Empower Your Legal Team
The most flexible platform for legal operations workflow automation.
Accelerate
From intake to contract execution, automation speeds the accuracy and completion of your legal processes.
Collaborate
Effective collaboration, reviews, and online document redlining ensure your contracts close faster.
Deliberate
Reporting and analytics gives you access to all data for informed insightful deliberation.
Streamlined Matter Intake
Configure intake forms with custom roles and permissions, smart form logic, and conditional form routing.
- Modern ADA-compliant intake forms
- Multilanguage forms
- Form field validations
- Present form data and content based on user input
- Roles and permissions based form field presentation
Contract Lifecycle Management
Smart forms, conditional routing, reviews, approvals, and contract lifecycle workflows make it easy and seamless to negotiate and finalize contracts.
- Create and manage document templates
- Include clauses based on workflow rules
- Auto-create documents on the fly
- Edit and redline documents online
- Collaborate with peers in a central workplace
- Control and configure access to information
- Configure review and approval workflows
- Full electronic audit trail for compliance
Integrated eSignatures
Built-in electronic signatures making final agreement signing and completion a breeze.
- Any number of documents can be signed within a workflow
- Configure signers by role or other permissions
- Allows for non-parallel signing
- Industry compliance and secure documents
Centralized Dashboard
A single dashboard for tracking and monitoring any legal process.
- Central unified view of all your transactions
- Configure views at team or individual levels
- Take action directly from the dashboard
- Know the status of any legal process in real time
No-Code Workflow Design
All the workflow automation tools necessary to build tailored experiences based on your team requirements.
- Design any legal process with WYSIWYG designers
- Build your workflows to your custom specs
- Configure routing and conditional logic for every step
- Design review processes based on roles and permissions
- Integrate internal and external apps to your workflows
Insights
Understand your legal operations processes in detail.
- Data visualization with charts in any format
- Custom tabular reporting
- Data exports available
- Create custom distributable reports
Proven in practice.
Explore legal operations use cases being used by state and local departments across the country.
Contract Lifecycle Management
Contracts for goods and services often require a lengthy approval chain that extends across multiple business functions. Legacy systems and manual processing are both error-prone and excessively time-consuming.
Multilingual Form Translation
Citizens for whom English is not their first language encounter communication barriers when accessing public services. Equitability-minded agencies need a cost-effective way to allow constituents to respond in their preferred language.
Project Proposals
With budgets under increasing public scrutiny, it behooves agencies to account for how spending decisions are made.
Request a Workflow Automation
Agencies have many manual workflows, and paper based forms that could potentially be upgraded to efficient online automated processes. Staff and management need a systematic way to prioritize them.
ADA Compliance for Digital Forms
Converting non-compliant PDF forms is a time- and cost-intensive practice. The proliferation of noncompliance lawsuits is fast-tracking the need for all government agencies to modernize the way they provide services.
Automate Legal Decisions, Reviews and Responses
Agencies that see a high volume of similar types of litigation—such as social services, land use, consumer protection/fraud, and fair employment and housing—require a lot of correspondence in very little time to determine how to react to judges’ rulings.
E-Recruitment with Online Forms and Process Automation
HR departments must collect a trove of data and potentially involve several parties when they create job descriptions in compliance with internal policies.
Executive Document Tracking and Reviews (Red Folder)
Executive review and approvals (a.k.a. “Red Folder” processes) are infamous for being lengthy, paper-based processes that require multiple reviews and signatures. Critical documents oftentimes get lost in the shuffle, with no visibility into the status or knowledge of who currently holds the folder, which ultimately leads to the process taking weeks or months to complete.
Legal Residence Application
When processes for submitting basic legal residence information are manual and paper-based, municipalities wait longer to receive data that is more likely to be incorrect.
Project Approval
Large city and state agencies, such as hospital networks, DMVs, and educational systems, must enable employees to propose major initiatives and project management teams to assess their value to the organization.
FOIA Requests
Many moving parts are involved in responding to citizens’ demands for government files, and every agency processes these transactions differently. FOIA requests potentially require the coordination of several employees across multiple departments in a complicated decision-making process that gets very messy when it is conducted manually.
Statement of Economic Interest
It’s harder to track and easier to lose these important documents when they are completed, collected, and stored in paper form.
Procurement Contract Lifecycle
Creating, amending, and approving legal agreements can be a slow process, requiring input from many parties.
Annual Bureau Reporting
Private postsecondary education providers need an easy way to submit annual reports to state bureaus.
Online Trademark Application
Manual, paper-reliant trademark application processes are long, error-prone, and confusing.
