SimpleLaw Document Automation
SimpleLaw Document Automation helps law firms automate document completion using custom fields and client-intake data.
What SimpleLaw Document Automation is
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 a month for up to 39 users and $56 a 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.
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.
Watch out
- The free plan is described as lead connection.
- The product is web-based.
Who it suits
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.
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 a month.
Plans and prices
From SimpleLaw Document Automation's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Law Firm | Free | Connect with potential leads |
| Annual attorney plan | $39 a year | All SimpleLaw functionality; additional integration fees may apply · annual |
| Monthly attorney plan | $49 a month | All SimpleLaw functionality; additional integration fees may apply · monthly |
| 40+ users | $56 a year | All SimpleLaw features · Client portal · Time and expense tracking · Invoicing and payments · Document automation · Unlimited matters · Tasks and calendars · Workflows · annual |
| Up to 39 users | $59 a year | All SimpleLaw features · Client portal · Time and expense tracking · Invoicing and payments · Document automation · Unlimited matters · Tasks and calendars · Workflows · annual |
The facts
Each one read from SimpleLaw Document Automation's own pages, with the date it was checked.
What it does
- Accounting and signatures
- SimpleLaw offers two-way QuickBooks syncing and DocuSign electronic-signature workflows.checked 15 Oct 2026
- API security
- SimpleLaw says it deliberately limits API connections to reduce the number of pathways that could expose data.checked 15 Oct 2026
- Calendar and tasks
- Users can assign customizable tasks and view calendars by firm member or appointment type.checked 15 Oct 2026
- Client intake
- Yeschecked 20 Sep 2026
- Client portal
- Clients can access matters securely, upload documents, complete forms, view tasks, and pay invoices without an additional portal fee.checked 15 Oct 2026
- Compliance
- SimpleLaw states that its portal complies with HIPAA requirements and describes its communications as encrypted according to GDPR legislation.checked 29 Sep 2026
- CRM and intake
- The built-in CRM tracks leads, contacts, conversion activity, notes, tasks, and appointments.checked 15 Oct 2026
- Custom fields
- Firms can create customizable text, date, number, and paragraph fields.checked 15 Oct 2026
- Custom intake
- Unlimited intake forms can be completed through the client portal or by email.checked 15 Oct 2026
- Documentation depth
- Public materials consist mainly of feature pages, FAQs, guides, and security explanations; no public SDK or endpoint reference is presented on the opened official pages.checked 15 Oct 2026
- Document automation
- It fills Word or PDF documents automatically from stored case data, custom fields, and intake information.checked 15 Oct 2026
- Email and calendar integrations
- Google and Outlook email and calendar connections track communications by matter.checked 15 Oct 2026
- File formats
- Document automation supports Word or PDF files.checked 29 Sep 2026
- Intake forms
- Firms can create as many intake forms as needed, and clients can complete them through the portal or by email.checked 29 Sep 2026
- Integrations
- Document storage options include SimpleLaw servers, Dropbox, Google Drive, and Microsoft OneDrive.checked 15 Oct 2026
- Licence and hosting
- The opened official pages describe a hosted service and do not publish an open-source licence or self-hosting package.checked 15 Oct 2026
- Limit: feature depth
- One reviewer says SimpleLaw is less robust than some alternatives, although the firm did not need every advanced function.checked 15 Oct 2026
- Limit: integrations and uploads
- Reviewers mention field mismatches during migration and say document uploading could be more streamlined.checked 15 Oct 2026
- Limit: interface
- Some reviewers say the software can feel clunky and that the interface could be more streamlined and intuitive.checked 15 Oct 2026
Money
- Billing
- Supported billing modes include hourly, flat fee, installment, trust, contingency, pro bono, and LEDES invoicing.checked 15 Oct 2026
- Free plan
- Yeschecked 20 Sep 2026
The company
- Company size
- LinkedIn lists SimpleLaw.com as a privately held software-development company with 11–50 employees.checked 15 Oct 2026
- Founded
- LinkedIn lists 2005 as the company founding year, while SimpleLaw's own history says the product was introduced in 2013.checked 15 Oct 2026
- Headquarters
- LinkedIn lists the headquarters at Schaumburg, Illinois, United States.checked 15 Oct 2026
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