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All-in-One Document Automation & Client Collaboration for Law Firms

Use Rally to get to your first drafts 90% faster and retain more clients with a secure, modern digital experience.


Document Automation

Let us do the heavy lifting. No need to hire external contractors or learn difficult templating languages.

  1. 1

    Design your questionnaires

    Rally works with you to create user-friendly and educational forms that your clients (and associates) will actually enjoy completing.

  2. 2

    Link your precedents

    Using Rally's sophisticated automation technology, questionnaire information can be used to instantly generate first drafts of your legal documents.

  3. 3

    Collect information from clients the better way

    Send questionnaires directly to clients to gather information. Clients only view the generated documents when you're ready.

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Client Portal

Stand out from your competition by providing clients with a modern digital hub branded with your firm's colors and logo.

Questionnaire Tracking

Gathering information from clients can be pain. Get what you need faster by helping clients keep track of outstanding information requirements.

Requests for Services

Make it as easy as possible for clients to request additional services and provide key information.

Contract Management (Coming Soon)

Enable your clients to keep their legal documents organized and accessible from an intelligent, centralized location.

Additional Features


Display your firm's colors and logos


Protect access to sensitive information

Export to Word

Work in a familiar environment

No Learning Curve

Get started in seconds

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    "There is no doubt that automation software is the way of the future for transactional lawyers. Rally's user-friendly interface made it extremely simple and easy for my firm to automate its transactional work."
    Jordan Barris
    Principal Lawyer - Barris Law


Our model is simple - we charge a flat monthly fee depending on the number of users you'll need.

All Plans Include
  • Access to the Rally platform
  • Unlimited clients and document creation
  • Monthly credits to be used towards automating your transactions
  • Full-time customer support

Stop wasting time on routine work.

Get in touch now to learn more about how Rally can help reduce your internal costs and increase client satisfaction.