Legal Document
Automation and Assembly

Collect data, populate documents, gather eSignatures, and organize files.
Now, it's easier than ever to create NDAs, contracts, legal agreements, and more!

Try It Free

Modernize the creation of legal documents.

Every day, new proceedings, law reform, and general changes to the legal system affect lawyers and legal staff. To keep up, staff must work at an unprecedented pace, reviewing and drafting lengthy documents repeatedly. Manually collecting data from clients to create lengthy documents and scanning, filing, and shredding paperwork makes for an incredibly inefficient process.

How much time could you save if you automated how you collect data, generate files, and sign documents? Help your staff focus on negotiating contracts, engaging with clients, and staying productive.

Get the solutions your legal team needs.

Inefficient data management and document creation processes waste law firms $9,071 per lawyer every year.

There's a better way to generate, sign, and store the documents you use every day. Digitizing and automating your processes doesn't have to be a lengthy and time-consuming undertaking. Learn how your legal team can use Formstack to automate:

  • Data Collection
  • Document Assembly
  • eSignature Collection
  • Automated Delivery
  • File Management

Streamline your discovery process.

For legal teams, discovery (or eDiscovery) is the first step in any lawsuit or investigation. eDiscovery can be a very complex process with extreme volumes of data being produced, managed, and stored. Collecting data from and for your clients is a central component of most legal organizations, but it often takes the most time. Why not digitize this process?

Formstack Forms come equipped with powerful features that can help you level up your eDiscovery process and transform how your team kicks off legal work.

Data Analytics

Data Analytics

Use A/B Testing, UTM Tracking, and Field Bottlenecks to streamline your forms and accurately capture the data you need to improve the client experience.

Conditional Logic

Conditional Logic

Don't burden your clients by requesting data that you don't need from them. With Conditional Logic, your clients won't see irrelevant form fields.

Save and Resume

Save and Resume

Legal forms can be incredibly lengthy. Save and Resume is a great way for clients to come back to a form later when they have more time.

Responsive Forms

Responsive Forms

Your customers want to complete forms using their mobile device. Formstack forms are mobile-friendly and can be completed from a phone, tablet, or computer.

Automate legal document assembly.

If you're tired of manually creating repetitive legal documents, you've come to the right place. At Formstack,
we believe your time should be spent innovating for your customers and not updating tedious documents.
So, we've created a better way. It only takes a few steps to transform your team's legal document automation process.

Streamline your forms
1

Create a Formstack form to collect data from your clients. You can start with any of our premade templates or build your own. Our drag-and-drop builder makes it easy to customize forms to meet your needs. Simply include form fields for data you'd like to automatically populate in your document.

Automate repetitive tasks
2

Once respondents hit submit on your form, your process is in motion! The form data is automatically sent over to Formstack Documents, where it populates the designated legal document. You can even use form data to populate multiple documents, such as a contract and an NDA simultaneously.

Formstack sign example
3

After your document is populated in Formstack Documents, it's sent to Formstack Sign for signature collection. Your clients have the chance to review, initial, sign, and date their documents before they are sent back to your Formstack Documents account.

Complete and send
4

After your document has been signed, the completed file is sent to the designated folder in your Stash by Formstack account. Here, it's quick and easy to organize files, track version history, and make comments on your finalized documents.

Once you set up your Formstack process, it operates behind the scenes to repeatedly create the documents you need.

Streamline the collection of eSignatures.

Its critical that your eSignature solution is flexible and secure so your documents are completed correctly and on time. With Formstack Sign, you can customize messages for signers, delay delivery, collect multiple signatures at once, and send signed document to your favorite tools, such as your CRM. Plus, signatures can be collected across any device. Never chase down a signature again!

Formstack Sign can simplify eSignature collection across your most important legal documents, including:

Nondisclosure Agreement Template graphic
Nondisclosure Agreement Template
Easily establish nondisclosure terms for new partnerships with WebMerge's easy-to-use NDA...
Preview template
Prenuptial Agreement Template graphic
Prenuptial Agreement Template
Automate the creation, management, and delivery of legal agreements....
Preview template
Shareholder Agreement Template graphic
Shareholder Agreement Template
Create a contract for stockholders outlining rights, responsibilities, valuation, and...
Preview template
Website Development Contract graphic
Website Development Contract
Easily set up agreements for partners, clients, and other stakeholders with WebMerge's...
Preview template
Letter of Intent Template graphic
Letter of Intent Template
Easily set up purchase agreements and other partnership deals with WebMerge's easy-to-use...
Preview template

Integrate with your favorite legal software.

Connecting with the tools that house your most vital information is an important part of keeping your team successful and productive. Formstack's solution for legal teams integrates with the most popular tools for contract and case management. Our full list of integrations includes:

CaseMail

CaseMail

Populate documents by pairing Formstack Documents with a form builder, project management tool, or CRM. With our CaseMail integration, you can automatically send documents for print and mailing. Simply add the address, and CaseMail will print your legal document and drop it in the mail!

Learn more

Clio

Clio

Take your practice management solution to the next level with Formstack's Clio integration. Quickly and easily pull data from Clio to populate client contracts, populate intake documents, and sign agreements. With Formstack and Clio, the process is not only simple, but automated!

Learn more

NetDocuments

NetDocuments

NetDocuments is a great way to keep your legal department efficient. If you need to search and share legal documents quickly, Formstack's NetDocuments integration grants you access to features like optical character recognition, advanced search, and secure links.

Learn more

Chase D’Agostino,

"The combination of functionality, support response times, and cost brought us to Formstack. It was unbelievable how easy it was to set up."

Chase D’Agostino
AVP of Corporate Solutions, QuisLex

Read the Full Story

Track version history and store completed files.

Make paper filing a thing of the past. Stash by Formstack is a cloud storage tool that helps your team automatically sort and store documents online. You can store any file type, from PDFs and Word docs to CSVs and PowerPoints. Formstack's cloud storage option providers users with a simple and secure way to save file uploads and merged documents instantly.

Organize

Organize

Automatically deposit signed documents directly into a designated folder. Use file descriptions and tags to sort and search for files.

Collaborate

Collaborate

Keep your entire team in the loop with features like unlimited users and storage space and in-app commenting and editing.

Access

Access

Stash can be accessed anywhere from any device, and you can share folders with anyone, even if they don't have a Stash account.

Learn how Formstack can support
your legal document assembly.

Support your legal team with legal document automation tools that work for them.

Your paperless office is just around the corner. Make the transition today with a free 14-day trial!

Try It Free