FeaturedPremium
Contract Drafting
Draft client contracts from matter templates with clause selection and conflict checks.
BeginnerPartial1 hour
★4.49.0k installs
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Category
Legal
Legal workflow automation — contract drafting, NDA generation, compliance checklists, client intake forms, and deadline reminders.
7 templates available
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Collections
Integrations (multi-select)
7 templates
Premium
NDA Generator
Generate mutual or one-way NDAs in minutes with party details and DocuSign dispatch.
BeginnerPartial30 min
★4.45.7k installs
Premium
Client Intake DocuSign Flow
Client Intake DocuSign Flow — orchestrates DocuSign, Google Drive, Gmail, Clio to automate this workflow with field mapping, notifications, and audit logging.
IntermediatePartial10 min
★4.89.4k installs
Premium
Compliance Checklist
Launch regulatory compliance checklists by industry with evidence collection and audit trail.
AdvancedPartial1 hour
★4.0942 installs
FeaturedFree
Legal Intake
Structured client intake with conflict check, engagement letter, and matter creation in Clio.
BeginnerPreview5 min
★4.74.1k installs
Free
Deadline Reminder
Track court dates, filing deadlines, and statute limitations with escalating alerts.
AdvancedPartial30 min
★4.31.9k installs
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