legal document CREATION

Generate standardized documents instantly—without manual effort. Builder pulls the right data into your templates, generating fully formatted, ready-to-use documents in seconds.

• Use Builder’s advanced templates directly from within the generate menu, without having to leave the matter in Actionstep
• Manage and distribute Builder’s powerful templates from a centralized catalog, organized by matter or document type

Get greater control over your law firm’s documents with Builder’s pre-merge interviews that increase your document accuracy. Real-time data validation during the interview creation process helps your firm reduce errors before your document is produced. 

• Leverage custom input types like text fields, date pickers, and dropdowns
• Add an unlimited number of conditional questions based on previous responses
• Drag-and-drop interface simplifies interview construction and further reduces manual effort
• Modify or update participant data on the fly within the interview screen

Builder pre-merges client and matter data from Actionstep into pre-defined templates, allowing firms to create multiple customized documents in one step.

Templates adapt based on interview responses, ensuring accurate and consistent document generation.

Builder consolidates multiple document versions into a single template using embedded logic. Instead of managing numerous variations, firms can use one intelligent template that dynamically pulls in the correct sections and language as needed.

Builder enables your team to create and edit templates where your work happens, like from within Microsoft Word.