Workbase

Document Automation System

A miniature, but complete, document automation system: collect data, store it, then use it to automate documents.

By Thomas Demo

The document automation system includes three components:

1. A Workbase to organize client data.
2. An intake App to collect data directly from the client.
3. A document automation App to use the client's data to populate a Word template.

Interested in building this for yourself? → Follow this tutorial.

Total cost

Free

Jurisdiction
Federal / National
Areas of law
Power of attorney, advance directives, living wills Demo