When a lawyer finishes a document, one task still remains: the email. Who receives it. What it says. Which documents get attached.
If those details are already in the form, such as the client's email, the matter reference, or the subject line, there's no reason to re-type them. The email should just be ready.
That's what Email Automation does.
Email templates built the same way as document templates
Builders author email bodies using the same Word-based templates they already use for documents. Conditional logic, dynamic fields, repeat blocks — all of it works. There's no new tool to learn and no separate workflow to maintain.
Dynamic recipients and subject lines
To, CC, and Subject fields are driven by form data. If a field captures a client email address, it flows straight into the recipient line. If it captures a matter reference, it becomes part of the subject. No re-entry, no copy-paste.
PDF attachments, automatically included
Builders can configure which generated documents attach to the email as PDFs. The attachment is selected at template setup. By the time a drafter completes a submission, it's already there.
A ready-to-review .eml file
At the end of a successful submission, the email generates alongside the documents. Drafters download a .eml file, open it in Outlook, review it, and send. No new software, no training, no additional steps.
The problem wasn't drafting the document. It was everything that came after: downloading it, opening Outlook, re-typing the recipient, copying the content, attaching the file.
That gap between document generated and email sent is where time goes, and where errors happen.
When the form captures the right data, and the template is built correctly, the email populates automatically. Drafters skip the manual assembly and go straight to review and send.
Builders create an email template alongside their document templates. They select the Word template that drives the email body, map form fields to recipient and subject lines, and choose which documents attach as PDFs.
When a drafter completes a submission, the .eml file generates with everything already in place: recipients, subject, formatted body, attachments. It downloads with the rest of the output, ready to open and send.
The form data does the work. The drafter just reviews.
Learn more here
The fundamentals are in place: confirm the inputs, generate the document, send the email.
Getting the inputs right is what makes the rest automatic. That's the principle everything here is built on, and the direction we're continuing to develop.