Leaflet Draft for Microsoft Teams

Leaflet allows users to quickly generate, collaborate, and customize legal documents.

Generate, collaborate, and customize your legal documents without leaving Microsoft Teams.

Whether you work at a business law firm – large or small – or in a corporate legal department, Leaflet is designed to simplify your work. Our flexible, fully customizable system is seamlessly integrated with Microsoft Teams and requires no programming. It allows you to quickly build high-integrity, reusable forms — even complex, multi-document ones — and share them securely with clients.

Leaflet for Teams allows users to create permissioned controlled, custom document templates that ensure users start with the correct document and ensures users can only changes variables based on your internal positions, policies, and stances. You can Work in Word as you always do along with Leaflet add-ins. Switch between multiple deal documents. Publish your documents easily for client intake and business use. Integrate with DocuSign, iManage, NetDocuments, Salesforce and more. Using Leaflet for Teams Customize and Clause Library empowers your team to bring automation and playbooks into every aspect of the drafting process.

• With Leaflet for Teams you can draft documents significantly faster, increasing the time you have available to spend on high value matters.

• Leaflet’s permission-controlled Templates give you peace of mind knowing that your teams are only using the most up-to-date, compliant version of a document.

• Using Teams allows you instant access to your documents anywhere, and everywhere.

Automation Services

Leaflet offers Template Automation services packages to make it easier for the firms to get started and relieves burden on the ongoing maintenance of templates.

Additional Add-ons Available

Leaflet’s Clio integration allows lawyers to begin the document creation process directly in the matter.

Leaflet’s Salesforce integration allows users to begin the document creation process directly in Salesforce, and pull in relevant information that has already been added to the opportunity, such as contact information, and other key terms.

Launch your document generation process without ever leaving Zoho CRM. Generate documents anywhere, with the click of a button. Use data directly from your Zoho CRM account during the document generation process. Automatically import customer names, addresses, and any other fields.

With Leaflet’s Customize and Worldox integration, you can carry out even the most complex document automation workflows, from start to finish, without worrying about versioning, or hunting down your documents.

Launch your document generation process without ever leaving iManage! Edit and Customize your document’s using Leaflet’s new API hooks.

Quickly and easily sign documents using your existing Adobe Sign Account

Leaflet’s Docusign integration allows users to send documents using their existing Docusign Account.

With Leaflet for SharePoint organizations can now leverage the Power of Automation directly within SharePoint. This integration provides the complete suite of Leaflet features, including Microsites & Customize, all within your Single Sign-On SharePoint environment.

Import and export documents with ease to your Netdocument repositories.

Leaflet’s Zohosign integration allows users to send documents using their existing Zohosign Account.

Leaflet’s Dynamics integration allows users to begin the document creation process directly in Dynamics, and pull in relevant information that has already been added to the account, such as contact information, and other key terms.