Features

Features Built for How Law Firms Run Matters

ClauseBorne covers the path a matter takes through your firm, from the first client contact to attorney sign-off. Less re-keying, fewer handoff gaps, and more time for actual legal work.

Attorney-reviewed by design. Nothing goes out without sign-off.

One Platform for the Whole Matter Lifecycle

Every matter follows the same road. ClauseBorne gives each stop its own set of tools.

Intake → Drafting → Workflow → Clause Library → Collaboration → Admin

  • Intake Automation
  • Smart Drafting
  • Workflow Automation
  • Clause Library
  • Team Collaboration
  • Admin Dashboard

Intake That Lands Structured

A client shares their information once. Our Legal Workflow Automation Software turns it into an organized matter file with the fields, documents, and deadlines your practice area needs, so nobody has to type the same details into three places.

  • Configurable intake forms for each practice area
  • Documents parsed into matter fields
  • Routing rules that send each matter to the right attorney

The result: less re-keying and a faster start on every new matter.

First Drafts Built From Your Own Precedent

Drafts start from your firm's language and your matter data, not from a generic template. Then your team edits them in a full document editor.

  • Drafts grounded in your firm's own language
  • Inline editing with tracked revisions
  • Export to PDF or filing-ready formats

Human review, always: every draft ends at attorney sign-off before it goes anywhere.

Run Every Matter the Way Your Firm Actually Runs It

Every firm has a process, and it usually lives in people's heads. ClauseBorne turns it into defined steps, so each matter moves through the same reviewed stages no matter who's handling it.

  • Stage-based matter pipelines
  • Deadline and task generation
  • Attorney review gates before anything ships

One Source of Approved Language

Stop drafting from whatever was in someone's last matter. Keep your approved clauses in one versioned library that the whole firm works from.

  • Approved clauses with full version history
  • Tagged by practice area and jurisdiction
  • Drop straight into any draft

Everyone Works From the Same File

Associates, paralegals, and partners share the same matters and the same context, so handoffs stop depending on email threads and hallway updates.

  • Role-based access across the firm
  • Assignment and handoff between seats
  • Comment and review threads on drafts

See What's Moving and What's Stuck

Get firm-level visibility without asking anyone for a status update.

  • Volume and turnaround reporting
  • Seat and usage management
  • Billing and plan controls in one place

Automation With a Human Check

ClauseBorne automates the process around legal work. Attorneys still make the legal decisions.

  • Attorney review gates stop drafts and workflows until someone has signed off
  • Role-based permissions make sure the right person handles the right step
  • Your firm's data stays in your firm's workspace

Want the details? Read our Security & Compliance and Privacy Policy.

See These Features Run on Your Own Workflow

Book a demo and we'll walk your team through the platform. Or send us a workflow you run today, and we'll show you what it looks like automated.

Legal Workflow Automation Features | ClauseBorne