Key takeaways
- Launching your feedback program
- Analysing feedback from the spreadsheets
- Making sense of the dashboard
- Identifying key drivers that ACTUALLY impact your bottom line!
Table of Contents
he need for efficient, accurate, and compliant legal forms software has never been greater.
Traditional methods of creating legal forms at scale are time-consuming, costly and despite having the resources in place, invite human error, leading to costly mistakes, slow turnaround, and compliance issues.
However, with the right legal forms software you can streamline workflows, enhance accuracy, and ensure regulatory compliance.
Numerous options are available on the market. And it is easy to get lost in the sea of choice and get stuck in analysis paralysis. To assist you and help you make an informed decision, we have compiled a list of the top legal forms software.
In this article, we will delve into the best legal forms software for 2024, highlighting top tools that cater to various needs and budgets. We will share insights, including top features, unique selling points, pros and cons, and pricing models.
Features Your Legal Form Software Must Have
Before reviewing top legal form software, let’s look at the essential features these software solutions must support.
Template Builder
Legal form templates are the foundation of document automation. To save time and effort, you will develop a template for each legal form you use. And you will use the relevant template when you need to generate forms in bulk.
Even though legal document software platforms often include pre-built templates, they will not always match your exact requirements. Therefore, a template builder is essential as it allows you to customize templates. For example, with Docupilot, you can upload existing templates and customize them, or build from scratch using our Document Builder.
Suppose you are building a template for a property form, with Docupilot. In that case, you can use advanced conditional statements to include or exclude clauses and information fields, and dynamic maps to insert the exact property location.
Integrations
You can extend the capabilities of your legal document software through integrations. For example, to automate data entry, you can connect your software to data sources such as Google Sheets and CRMs. This allows the software to seamlessly extract information from these sources and incorporate it into the documents. An ideal legal document software must integrate with email software, electronic signatures, and storage platforms.
Some platforms have a high barrier to entry for integrations: they will force you to sign up for expensive pricing plans just to enable a specific integration. When you choose Docupilot, you need not worry: all pricing plans support 1000+ integrations.
Collaboration
Real-time editing and co-authoring, access control and permissions, version control, notification systems, are some capabilities that enable collaboration. These features allow quicker approvals, execution, and reduce back and forths in contract negotiation. With multi-user collaboration, you can be agile and respond quickly to changing requirements and scenarios.
Security and Compliance
The safety and security of data, whether it relates to your business or your customers, is paramount.
According to the 2023 ABA Cybersecurity TechReport, 29% of law firms experienced a security breach, an increase of 2% compared to the previous year.
Security features prevent breaches and keep your business and customer data safe. With user access control, you can ensure that only authorized users can access sensitive information. With audit trails and revision histories, you can track the history and progression of documents for accountability and legal compliance.
When you select a secure platform like Docupilot, you safeguard your firm’s reputation and foster client trust at the same time.
How to Choose Legal Forms Software
We have reviewed the best legal form software. However, only you know your specific needs and requirements. and that is why only you can make the decision that is right for you.
Create a comprehensive list of your requirements and compare it with available software to see how they stack up. Factors you can consider include
- Ease of use
- Customizability
- Pre-built templates
- Integration capabilities
- Collaboration tools
- Security and compliance features
- Automation features
- Scalability
- Training and onboarding
- Mobile Access
- Budget and software pricing plans
- Customer support
- User reviews and ratings
Streamline Legal Form Creation with Docupilot
Manual legal form creation is a time-consuming and labor-intensive process. There is a high probability of typographical errors, omissions, and inconsistencies, leading to invalid or non-compliant documents. Slow turnaround can delay delivery of legal services, leading to client dissatisfaction and reputation damage.
Legal form software provides a streamlined and efficient approach to legal form creation. With automation, you can optimize the form creation process, minimize the risk of non-compliance, close deals faster, and save money in the long run.
You can choose the wrong software even after a lengthy decision-making process. Maybe it doesn’t work as you expect, or too much time and effort are required to learn and implement it, or it doesn’t integrate with your systems.
The best way to minimize this risk is by signing up for a free trial and putting the software through its paces.
Docupilot offers a comprehensive feature set for legal form and document automation. Sign up today for a free 30-day trial and experience the power of the tool first-hand.