Simplify your work with this Document Automation Tool for Paralegals
Reclaim working hours and cut operational costs at scale by automating document creation and editing, data and signature collection, document management, and storage.
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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.
G2 recognizes pdfFiller as one of the best tools to power your paperless office
4.6/5
— from 710 reviews
What makes pdfFiller an outstanding Document Automation Tool for Paralegals?
Explore a vast array of features that streamline your daily work.
Automated, end-to-end workflows
Create fillable forms, publish them online, gather data and signatures, and set automatic notifications and reminders. Access completed documents in one safe and organized space.
PDF document editor
pdfFiller makes editing, filling out, and annotating PDFs seamless and straightforward. Quickly add text, dates, images, checkboxes, signatures, and other elements to your documents.
Reusable templates
Transform your frequently used PDFs into editable templates that you can easily duplicate and reuse. Save time and eliminate errors by avoiding repetitive data entry.
Consistent branding
Ensure all your documents and customer interactions are on brand. Display your logo on PDFs, email notifications, and in the document editor. Customize email messages to ensure a cohesive experience across all communication channels.
Fast digital sharing
Share documents and templates for review and editing while maintaining control over access permissions. Instantly send documents to clients and employees via email, fax, or SMS.
Automated data transfers
Auto-populate PDF forms in bulk or extract data from multiple completed forms to a spreadsheet in seconds. Connect pdfFiller with Google Drive, Box, Dropbox, or OneDrive to transfer documents in one click.
Trusted document automation software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
65.5K+
documents added daily
Eliminate manual paperwork hassles with an automated PDF solution
100% paperless workflows
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
pdfFiller automates document processes across industries
Our user reviews speak for themselves
Reduce manual paperwork with this Document Automation Tool for Paralegals
Experience the transformative potential of pdfFiller’s document automation features, designed to take your productivity to new levels. Get more tasks done with user-friendly document automation tools right in your PDF editor. From role distribution to document routing, each feature is made to save time and minimize manual effort.
But the advantages of this Document Automation Tool for Paralegals go beyond efficiency. Customize document routes to fit your unique needs, manage the file’s accessibility, and assign roles for activating automated actions with the paperwork. Whether you’re generating agreements, processing invoices, or handling client onboarding, pdfFiller adapts to you, enhancing your capability to deliver excellent results. Follow these steps to simplify your paperwork routine.
Getting started with your Document Automation Tool for Paralegals
01
Access your account. Use your credentials to sign in to pdfFiller or register a new account with your current email address.
02
Open the Dashboard and click Add new. You can import the file you already have, locate a suitable template in our library, or compose one from scratch. Once you pick your option, you will be redirected to the editor.
03
Take advantage of the pdfFiller’s toolbar to modify the PDF or craft it from scratch.
04
Add fillable fields. Click EDIT FILLABLE FILEDS on the right, locate the type of field you need, and place it in the form.
05
Customize the fields and streamline their fill-out by assigning them to particular users in the field configurations.
06
Check the document and change it as required.
07
Click the dropdown next to DONE, and then Share. Configure the access to the document and assign roles for collaboration.
Step into a world where document management is no longer a routine but a competitive advantage. Start your journey with pdfFiller now, and experience the improvement in how you work, grow, and succeed.
Ready to get started?
Jump in and try our Document Automation Tool for Paralegals hands-on!
Speed up document creation and editing
Streamline data and signature collection
Automate document transfers
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is woodpecker document automation?
Woodpecker helps you automate legal documents within Microsoft Word so you can reduce risk, increase profits, and take on more clients. No additional headcount required. Service your clients faster by creating documents using existing client information, conditional logic, and formula calculations. Woodpecker Legal Document Automation - Microsoft AppSource Microsoft AppSource en-us product office Microsoft AppSource en-us product office
Which tool is used for automatic document generation?
Formstack Documents can be used to automatically generate dynamic PDF documents from your form submissions, CRM records, or other valuable data sources.
What is document automation used for?
Document automation is the process of transforming documents into intelligent templates, and then using these templates to create 100% accurate documents, every time. Document automation captures and reuses expert document-related knowledge.
What equipment do paralegals use?
Takeaway: Paralegals must understand (1) Document management, (2) Legal research tools, (3) Case management software, (4) Communication & collaboration tools, (5) Continuing education resources, and (6) eDiscovery software. 6 Essential Tools Every Paralegal Must Know About - GoldFynch Blog GoldFynch blog 2024/01/10 6-essential- GoldFynch blog 2024/01/10 6-essential-
What does a document automation specialist do?
The Document Automation Specialist will assume the lead role of the document automation team in the absence of the Supervisor and will become a trusted advisor to the client by immersing themselves in client tools, processes, and culture, assisting with the process of engaging with the firm when required.
What is legal document automation software?
Document automation allows you to automate the legal document creation process with the help of intelligent templates. For law firms, document automation provides a centralized process for producing letters, motions, pleading, invoices, and other legal documents. A Guide to Document Automation for Lawyers - Clio Clio Posts Technology Posts Clio Posts Technology Posts
What is woodpecker software used for?
Aimed at solo practitioners or small firms, Woodpecker is a document automation app for lawyers. It works with templates in DOCX format for contracts, agreements, letters, and other legal documentation. Woodpecker is cloud-based but integrates with Microsoft Word to update files automatically with user-defined data.