Legal Support That Scales With Your Business
Client Connect allows you to choose the support model that fits your business today while giving you the flexibility to scale as your needs evolve.
Client Connect Portal
Attorneys, tools, and resources
Client Connect brings together structured tools, attorney-trained AI, and ongoing legal support—so you can draft, review, and manage contracts in one place.
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All-in-one contract system – Manage drafting, review, execution, and support without switching between tools
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Technology + attorney support – Combine AI tools with real legal guidance when it matters
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Built for real-world contracts – Designed around how businesses actually create and use agreements
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Scales with your business – Start with what you need and expand as your contract activity grows


TechDocs AI
Attorney-trained AI, built for real contracts
Use AI tools designed specifically for contract drafting, review, and analysis—enhanced by legal expertise and integrated into your contract system.
Available with Client Connect Growth and Advisor subscriptions.
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AI Legal Assistant – Ask questions and get clear, practical answers about terms, structure, and contract concepts
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AI Review Assistant – Upload agreements to identify risks, key provisions, and areas that may require attention
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AI Drafting Assistant – Generate clauses and draft language based on your inputs and business needs
TechDocs Resources
Practical resources for real contract decisions
Access structured templates, guides, and reference materials designed to help you understand, create, and manage contracts with confidence.
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Core contract templates – Reusable agreements for common business needs, built for consistency and clarity
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Guides – Clear explanations of key terms, structures, and how contracts actually work
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Cheat sheets – Quick references for common clauses, positions, and decision points
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Built for everyday use – Resources designed to support real-world contracts, not just theory


Workflow Builder
Turn your contracts into repeatable workflows
Build custom workflows around your agreements, so your team can select, generate, and manage contracts consistently, without guesswork or back-and-forth.
Available with select Client Connect plans, Workflow Builder helps growing businesses reduce administrative overhead, improve consistency, and scale contract operations without increasing legal spend.
Why Different Plans?
As businesses grow, legal needs become more frequent, more complex, and more time-sensitive.
Client Portal – A centralized workspace for managing contracts, communications, and resources
Document Storage – Keep agreements organized, accessible, and out of scattered email threads
Task Tracking – Stay on top of contract updates, obligations, and next steps as deals move forward
Electronic Signatures – Send and manage agreements through integrated DocuSign workflows
Priority Support – Faster response times when timing matters in your contracts and deals
Discounted Rates – Reduced rates with ongoing access to attorney guidance, support, and practical legal advice



