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What is Plumsail Documents ?

Plumsail Documents eliminates the tedious task of manually copying and pasting information into your documents. This innovative solution allows you to automatically generate the documents you require by pulling data from the systems you interact with daily. With a broad array of integrations available, Plumsail Documents works seamlessly with cloud storage platforms, electronic signature services, and numerous other applications. You can easily incorporate it into any of your workflows using Power Automate and Zapier, enhancing your productivity. The specific challenges that Plumsail Documents addresses include the collection of data, creation of documents, gathering of e-signatures, automated delivery of documents, and synchronization with CRM, ERP, and database systems, streamlining your entire process. By utilizing this tool, you can significantly improve efficiency and focus on more important tasks.

What is Forms Workflow?

Aderant’s Forms Workflow solution provides access to customizable Microsoft Word templates alongside a comprehensive litigation flow platform. This innovative tool aids law firms in minimizing risks, cutting costs, enhancing their practice, and managing potential challenges effectively. You have the capability to auto-fill as many as 50 forms simultaneously, with the convenience of downloading and editing them directly in Microsoft Word. Furthermore, Forms Workflow enables users to search, download, modify, and securely save their forms, streamlining the entire process for greater efficiency. Overall, this solution significantly enhances the operational workflow within legal practices.

Media

Media

No images available

Integrations Supported

Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Plumsail Forms
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

Integrations Supported

Adobe Acrobat Sign
Docusign
Dropbox
Dropbox Sign
Easyflow
Gmail
Google Drive
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Plumsail Forms
Stackreaction
Xodo Sign
Zapier
airSlate SignNow

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Plumsail

Date Founded

2011

Company Location

US

Company Website

plumsail.com/documents/

Company Facts

Organization Name

Aderant

Date Founded

1978

Company Location

United States

Company Website

www.aderant.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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