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Legal Document Generation Software for Faster, Smarter Workflows

Create dynamic documents in one click using matter and client data with CaseQube’s legal document creation software.

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Document Generation

Challenges Law Firms FaceWithout Automation

Many legal teams still perform document creation manually or use traditional word processors, resulting in the following:

A growing number of legal teams still use manual systems instead of legal document generation software or rely on an old word processor. This will lead to:

  • Repetitive data entry – Lawyers are busy entering one client and matter detail after another in various forms.
  • Human error – Tiny manual errors or omissions of critical clauses translate into compliance risks or delays in the cases.
  • Inconsistent templates – Different team members use different versions of contracts, pleadings, or agreements, which are already outdated or mismatched versions.
  • Lost Productivity – Editing and fine-tuning documents for hours affects other tasks, one of which is client advocacy.
  • Delay in turnaround – The generation and review of important documents slows down the timeline for the case without the automation process.

Key Features

Merge Fields

Auto-fill templates using client and matter data.

Template Editor

Build custom documents with drag-and-drop sections.

Conditional Logic

Show or hide clauses based on case details.

Multi-Format Output

Generate PDF, Word, Excel, or PowerPoint files.

E-Sign Routing

Send for signature and auto-archive signed docs.

Auto-Save to Matter

Automatically store generated docs in the case folder.

Benefits of CaseQube LegalDocument Generation Software

CaseQube enables law firms to automate the drafting, management, and delivery of documents:

  • Faster Drafting – Draft legal documents in mere seconds using client and matter data.
  • Error Reduction – Fields are auto-filled with conditional logic to ensure that every clause matches the case.
  • Template Conformity – Templates are centrally managed for compliance and brand alignment throughout the firm.
  • Multi-format Support – Export as PDF, Word, Excel, or PowerPoint depending on the needs of the client or the court.
  • E-Sign Integration – Send contracts or filings out for signing with just a few clicks, all without leaving the platform.
  • Matter-Centric Storage – Automatically associate every document that is generated with its related file matter.
  • Client Satisfaction – Faster turnaround times mean long-term relationships with clients and client satisfaction.

Why Choose CaseQube?

In a legal industry where precision and efficiency are paramount, CaseQube represents the best legal document generation software for firms of all sizes. Integrating an automated system with compliance checks and platform flexibility, lawyers liberate themselves from bottlenecks to focus on more value-adding assignments for the client.

What Makes CaseQube Different?

AI-First Approach

Smarter workflows from time tracking to billing and document automation, saving hours every week.

Legal + Financial in One

Run your entire practice with seamless integration, powered by our own LawAccounting and CloudDoc tools.

Modular & Flexible

Adopt only what you need, when you need it. Scale effortlessly without disrupting your existing processes.

Built on Salesforce

Enterprise-grade security, compliance, and scalability, trusted by the world’s leading organizations.

Work smarter, not harder.CaseQube does the rest.

CaseQube is the only AI-first legal practice platform built on Salesforce, designed to simplify case management, billing, and document automation. Experience seamless legal + financial integration in one place.

The Future of Legal
Practice Management, Today

From intake to invoicing, streamline workflows, automate tasks, and delight
clients, all in one unified platform.
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Testimonials

"CaseQube has completely transformed how we operate. The AI-driven document management features are not only intelligent but intuitive—saving my team hours every week. The platform itself is smooth, well-integrated, and refreshingly easy to use. Most importantly, it has significantly reduced our operational costs without sacrificing capability. It’s clear that CaseQube was built with real law firm needs in mind."

Anna Shapiro, Esq., LLM Chief Executive Officer Shapiro Law Group, PC

"The immigration workflow in CaseQube is exactly what our firm needed—smart, efficient, and built for how immigration practices actually work. What impressed me even more was the seamless integration of accounting, which eliminated the need for separate systems. And the support? Outstanding. The CaseQube team has been with us every step of the way. I couldn’t be happier with the decision to implement it."

Howard Greenberg Founder Greenberg Hameed PC

Frequently Asked Questions

Get answers to the most common questions about CaseQube. Learn how our AI-powered legal platform streamlines operations, improves efficiency, and adapts to your firm’s unique workflows and compliance needs.

CaseQube is an all-in-one, AI-powered legal practice management platform built on the Salesforce Platform. It covers your entire workflow—from intake to invoicing—integrating case management, document automation, billing, payments, and accounting into one intelligent system. CaseQube is an all-in-one, AI-powered legal practice management platform built on the Salesforce Platform. It covers your entire workflow—from intake to invoicing—integrating case management, document automation, billing, payments, and accounting into one intelligent system.

Businessman highlighting CaseQube’s Frequently Asked Questions
Businesswoman highlighting CaseQube’s Frequently Asked Questions