Document automation

Business structuring and documentation provider combining online ordering with specialist services for companies, trusts and self-managed superannuation structures. Legal services include preparation and updates of deeds and related agreements.

Firm size fit

Legal, accounting and wealth-advisory practices.

Pricing model

Document and service-specific fees; use the current product catalogue.

Deployment

Online ordering and document platform.

Microsoft Word tool that applies a firm’s document styling to existing drafts, precedents and AI-generated text. Setup uses the firm’s templates and sample documents to configure its preferred formatting.

Firm size fit

Standard plan has a 15-user minimum; larger firm and enterprise plans are available.

Pricing model

Per-user monthly plans plus an upfront setup fee; confirm AUD/NZD currency and GST.

Deployment

Microsoft Word add-in.

Legal workflow tools covering PDF production, electronic signatures, cost recovery and time capture. Dynamic Connect connects these activities to supported practice and document systems, including tools that capture activity from email, calls and Microsoft Teams.

Pricing model

Product subscriptions and optional connector charges; confirm currency and tax.

Deployment

Product-dependent; PDF options include desktop, server and virtual environments.

Cloud legal and tax forms platform with form completion, validation, audit trails and connections to case and document systems. The reviewed offering centres on UK forms and workflows.

Pricing model

Firm/user subscription arrangements; request a quote.

Deployment

Cloud forms platform.

Document automation software for building questionnaires and generating documents from reusable templates. It combines Microsoft Word authoring with cloud or on-premise deployment options and supports connections to document systems and business data.

Firm size fit

Essential, Professional and Enterprise options for different firm requirements.

Pricing model

Per-user monthly or annual plans; enterprise quotations and paid extensions.

Deployment

Microsoft Word desktop authoring; cloud and on-premise options depend on plan.