LegalTech

How to Integrate Docassemble with Salesforce, LegalServer, and Custom CRMs

How to Integrate Docassemble with Salesforce, LegalServer, and Custom CRMs

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Docassemble powers intelligent legal interviews and document generation. CRMs like Salesforce and LegalServer manage clients, cases, and workflows. When these systems operate in silos, staff end up re-entering data, copying documents manually, and chasing updates across platforms. That’s why docassemble crm integration has become a priority for modern law firms and legal aid organizations. This […]

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Security Checklist for Running Docassemble in a US Law Firm or Legal Aid Org

Security Checklist for Running Docassemble in a US Law Firm or Legal Aid Org

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Legal document automation delivers enormous efficiency gains—but it also introduces serious security responsibilities. When you run Docassemble in a U.S. law firm or legal aid organization, you’re not just hosting a web application. You’re safeguarding confidential client data, privileged communications, and court-ready legal documents. This is why docassemble security best practices aren’t optional. They’re foundational.

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Docassemble vs Low-Code Form Builders: When Do You Need a Specialist Development Team?

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Legal teams today are under pressure to move faster, reduce costs, and deliver consistent outcomes—without compromising accuracy or compliance. That’s why document automation has become a core part of modern legal operations. But once you start exploring automation, a critical question quickly comes up: Should you use a low-code form builder—or invest in Docassemble with

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How to Design Multi-User Docassemble Workflows for Mediation, Immigration, and Family Law

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Legal processes rarely involve just one person. Mediation includes two parties and a neutral facilitator. Immigration cases involve applicants, sponsors, attorneys, and reviewers. Family law matters often include spouses, parents, children, and court officials. Yet many legal automation systems still assume a single user filling out a form. That’s where Docassemble shines—and where designing multi

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Legal Chatbots with Docassemble: From Website Intake to Document Generation

Legal Chatbots with Docassemble: From Website Intake to Document Generation

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The legal industry is experiencing a quiet but powerful shift. Clients no longer want to download PDFs, fill out long forms, or wait days for a callback. They expect instant answers, guided workflows, and accurate documents—directly from a website. This is where legal chatbots come in. When built correctly, a legal chatbot is not just

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Top 10 Docassemble Use Cases for US Courts and Self-Help Centers

Top 10 Docassemble Use Cases for US Courts and Self-Help Centers

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US courts and self-help legal centers are under constant pressure—limited staff, increasing caseloads, and a growing number of self-represented litigants. People need legal help, but courts need scalable, accurate, and accessible systems to deliver it. This is exactly where docassemble court forms automation is changing the game. Docassemble is a powerful open-source legal document automation

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How We Built a QDRO Automation System in Docassemble (LexyAlgo Case Study)

How We Built a QDRO Automation System in Docassemble (LexyAlgo Case Study)

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Divorce proceedings are emotionally exhausting. The last thing families and attorneys want is to wrestle with complex legal paperwork on top of everything else. One such document that consistently causes friction is the QDRO (Qualified Domestic Relations Order) — a legally sensitive, detail-heavy document that must be absolutely precise. In this case study, we’ll walk

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Docassemble on AWS: Secure, HIPAA/GDPR-Ready Deployment for US Law Firms

Docassemble on AWS: Secure, HIPAA/GDPR-Ready Deployment for US Law Firms

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In today’s legal landscape, speed and accuracy are no longer enough. U.S. law firms are expected to deliver digital-first experiences while protecting highly sensitive client data. Whether it’s family law forms, immigration filings, healthcare consents, or compliance documents, legal teams need automation that is both powerful and secure. That’s where Docassemble AWS deployment comes in.

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Using GPT Inside Docassemble: Safe Ways to Add AI Drafting and Summaries for Legal Teams

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Legal teams are under constant pressure to handle large volumes of documents quickly and accurately. Drafting legal contracts, summarizing case files, or generating legal reports can be time-consuming and prone to errors. But what if artificial intelligence could help streamline these processes? GPT Docassemble integration is transforming how legal professionals work by bringing AI-powered drafting

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Access to Justice at Scale: How US Legal Aid Orgs Use Docassemble for A2J Projects

Access to Justice at Scale: How US Legal Aid Orgs Use Docassemble for A2J Projects

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Access to justice (A2J) is a fundamental right, but for many people in the United States, navigating the legal system remains an overwhelming and often prohibitive task. Legal aid organizations have long worked to bridge this gap by providing free legal services to underserved populations. However, the sheer volume of cases and limited resources often

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