Document Assembly Platform
Enter data once.
Fill every form.
Schema-driven document assembly and case management for law firms. One data entry fills 70+ forms — and an AI assistant fills what's missing. Live PDF preview, vision extraction, validation, and built-in billing.
70+
Federal Forms
4,000+
Fields Mapped
22
Expression Functions
3
Deployment Modes
Schema-Driven Assembly
One shared vocabulary powers every form. Enter a client's name once and it fills the petition, schedules, means test, and SOFA automatically. No duplicate entry, no inconsistencies.
Full Case Management
Cases, filings, tasks, contacts, billing, calendar, and document checklists — all in one place. Data flows between modules. One login, one platform, one bill.
Your Data, Your Servers
Choose where client data lives. Cloud for convenience, Vault for hybrid control, or Sovereign for full on-premise deployment. You decide, not us.
How it works
Four capabilities that replace your fragmented workflow with one cohesive platform.
Document Assembly
One data entry fills every form
Every data point is defined once in a shared schema. Bindings route values to the right fields on the right forms. Expressions compute derived values automatically — totals, eligibility, means test calculations.
Schema-driven bindings across 69 federal forms
22 built-in expression functions for computed fields
Live split-pane PDF preview as you type
Client Portal
Your brand. Their experience.
Give your clients an intake experience that shows you see them, not just another case number. They get a portal where they can check status, add what's missing, upload documents, or just message you — all under your firm's brand, your colors, your logo. No "Powered by" footer. Or skip the portal and drop the intake widget on your existing site. Either way, what they enter lands directly on the case, ready for you.
White-labeled portal — your firm's brand, end to end
Clients update info, upload docs, and message your team
Embeddable intake widget for your existing website
Case Management
Case management built for law
Every case tracks filings, contacts, tasks, billing, calendar events, and a full audit activity feed. Filings are point-in-time snapshots — you always know what was filed and when. No more juggling three tools.
Filings with immutable data snapshots
Built-in billing: fees, payments, and time tracking
Calendar, tasks, document checklists, client portal
Data Sources
Import data from any source
Pull tri-bureau credit reports and auto-populate creditor schedules. Import client data from Clio or PACER. Each import writes directly to the schema — every form updates instantly. No re-entry, no copy-paste.
Credit report import fills Schedules D and E/F
Clio and PACER import adapters
Source-tracked entries with full audit trail
Deploy your way
Three modes to match your firm's security requirements. All include the same features — only the data residency changes.
Cloud
Everything hosted. We handle infrastructure, backups, and updates. SOC 2 compliant. Best for firms that want zero IT overhead.
$39
per seat / month
Vault
Your data, our engine. Client data stays on your servers — never stored in our cloud. Processing happens in a stateless session. Best for firms with data residency requirements.
$69
per seat / month
Sovereign
Total data sovereignty. The entire platform runs on your infrastructure. Air-gapped option available. Best for high-security environments and government contracts.
Custom
contact for pricing
Ready to modernize your filing workflow?
Start your free trial today. No credit card required. Set up your first case in under 10 minutes.