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Document Automation

Generate documents and correspondence with ease using our integrated form builder.

Retainer agreements. Medical Request Letters. Nondisclosure Agreements.

CARET Legal’s Document Automation streamlines the process of creating new documents and forms. Attorneys who consistently draft the same documents for every situation can automatically generate forms using matter-related information already entered into CARET Legal. Document Automation will save your firm time so you can get back to what you do best: practicing law.

CARET Legal also provides the ability to securely share Intake Forms with prospects. The data entered into electronic Intake Forms can then automatically populate dynamic merge fields in your document templates.

Document automation in CARET Legal


Whether you’ve been practicing for years or just starting out, you undoubtedly have your library of standard forms that you use repeatedly. Why waste time creating new forms for each case by inputting matter-specific data that is already entered into CARET Legal? CARET Legal’s form builder will help you create a document template using Word™. Once you have identified the unique data such as names, addresses, or case name contained in the form, you can create templates that will be used again and again. One click will generate beautiful, formatted, matter-related documents.

Custom form builder in CARET Legal for document automation


So now you know that by using the information you’ve already input into CARET Legal, you can generate documents with one click. But what if you have forms that contain specific information that isn’t already in CARET Legal, such as date of accident or name and address of the court where a case was filed? No sweat. With CARET Legal’s easy-to-use custom merge field builder you can create unique custom fields. Once you’ve created the field and input the relevant information, you’ll be good to go.

Ready to supercharge your law practice?