Law Firm Solutions
Automate Legal Document Preparation from Intake to Signature
Collect client and matter details once, automatically generate engagement letters, fee agreements, retainers, NDAs, and authorizations, send them for e-signature, and store every completed document.
Build intake-to-document workflows for client onboarding and matter setup. Built for attorneys, paralegals, and firm operations teams who need consistency, speed, and a complete audit trail.
Built for Law Firm Document Workflows
Opening a matter usually means the same client, billing, scope, and authorization details must appear in retainers, engagement letters, fee agreements, disclosures, and settlement packages. ePACT!t collects that information once and generates the documents your team needs.
Instead of repeatedly drafting the same packets, firms can standardize intake, generate matter packages, collect signatures, and keep every executed document in one secure place.
What this gives your team
- One client intake powers every onboarding document
- Consistent engagement, fee, and authorization packages
- Faster handoffs between intake, attorneys, and matter administration
Common Challenges
Law firms often lose billable time to repeated drafting and disconnected signature chasing before a matter ever starts.
Example Documents Teams Automate
These are common starting points for law firm workflows. With Workflow Builder, design client intake, map fields once, and generate any document your process needs.
Engagement & Fees
5 documentsCore documents that formally open the attorney-client relationship.
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- Engagement Letter
- Fee Agreement
- Retainer Agreement
- Scope of Representation Letter
- Client Agreement
Authorization & Confidentiality
5 documentsPermissions and protective documents needed before work begins.
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- Client Authorization
- Authorization Forms Packet
- NDA / Confidentiality Agreement
- Information Release Authorization
- Third-Party Disclosure Consent
Disclosures & Settlement
4 documentsRequired disclosures and downstream settlement documentation.
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- Disclosure Package
- Conflicts / Informed Consent Disclosure
- Settlement Documents
- Matter Closing Acknowledgments
All documents and intake fields are editable so you can match firm templates, practice areas, and jurisdictional requirements.
How the Workflow Runs
From client intake through signature and matter creation, every step stays in one connected flow.
Why this model works
- One intake powers every downstream legal document
- Engagement, fees, and authorizations stay in one auditable chain
- Completed packages are ready for matter kickoff and later settlement work
Why Law Firms Choose ePACT!t
Reduce intake friction while keeping quality, consistency, and client experience high as caseload grows.
Standardize intake-to-signature execution, cut re-entry across matters, and give attorneys and ops one source of truth for every engagement package.
Ready to automate your law firm workflow?
Book a guided demo to see how client intake can power engagement letters, retainers, authorizations, and more.
We can map your current intake process and help you design workflows for the practice areas you handle most.
