized templates without complex coding, which can then be deployed across the firm with a single click, ensuring consistency, strong branding, and improved version control. Key design features include unlimited numbering, bullet points, and various styling options that users can easily access. By building upon familiar Microsoft environments, the solution promotes greater user adoption and requires minimal training for effective use. The interface features ribbons organized into user-friendly workflow options, enabling users to seamlessly navigate their tasks from left to right. Additionally, it allows for the safe reuse of content from existing documents into branded templates while instantly applying firm-approved styles. With helpful tools provided, tasks like numbering, formatting, and sectioning are simplified, making even the most challenging documents manageable. Ultimately, this comprehensive solution not only enhances productivity but also fosters a cohesive branding experience across all legal documents. -
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Leaflet
Leaflet Corporation
Leaflet stands out as the sole platform that enables the creation of tailored legal documents while utilizing automation to ensure precision and compliance. By integrating Leaflet Contract Automation with your existing CLM, you can rediscover the joy in your work. Unlike other providers who claim "No programming required," their true implication is that programming isn't necessary for merely basic documents. When it comes to developing new documents, adjusting forms, or generating variations, the real programming challenge begins. With the Leaflet No Programming Advantage, you gain complete autonomy, allowing you to meet deadlines, enhance productivity, serve clients effectively, and minimize repetitive tasks. Additionally, everything you automate becomes operational immediately, facilitating real-time testing. In contrast to other systems that reconstruct documents each time a variable is created, Leaflet allows you to work directly within Word, eliminating the frustrations associated with other isolated solutions. This seamless integration not only boosts efficiency but also empowers you to create with confidence. -
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LegalDepot
Legal Depot
$33 per monthSelect the document you wish to create from our extensive collection of templates. Each of our templates has been crafted by legal professionals to guarantee their accuracy, comprehensiveness, and relevancy. Your document will seamlessly integrate the information you input, and it is also entirely customizable, allowing you to modify any section as needed. After your legal document is generated and tailored to your specifications, it’s completely yours! You can save it, print it, and distribute it to anyone you desire. Since its inception in 2001, LawDepot began with a single document: a Promissory Note, commonly understood as an IOU. The success of this initial offering led us to broaden our range to better serve your legal needs. We recognized the significance of providing safe, accessible, and cost-effective legal tools to handle a variety of everyday circumstances. Now, we proudly present over 150 document templates that can be utilized across all 50 states, whether you are looking to safeguard your estate, loan money, manage rental properties, or establish a business. Our commitment to continuously enhancing our offerings ensures that you have the best resources at your fingertips. -
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ClaimMaster
ClaimMaster
$30 per user per monthHigh-quality patent applications should be prepared that can withstand enforcement challenges. Avoid paying overhead fees during prosecution. ClaimMaster can be used to proofread documents for missing antecedent bases, lack of specification support and inconsistent claims and part numbers. It also helps with dozens of other issues large and small. Automating many steps of patent application drafting allows you to focus on strategic work that creates value. Natural language processing and customizable templates allow you to create sections, figures and flowcharts. ClaimMaster also includes other helpful patent drafting tools for renumbering figures and parts, auto-complete/suggest for parts, and inserting boilerplate. You can speed up the drafting of Office Actions and USPTO forms. ClaimMaster's powerful tools can help you analyze Office Actions faster and draft responses quicker. -
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Bigle
Bigle
Bigle is an innovative legal tech company. It offers 4 products in its software suite: Bigle CLM (a legal AI), Bigle Sign, and Bigle Academy. The company's goal is to streamline legal operations for companies, improve security and minimise the risk of legal contingencies. The platform allows professionals the ability to create documents automatically, share them with others for review, validate in real time, collaborate virtually, and negotiate. It also has its own electronic signing. Bigle has created a generative artificial-intelligence assistant, Libra. It is connected to the CLM platform developed for legal departments. Libra is an expert on the legal field, and offers a secure, confidential environment. The technology company is a leader and pioneer in the field of document automation without codes. It has a global reach and clients such as large corporations and law firms. -
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Litera
Litera
