A client-friendly, staff-ready way to build smarter legal documents, integrated directly into LegalServer. Follow the journey from adaptive templates to signatures, uploads, and AI-powered follow‑ups.

Step 1

Smart templates

Dynamic logic shows only what matters. No full questionnaire build required. AI tools help you draft templates in one click.

AI generation

Generate on the fly

No template? No problem. Use AI to generate custom documents directly from your case data—perfect for one-off letters, memos, and motions.

Step 2

Document collection

Need a document? No problem. Send your client an easy upload link and get documents back in the case file in minutes.

Step 3

Signature pad

Collect legally binding e‑signatures with clear status for each signer.

Step 4

AI follow‑ups

Send clients short, focused questionnaires to fill gaps in intake. Describe what you need and WorkflowDocs does the rest.

One solution. Everything you need.

Stop juggling multiple tools and subscriptions. WorkflowDocs replaces them all with a single, integrated platform.

Template authoring tools

Complex software, steep learning curve

DocuSign / PandaDoc

Separate signature platforms

Document collection tools

Manual follow-ups and tracking

✓ End phone tag forever

Stop chasing hard-to-reach clients. Get complete case information without the back and forth. WorkflowDocs guides clients through everything they need to provide—on their own time.

Security & data privacy

Your clients' data is protected at every step

Bank-level security

Enterprise-grade encryption and security protocols protect all data in transit and at rest.

Data stays in LegalServer

LegalServer stays the permanent system of record.

AI enterprise privacy

AI features use OpenAI's enterprise privacy policy. Your data is never stored or used for training purposes.

Ethical AI design

AI features ask questions and gather information, but never give clients legal advice or recommendations.

Simple, transparent pricing

Choose the plan that fits your organization

Starter

1-10 users

$149 + $11/user
$111 + $8/user

25% off — Sign up by Dec 15th
Full-year commitment required

  • 1-click templates
  • AI questionnaires
  • Document requests
  • eSignatures
  • Email support

Growth

11-50 users

$149 + $9/user
$111 + $6/user

25% off — Sign up by Dec 15th
Full-year commitment required

  • Everything in Starter
  • Advanced automation
  • Priority support

Professional

50-200 users

$299 + $7/user
$224 + $5/user

25% off — Sign up by Dec 15th
Full-year commitment required

  • Everything in Growth
  • Custom integrations
  • Dedicated support
  • Advanced analytics

Organization

For large nonprofits

Custom

Tailored pricing

  • Everything in Professional
  • Customized workflows
  • Multi-office support
  • Dedicated support

Need extra help?

From AI-powered template creation to complex custom workflows, we're here to support your team.

✨

AI-powered templates

Use our built-in AI tools to draft templates in one click. No coding or complex logic required—just describe what you need.

🤝

Hourly template support

Need hands-on help? Our team can assist with template authoring and workflow setup on an affordable hourly basis.

⚙️

Complex workflows

For advanced needs, Lemma builds full-featured Docassemble interviews at affordable rates. Perfect for sophisticated intake and document assembly.

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