Document Generation & eSignature Automation for Law Firms
Auto-populate contracts and retainer agreements from intake data, enable electronic signatures, and sync finalized documents to your CRM or cloud drive
Value Proposition
Level Play Digital's document generation and eSignature automation eliminates hours of manual work by automatically creating legal documents from intake data. Attorneys save 83% of their document prep time, reduce errors by 80%, and get documents signed same-day instead of waiting weeks. Setup requires no coding, and our team guides you through template configuration and workflow setup.
Overview
Lawyers spend up to 40% of their day drafting repetitive documents—contracts, NDAs, and client agreements. Manual edits and version control create delays and risk errors. Level Play Digital eliminates paperwork bottlenecks with auto-generated documents that pull directly from intake data and route securely for eSignature. Our system transforms hours of manual document preparation into minutes of automated generation, ensuring accuracy and compliance while freeing attorneys to focus on billable work.
Business Challenge & Our Solution
Common pain points and how we address them
Business Challenge
Why Is Contract Preparation So Time-Consuming?
Lawyers manually copy client information from intake forms into contract templates, spending hours on repetitive data entry. Each document requires careful review to ensure accuracy, and one typo can delay the entire process.
Why Do Manual Edits Create Errors?
Copy-paste mistakes, version control issues, and forgotten updates lead to incorrect client names, dates, or terms. These errors require multiple revision rounds, frustrating clients and wasting valuable attorney time.
Why Is Approval and Signing So Slow?
Documents sit in email inboxes waiting for signatures. Clients forget to sign, emails get lost, and follow-up requires manual tracking. The approval process can take days or weeks, delaying case progress.
Why Are Files Disorganized?
Signed documents get scattered across email threads, local folders, and cloud storage. Finding the right document requires searching multiple locations, and version control becomes impossible without a centralized system.
Our Solution
AI-Powered Template Generation
Upload your retainer, NDA, or contract templates once. Our system automatically pulls client data from intake forms and populates every field instantly—eliminating manual data entry and reducing errors by 80%.
Dynamic Field Updates
When client information changes, all related documents update automatically across your entire system. No more hunting through files to update a single field—everything stays synchronized and accurate.
Integrated eSignature Workflow
Documents route seamlessly to DocuSign or HelloSign for secure electronic signatures. Clients receive signing links automatically, and you get instant notifications when documents are completed—no email chains required.
Automated CRM & Cloud Sync
Every signed document automatically syncs to your CRM and cloud storage, organized by client and case. Version control is maintained automatically, and you can access any document instantly from a single location.
Key Features
Comprehensive features designed for your industry
Template Setup
Upload your retainer, NDA, or contract templates once.
Auto-Fill Logic
Intake data populates client details automatically.
Digital Signature
Clients receive a secure eSignature link.
Storage & Tracking
Signed documents sync with CRM records and Google Drive.
Reduce document prep time by 80%
Maintain compliance and version control, integrate eSignatures seamlessly into workflow, and keep all client files organized automatically.
Frequently Asked Questions
Common questions about our solution
Results & KPIs
Measurable improvements from implementing our solution
| Metric | Before | After | Improvement |
|---|---|---|---|
| Drafting Time per Document | 90 min | 15 min | 83% faster |
| Error/Revision Rate | 10% | < 2% | 80% fewer errors |
| Document Turnaround | 2–3 days | Same day | 85% reduction |
| Client Satisfaction | 80% | 95%+ | 18% improvement |
Results may vary based on implementation and business-specific factors.
How It Works
Step-by-step process for implementing our solution
Client Completes Intake Form
Client information is captured through your intake process, including name, contact details, case type, and relevant terms.
System Selects Appropriate Template
Based on case type and practice area, the system automatically selects the correct document template (retainer, NDA, contract, etc.).
AI Auto-Populates All Fields
Client data flows automatically into every field of the document template, eliminating manual data entry and reducing errors.
Document Routes for Review
The completed document is sent to designated attorneys for review and approval before routing to the client.
Client Receives eSignature Link
Once approved, clients receive a secure eSignature link via email or SMS, allowing them to sign from any device.
Signed Document Syncs Automatically
Upon signature, the document automatically syncs to your CRM, cloud storage, and client file—fully organized and accessible.
Manual vs Automated
See the difference automation makes
| Aspect | Manual Process | AI-Powered Automation |
|---|---|---|
| Response Time | 90 minutes average drafting time per document | 15 minutes automated generation |
| Lead Qualification | Manual copy-paste from intake forms | Automatic data population from intake |
| Data Entry | Email-based approval workflow | Automated routing and approval workflow |
| Follow-up | Manual eSignature link distribution | Automatic eSignature link delivery |
| Scalability | Scattered file storage across systems | Centralized CRM and cloud sync |
Performance metrics are based on typical implementations. Actual results may vary based on your business size, industry, and how you configure and use the automation.
Trusted & Compliant
Built on industry standards and trusted integrations
Industry Standards
- SOC 2 Type II certified infrastructure
- Encrypted data transmission (TLS 1.3)
- GDPR and CCPA compliant
- Legal industry security standards
- Regular security audits and compliance reviews
Ready to Transform Your Business?
Let's discuss how this solution can work for your legal services business.
Schedule a free consultation to explore your specific needs and see how our automation can drive results.