What is the Best Document Automation Software for Law Firms?

Determine the best document automation software to improve your law firm workflow. Initially, you need to make the right choice and understand that you need to use document assembly tools in the software or implement them separately.

If you’re already using company management software, you may want to test the building-up features. In selecting software, consider factors such as:

1. Consistency with the current technology stack. The software product you choose should have integration with the tools you use to achieve better results. The most important thing is to improve your workflow.
2. Availability of the features you need. Taking care of this choice, consider the size of your law firm and the uniqueness of your workflow. For example, the availability of electronic signatures. Make a list of the must-have features that should be available in the software so you don’t have to spend a lot of time searching.
3. Match the software to your budget. High-quality document automation software charges a monthly or annual subscription fee. Given current trends, fees may be charged per user. Make sure the cost of the software fits your firm’s budget.
4. Interface. It is important that the program is simple and easy to use. You do not need to spend a lot of time on the familiarization process. Be sure to pay attention to the user interface.
5. Security. Every lawyer is responsible for protecting their clients’ information. The software has access to all data. Therefore, the software you choose should have built-in security features. These include encryption and double authentication.
6. Take a test drive. Most programs have a trial version that you can use for free. This is a great opportunity to familiarize yourself with the features of the software and see how it suits you.

Choose the best document automation software for law firms. Let’s look at the most popular software products, so you can choose the right option for your company.

PandaDoc

PandaDoc is a document management system, e-signature platform and CPQ software solution that is used to optimize the documents of law firms. With the help of the software, firms are able to edit, create, review, and approve contracts. Customizable templates are available to them for this purpose.

Once approved, documents, presentations, and contracts can be uploaded. This software offers legal electronic signatures that guarantee the security of the data and files. In addition to automatic document generation, there are other powerful processes:

• built-in analytics;
• tracking;

PandaDoc integrates with other popular business tools. Thanks to this, you can optimize your workflow. If you connect to a CRM platform, you can create a great experience.

It is convenient to have all data on one platform to create customized applications and close profitable deals. In addition, PandaDoc integrates with well-known payment systems. You can get paid immediately after signing the documents.

Keep in mind that this software has four pricing plans that are suitable for businesses of different sizes. The basic plan is free and offers basic functions for documents:

• tracking;
• creating;

The professional plan costs from $10 monthly. It adds features such as:

• electronic signatures;
• templates;
• Workflow automation.

The business plan costs from $20 per month. It includes advanced features:

• collaboration;
• integration with Salesforce;
• unlimited documents.

Enterprise is a plan to meet the needs of large businesses. It has account management and custom branding. It is an affordable legal document automation app that is definitely worth your attention. The key is to choose a plan that fits your business. Take a trial version beforehand.

Oneflow

This is another popular document management system. It is great for law firms. Unique features are available to users here:

• legal electronic signatures;
• contract management;
• adaptive digital contracts.

Using this document automation tool, users can appreciate such benefits as

• permission control;
• real-time collaboration and editing;
• creation of interactive fields.

Electronic signatures are mandatory and legal in this software. Contract management is very convenient due to the availability of digital signatures. You can create contract templates in advance using this software’s editing tools. Check out the details to see if this tool fits your law firm’s needs.

ActionStep

This document management and optimization system is very popular. Documents are easy to create and manage with this system. One of the key advantages is the ability for companies to work together. It is also easy to share information in real-time. With automation software solutions, you can save time, reduce effort, and customize workflow between employees.

Templates are used to quickly create the right documents and automatically fill in the necessary data in them. In addition, there is an intelligent folder system that provides certain safeguards. Your documents will always be properly organized and you can easily find them. The interface is simple and intuitive. Pay attention to the main features when choosing this software.