30,000+ attorneys and firms draft engagement letters compliant with state ethics rules (California Bus. & Prof. 6147 and 6148, New York 22 NYCRR 1215.1), sign retainer agreements with conflict waivers and fee-shifting clauses, run document automation for solo practitioners, and store every matter file in a SOC 2 Type II vault. Tamper-evident audit trail meets the technology-competence and confidentiality duties under ABA Model Rules 1.1 and 1.6(c). State bar opinions in California, New York, Texas, and Florida have approved this stack.
A complete, timestamped record from retainer signed through settlement filed, kept the way a court clerk would keep a docket. When the malpractice carrier asks for the file, when a successor counsel needs the history, or when bar disciplinary review opens a question about scope or fees, this is the export that answers in one PDF.
Every matter file is encrypted at rest with AES-256 and in transit with TLS 1.3, access-controlled per attorney and per matter, with a tamper-evident audit log on every view, edit, download, and signature. Meets the data-handling expectations under ABA Model Rule 1.6(c) (reasonable efforts to prevent inadvertent disclosure) and the technology-competence duty under Comment 8 to Rule 1.1. SOC 2 Type II certified infrastructure. Delete-on-close workflows for matters that should not linger past the engagement.
Folders organized by client, matter number, jurisdiction, practice area, or any taxonomy your firm already uses. Cross-matter search in seconds, full-text including OCR'd PDFs. Conflict-of-interest checks run when a new client name is added by scanning prior matters and adverse-party records. For solo and small firms without dedicated conflicts software, this is the lightweight system that prevents the Rule 1.7 mistake that ends careers.
Send the demand or cease-and-desist through the platform and receive a timestamped open confirmation, IP address of the recipient device, and read receipt for the audit file. For statutory demand requirements (UCC 2-607 notice of breach, FDCPA debt validation, state-specific pre-suit demand letters before filing in small claims), the delivery proof becomes Exhibit A. For traditional service, generate the letter as a PDF, mail certified, and store the green-card scan in the matter file.
Partners see everything in their matters. Junior associates see what's assigned. Paralegals see drafting templates and admin docs. Outside counsel and co-counsel get scoped guest access to specific matters without joining your firm account. Time-stamped activity log shows who touched what, useful when a matter goes sideways or a malpractice carrier asks for the file. Multi-office firms run identical workflows across locations without shared-drive chaos.
Tamper-evident audit log, AES-256 encryption at rest, TLS 1.3 in transit, jurisdiction-specific statutory language baked in. Meets ABA Model Rule 1.1 (Comment 8) technology competence and Rule 1.6(c) confidentiality duties. The paperwork side of the practice, finally professional-grade.
Unlimited document creation, unlimited e-signatures, and access to every template. One price, no surprises.
For solo practitioners
Billed monthly
7-day free trial
For small firms
Billed monthly
14-day free trial
For multi-office firms
Billed monthly
14-day free trial
“Our firm handles estate planning for about 200 clients a year. Power of attorney and living trusts used to mean printing, mailing, notary appointments, weeks of signatures. Now clients sign from their couch and we finalize everything in a single afternoon.”
David Nakamura
Estate Planning Attorney · Nakamura Law Group
San Diego, CA
“I send two or three demand letters a week. The old process was ridiculous: print, sign, scan, email, hope they open it. Now I draft the letter, send through the platform, and get a notification the moment they view it.”
Angela Reeves
Litigation Attorney · Reeves & Associates
Chicago, IL
“Managing documents for 15 attorneys across two offices was chaos. Filing cabinets, shared drives, email attachments everywhere. We moved everything to Document.com, and now every contract, every signed affidavit, every client document is in one searchable place.”
Brian Calloway
Managing Partner · Calloway, Wright & Dunn LLP
Dallas, TX
Yes. Send by email and clients sign from phone, tablet, or laptop. Most clients finish in under 10 minutes. The signed PDF arrives with a timestamped audit trail (IP address, user agent, signing path) that satisfies E-SIGN Act and UETA requirements in 49 states (New York uses ESRA but accepts the same audit elements). For documents requiring notarization, the platform supports remote online notarization (RON) workflows in the 40-plus states that authorize it; for the holdouts, generate the PDF and send the client to a local notary.
Every template is drafted by licensed attorneys with state bar admission in the relevant jurisdiction. Engagement letters comply with state ethics rules on fee agreements (the strict ones: California's mandatory written fee agreement under Bus. & Prof. Code 6147 and 6148, New York's letter of engagement rule under 22 NYCRR 1215.1, DC Rule 1.5(b)). Retainer agreements include conflict waivers, fee-shifting clauses where applicable, advance-fee deposit handling, and termination provisions. Customize per matter; keep the ethics-rule scaffolding stable.
Every document is stored with AES-256 encryption at rest, full version history, and a tamper-evident audit trail (creation, edit, view, download, signature, share). Access controls run at document, folder, matter, or client level. The chain of custody log is exportable for malpractice insurance reviews, bar disciplinary inquiries, or court-ordered file production. SOC 2 Type II certified. Meets the technology-competence and confidentiality duties under ABA Model Rules 1.1 (Comment 8) and 1.6(c).
Yes. Create folders by client, matter number, case type, jurisdiction, or any taxonomy your firm uses. Cross-matter full-text search, including OCR on scanned PDFs. Filter by document type, status, date, or assigned attorney. For solo practitioners running 30 to 80 active matters, this replaces the Bankers Box and shared-drive system that breaks down past the third year of practice. For multi-attorney firms, the structure scales without forcing everyone onto the same naming convention.
Start from attorney-drafted templates organized by claim type (breach of contract, IP infringement, FDCPA validation, debt collection, defamation retraction). Customize for the case, send through the platform, and the recipient gets a timestamped open confirmation. For statutory demand requirements (UCC 2-607 notice of breach, pre-suit demand letters before small claims filing), the open confirmation and delivery audit serve as evidence notice was given. For traditional service, download as PDF, send certified mail, and file the green card scan in the matter.
Yes. AES-256 encryption at rest, TLS 1.3 in transit. Access controls at document, folder, matter, and client level. Tamper-evident audit trails on every action. SOC 2 Type II certified infrastructure with annual third-party audits. Meets the reasonable-efforts standard under ABA Model Rule 1.6(c) and the technology-competence duty under Comment 8 to Rule 1.1. State bar opinions in California, New York, Texas, and Florida have approved cloud-based legal document storage with these safeguards.
Yes. Upload any PDF and convert to a fillable, signable template in 5 minutes. Add signature fields, initials, text inputs, dropdowns, dates, and checkboxes. Save as a firm template that all licensed users in your account can pull from. Most solos and small firms digitize their existing engagement letters, retainer agreements, conflict waivers, and intake forms in a single afternoon. The platform's automation handles client name, matter number, and date merge fields automatically.
No. We focus on document drafting, signing, vault storage, and client signing workflows. Many firms run us alongside Clio, MyCase, PracticePanther, or Smokeball for case management, billing, and trust accounting. Business Plus includes API access to connect the two so signed engagement letters file automatically into the matter record. For solo practitioners without dedicated case management, the matter-based folders provide a lightweight organizational layer that scales to about 100 active matters before you outgrow it.
Join 30,000+ solo, small, and mid-size firms running engagement letters, retainers, conflict waivers, demand letters, and matter vaults on infrastructure that meets ABA Model Rules 1.1 and 1.6(c).
