For Small & Mid-Size Law Firms

Stop re-typing the same client facts into every closing, trust, and estate document.

Attorneys report spending 40–50% of the day on documentation and drafting alone. We audit your highest-volume, most time-consuming forms — closing packages, trust and estate document sets, retainer agreements — and turn them into attorney-reviewed templates that cut drafting time by 50–80%.

Request a Forms Audit See What's Included

The forms aren't the marketing kind — they're the ones costing you billable hours

Every one of these numbers is a document-automation opportunity, not a demand problem — the work is already coming in, it's just taking too long to process once it does.

40–50%

Of the day

Share of the average attorney's day spent on documentation and drafting.

11.2 hrs

Lost weekly

Hours lost each week to document creation and management friction — at least 6 of those hours pure waste.

50–80%

Drafting time cut

Typical reduction in drafting time on document types that get automated.

15–25 hrs

Recovered monthly

Hours recovered by a firm producing 50 documents a month, once those documents are templated.

Sources: Clio Legal Trends Report, via CaseStatus; MetaJure; Mitratech; XpressDox.

What the Forms Audit & Automation build includes

A diagnostic-and-build engagement, scoped in 1–2 weeks, that finds a firm's highest-time-cost, highest-repetition documents and turns them into automated templates your own staff can run.

1

Forms & Document Time Audit

Which documents get produced most, how long each takes by hand, and who drafts them today

2

Automation Opportunity Ranking

Every candidate document scored by volume × time × error risk

3

Template & Interview-Flow Build

Structured intake feeding clause-logic templates in your firm's own language

4

Tooling Recommendation

A fit assessment matched to your size, budget, and existing systems

5

Attorney Review Workflow

Every automated draft routes to a named attorney before a client sees it

6

Rollout & Measurement

A before/after time comparison on your own numbers, not industry averages

Two practice areas, two very different document problems

Document volume and complexity look different by practice area — these two show the range.

Real Estate Attorneys

  • Long, repetitive document sets within a single closing — purchase agreement, closing disclosure, deed, title documents, lien releases, 1099-S — all drawn from the same handful of facts
  • Hard, unmovable deadlines — a drafting bottleneck on one file can jam the whole closing calendar
  • High transaction volume means templated closing documents pay back fastest here

Trust & Estate Attorneys

  • Deep document sets within a single engagement — will, revocable trust, financial power of attorney, healthcare directive, plus later funding documents
  • Sensitive intake — family structure, successor trustees, guardianship, asset inventory — captured once and reused everywhere
  • Consistency matters as much as speed — automated clause logic keeps a trust and its companion pour-over will aligned
The same audit model extends to any practice area with high-repetition documents — family law, immigration, personal injury. Real estate and trust/estate are the clearest contrast: one shows document volume within a transaction, the other shows document depth within an engagement.
Why This Isn't Just Software

Attorney-reviewed, not attorney-replaced

Automated first drafts are drafts, not filings. Every template is built to route through your attorneys, not around them.

Talk to Us About Fit
  • Every automated first draft routes to a named attorney for review before it reaches a client or gets filed.
  • No template collects or stores client data outside your firm's existing confidentiality and security controls.
  • Clause language is approved by the responsible attorney before any template goes live.
  • Built to complement your existing practice management and document systems, not replace attorney judgment.
The ROI Compass

Every recommendation moves one of three numbers

The ROI Compass is how Simplex Via ranks every recommendation it makes, in any engagement. Applied to your firm's paperwork, the three numbers read like this. The Automation Opportunity Ranking names which number each document bears on, what it measures against today, and by what mechanism — so you can sequence the build against something other than a vendor's opinion.

Effectiveness

It Makes You Money

Freed drafting capacity becomes billable capacity — another closing, another estate plan, another client — in practices where drafting time, not demand, is the real ceiling. Measured against your current matter volume, not hours saved in the abstract.

Real estate: A closing practice held back by drafting backlog can close more files the same month, same staff.

Trust & estate: A practice turning away consultations during peak season can convert more of them into signed engagements.

Efficiency

It Gives You Hours Back

The same client and matter facts captured once instead of re-typed into every closing, trust, or estate document. This is the dominant number in a document automation engagement.

Real estate: Property address, parties, price, and closing date captured once, reused across the purchase agreement, closing disclosure, and deed.

Trust & estate: Family structure, successor trustee, and guardian choices captured once, reused across the will, trust, POA, and healthcare directive.

Quality

It Makes The Work Hold Up

The same standard on your busiest closing week as your slowest, produced through a named attorney's review checkpoint before any draft reaches a client or gets filed.

Real estate: The same review checkpoint on your busiest closing week as your slowest — before a deed gets recorded.

Trust & estate: A trust and its companion pour-over will that always reference the same fiduciary designations and dates.

Every document in your Automation Opportunity Ranking carries the number it bears on, its baseline, and the mechanism behind it. Efficiency is measured directly on your own documents; converting freed time into more billable matters is confirmed with you, not assumed.

What you walk away with

A prioritized roadmap plus the built templates for the first priority tier, delivered in Simplex Via's standard report format.

Automation RoadmapEvery candidate document ranked by expected time savings, sequenced by priority.
Built Templates (Priority Tier)The first set of interview-flow templates, ready for staff to run.
Time-Savings ReportA before/after drafting-time comparison specific to your firm's own documents.

Find out how many hours your team could get back

Pick a time that works for you and we'll come prepared to talk through your highest-volume documents.

Request a Forms Audit

This page is for general business inquiries only. Scheduling does not create an attorney-client relationship with Simplex Via, and please do not include confidential client or matter information.