Document & e-sign tools for small businesses

Alexi

No public pricing

AI legal research memos and litigation support.

Documents, drafting & e-sign

Blue J

Individual $1,498/user/yr

Generative AI tax research for accountants.

Documents, drafting & e-sign

BoldSign

Essential $0 (25 envelopes/mo); Growth $5/user/moFree tier

E-signature software with API.

Documents, drafting & e-sign

Briefpoint

$150/mo per attorney billed annually ($1,800/yr)

AI that drafts discovery requests and responses from uploaded documents.

Documents, drafting & e-sign

Canopy

Standard $74/user/mo billed annually; Plus $109; Premium $149

Accounting practice management with client portal and tax resolution.

Run the business (all-in-one ops)Documents, drafting & e-signInvoicing & collections

CaseFleet

Starter $30/user/mo; Advanced AI $140/user/mo

Litigation fact management, chronologies and AI document analysis.

Documents, drafting & e-sign

CaseMark

Pay as you go: summaries from $25; transcription $5/hour

AI summaries of depositions, transcripts and medical records.

Documents, drafting & e-signMeeting notes & knowledge

Claude

Free $0; Pro $17/mo annual ($20 monthly)Free tier

Anthropic AI assistant for writing, analysis and coding.

Marketing contentInternal automation & agentsDocuments, drafting & e-sign

Clearbrief

Solo $300/user/mo; Enterprise custom

AI in Word that cite-checks briefs and links facts to evidence.

Documents, drafting & e-sign

Clio

From $49/user/mo (4 plans: Starter and up)

Cloud legal practice management: matters, time and billing, client intake and documents.

Run the business (all-in-one ops)CRM & pipelineInvoicing & collections

Clio Draft

Sold within Clio plans; see Clio pricing page

Clio document automation (formerly Lawyaw) for court forms and templates.

Documents, drafting & e-sign

CoCounsel (Thomson Reuters)

No public prices; free trial available

AI legal assistant for research, document review and drafting from Thomson Reuters.

Documents, drafting & e-sign

CompanyCam

Tiered plans; additional users $29 each billed annually; base prices not in snapshot text

Photo documentation app for contractors, with AI reports.

Documents, drafting & e-sign

Descrybe

Legal Engine $25/mo; Descrybe Platform $50/mo (includes Legal Engine). Launch code for 50% off first month

AI legal research: search and verify primary law in Descrybe or from ChatGPT, Claude, Microsoft 365 Copilot or Perplexity.

Documents, drafting & e-sign

Docketwise

Basic $80/user/mo billed yearly ($90 monthly); Pro $100; Advanced $120

Immigration case management with smart forms and client questionnaires.

Run the business (all-in-one ops)Documents, drafting & e-signIntake & forms

DocuSign

Personal $11/mo (annual, $132/yr); Standard $30/user/mo

E-signature and agreement management.

Documents, drafting & e-sign

Dropbox Sign

Essentials from $15/mo; 30-day free trial

E-signature from Dropbox.

Documents, drafting & e-sign

Eve

No public pricing

AI platform for plaintiff law firms: intake, medical chronologies and drafting.

Documents, drafting & e-signIntake & forms

EvenUp

No public pricing

AI-generated demand packages and case insights for personal injury firms.

Documents, drafting & e-sign

Everlaw

No public prices

Cloud ediscovery and litigation platform with AI review.

Documents, drafting & e-sign

Fathom (financial reporting)

Plans shown $67/mo (portfolio tier) to Pro Gold $450/mo; per-company pricing

Financial reporting, analysis and forecasting for accountants.

Documents, drafting & e-sign

Filevine

No public prices on pricing page; demo

Case management platform for law firms, strong in litigation and personal injury.

Run the business (all-in-one ops)Documents, drafting & e-sign

Gavel

Lite $83/mo; Standard $210; Pro $290; Scale from $417

No-code document automation and client intake workflows for lawyers.

Documents, drafting & e-signIntake & forms

Google Workspace

Snapshot (Spanish-locale page) shows $7.00/user/mo starter tier (with 50% intro promo)

Gmail, Docs, Drive and Meet with Gemini AI.

Documents, drafting & e-signMarketing content

Harvey

Enterprise; no public pricing

Generative AI platform for legal research, drafting and document analysis.

Documents, drafting & e-signMeeting notes & knowledge

HotDocs

No public pricing

Document assembly and template automation.

Documents, drafting & e-sign

Ignition

Plan prices not rendered in snapshot; free trial

Proposals, engagement letters and payments for professional services firms.

Quotes & estimatesInvoicing & collectionsDocuments, drafting & e-sign

Josef

No public pricing

No-code platform to build legal chatbots, intake and document automation.

