Documents and agreements, generated and tracked
12
features
3
automations out of the box
1 panel
replaces document generation tools
Every plan
free forever included
Overview
Legal & Documents in one page.
Generate documents from templates, route them for approval and signature, and keep a clean register.
“The result
Professional documents produced in minutes, with a clear record of who approved what.
Key capabilities
- Templates with reusable blocks
- Maker types and approval workflows
- Document register with status and history
- Signatures and approvals
- Categories and audit log
What it covers
Replaces
Document generation & e-signature tools
Best for
Legal & admin · Document authors · Approvers & signers · Everyone else
From start to finish
- 1Template
- 2Create
- 3Approve
- 4Sign & file
Why teams use it
What Legal & Documents gives you that separate tools don't.
It replaces document generation & e-signature tools — as one panel inside the same platform, on the same login and the same data.
Professional documents in minutes, from templates
A clear record of who approved and signed what
Approval chains per document type
Everything in one library, with history
Who uses it
One panel, the right view for everyone.
People see and do only what their role allows, so each person gets a screen that fits their job.
Legal & admin
Maintain templates, workflows and the document register.
Document authors
Create documents from approved templates.
Approvers & signers
Review, approve and sign.
Everyone else
Read documents shared with them.
How it works
From start to finish, step by step.
Generate documents from templates, route them for approval and signature, and keep a clean register.
- 1
Step 01
Template
Build reusable blocks and layouts.
- 2
Step 02
Create
Generate the document from a template for a person or company.
- 3
Step 03
Approve
It follows the approval workflow for its type.
- 4
Step 04
Sign & file
Signatures are collected and the document is registered with its history.
12 features
Every Legal & Documents feature, explained.
Grouped the way the panel's own menu groups them. All of it is included in every plan.
Documents
5 featuresDocument library
Every document with status and history
New document
Generate from a template
Approvals
Route documents for approval
Signatures
Collect and track signatures
Document history
Who changed and approved what
Templates & workflows
4 featuresTemplates
Reusable blocks and layouts
Maker types
Who can create which documents
Workflows
Approval chains per document type
Categories
Organise documents
Control
3 featuresSettings
Rules and permissions
Audit trail
Recorded in the central audit log
Notifications
Issued, approved or expiring
Runs automatically
Legal & Documents works while you don't.
These happen on their own — notifications, reminders and hand-offs to other panels. Every run is logged, and you can pause any workflow.
Generate documents from templates
Route documents for approval and signature
Notify when a document is issued or expires
Build your own in Workspace → Automations.
Connected panels
Nothing is re-typed. Everything is connected.
Legal & Documents shares one database with every other panel, so work moves between teams on its own.
Screens
Legal & Documents, exactly as your team sees it.
Real, full-resolution screens of the live product, captured in a demo workspace with sample data.
Run Legal & Documents — and every other panel — free.
Every panel and every feature is included in every plan, starting free forever for one person.
FAQs
Questions, answered.
Still deciding? These are the things people ask before they start.
What can I ask the AI?
Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.
Can the AI change my data?
No. Questions are answered with read-only queries, and the AI only uses data the person asking is allowed to see.
Do I need to write code to automate things?
No. Workflows are built from a trigger, optional conditions and actions on a settings screen, starting from ready-made templates.
Can I build an AI assistant on my own documents?
Yes. Create a bot with your instructions and knowledge files, choose who can use it, and track its usage and cost.
Can AI answer my website visitors?
Yes. The website chatbot answers from a knowledge base you control, and Conversation AI adds voice. Every conversation is logged for review.