Integrations
Your templates stay Word files. Connections to the rest of your firm's software are planned, and each one below says so.
Today's format
Your firm's templates stay Word files, and every generated document is a Word file your lawyers open, edit and file as they do today. Nothing is converted into a format only we can read.
Each connection shows whether it exists yet. No product is named here until a connection to it has been built and tested, because naming one would be a promise.
Completed questionnaires and generated documents sent on to the matter records your firm already keeps, so nobody types the same answers twice.
Completed intakes sent to the case-management tools firms already use.
A released document sent for signature in the same flow. Which documents may be signed electronically is for your firm to decide.
Signing in the same flow. Which documents may be signed electronically depends on document and jurisdiction rules our lawyers review.
Everything the workspace does, available to your own software, and your firm's approval record in a documented format.
Everything the interface can do, from your own systems.
Your firm's approval record, exported in a documented format.
People at your firm sign in with the identity provider the firm already runs.
Sign in with the identity provider your firm already runs.
Clients answer questions on pages that carry your firm's name, not ours.
Your clients answer a guided questionnaire under your firm's name, on a phone, with save and resume.
Your firm's name, colours and domain in front of your clients — never ours.
Which connections are built first depends on what firms ask for. When you request a workspace, name the software your firm relies on.
