SimpleLaw Document Automation
- Android app
- Not listed
- Free plan
- Yes
- Paid plans from
- $4.67/mo
- Runs on
- Web
Summary
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 using stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, along with as many intake forms as needed. Clients can complete forms through the portal or by email. The web-based product is presented as legal case-management software for law firms and attorneys, and includes client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. SimpleLaw offers a free plan described as a way to connect with potential leads, plus a two-week free trial. 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 personalized live web-based training, a video training library, and user support.
Who it is for
SimpleLaw Document Automation suits law firms and attorneys that want to fill Word or PDF templates using case details and client-intake information. It also fits firms seeking intake forms and client-facing case-management functions.
What is good
- Automates Word and PDF document completion.
- Templates can reuse case and intake data.
- Firms can create unlimited intake forms.
- Includes live training and a video library.
- Offers a two-week free trial.
What to know first
- Annual paid plans start at $59.00 USD per month.
- The free plan is described as lead connection.
- The product is web-based.
Verdict
SimpleLaw Document Automation is centered on reusable legal document templates populated from case and intake data. Its free plan is for connecting with potential leads; paid annual plans include unlimited matters and begin at $59.00 USD per month.
SimpleLaw Document Automation plans and pricing
All plansCompared on legal practice management software
- Free plan
- Yessimplelaw.com
- Paid from
- $56/user/mosimplelaw.com
- Client messaging
- Yessimplelaw.com
- Secure document exchange
- Yessimplelaw.com
- Electronic signatures
- Yessimplelaw.com
- Online client payments
- Yessimplelaw.com
- Client intake forms
- Yessimplelaw.com
- Matter status updates
- Yessimplelaw.com
Facts
- Client intake
- Yessimplelaw.com · 20 Sept 2026
- Purpose
- SimpleLaw document automation uses custom fields and intake form data to automate document completion for law firms.simplelaw.com · 29 Sept 2026
- File formats
- Document automation supports Word or PDF files.simplelaw.com · 29 Sept 2026
- Reusable templates
- Templates can be reused across cases and automatically filled with stored case, custom-field, and client-intake data.simplelaw.com · 29 Sept 2026
- Custom fields
- Firms can create customizable text, date, number, and paragraph fields.simplelaw.com · 29 Sept 2026
- Intake forms
- Firms can create as many intake forms as needed, and clients can complete them through the portal or by email.simplelaw.com · 29 Sept 2026
- Who it serves
- SimpleLaw presents the product as legal case-management software for law firms and attorneys.simplelaw.com · 29 Sept 2026
- Integrations
- The security page mentions Google Drive, OneDrive, and QuickBooks traffic, while the pricing page identifies QuickBooks and DocuSign as paid integrations and says online payment partner fees may apply.simplelaw.com · 29 Sept 2026
- Security and hosting
- SimpleLaw says customer data is segregated with no shared database, files and data are encrypted, and its AWS hosting is ISO 27001-certified and SOC2 compliant.simplelaw.com · 29 Sept 2026
- Compliance
- SimpleLaw states that its portal complies with HIPAA requirements and describes its communications as encrypted according to GDPR legislation.simplelaw.com · 29 Sept 2026
- Support and training
- The company offers unlimited personalized web-based live training, a video training library, and user support.simplelaw.com · 29 Sept 2026
- Trial
- SimpleLaw offers a two-week free trial and says an annual subscription includes one month free.simplelaw.com · 29 Sept 2026
Company
- Founded
- 2013simplelaw.com · 28 Sept 2026
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Sources
- simplelaw.com/pricing;· checked 20 Sept 2026
- simplelaw.com/document-automation· checked 29 Sept 2026
- simplelaw.com/features· checked 29 Sept 2026
- simplelaw.com/security· checked 29 Sept 2026
- simplelaw.com/pricing· checked 29 Sept 2026