SimpleLaw Document Automation
simplelaw.com
What it is
SimpleLaw Document Automation helps law firms complete documents using custom fields and client-intake data. It supports Word and PDF files, with reusable templates that can be filled using stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, along with as many intake forms as needed. Clients complete forms through the portal or by email. SimpleLaw presents the web-based product as legal case-management software for law firms and attorneys, and lists client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. Its free Law Firm plan is described as a way to connect with potential leads. The two-week free trial precedes paid annual plans, listed at $59 a month for up to 39 users and $56 a month for 40 or more users; both include unlimited matters. The company offers personalized live web-based training, a video training library, and user support. SimpleLaw says customer data is segregated without a shared database and that files and data are encrypted. Its AWS hosting is described as ISO 27001-certified and SOC2 compliant; the company also states that its portal complies with HIPAA requirements and that communications are encrypted according to GDPR legislation.
Spec sheet
- What it does
- SimpleLaw is a cloud legal practice-management platform covering lead intake through matter resolution for law firms.Read 15 Oct 2026 · simplelaw.com
- Purpose
- SimpleLaw document automation uses custom fields and intake form data to automate document completion for law firms.Read 29 Sep 2026 · simplelaw.com
- Free plan
- YesRead 20 Sep 2026 · simplelaw.com
- Trial
- SimpleLaw offers a two-week free trial and says an annual subscription includes one month free.Read 29 Sep 2026 · simplelaw.com
- Paid from
- 56Read 20 Sep 2026 · simplelaw.com
- Integrations
- Document storage options include SimpleLaw servers, Dropbox, Google Drive, and Microsoft OneDrive.Read 15 Oct 2026 · simplelaw.com
- Compliance
- SimpleLaw states that its portal complies with HIPAA requirements and describes its communications as encrypted according to GDPR legislation.Read 29 Sep 2026 · simplelaw.com
- Headquarters
- LinkedIn lists the headquarters at Schaumburg, Illinois, United States.Read 15 Oct 2026 · linkedin.com
- Founded
- LinkedIn lists 2005 as the company founding year, while SimpleLaw's own history says the product was introduced in 2013.Read 15 Oct 2026 · linkedin.com
- Accounting and signatures
- SimpleLaw offers two-way QuickBooks syncing and DocuSign electronic-signature workflows.Read 15 Oct 2026 · simplelaw.com
- API security
- SimpleLaw says it deliberately limits API connections to reduce the number of pathways that could expose data.Read 15 Oct 2026 · simplelaw.com
- Billing
- Supported billing modes include hourly, flat fee, installment, trust, contingency, pro bono, and LEDES invoicing.Read 15 Oct 2026 · simplelaw.com
- Calendar and tasks
- Users can assign customizable tasks and view calendars by firm member or appointment type.Read 15 Oct 2026 · simplelaw.com
- Client intake
- YesRead 20 Sep 2026 · simplelaw.com
- Client portal
- Clients can access matters securely, upload documents, complete forms, view tasks, and pay invoices without an additional portal fee.Read 15 Oct 2026 · simplelaw.com
- Company size
- LinkedIn lists SimpleLaw.com as a privately held software-development company with 11–50 employees.Read 15 Oct 2026 · linkedin.com
- CRM and intake
- The built-in CRM tracks leads, contacts, conversion activity, notes, tasks, and appointments.Read 15 Oct 2026 · simplelaw.com
- Custom fields
- Firms can create customizable text, date, number, and paragraph fields.Read 15 Oct 2026 · simplelaw.com
- Custom intake
- Unlimited intake forms can be completed through the client portal or by email.Read 15 Oct 2026 · simplelaw.com
- Document automation
- It fills Word or PDF documents automatically from stored case data, custom fields, and intake information.Read 15 Oct 2026 · simplelaw.com
- Documentation depth
- Public materials consist mainly of feature pages, FAQs, guides, and security explanations; no public SDK or endpoint reference is presented on the opened official pages.Read 15 Oct 2026 · simplelaw.com
- Email and calendar integrations
- Google and Outlook email and calendar connections track communications by matter.Read 15 Oct 2026 · simplelaw.com
- File formats
- Document automation supports Word or PDF files.Read 29 Sep 2026 · simplelaw.com
- Intake forms
- Firms can create as many intake forms as needed, and clients can complete them through the portal or by email.Read 29 Sep 2026 · simplelaw.com
- Licence and hosting
- The opened official pages describe a hosted service and do not publish an open-source licence or self-hosting package.Read 15 Oct 2026 · simplelaw.com
