Smart templates
Dynamic logic shows only what matters. No full questionnaire build required. AI tools help you draft templates in one click, with the full power of Docassemble.
AI drafting when you want it
No template? No problem. Use closed AI to generate custom documents anchored on your case data.
Document and signature collection
Need a document? No problem. Send your client an easy upload link and get documents back in the case file in minutes.
One solution. Everything you need.
Stop juggling multiple tools. WorkflowDocs replaces them all with a single, integrated platform.
✓ 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.
Simple, transparent pricing
Starter
1-10 users
$149 + $11/user
- ✓ 1-click templates
- ✓ AI questionnaires
- ✓ eSignatures
Growth
11-50 users
$149 + $9/user
- ✓ Everything in Starter
- ✓ Advanced automation
- ✓ Priority support
Professional
51-200 users
$299 + $7/user
- ✓ Everything in Growth
- ✓ Custom integrations
- ✓ Dedicated support
Organization
200+ users
Custom
- ✓ Everything in Professional
- ✓ Multi-office support
- ✓ Tailored workflows
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