Legal Document Automation

Find and implement the ideal document automation software for your law firm with Affinity Consulting. Build trust with clients, present your firm professionally, and create accurate complex documents with ease.

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Increase productivity

Build trust with clients

Reduce stress for your team

Are You Still Manually Managing Documents And Tasks?

Too often team members pull up the last version of a document, click “save-as” and revise the document. This often leads to costly mistakes, such as leaving a previous client’s name in a document, which can tarnish your firm’s reputation.

The time spent on these manual processes detracts from more critical tasks, leaving your team frustrated and overworked.

Automated Legal Documents Should Be Easy

What Legal Document Automation Software Can Do For You

Document automation ensures that your documents are free from embarrassing mistakes, helping you build and maintain trust with your clients.

Generate Accurate Legal Documents In One Click

With accurate, polished documents, your firm demonstrates a commitment to excellence and attention to detail that fosters confidence among your clients and partners.

Take Back Your Team's Time

Imagine the time you’ll save when your documents are created at the click of a button. With document automation tools, team members don’t have to waste time making manual edits to repetitive legal documents. They have the freedom to apply their efforts where they’re needed most.

Increase Employee Productivity And Reduce Stress

By automating repetitive tasks, you free up valuable time, reduce stress, and boost overall productivity.

Present Your Firm Professionally To Every Client

No more manual find-and-replace errors; instead, enjoy the peace of mind that comes
with knowing your documents are always accurate and professional.

Build Trust And Confidence

In the legal world, trust is everything. Document automation ensures that your documents are free from embarrassing mistakes, helping you build and maintain trust with your clients.

We’ve Been Helping Lawyers For More Than 20 Years

We’ve been helping lawyers boost productivity and increase accuracy through document automation software for two decades. With us, you receive the attention and expertise needed to help you identify, adopt, and implement the software solutions that best fit your firm’s needs.

Solve Your Firm’s Document Automation Problems Once And For All

Access an expert team with deep industry experience that understands both the how and why behind your document creation process.

Get cutting-edge management solutions and software to meet your legal team’s specific needs.

Receive unmatched support, service, and guidance every step of the way. From discovery to implementation, and beyond.

Get your team up and running fast with training programs designed to save time and boost productivity.

Testimonials

The Affinity team is responsive and focused, providing swift and relevant feedback when we reach out to them. They address queries posed to them with clear demos. Added to this, they respond in a down-to-earth, we’ve got your back way, that reassures us that we’re working with the right team!

Catherine Lorandos

Glinton Sweeting O'Brien

Don’t overestimate your ability to implement document management on your own. We looked to Affinity, who has done it before, and were thinking about not just the software but the complete picture.

Andrew Nolan

Foulston Siefkin

It’s been a win across the board. Our disaster recovery and business continuity infrastructure have been stabilized.

Wally Saunders

Swift Currie

Affinity provides honest advice and assessments of prospective software programs. The “sales” effort is secondary to helping you find the right fit that works for your team.

Laureen Naidu

A&W Food Services of Canada Inc.

Since 2001 when I first started my own solo law practice, I’ve relied on the excellent people at Affinity to help select the best practice management software, to install it, and then to train me on how to use it. I’m grateful to have made this connection a long time ago!

Philip J. Gauer

Attorney at Law, LLC

Create Legal Documents With Ease

Discover the right document automation software and increase the efficiency of your law firm with Affinity Consulting. Schedule a call to discover and implement trusted document assembly software built for legal professionals.

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Frequently Asked Questions

Do You Offer Other Services Besides Legal Document Automation?

We do. Affinity Consulting helps law firms transform the way they do business, educate their team, and implement improved software, technology, systems, and processes. You can learn more about the services we offer here.

Can Affinity Help My Firm Implement New Legal Practice Management Software?

We can do this, and so much more! Whether you need law practice management software, law firm document automation software, document management software, or miscellaneous legal automation software, we're here to help. Click here to learn about how we help you leverage your technology.

Why Should My Firm Invest In Legal Document Automation Software?

Simply put, the right software makes it easier for you and your team to work effectively. You can use document automation software to edit document templates, create documents, and generate complex legal documents with ease. In doing so, you save time on legal document creation and allow your team to focus on other critical tasks.

What Is The Best Document Automation Software For Legal Professionals?

It depends on your firm's specific needs. Many boxed software options are available on the market. To determine which is best for you, schedule a discovery call with our team. We'll explore the options together to help you make the best choice.

How Can Document Automation Platforms Improve The Efficiency Of My Law Firm Operations?

With document automation software, you can easily manage document generation, document drafting, document storage, and workflow automation.

You can also simplify the way you track documents, reduce human error, and decrease time spent hunting for settings and features in Microsoft Word.

Here are the key benefits in a nutshell: it makes it possible to increase professionalism, maintain branding, reduce time spent creating documents and revising them, and mitigate human error for a fraction of the effort your team would spend to manually accomplish these tasks.

What Is The Difference Between Document Automation Software And A Document Management System?

Document automation software helps you save time drafting documents and simplifies the process your firm uses to create them. Document management software makes it easier to organize, store, and track documents, but doesn't create them for you.

Can A Document Automation Platform Generate Documents That Align With My Internal Brand Guidelines?

Yes. Features like custom templates, style enforcement, and the ability to pre-define content makes it easy to generate on-brand documents in just a few clicks.

Can I Use A Document Automation Platform To Generate PDF Documents?

Yes. Almost all document automation software allows for the creation of PDF forms and documents.

Is Document Automation Software A Microsoft Word Add-In, Or Standalone Software?

Document automation software can be both a Microsoft Word add-in or standalone software.

Can Document Automation Software Be Used To Collect Electronic Signatures?

Yes. Many document automation platforms include integrated features or offer integrations with other e-signature providers that make it easy for clients to sign documents.

Is Generating Documents That Use Conditional Logic Possible With Document Automation Software?

Yes. Conditional logic allows you to create documents that adjust content based on specific conditions or inputs.

Does My Team Need To Know How To Program Computers To Use Document Automation Software?

No. Most software uses a no-code platform to keep things simple for users without a background in computer programming.

How Long Will It Take My Team To Learn To Use Our New Software's User Interface?

Not long at all. Affinity Consulting offers support and training for your team to help each member get the most out of your new software. We'll teach your team members everything they need to know about automated templates, how to automatically populate client data when creating a Word document, and how to ensure all the data they need is included in newly generated documents.

Is Document Automation Software Valuable For Solo Law Firms?

It's valuable for any law firm that wants to save time and reduce errors when creating documents, regardless of size.

Do You Work With Businesses That Aren't In The Legal Industry?

We do not. At this time, our primary focus is on the legal industry.