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Smart Template System
Standardize everything with reusable templates that auto-fill from case data.
Pre-built and fully customizable templates for demands, petitions, discovery, and client communication. Auto-fill fields from client, medical, and case records to eliminate repetitive work.
KEY BENEFITS
What you unlock with Smart Template System
Pre-Built Library
Ready-to-use templates for demands, petitions, discovery, and communication from day one.
Fully Customizable
Customize firm templates by case type and workflow to match how your team works.
Auto-Fill Fields
Fields auto-populate from client, medical, and case records — no manual entry.
Consistent Formatting
Reduce review and revision cycles with standardized formatting across all output.
COMMON USE CASES
How law firms use Smart Template System with Docktix
- Create a demand letter template that auto-fills client and injury data
- Standardize client intake forms across the firm
- Build discovery templates by case type for instant generation
- Ensure every attorney produces consistently formatted documents
- Reduce onboarding time by giving new hires ready-to-use templates
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect Smart Template System?
Set up the Smart Template System integration in Included and start automating your case workflows today.
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