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Frequently Asked Questions

Here are some common questions about Workflow Docs.

User Accounts and Authentication​

Do I need to set up new accounts for Workflow Docs?​

No, accounts are optional. You can use single sign-on options supported by Docassemble, including:

  • Office 365
  • Google accounts
  • Auth0 (and other supported identity providers)

Usage and Limits​

Who is considered a "user" for pricing purposes?​

A user is any employee or advocate who generates or requests a document, sends a signature request, or uses the AI questionnaire features within LegalServer.

Are there any usage limits?​

There is no limit to the number of templates you can create, the number of signature requests you can send, or the amount of documents generated. Workflow Docs uses a simple per-user pricing model.

Hosting and Customization​

Can I host other Docassemble interviews on the same server?​

Yes, with our review and provided the usage does not negatively impact the primary function of the server. We also offer dedicated branded hosting options with included support.

How do AI Questionnaires differ from standard LegalServer forms?​

AI Questionnaires are generated from a simple prompt and are specific to a single matter, acting as dynamic follow-ups to fill intake gaps. Standard LegalServer forms are typically static and used for program-wide data collection (like client experience surveys).