Internal automation & agentsDocuments, drafting & e-signIntake & forms

Juro

No public prices on pricing page

AI contract management for drafting, negotiation and e-signature.

Documents, drafting & e-sign

LawDroid

Copilot $25/user/mo; Builder $99/user/mo

AI copilot and chatbot builder for legal professionals.

Intake & formsInternal automation & agentsDocuments, drafting & e-sign

LEAP Legal Software

No public prices; pricing is by request (one price per firm; a one-time implementation fee may apply)

Legal practice management with matter management, legal accounting and billing, and a large library of automated legal forms; works with Microsoft 365.

Run the business (all-in-one ops)Documents, drafting & e-sign

LegalOn

No public prices; full platform priced by team size and licenses; book a demo

AI contract review, drafting and matter management for in-house legal teams, using attorney-built playbooks.

Documents, drafting & e-sign

Lexis+ with Protégé

No public prices; free trial available

LexisNexis generative AI for legal research and drafting.

Documents, drafting & e-sign

Liscio

File Intelligence $19/user/mo annual; Platform $49; $99 tier

Client portal, secure messaging and file exchange for accountants.

Documents, drafting & e-signFollow-up & client updates

Logikcull

No public prices in page text; free trial offered

Self-serve ediscovery for document review and productions.

Documents, drafting & e-sign

Microsoft 365 Copilot

Copilot Business from $18/user/mo paid yearly (was $21); bundles $23.50-$32

AI assistant across Word, Excel, Outlook and Teams.

Marketing contentDocuments, drafting & e-sign

Overjet

No public pricing; demo

FDA-cleared dental AI for x-ray analysis and claims.

Documents, drafting & e-sign

PandaDoc

Free eSign $0; Starter $19/seat/mo (annual); Business $49/seat/moFree tier

Proposals, quotes, contracts and e-signature.

Quotes & estimatesDocuments, drafting & e-sign

Paxton

$499/user/mo monthly or $2,999/user/yr

AI legal assistant for research, drafting and document analysis.

Documents, drafting & e-sign

Pearl

No public pricing

Dental AI for radiograph analysis and practice intelligence.

Documents, drafting & e-sign

ShareFile

Advanced $16.50/user/mo annual ($18.15 monthly), 3-user minimum; Premium $26

Secure file sharing, client portal and e-signature.

Documents, drafting & e-sign

SignNow

Starter $8/mo billed annually ($20 monthly)

E-signature and document workflows.

Documents, drafting & e-sign

SmartVault

$65/user/mo billed annually ($85 monthly), 2-3 user minimum

Document management and client portal for accounting firms.

Documents, drafting & e-sign

Smokeball

Pricing page lists plans without dollar amounts in the page text; contact sales

Practice management for small law firms with automatic time capture and document automation.

Run the business (all-in-one ops)Invoicing & collectionsDocuments, drafting & e-sign

Soraban

No pricing page found

Tax practice client intake, document collection and workflow.

Intake & formsDocuments, drafting & e-sign

Spellbook

No public prices; 7-day free trial

AI contract drafting and review that works inside Microsoft Word.

Documents, drafting & e-sign

StrongSuit (formerly Callidus)

Individual $249/mo; free trial; promo code OCT200 for $100 off each of first 2 months (ends 11/1/26)

Legal AI platform for litigators: case law research, document review and litigation drafting.

Documents, drafting & e-sign

SuiteDash

START $19/mo ($180/yr), not per user

White-label client portal, CRM and project management.

CRM & pipelineDocuments, drafting & e-sign

Supio

No public pricing

AI platform that organizes medical records and evidence for plaintiff firms.

Documents, drafting & e-sign

Suralink

No public prices

Client document request management for CPA firms.

Documents, drafting & e-sign

TaxDome

Solo $800/seat/yr (1-yr commitment), $700-$750 with longer terms; Pro $1,000/seat/yr

All-in-one practice management, client portal and CRM for tax and accounting firms.

Run the business (all-in-one ops)Documents, drafting & e-signInvoicing & collections

TaxGPT

Prices not rendered in snapshot; free trial

AI tax research and assistant for tax professionals.

Documents, drafting & e-sign

Trellis

Research $140/mo (or $1,344/yr billed annually); Research + Judge Analytics $210/mo

State trial court research and analytics platform.

Documents, drafting & e-sign

vLex Vincent AI

No public pricing; free trial

AI legal research assistant built on the vLex/Fastcase law library.

Documents, drafting & e-sign

XOi

No public pricing

Video and AI documentation for field technicians.

Documents, drafting & e-signMeeting notes & knowledge

Zoho Sign

Free plan for individuals; paid prices not in snapshot textFree tier

Digital signature app.

Documents, drafting & e-sign