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Introduction

Workflow Docs is a client-friendly, staff-ready way to build smarter legal documents, integrated directly into LegalServer.

Choose Your Path​

Select the guide most relevant to your role:

  • Advocate Guide: Learn how to generate documents, collect signatures, and use AI follow-ups on your cases.
  • Template Author Guide: Learn how to build dynamic templates using variables and logic.
  • Administrator Guide: Learn how to configure LegalServer integration and manage workflow filters.

Key Features​

  • Integrated with LegalServer: Launch interviews and save documents directly to the case file.
  • Smart Templates: Use AI to draft templates and logic.
  • Client Engagement: Secure e-signatures and document uploads.
  • AI-Powered: Generate one-off documents and follow-up questionnaires using Microsoft Azure AI with enterprise-grade privacy.
  • Secure & Private: Data is encrypted at rest and in transit. Learn more about our security standards.
  • Onboarding Support: Start off on the right foot with 3 key templates custom automated for you at no extra cost (up to 15 fields per template).