Best Document Automation Software for Mid-Size Law Firms (2026)
Stop retyping the same documents. Turn templates into guided workflows. These are the Document Automation tools built for mid-size law firms, ranked by verified product details and funding. Nobody pays to be listed or ranked.
By The Circle DeskUpdated November 10, 2026
At a Glance
| Company | Raised | AI | Pricing | Built for |
|---|---|---|---|---|
| Gavel | Undisclosed | Yes | From $83 per month | Mid-size firms, Boutiques and solos |
| HotDocs | Undisclosed | Yes | Not published | Large firms, Mid-size firms |
| Knackly | Undisclosed | No | From $209 per month | Mid-size firms, Boutiques and solos |
| PSA Solutions | Undisclosed | Yes | Not published | In-house, Mid-size firms |
The 4 Picks
- 1
Gavel
AIFrom $83 per monthSOC 2Gavel is document automation and AI contract review software that turns legal intake into finished documents.
- Pricing
- From $83 per month
- Built for
- Mid-size firms, Boutiques and solos
- Based in
- US
- 2
HotDocs
AISOC 2HotDocs is document automation software from Mitratech for assembling legal and business documents from templates.
- Built for
- Large firms, Mid-size firms
- 3
Knackly
From $209 per monthKnackly is document automation software that lets law firms build templates and generate documents from client data.
- Pricing
- From $209 per month
- Built for
- Mid-size firms, Boutiques and solos
- Based in
- US
- 4
PSA Solutions develops legal technology integrations and Custodian tools for cloud deployment, client onboarding, AML/KYC workflows, iManage extensions, data management, and AI data pipelines.
- Built for
- In-house, Mid-size firms
Quick Answers
- What is the best Document Automation software for mid-size law firms?
- Leading Document Automation tools built for mid-size law firms include Gavel, HotDocs, Knackly, and PSA Solutions. The right one depends on your workflow, budget and the systems you already use.
- Which of these tools use AI?
- Gavel, HotDocs, and PSA Solutions have AI built in.
- Which are SOC 2 certified?
- Gavel and HotDocs publish a SOC 2 Type II report.
- What does Document Automation software do?
- Stop retyping the same documents. Turn templates into guided workflows.
Source: Legal Tech Circle company and funding data, from public announcements and company websites. Updated November 10, 2026.
How we rank
Every company here is in Document Automation & Assembly and lists mid-size law firms among the teams it serves. They are ordered by whether the company has published or confirmed its product details, then by disclosed funding. Rankings are never sold. Our editorial policy.