Leaflet Draft for Small Firms

Microsoft Desktop Word based Advanced Template Authoring and Document Drafting. Ideal for Small to Medium Size Firms for Automation of simple to most complex set of documents.

The Leaflet Draft document automation platform propels the business of business law. Work the way you want to work — with greater simplicity, efficiency, control, and collaboration — and drive productivity and profitability up while driving risk down.

Leaflet Draft Platform is no-programming, next-generation document automation, live within Microsoft Word. We call it Leaflet Draft Live. It is next generation because lawyers are developing questions and processing answers, including answers that stream in from clients and colleagues, while physically editing documents—even removing text that affects Q&A logic!

Leaflet also adds collaboration to the mix by streaming in client and co-worker answers to questionnaires from “Leaflets” (web forms) hosted on Leaflet Microsite. Again, it does this with no programming and enhances collaboration and mobility with its cloud-based or on-premise SaaS architecture.

Leaflet Draft also comes with number of integrations with most common adjacent systems as listed below.

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.
With Leaflet for Teams users can now leverage the Power of Legal Automation directly within Teams. This integration provides the complete suite of Leaflet features, including collaborative contracting experience, streamlining document creation and workflow management process.
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