- Limit: feature depth
- One reviewer says SimpleLaw is less robust than some alternatives, although the firm did not need every advanced function.Read 15 Oct 2026 · softwareadvice.com
- Limit: integrations and uploads
- Reviewers mention field mismatches during migration and say document uploading could be more streamlined.Read 15 Oct 2026 · softwareadvice.com
- Limit: interface
- Some reviewers say the software can feel clunky and that the interface could be more streamlined and intuitive.Read 15 Oct 2026 · softwareadvice.com
- Matter management
- The platform includes workflows, conflict checking, secure messaging, agreements, and an optional client portal.Read 15 Oct 2026 · simplelaw.com
- Payment integrations
- Online payments can use Confido Legal, LawPay, CSG Forte, or ACH.Read 15 Oct 2026 · simplelaw.com
- Praise: ease of use
- Reviewers repeatedly describe SimpleLaw as easy to learn, intuitive, customizable, and client-friendly.Read 15 Oct 2026 · softwareadvice.com
- Praise: support
- Reviewers repeatedly praise responsive customer service, training, and rapid implementation of requested changes.Read 15 Oct 2026 · softwareadvice.com
- Praise: value
- Reviewers commonly cite the low price and broad included functionality as advantages over more expensive legal platforms.Read 15 Oct 2026 · softwareadvice.com
- Rating on Capterra
- 4.9 out of 5 from 9 reviewsRead 15 Oct 2026 · capterra.com
- Rating on G2
- 5.0 out of 5 from 1 reviewRead 15 Oct 2026 · g2.com
- Rating on GetApp
- 4.9 out of 5 from 9 reviewsRead 15 Oct 2026 · getapp.com
- Rating on Software Advice
- 4.9 out of 5 from 9 reviewsRead 15 Oct 2026 · softwareadvice.com
- Reusable templates
- Templates can be reused across cases and automatically populated.Read 15 Oct 2026 · simplelaw.com
- Security and hosting
- SimpleLaw says customer data is segregated with no shared database, files and data are encrypted, and its AWS hosting is ISO 27001-certified and SOC2 compliant.Read 29 Sep 2026 · simplelaw.com
- Security claims
- The security page states that data is segregated, encrypted, hosted on AWS, and supported by ISO 27001-certified and SOC 2-compliant infrastructure.Read 15 Oct 2026 · simplelaw.com
- Security monitoring
- The company states that malware, virus, and phishing threats are monitored continuously.Read 15 Oct 2026 · simplelaw.com
- Support and training
- Support includes email/help desk, phone, chat, live online training, videos, and an embedded AI tool.Read 15 Oct 2026 · getapp.com
- Who it serves
- SimpleLaw presents the product as legal case-management software for law firms and attorneys.Read 29 Sep 2026 · simplelaw.com
Plans and prices
Law Firm Free Connect with potential leads Read 15 Oct 2026 · simplelaw.com
Up to 39 users $59 a month annual pricing Up to 39 users · Unlimited matters Read 20 Sep 2026 · simplelaw.com
40+ users $56 a month annual pricing 40+ users · Unlimited matters Read 20 Sep 2026 · simplelaw.com
Annual attorney plan $39 a year annual All SimpleLaw functionality; additional integration fees may apply Read 15 Oct 2026 · simplelaw.com
Monthly attorney plan $49 a month monthly All SimpleLaw functionality; additional integration fees may apply Read 15 Oct 2026 · simplelaw.com
40+ users $56 a year annual All SimpleLaw features · Client portal · Time and expense tracking · Invoicing and payments · Document automation · Unlimited matters · Tasks and calendars · Workflows Read 15 Oct 2026 · simplelaw.com
Up to 39 users $59 a year annual All SimpleLaw features · Client portal · Time and expense tracking · Invoicing and payments · Document automation · Unlimited matters · Tasks and calendars · Workflows Read 15 Oct 2026 · simplelaw.com
Strong points and limits
Strong points
- Supports both Word and PDF files.
- Reusable templates draw on case and intake data.
- Firms can create as many intake forms as needed.
- Includes secure document exchange and electronic signatures.
- Offers live web-based training and a video library.
Limits
- Available on web only.
- Paid plans use annual pricing.
- Paid pricing is listed per user per month.
Who it suits
It suits law firms and attorneys seeking to automate document completion with reusable templates and client-intake data. The listed annual plans include unlimited matters.
Verdict
SimpleLaw Document Automation focuses on filling legal documents from reusable templates, custom fields, and intake forms. Compare the annual per-user plan limits and pricing, and note that the free plan is described as a way to connect with potential leads.
Where Specifiction places it
- Legal Practice Management Software#12 of 1408.9
- Legal Client Portal Software#12 of 428.5
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