Clients fill a form. Draft documents appear in seconds. Your firm moves faster.

Lexatta automates the work between client intake and finished paperwork. When a client submits a form, draft documents are generated instantly and ready for your team to review — cutting days of manual prep down to minutes and letting you get back to clients faster than ever.

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The problem

Your clients are waiting. Your staff is re-typing.

Most small and mid-sized firms lose hours every day to manual document prep. Clients wait for paperwork that should be instant. Staff burn billable time on copy-paste instead of high-value work.

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Days to deliver what should take minutes

A client fills out an intake form, and then your team spends hours re-entering the same data across multiple documents before anything goes out the door.

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Manual work that eats your margins

Every hour spent copying data between forms is an hour that can't be billed. Errors mean rework, and rework means more lost revenue.

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No visibility, no audit trail

When compliance asks "who approved this?" or a client asks "where's my paperwork?", the answer shouldn't require an email treasure hunt.

How it works

Set up once. Save time on every single client.

Lexatta meets you where you already are — with the documents your firm already uses.

Upload your templates

Drop your existing document templates into Lexatta — Word docs, PDFs, and more. Our AI reads each document, identifies fillable fields, and builds a structured form definition automatically — with full review and editing control so your team can fine-tune the result.

Clients fill out a smart form

Lexatta generates a clean, multi-step web form branded to your firm. Clients complete it from any device. Data is validated in real time so nothing gets missed.

Draft documents, ready for review

The moment a client submits, Lexatta merges their answers into your templates and produces draft documents in seconds — ready for your team to review, approve, and send out.

Features

Automation that saves time on every client, every day

From instant document generation to multi-step approval workflows, Lexatta scales with your practice.

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Instant Document Generation

When a client submits a form, Lexatta generates completed draft documents in seconds — not hours. Your team reviews and sends instead of re-typing from scratch. Every client interaction gets faster.

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One Form, Many Documents

Collect client information once and generate an entire document package. A single estate-planning intake can produce wills, healthcare directives, powers of attorney, and more — all from the same set of answers.

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Approval Workflows

Require a partner's sign-off before documents are finalized or sent. Submissions sit in a clear approval queue, and every approve-or-reject decision is logged with a full audit trail.

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AI-Powered Form Creation

Upload a Word document or PDF and Lexatta's AI identifies fillable fields, conditional sections, and repeating blocks — turning a static template into a live, client-facing form in seconds. Your team keeps full control to review, adjust, and refine before anything goes live.

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Intelligent Data Mapping

Lexatta automatically reconciles the data your form collects with what each template needs — combining fields, deriving values, and handling nested structures so your documents come out complete every time.

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Team & Role Management

Invite your entire team with role-based access. Owners, admins, and members each see exactly what they need. Every firm's data stays strictly isolated — no cross-contamination, ever.

Integrations

Connects to the tools your firm already uses

Lexatta fits into your existing workflows. Generate documents, send them for signature, sync with your CRM, and automate anything in between.

DocuSign

Send generated documents directly to DocuSign for electronic signature. Clients sign from any device — no printing, scanning, or mailing.

Proof

Connect to Proof for remote online notarization. Documents that need notarization flow seamlessly from generation to a live notary session.

MyCase

Sync client data and completed documents with MyCase. Keep your legal CRM up to date without lifting a finger.

Zapier

Connect Lexatta to 6,000+ apps. Trigger actions in your accounting software, project management tools, or any system your firm relies on.

Workflow Engine

Automate the full process, not just the paperwork

Lexatta's workflow engine turns repetitive multi-step processes into reliable, auditable automations that save your firm time on every single client. Common workflows include estate planning intake, immigration packets, family law disclosures, and real estate closings.

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Immutable Versioning
Every published workflow is a locked, hash-verified snapshot. You always know exactly which version produced a given document.
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Complete Audit Trail
Who submitted, who approved, when each action ran, and whether it succeeded — all recorded automatically for compliance.
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Configurable Error Handling
Choose fail-fast for critical steps or best-effort to keep the process moving. Built-in retries with backoff keep things resilient.
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Extensible Actions
Generate documents, fire off emails, trigger e-signatures, sync with your CRM — or connect to thousands of apps via Zapier.

// Example: estate-planning intake workflow

Workflow — "New Client Intake"
  version: 3 status: PUBLISHED
  approval_required: true

▶ ON_SUBMISSION
  1. Send confirmation email to client
  2. Create matter in MyCase

▶ POST_APPROVAL
  3. Generate Last Will & Testament
  4. Generate Healthcare Directive
  5. Generate Durable Power of Attorney
  6. Send package to DocuSign for signature

// Every step logged • every version immutable

What firms are saying

Real results from real practices

Firms using Lexatta are getting back to clients faster, cutting overhead, and spending more time on the work that matters.

We used to spend most of a day assembling an estate plan after a client consultation. Now the drafts are waiting for me by the time I walk back to my desk. I review, make any adjustments, and the client has documents the same afternoon.

Sarah L.Managing Partner, Estate Planning — 6-attorney firm

The ROI was obvious within the first month. Our paralegals were spending 15+ hours a week on document prep alone. Lexatta cut that to almost nothing. We redeployed that time to client communication and case management — work that actually grows the practice.

Michael R.Firm Administrator — 12-attorney immigration practice

What sold me was how easy it was to get started. I uploaded our existing Word templates and had live client intake forms the same day. No IT project, no consultant, no six-month rollout. We were saving time that same week.

Jessica P.Solo Practitioner — Real Estate & Corporate

Security & Compliance

Enterprise-grade security, small-firm simplicity

Client data demands the highest standard of care. Lexatta is built on AWS with security at every layer.

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Encryption at Rest & In Transit

All documents and client data are encrypted using AWS-managed keys and served over TLS.

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Role-Based Access Control

Owners, admins, and members have clearly defined permissions. No one sees more than they should.

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Strict Tenant Isolation

Every firm's data is logically partitioned at the database and storage level. No shared state between tenants.

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Full Audit Logging

Every form submission, approval decision, and document generation event is permanently recorded.

What Lexatta doesn’t do

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Doesn’t give legal advice. Lexatta automates document prep — your attorneys make every legal decision.

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Doesn’t send documents without review. Nothing leaves your firm until a human approves it.

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Doesn’t replace your templates or judgment. You bring the expertise and the documents — Lexatta just makes filling them faster.