Start with Your Existing Documents and Create Your Template in Minutes
What is a Document Template?
Make Legal Docs can use your existing attorney-created and reviewed documents as a template, no matter how you created them. Simply take one of your current legal documents and replace the client information with generic "data fields" to create a master document with "data fields". Making a document template takes just minutes.
Works with Windows, Mac, Linux, iPad, Android
Organize Your Document Templates with Categories and Data Fields
Catgories
Use Categories as your filing system for your document templates. As an attorney, you may have categories for Estates, Probate, Divorce, and more. With Make Legal Docs, you can easily add new categories, such as Adoptions, Deeds, General Letters, and Real Estate, to streamline your workflow.
Fields
Data Fields are the find and replace merge codes on your document template. With Make Legal Docs, you can easily add and modify data fields, such as "{[ClientName]}" or "{[Address]}", to customize your templates. We also save the data so you can update or modify it at any time.
Manage Your Clients and Matters with Ease
Clients
Add new clients to Make Legal Docs to keep track of basic details, such as their name and contact information. For example, if you are working on an estate plan for a husband and wife, they would be added as clients.
Matters
Matters are the items you work on for clients, such as estate plans or probate. After creating a client, the next step is to add one or several matters to a client. Matters come from the categories and have document templates. For example, an estate plan matter may have a living will and health care surrogate document template, making it easy to re-use information in the database.