SimpleLaw Document Automation
SimpleLaw Document Automation: A document-first legal platform with intake, portals, billing, workflows, and integrations. Ranked #11 of 43 in Legal Client Portal Software by our editors (6.3/10); pricing: Free plan · paid from $56/user/mo (annual) · 14-day trial; best for firms wanting free document-led portals.
At a glance
- Editor score6.3 / 10
- PricingFree plan · paid from $56/user/mo (annual) · 14-day trial
- Best forFirms wanting free document-led portals
- Free planYes
- Paid from$56/user/mo
- Electronic signaturesYes
- Founded2013
- Facts checked20 Sep 2026
Where it wins
- Reusable Word and PDF templates automate documents from stored data
- Free Law Firm plan supports connecting with potential clients
- Portal, intake, messaging, payments, billing, and workflow tools in one platform
Where it doesn't
- Its primary emphasis is document automation rather than portal depth
- Paid tiers are billed annually
- The platform is available on the web only
Our verdict on SimpleLaw Document Automation
SimpleLaw Document Automation is legal case management software for law firms and attorneys that need document workflows alongside client communication and matter administration. Its core strength is turning custom fields and client intake data into completed Word or PDF documents across cases. Around that workflow, the platform includes a secure client portal, messaging, document exchange, payments, tasks, appointments, billing, CRM, conflict checking, and matter workflows. It fits firms that want document-led operations with portal and case-management functions in the same web application.
The published plans show a free Law Firm plan focused on connecting with potential clients. Paid access adds the main operational features: the plan for up to 39 users is listed at $59 per user per month with annual billing, while the 40+ users plan is listed at $56 per user per month with annual billing. Both paid tiers include the Client Portal, time and expense tracking, invoice and payment management, document automation, unlimited matters, and task and calendar management. A 14-day free trial is also available. Firms should compare the free plan with the paid tiers based on whether they need full matter, billing, document, and portal capabilities.
For ecosystem fit, SimpleLaw connects with Google, Outlook, AWS, Dropbox, Google Drive, Microsoft OneDrive, Confido Legal, LawPay, CSG Forte, QuickBooks, and DocuSign. Those connections support cloud storage, payments, accounting, signing, and everyday office workflows. The feature set is broad, but firms seeking a portal-first product with deeper client collaboration may prefer an alternative, since SimpleLaw's primary emphasis is document automation rather than portal depth. It is a sensible choice for firms prioritizing reusable templates and automated document completion, while firms mainly evaluating portal experience should look closely at that trade-off.
SimpleLaw Document Automation pricing
All 3 SimpleLaw Document Automation plans and prices →
SimpleLaw Document Automation fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $56/user/mo |
| Client messaging | Yes |
| Secure document exchange | Yes |
| Electronic signatures | Yes |
| Online client payments | Yes |
| Client intake forms | Yes |
| Matter status updates | Yes |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | HIPAA |
| Support | Email, Live chat |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: Google, Outlook, AWS, Dropbox, Google Drive, Microsoft OneDrive … |
| Pricing | Free plan · paid from $56/user/mo (annual) · 14-day trial (source) |
| Website | simplelaw.com |
| Facts checked | 20 Sep 2026 |
SimpleLaw Document Automation integrations
SimpleLaw Document Automation lists 11 integrations on its own site.
- Outlook
- AWS
- Dropbox
- Google Drive
- Microsoft OneDrive
- Confido Legal
- LawPay
- CSG Forte
- QuickBooks
- DocuSign
Alternatives to SimpleLaw Document Automation
- HighQA document-focused legal workspace with portals, controls, automation, and AI analysis.8.6
- FilevineA full legal operations suite for firms that need portal, matter, billing, and intake tools.7.9
- Clio for ClientsA free client portal for Clio firms, with messaging, documents, billing, and matter updates.7.5
See all SimpleLaw Document Automation alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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