SimpleLaw Document Automation

Plans and prices

Every plan, in full

On the record

Accounting and signatures

SimpleLaw offers two-way QuickBooks syncing and DocuSign electronic-signature workflows.simplelaw.com · read 15 Oct 2026

API security

SimpleLaw says it deliberately limits API connections to reduce the number of pathways that could expose data.simplelaw.com · read 15 Oct 2026

Billing

Supported billing modes include hourly, flat fee, installment, trust, contingency, pro bono, and LEDES invoicing.simplelaw.com · read 15 Oct 2026

Calendar and tasks

Users can assign customizable tasks and view calendars by firm member or appointment type.simplelaw.com · read 15 Oct 2026

Client intake

Yessimplelaw.com · read 20 Sep 2026

Client portal

Clients can access matters securely, upload documents, complete forms, view tasks, and pay invoices without an additional portal fee.simplelaw.com · read 15 Oct 2026

Company size

LinkedIn lists SimpleLaw.com as a privately held software-development company with 11–50 employees.linkedin.com · read 15 Oct 2026

Compliance

SimpleLaw states that its portal complies with HIPAA requirements and describes its communications as encrypted according to GDPR legislation.simplelaw.com · read 29 Sep 2026

CRM and intake

The built-in CRM tracks leads, contacts, conversion activity, notes, tasks, and appointments.simplelaw.com · read 15 Oct 2026

Custom fields

Firms can create customizable text, date, number, and paragraph fields.simplelaw.com · read 15 Oct 2026

Custom intake

Unlimited intake forms can be completed through the client portal or by email.simplelaw.com · read 15 Oct 2026

Documentation depth

Public materials consist mainly of feature pages, FAQs, guides, and security explanations; no public SDK or endpoint reference is presented on the opened official pages.simplelaw.com · read 15 Oct 2026

Document automation

It fills Word or PDF documents automatically from stored case data, custom fields, and intake information.simplelaw.com · read 15 Oct 2026

Email and calendar integrations

Google and Outlook email and calendar connections track communications by matter.simplelaw.com · read 15 Oct 2026

File formats

Document automation supports Word or PDF files.simplelaw.com · read 29 Sep 2026

Intake forms

Firms can create as many intake forms as needed, and clients can complete them through the portal or by email.simplelaw.com · read 29 Sep 2026

Integrations

Document storage options include SimpleLaw servers, Dropbox, Google Drive, and Microsoft OneDrive.simplelaw.com · read 15 Oct 2026

Licence and hosting

The opened official pages describe a hosted service and do not publish an open-source licence or self-hosting package.simplelaw.com · read 15 Oct 2026

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