We build a variety of customized processes that can include client intakes, guided interviews, internal automations, custom integrations, white-label template libraries, and more.
The first step to automating your law practice is creating an effective online intake. We build intakes that connect to you by email or directly integrate with a case management system. We build workflows that let you re-use the intake information in your internal automations.
We apply best practices in plain language and interview design and use focus groups and usability tests to provide an experience that your clients will love. Our interviews are fully accessible and WCAG AA compliant and can be easily translated into multiple languages.
- Client letters
- Agreements with digital signatures
- Estate plans and trusts
Docassemble can help connect your separate systems. With Docassemble, you aren’t limited to the integrations that have already been created. Integrations can include:
- Case management systems like Clio, Practice Panther or Legal Server
- Digital signature tools like Docusign
- Payment systems like Stripe and Lawpay
- Document storage platforms like Box.com, OneDrive, Google Drive or Document Management Systems like Worldox and iManage
Do you have an expertise in drafting documents? Docassemble makes it easy for you to sell your hard work for a profit. Build passive income by selling access to your document library. We’ll help you build easy to use workflows for your documents. You can sell access by the template or with a subscription. Docassemble has no license fee and you own what you build forever.