Legal

Automate Legal Documents &
Streamline Client Workflows

Automate engagement letters, retainer receipts, invoice statements, and closing documents. Connect to legal practice management or any system via API.

Every document your firm needs

  • Engagement LettersClient engagement agreements, scope of work, and fee arrangements.
  • Retainer ReceiptsRetainer payment confirmations, trust account statements, and deposit receipts.
  • Invoice StatementsDetailed billing statements, time entries, and expense summaries.
  • NDAs & AgreementsNon-disclosure agreements, confidentiality contracts, and legal notices.
  • Case SummariesMatter summaries, case status reports, and litigation updates.
  • Closing DocumentsSettlement agreements, closing statements, and final documentation.
Deposit receipt template
Looks great
PDF template example - Packing Slip
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Built for real-world documents

Everything you need to create professional business documents, from invoices to packing slips.

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Headers & footers that just work

Define once, repeat on every page automatically. Perfect for logos, page numbers, and legal mentions.

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Dynamic data binding

Inject any data into your templates. Names, addresses, prices, etc. — everything updates automatically.

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Tables that grow with your data

Rows grow automatically with your data. 3 items or 300, the table adapts and spans multiple pages if needed.

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Built-in QR codes & barcodes

Generated on the fly from your data. Supports Code128, EAN-13, QR codes and more — all scanner-ready.

Try it free

60 free PDFs/month

Easy to use

Documents that adapt to your data

Go beyond simple placeholders. Use expressions to format, calculate, and control your content.

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Use system variables

Access page numbers, total pages, and current date and more automatically with {{sys.page_number}} and friends.

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Customize every component

Fine-tune content, borders, colors, sizes, positions, and more. Each element has its own properties panel.

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Built-in functions

Format dates, calculate totals, round numbers, and more. Use 100+ built-in functions or create your own.

Start building

No credit card required

Template editor with expressions
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Without writing a line of code

No-code integrations

Generate PDFs automatically with Zapier, Airtable, Make and other popular no-code platforms of your choice.

Automate PDFs in ZapierAutomate PDFs in AirtableAutomate PDFs in MakeAutomate PDFs in BubbleAutomate PDFs in n8n

WORKS WITH

ClioMyCasePracticePantherSmokeballCosmoLexLawPay
Legal templates

Sample templates

Professional PDF templates for engagement letters, invoices, receipts, and more. Fully customizable and ready for API integration.

Consulting Service Receipt Template

Consulting Service Receipt Template

Security Deposit Receipt Template

Security Deposit Receipt Template

US Invoice Template with ACH Bank Transfer Details

US Invoice Template with ACH Bank Transfer Details

Frequently asked questions

How do I integrate TemplateFox with my legal practice management software?

TemplateFox connects to Clio, MyCase, PracticePanther, and other legal platforms via our Zapier integration, Make, or directly via REST API. Trigger PDF generation when matters are opened, invoices due, or cases closed.

Can I generate engagement letters automatically?

Yes. Design engagement letter templates with your firm's standard terms and fee structures. Generate personalized letters when new matters are opened, including client details, scope of representation, and billing arrangements.

How do I create legal invoices?

Design invoice templates with time entries, expense details, and payment terms. Pass billing data via API and generate detailed statements with proper matter references and trust account handling.

Can I batch generate client documents?

Yes. Use our REST API for batch processing or set up automations in Make. Generate hundreds of invoices, engagement letters, or closing documents in parallel.

How do you handle confidential client data?

TemplateFox processes your data only during PDF generation and does not retain client information after the document is created. All API communications use TLS encryption. We take attorney-client privilege seriously. Review our security practices for details.

Can I add barcodes for document tracking?

Yes. Our template editor includes native barcode and QR code components. Add matter number barcodes, document tracking codes, or links to client portals.

Do you support trust accounting documents?

Yes. Generate trust account statements, retainer receipts, and client ledgers. Include trust balances, transaction details, and IOLTA compliance information in professional, branded documents.

What integrations work with legal platforms?

We integrate with Clio, MyCase, PracticePanther, Smokeball, and other legal platforms through Zapier or Make. For custom systems, use our REST API with webhook triggers.

How much does it cost for legal document generation?

TemplateFox offers 60 free PDFs per month — enough to test your workflows. Paid plans start at $19/month for higher volume. Each PDF generation costs 1 credit regardless of page count. View pricing for details.

Automate your PDF generation

Complete documentation, no-code integrations, and a powerful API to help you generate PDFs at scale. Let us handle the boring stuff.