$116 per yearLitera stands as the premier provider of technology designed specifically for legal workflows and workspaces on a global scale. Numerous organizations worldwide have placed their confidence in Litera to enhance their legal teams' abilities to draft, collaborate, and oversee their responsibilities, enabling them to dedicate more attention to their clients' essential needs. By revolutionizing the document perfection process, deal management, and case oversight for legal teams of all sizes, Litera is making significant strides in the industry. Utilizing advanced technology can lead to a decrease in write-offs and write-downs while also elevating client service and speeding up turnaround times. Furthermore, it helps minimize the hours spent on monotonous, manual tasks. Litera Desktop presents a comprehensive toolbar that equips lawyers with all necessary tools for document drafting, creating an integrated and seamless user experience that promotes vendor consolidation and user adoption. As the only unified solution in the legal sector, Litera Desktop supports top-tier document drafting technology through a single Word ribbon, thereby optimizing lawyers' workflows and enhancing operational efficiencies for IT departments, ultimately benefiting the entire legal ecosystem. -
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The Legal Assistant
The Legal Assistant
$55 per monthYour firm can access an all-in-one solution designed to enhance productivity, boost client satisfaction, and facilitate growth with ease. The Legal Assistant simplifies the management of both incoming and outgoing mail, significantly reducing the time spent on allocation and filing each day. You’ll never have to worry about misplaced correspondence again, as it drastically cuts down the time-consuming task of scanning and filing, ensuring that all incoming mail is accurately linked to the appropriate case files. By integrating directly with your email service, the system automatically identifies and associates incoming emails with relevant case files, even during off-hours, eliminating the hassle of sifting through your inbox for important documents. With a vast library of Microsoft Word templates at your disposal, you can begin communicating with clients, opposing counsel, and various other stakeholders right away. All templates are fully adaptable in Microsoft Word, making it easy for your staff to utilize without the need for any additional training. This seamless integration not only saves time but also enhances the overall efficiency of your firm’s operations. -
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Celant Document Automation Engine
Celant Innovations
$50 per monthInvest your time in activities that yield high value rather than tedious tasks. Enjoy the freedom to produce exactly what you desire, delivered exactly when you need it. Achieve 100% accuracy, consistency, and compliance regardless of who is responsible for drafting. Focus on your areas of expertise instead of getting overwhelmed by document preparation. Optimize your resource allocation by empowering non-lawyers to create documents. Enhance review procedures and guarantee adherence to regulations through automation. Boost your efficiency, effectiveness, and customer satisfaction, leading to better reviews. We are here to support you with our intelligent automation that performs the necessary checks on your behalf. Amplify your revenue and accomplish significantly more with your current workforce. Our team will transform your forms into expertly crafted templates. Create professional designs effortlessly using our user-friendly markup syntax, which requires no coding skills! With numerous document automation solutions available, it's important to consider specific criteria during your assessment. Think carefully about the features that will best serve your unique needs and streamline your operations effectively. -
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Loio
Loio
$29.95 per monthLoio is a digital solution for managing legal agreements, allowing users to draft, complete, and electronically sign legally sound documents. It’s ideal for entrepreneurs, independent professionals, and anyone who needs a dependable contract without delays. With Loio, preparing legal paperwork becomes straightforward and can be done in just a matter of minutes. The service includes a large collection of more than 2,500 flexible templates tailored to various business purposes. Contracts are created through an interactive question-based process, documents can be edited using an advanced built-in PDF editor, and final signatures are added securely through Loio Sign — all within a single platform. The experience is designed to be efficient, user-friendly, and practical for everyday business tasks. Each document template available on Loio is developed and verified by qualified legal experts to ensure precision and adherence to applicable state regulations. Whether you need a lease agreement, service agreement, NDA, or another legal document, Loio provides everything necessary to complete the process quickly, safely, and with confidence. -
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Lexis for Microsoft Office
LexisNexis
Overcome interruptions and enhance your workflow by drafting, reviewing, and researching using the most user-friendly legal solutions available. With seamless access to Lexis®, Practical Guidance®, and Lexis® Search Advantage directly in your document, you can leverage the esteemed Shepard’s® Citations Service as you compose, ensuring your citations are formatted correctly. Experience a remarkable 66% increase in citation checking efficiency. Start creating your documents confidently with the guidance of precedent language contributed by over 850 legal professionals, along with reliable proofreading resources. Tasks that once took considerable time can now be completed swiftly in mere seconds with the award-winning TOA builder. The Lexis for Microsoft Office tools provide direct access to extensive Lexis Advance® content, empowering you with advanced search filtering and organized work folders—alongside real-time insights and thorough analysis from skilled attorney-editors through the esteemed Shepard’s® Citations Service. This comprehensive suite not only streamlines your legal writing process but also enhances your overall productivity. -
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Plexus
Plexus
