For law firms
Client paperwork, ready the moment intake ends
Your engagement letters, NDAs, resolutions, and standard agreements follow the same structure every time - only the parties and details change. Capture those details once and generate the paperwork instantly, exactly as your firm wrote it.
- Your own wording, never altered
- Client intake with shareable forms
- Delivered from your firm's domain
From intake to engagement letter in one flow
Use one workflow per document type. Here is the shape of a typical intake flow.
Capture the client's details
Send new clients a shareable intake form, or have your assistant fill an internal one after the first call. Names, matter details, fee arrangements - collected once, spelled right.
Generate the paperwork
The workflow fills your firm's own Word templates - engagement letter, fee agreement, NDA - with conditions selecting the right clauses for the matter type, and loops filling in multiple parties, directors, or schedule items.
Deliver and file
The documents email to the client for review and signature through your existing process, a copy lands in the matter folder in cloud storage, and the new matter is logged automatically.
Why small firms automate with TemplateDocs
The wording stays under your control. The retyping goes away.
Your precedents, untouched
Templates are your existing Word documents with tags where the client details go. The firm's language, formatting, and letterhead are reproduced exactly.
The right clauses for each matter
Intake answers can control the right fee clauses, scope language, or jurisdiction wording - and, when needed, route each matter to a different template altogether.
Client-facing intake forms
Share a clean, professional form for clients to fill in their own details - names and addresses arrive typed by the client, not transcribed from a phone call.
Long-form documents and sets
Loops repeat directors, shareholders, parties, and schedules; multi-section documents keep their structure; and one run can generate a whole document set.
Delivery from your domain
With custom SMTP, engagement letters arrive from your firm's email address - professional, expected, and far less likely to land in spam.
Confidentiality-minded
Documents are generated over encrypted connections, with team roles controlling who can edit templates and workflows. GDPR and CPRA aligned.
Documents firms automate
- Engagement letters
- Fee agreements
- Non-disclosure agreements
- Retainer agreements
- Board resolutions
- Corporate records
- Transaction documents
- Demand letters
Watch the intro
TemplateDocs in 1 minute
Frequently asked questions
- No. TemplateDocs fills your own templates with data - it never writes or alters wording. What your firm drafted is exactly what appears in every generated document.
You can handle this in a few ways. A single template can contain different clauses or sections for hourly, flat-fee, contingency, or other arrangements, with the client's intake answers determining what appears.
You can also use those answers to calculate values or decide which template should be used - for example, choosing a different engagement letter by matter type, office, jurisdiction, or fee structure. This lets you keep one flexible template where that makes sense, while still using separate templates when the documents genuinely differ.
- Yes. Workflows can start from a shareable public form. Clients type their own names, addresses, and matter details - which means fewer transcription errors in the final documents.
- TemplateDocs generates and delivers the documents as PDF or Word files. You then collect signatures through your existing process or e-signature tool - the generated PDF works with any of them.
- Data is encrypted in transit, access is controlled by team roles and permissions, and our practices align with GDPR and CPRA. See the privacy policy and DPA for specifics.
Spend the hour on the matter, not the paperwork
Bring one engagement letter to TemplateDocs and see the intake-to-document flow working for your firm today.
Get startedFree plan available - no credit card required