Legal document automation designed to save your firm time

Law firms can use document automation for many of the forms and documents they prepare regularly. Depending on the practice area and jurisdiction, this can include court and government forms, engagement letters, pleadings, motions, discovery documents, contracts and agreements, demand letters, settlement documents, estate planning documents, deeds, closing documents, and other frequently used legal correspondence.

Automation can also extend beyond standard documents. Matter information can be used to populate tables, schedules, lists, calculations, and emails, helping firms prepare more detailed or data-intensive work without manually entering the same information in multiple places. Firms can use available automated content or customize templates around their own documents and workflows.

LEAP provides automated legal forms, templates, and matter types across many practice areas, including, but not limited to, estate planning, estate and trust administration, probate, elder law, business law, family law, litigation, personal injury, real estate law, criminal law, and bankruptcy. LEAP’s document automation tools and library of automated forms and templates are available to law firms throughout all 50 states. Availability of specific forms, templates, and legal content may vary by state, jurisdiction, and matter type.

Yes. LEAP gives firms the flexibility to create, customize, and manage their own automated templates. Turn your firm’s frequently used forms, letters, and other documents into personalized templates that use information already stored in LEAP to streamline document creation. Firm-wide templates can also help standardize formatting, language, and processes, creating greater consistency across documents and across your team.

LEAP’s team of legal experts regularly monitors and maintains the legal forms and templates available in LEAP, helping firms stay current as forms and requirements change. Users can also submit requests through the LEAP Help Center for new forms and templates to be added or existing content to be reviewed and updated.

A standard template provides reusable wording and formatting, but often still requires information to be entered manually. An automated legal document template can use matter and client data already stored in your legal software to populate relevant fields, reducing manual entry and making recurring document preparation more efficient.

Yes. Every LEAP subscription includes access to LEAP’s library of automated legal forms and templates, giving your firm access to ready-to-use legal content without the need for a separate subscription.

LEAP’s document automation is designed to work with Microsoft 365, with LEAP functionality built into Microsoft Word and Outlook. Create and automate legal documents and templates in Word, use matter information from LEAP to populate them, and create correspondence in Outlook using familiar Microsoft 365 tools—all while keeping your work connected to the relevant LEAP matter.