With the integration of AI technology and support from top-tier legal professionals, Plexus empowers all members of your organization to efficiently complete their legal tasks with precision and compliance. Plexus Contract Management transcends the traditional role of a document repository, offering features like renewal alerts, negotiation capabilities, e-Signatures, and advanced search and summarization tools that transform your documents into valuable resources rather than mere stacks of paper. The AI-driven enhancements allow you to maintain control while equipping you with the essential tools and insights to operate more swiftly and intelligently. Simply provide Plexus with the specifics of your upcoming trade promotion, and we will produce fully compliant terms and conditions, reviewed and approved by an expert lawyer, in less than a day. Additionally, we can manage the application for relevant permits, oversee draws and winner notifications, and handle any other requirements, ensuring your promotions run smoothly and effortlessly. Our commitment is to streamline your legal processes so you can focus on what truly matters—growing your business. -
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Eve
Eve
Eve is an all-encompassing AI-driven legal platform tailored for plaintiff law firms, streamlining every phase of a legal case from initial intake to final resolution. It starts with the case intake and assessment process, assisting firms in pinpointing cases with the highest potential and generating concise overviews based on critical documents and facts. In the pre-litigation stage, Eve is capable of drafting various legal documents in the desired tone and style, including demand letters, medical chronologies, and complaints, while referencing pertinent case facts. As litigation progresses, it offers support by propounding discovery, addressing discovery requests, analyzing depositions, and formulating motions, accomplishing these tasks in mere minutes rather than hours. Eve is designed to seamlessly integrate with existing workflows and adapt to the specific processes of each firm, moving away from generic legal automation to a collaborative system that “works alongside you.” Additionally, it boasts features such as an AI reasoning mode for sophisticated legal analysis, inline source citations, and a robust validation framework to ensure the accuracy of its outputs. By enhancing efficiency and accuracy, Eve empowers law firms to focus more on strategy and client interactions. -
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Robin
Robin
$0Numerous businesses around the world are leveraging generative AI to enhance their legal operations. We envision a future where legal practices keep pace with the demands of the business world. By implementing robust permissions, controls, and approval systems, you can maintain comprehensive oversight across your teams. Equip your team with the tools to draft contracts efficiently, guided by clear instructions. This approach allows valuable time to be redirected toward more strategic initiatives. Utilize pre-approved templates to ensure uniform language across all standard contracts. Accelerate your workflows with seamless review and negotiation processes. By eliminating manual tasks, teams can concentrate on high-level strategic planning instead of routine activities. Innovative AI playbooks are designed to foster consistency, precision, and rapid execution. Enhance your operational efficiency by establishing a single source of truth paired with user-friendly search functions, ultimately leading to improved collaboration and decision-making. -
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Zegal
Zegal
Utilize Zegal to create and oversee your contracts in a digital format, allowing you to conserve time and resources while bolstering legal safeguards for accelerated growth. Customize, generate, and electronically sign intricate agreements tailored to the specific requirements of your business. Keep all stakeholders informed and secure in one centralized platform, eliminating the cumbersome reliance on email attachments and printers. Zegal was meticulously crafted for legal professionals, and with features like the Document Builder, in-app editor, Workflow Editor, and an extensive library of contract templates, your Sales, HR, and other departments can easily navigate the tool. Quick contract approvals translate to swifter business operations. Additionally, the in-app editor's integration with your CRM enhances collaboration between Sales and Legal teams, potentially reducing deal times by up to 75%. Ultimately, this means your Sales team can leverage a familiar tool that enhances their efficiency and effectiveness. The seamless experience provided by Zegal allows your organization to focus on what truly matters: growth and success. -
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Beyond Counsel
Beyond Counsel
$99 per monthClients seek documents that are straightforward, succinct, and impactful. Our drafting tools, designed by lawyers specifically for their peers, help you save time and minimize expensive mistakes. While it’s clear that a robust workflow system is essential, understanding its importance doesn’t directly translate into creating or executing one. As a lawyer, your plate is already full with urgent matters and clients requiring your immediate focus, leaving little room for administrative tasks. BeyondCounsel offers a proven workflow system that guides your estate planning prospects from their first interaction with you, through all phases of their case, and culminates in file closure along with positive feedback and referrals. In the following sections, we will outline the steps of the workflow system we've designed to enhance your productivity and efficiently handle your estate planning cases, ensuring that you can focus more on your clients and less on operational hurdles. By implementing this system, you can expect to see improved client satisfaction and more streamlined processes. -
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Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.
