Templates in Word
Build templates in Microsoft Word, the program your attorneys already draft in. There’s no new editor to learn.
Document generation
Legal document automation
software for law firms
Turn your firm’s Word documents into templates that fill themselves with client and matter data. Preview the document, generate it as Word or PDF, and save it straight to the matter or email it to the client.
Merge fields filled
12 of 12
Saved to matter
Engagement › Retainer.pdf
What sets CaseQube apart
Legal Document Generation Software That Works From Your Matters
Your templates, your wording, filled with data your team already entered.
Filled from the record
Client names, matter details and intake answers drop into the document from the record you generate it from.
Preview before you send
Check every document before it’s generated, so mistakes are caught before a client sees them.
Saved to the matter
Generated documents go into the matter’s folders, next to its tasks, billing and trust activity.
Word document automation for law firms
Keep drafting where you already draft, and stop retyping the same details.
- Your documents become templatesTake the engagement letters, retainers and letters your firm already uses, and add merge fields where client and matter details go.
- Merge fields for client and matter dataFields like the client’s name, address, matter number and key dates fill in automatically when you generate the document.
- One template for every matterBuild a template once and use it on every matter of that type, so every client gets the same approved wording.
Generate automated legal documents from any record
Create documents at the point in the case where you need them.
- From the matterGenerate letters, agreements and other routine documents from the matter record as the case moves forward.
- From intakeGenerate retainer agreements and welcome letters while the client is still in intake, using the details they just gave you.
- From the settlementIn personal injury matters, CaseQube produces the client settlement statement as a PDF, with fees, medical bills, liens and expenses already calculated.
Generate from
Matter
Status letter
Intake
Retainer + welcome letter
Settlement
Settlement statement (PDF)
Review, save and send every document
Generating the document is one step. CaseQube handles the next ones too.
- Preview firstLook over the filled document before generating it, and fix anything on the record if a detail is wrong.
- Word or PDFGenerate a Word file when the document still needs editing, or a PDF when it’s ready to send.
- Save, email or downloadSave the document to the matter, email it from CaseQube or download it, all from the same screen.
Previewed
Format
Word
PDF
Then
Save to matter
Email to client
Download
Law firm document templates that stay with the matter
Every generated document is filed where your team will look for it.
- Matter foldersDocuments save into the matter’s own folders, so nobody has to dig through email for the final version.
- Version historyFiles on the matter keep their version history, so you can see what changed and when.
- Access controlsCaseQube is built on Salesforce, so you decide who can open each matter and its documents. Every action is logged.
Nguyen v. Coastal TransitTeam access only
Intake
Engagement
Retainer.pdfv3
v3 · Signed copy · Oct 28v2 · Fee terms updated · Oct 22v1 · Generated · Oct 20
Medical records
Correspondence
AI Around Your Legal Documents
CaseQube fills your firm’s own templates, so the wording is always wording your attorneys approved. AI helps with the information and files around those documents.
Trust
Security, Support And Getting Started
SOC 2 Type II certified
An independent auditor evaluated our controls against the AICPA Trust Services Criteria. The report is available under NDA for security reviews.
Built on Salesforce
Access can be set at the profile, role and field level, and every action in the system is logged.
Support from our own team
Our support team knows CaseQube and law firm workflows, not just software tickets.
Migration and training included
Our implementation team moves your data from your current system and trains your staff before go-live.
Explore More CaseQube Features
Smart IntakeCapture inquiries from every channel, run conflict checks and convert signed clients into matters.Matter ManagementOne record for every matter, with stages, task templates, deadlines, documents, billing and trust.Document ManagementMatter folders, version history, tags and AI document sorting in one place.PI Settlement WorkflowsCalculate fees, liens and medical bills, then produce the client settlement statement.Time & ExpensesRecord hourly time, flat fees and costs against each matter.Flexible InvoicingHourly, flat fee and contingency billing with pre-bill review and LEDES.Integrated PaymentsA client payment portal for card and ACH payments.Full Legal Accounting SuiteTrust accounting, three-way reconciliation and a full general ledger.
Make your firm’s documents easier to produce
Book a demo and we’ll show you one of your own letters turned into a CaseQube template.
What is legal document automation software?
Legal document automation software creates legal documents from templates and data the firm already has. Instead of retyping a client’s name, address and case details into every letter, the software fills them in. In CaseQube, the templates are Word documents and the data comes from the client, intake or matter record.
What is the difference between document generation, document automation and document assembly?
They overlap. Document generation means creating one document from a template and data. Document automation is the wider process of templates, data and filing working together. Document assembly is an older term for building documents from templates and clauses. CaseQube’s document generation covers the first two.
What types of legal documents can be automated?
Any document your firm sends often with the same structure: engagement letters, retainer agreements, welcome letters, fee agreements, status letters, routine correspondence and settlement statements. If the layout stays the same and only client or case details change, it’s a good fit for a template.
What are merge fields in a legal document template?
Merge fields are placeholders in a template, such as client name, matter number or date of incident. When you generate the document, each field is replaced with the matching information from the record. One template can then produce a correct document for every client.
How does document generation work in CaseQube?
You build a template in Word and add merge fields. From a client, intake or matter record, you pick the template, preview the filled document, then generate it as Word or PDF. The finished document can be saved to the matter, emailed or downloaded.
Can I use my firm’s existing Word documents as templates?
Yes. CaseQube templates are Word documents, so you can start from the letters and agreements your firm already uses. You add merge fields where client and matter details belong, and the rest of your wording stays exactly as it is.
What information can CaseQube pull into a document?
CaseQube fills merge fields with information stored on the record you generate from. That includes client contact details, matter details, key dates and answers collected during intake. If the information is on the record, it can go into the document.
Can I preview a document before it’s generated?
Yes. CaseQube shows you the filled document before you generate it. If a detail is wrong, you can fix it on the record and preview again, so the final document goes out correct.
What file formats can CaseQube generate?
CaseQube generates documents as Word or PDF. Choose Word when the document still needs edits from an attorney, and PDF when it’s final and ready to send to the client or another party.
Where do generated documents go after they’re created?
You can save the document to the matter’s folders, email it directly from CaseQube or download it. Documents saved to the matter sit with the rest of the case file and keep their version history.
Can I generate retainers and welcome letters during client intake?
Yes. CaseQube generates retainer agreements and welcome letters from your templates using the details collected during intake. When the client signs and the intake converts to a matter, the documents move with it.
Can CaseQube generate a personal injury settlement statement?
Yes. CaseQube’s settlement workflow calculates attorney fees, medical bills, liens and expenses on the matter, then produces a client settlement statement as a PDF. The calculations and disbursements are recorded with an audit trail.