How it Works: SmartLegalFormsTechnology and Services

SmartLegalform’s Web-Enabled Document Automation Platform is designed to be very easy to use – for you and your customers.

Customers can easily purchase legal documents, collaborate, share files, communicate, and pay their bills online via their secure “ClientSpace”.  If a password is forgotten, systems are in place for automatic password reset.  You can also set-up a customer account using our Quick Registration procedure.

Document Automation Solution

Central to this ease-of-use is Rapidocs, our sophisticated and groundbreaking online document automation solution.

Your customers click on the link to the document they need and seamlessly access the Rapidocs system.  This presents them with an easy-to-complete questionnaire, specific to the document they are purchasing from you.

As a customer completes the questionnaire, answers are used to create the document automatically in real time, behind the scenes. Your customer doesn’t know that the document or legal form is created instantly. Help boxes and information prompts appear throughout every questionnaire to help your customer understand what is being asked, provide definitions of legal terms, etc., so that the vast majority of customer questions are dealt with inside the questionnaire itself.

When a customer has completed an online questionnaire, (s)he simply presses a “submit” button to send it to your company. Your customer doesn’t realize that a complete document has been created, ready for your review. You are alerted via e-mail and the document draft is ready for review on your Dashboard.

You can then securely access the first draft online, review it as required and, once you have approved it, inform your customer.

The customer retrieves the document by downloading it from his or her “ClientSpace” — or you may instruct the customer to come into your office to collect it – whatever works best for you and your business.