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Forms Workflow
Aderant
Aderant's Forms Workflow solution allows you to access fillable Microsoft Word templates and our end-to-end litigation flow platform. This will help your law firm reduce risk, save money, build a stronger practice, and mitigate risk. You can auto-fill up 50 forms at once, and you can download and edit them right within Microsoft Word. Forms Workflow also allows you to search, download, edit, and save your forms. -
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Draftable
Draftable
$129 USD per yearDraftable is an Enterprise-Grade Document Comparison Software that lets users easily spot changes between documents. The Draftable product suite includes Draftable Online for browser-based document comparisons, Draftable Desktop for secure computer-based document comparisons, and Draftable API for integrating our dynamic technology into your app. The software features a side-by-side view and a change list that presents all modifications in the one place. Users can export comparisons to a PDF, and compare different file types including PDF, Word, PowerPoint, and Excel. -
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Mike DocReview
Mikelegal
Mike DocuSieve is an innovative add-in for MS Word that harnesses artificial intelligence to streamline the proofreading and formatting of legal documents, achieving speeds that can be up to 75% faster. Developed through a partnership between legal professionals and software engineers, this tool efficiently reviews contracts and agreements as they are being drafted, cutting down proofreading time by over 70%. Each line of text is meticulously analyzed, with any formatting inconsistencies identified as errors, ensuring that your document maintains a polished appearance. Users can easily customize heading styles through the settings, allowing for the correction of all headings at once, which saves valuable time. Additionally, paragraph styles, including font type and size, can be set and adjusted with ease. The add-in also highlights any discrepancies within the text, flagging them for review. This powerful tool provides the ability to format sections differently from the primary agreement, allowing drafts to stand out from conventional legal documents. Moreover, it offers the option to establish a personalized numbering format, giving users the creative freedom to tailor their documents to specific needs. With Mike DocuSieve, legal professionals can enhance their workflow and create documents that are not only functional but also visually appealing. -
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DirectLaw
DirectLaw
$49 per monthDirectLaw is a cloud-based platform that automates legal document creation while allowing clients to access legal services online. It offers a variety of features, including online client intake forms, automated document generation, and the ability to sell document review and legal advice over the phone, in addition to a client-facing calendar. The platform seamlessly integrates with tools like Google Apps, Box, and Rocket Matter, enhancing its functionality. By utilizing DirectLaw, you can provide your clients with the convenience of drafting legal documents directly from your website. Important documents and communications between attorneys and clients can be stored for round-the-clock web access, ensuring that vital information is always available. Users can keep track of crucial dates and events shared by the firm, fostering better organization. Moreover, DirectLaw's interactive client portal is designed to improve client acquisition, retention, and overall law firm productivity. This virtual law firm platform serves as a valuable complement to your traditional business model and marketing efforts, or it can be used to develop a completely new operational approach. By adopting DirectLaw, law firms can elevate their service delivery and stay competitive in a digital-first landscape. -
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Solve Intelligence
Solve Intelligence
We utilize artificial intelligence to assist legal experts in efficiently crafting superior patents. This is achieved through an in-browser document editor that can be accessed instantly. Any data you upload or receive through our platform is never utilized for training AI models of any sort. Neither Solve nor any external parties track or store your information; everything remains exclusively within your control. All information is secured during transmission and stored on enterprise-grade servers using AES-256 and TLS 1.3 encryption protocols. Solve maintains compliance with the most stringent security regulations, including certifications like SOC 2, GDPR, CCPA, and ISO 42001. Our Solve Intelligence copilot is tailored specifically for intellectual property, drawing on exemplary patents to ensure top-notch results. You can easily adjust the AI to write in your own unique style, allowing for personalization that caters to various industries, clients, and geographical areas. By integrating our enterprise-ready generative AI into your processes, you can swiftly enhance the productivity and effectiveness of your IP team, ultimately leading to more innovation and success in your patent endeavors. This seamless integration not only saves time but also empowers teams to focus on strategic tasks rather than repetitive processes. -
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MetaJure
MetaJure
