Templafy's document automation solution for law firms

A unified document management ecosystem for a more efficient document creation workflow.


Why law firms choose Templafy's legal document automation solution

Templafy is used by large, medium, and small firms internationally to connect and manage their entire document creation workflow. Through integration with existing document management systems, those working in legal industries are able to create best-practice documents (including client intake forms) in less time. 

Templafy’s customized document generation software has both online and offline functionality for maximum productivity. That means law firms can spend less time creating legal forms and more time focusing on profitability (i.e., billable activities). 


Ensure the process of assembling complex documents is fast and accurate, containing the latest firm-approved content.

Evergreen solution

Real-time software updates ensure available content is always up-to-date, and centralized administration allows non-IT staff to update and deploy content, and manage access rights.

Centralized governance

Centrally controlled document ecosystems can filter best-practice content for law practice employees, and instant global distribution of content mitigates the risk of compliance errors.

Integrations & APIs

Document creation ecosystems are unified through integrations to existing document management systems, Office apps (including Microsoft Word and Google Docs), on-premise files, and precedent databases.

Learn more about the Templafy platform here

Want an efficient law firm? You’ll need more than legal practice management software. Find out how Templafy's document automation tools help legal professionals in all practice areas.

Customizable ribbon for law firms

Design a ribbon for your needs

Templafy’s customizable ribbon for law firms is developed for those creating documents in the legal industry. It is designed to be flexible and customizable so it can suit the specific needs of individual firms and coexist with other document assembly tools.

Content distribution
Content distribution

Centralized distribution of all company templates

Centralized administration allows instant distribution of new and updated templates and content. With Templafy, changes to cloud-based document templates and digital assets are available in real-time. This allows law firm employees to spend less time on document drafting and practice management activities and more time on billable tasks. 

Document assembly
Document assembly

Easily create personalized and complex law firm documents

All employees have direct access to the best legal document for their needs (i.e., company templates and assets), making document assembly for lawyers more efficient. Inbuilt filtering takes user-specific variables into account, such as user profiles, location, language, and firm-approved formatting.

Document generation for legal services has never been easier. Users can create complex documents, such as contracts, more simply and with less human error through using questionnaires. In this process, intelligent document assembly software builds documents based on answers, which eliminates the need to maintain large numbers of templates.

Productivity and fix tools
Legal tools for productivity

Productivity and fix tools developed for lawyers

Increase productivity through easy access to the most commonly sought-after legal formatting tools directly in an in-built ribbon.

  • Transform entire documents (i.e., pleadings, motions, etc.) into different styles based on court formatting requirements and layouts.
  • Minimize documents to display only customizable headlines for a quick overview of the casefile.
  • Reuse best-practice text from existing precedents using copy and paste tools, and paste into PDFs to ensure there can be no third party modification.
Precedent access
Precedent access

Easily access, store and share precedents and case files

Templafy integrates with legal technology that law firms use to provide access to existing case files and precedents, such as iManage and on-premise file and precedent databases.

  • Information regarding case and client matters can be pulled from precedents and placed in the correct part of new documents.
  • New documents are automatically saved by case, client or matter into a document management system so they can easily be found.
Compare documents
Compare documents

Track changes between different document versions

This feature lets users see any modifications made to a document.

  • Group changes by category, or focus on individual changes.
  • Compare files, text, code, images or tables in Word, PDF, Excel and PowerPoint format easily.

Sign up now and get a personalized demonstration tailored to your specific needs

Easy integration with your IT setup

Direct integrations and APIs with Microsoft Office, Office 365, Google Workspace, SharePoint, and more.

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Secure and future-proof technology

Templafy is a security-first organization. Templafy’s platform is hosted in Microsoft Azure using Platform-as-a-Service technology. Microsoft was chosen due to its extensive security features and strict compliance standards that enable commitment to the confidentiality, integrity, and availability of the Templafy solution.

Templafy has a strong commitment to privacy, security, and compliance. To further earn customers’ trust, we have introduced and optimized tools and processes to ensure our continued compliance with the General Data Protection Regulation.

If you want to learn more, our expert support team is always available to assist and answer any questions.

Learn more about security with Templafy

“Templafy is a valuable solution for any public or private sector organization looking to govern and streamline employee communications created in Microsoft Office 365 applications in the cloud or on premise.”

Mark Walton, Office Marketing Group Lead, Microsoft NZ