MetaJure provides invaluable support to numerous attorneys by enabling them to efficiently manage and swiftly locate essential documents whenever necessary. This is achieved by consolidating all documents within a firm, automating the arduous tasks associated with document management, and offering a user-friendly retrieval system that allows lawyers to focus on their legal practice. The platform automatically gathers and organizes both documents and emails without the need for any manual tagging or profiling. This means no more squandering time searching for files; instead, users can utilize our seamless keyword search to instantly access all documents within the firm. By tapping into the firm’s pre-existing work products, attorneys can gain a significant advantage over competitors who struggle with knowledge accessibility. Established by legal professionals, MetaJure was designed specifically to create technological solutions that enhance the productivity, quality, and efficiency of legal practitioners and their firms. With over two decades of experience in addressing the difficulties of eDiscovery and locating critical information, the founders of MetaJure are pioneers in the realm of legal technology and are committed to transforming the way lawyers work. Ultimately, MetaJure empowers firms to maximize their resources and streamline their operations, ensuring they remain competitive in an ever-evolving legal landscape. -
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Word LX
Infoware
$250.00/year/ user Word LX by Infoware, a template management system of the highest quality, is designed to produce consistent and accurate legal documents. It includes customized templates that can be branded by the firm and powerful editing tools. Word LX is a tool for legal professionals that simplifies document creation and formatting. It also improves document quality and accuracy, increases productivity, and boosts profitability. Word LX allows you to produce high-quality, consistent-formatted legal documents quickly and efficiently. This will allow you to drive significant improvements for your legal firm. -
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TheFormTool
TheFormTool
$89.00/one-time Research indicates that the rate of errors in documents can soar to alarming figures, hitting 60% or even higher. However, implementing document assembly can effectively bring that rate down to zero. Your team possesses exceptional skills, so capitalize on their expertise by compiling an extensive library of the finest forms available, allowing everyone in your organization to access the cream of the crop. Customers have reported an average time savings of 71% when dealing with repetitive documents, with an impressive 22% claiming to have saved over 80% of their time. It is essential that your clients receive the highest quality of work, as they rightly expect nothing less. By minimizing the hours spent on tedious tasks, you can redirect your focus toward innovative ideas and effective communication. If your performance hinges on the quality of your documents, strive to make them flawless and efficient. Additionally, avoid the pitfalls associated with relying on outdated forms by maintaining a singular, perfected version for the entire office, ensuring consistency and accuracy in all communications. This approach not only enhances productivity but also elevates the overall standard of work across the organization. -
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Malbek
Malbek
See Malbek CLM in ActionMalbek is an advanced AI-driven contract lifecycle management (CLM) platform built to empower enterprises in managing complex contracts with ease and transparency. It provides a dynamic, centralized environment where businesses can glean actionable insights from contracts, enabling smarter decision-making and maximizing profitability. The platform streamlines contracting by offering intuitive workflows, quick contract creation, and seamless approval processes that boost operational efficiency and compliance. Malbek’s robust integrations with widely used business tools like Salesforce, HubSpot, SAP, Slack, and DocuSign connect contract management with broader enterprise operations, maintaining a single source of truth. Embedded AI throughout the system automates manual, time-consuming tasks and provides timely insights and recommendations, accelerating negotiations and shortening contract review cycles. With a customer retention rate over 120% and nearly all users recommending the platform, Malbek is recognized for enhancing productivity and collaboration across global teams. The platform also offers comprehensive support and training, ensuring clients get the most out of their CLM investment. Its trusted reputation is built on delivering meaningful business impact through technology and innovation. -
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Tritium
Tritium Legal Technologies Limited
Tritium, the Legal IDE, is a specialized desktop word processing application built from the ground up to meet the needs of transactional lawyers. It simplifies legal drafting and document review by offering full compatibility with Word’s .docx format alongside a minimalistic, lawyer-centric user interface. The software features lightweight redlining functionality, allowing users to generate quick, clear comparisons via intuitive shortcuts. Tritium also enables users to view and annotate PDFs directly alongside Word documents, eliminating the need to switch between apps during review. Lawyers can enhance productivity by connecting Tritium to external or proprietary large language models (LLMs) for intelligent drafting assistance. The platform highlights defined terms and cross-references across multiple open documents in real time, improving accuracy and context. Its multi-document library lets users open entire matter folders and search across all documents instantly. Tritium’s design is tailored to speed up legal workflows while maintaining document precision.