Woodpecker
Legal document automation built directly inside Microsoft Word.
Executive Summary
Woodpecker is a legal document automation solution created for small-to-midsize law firms and solo legal practitioners, part of the MyCase and AffiniPay family. Operating natively as a Microsoft Word add-in, Woodpecker allows lawyers and paralegals to convert existing Word files into reusable, standardized templates enriched with automated fields, conditional logic, dynamic clauses, and custom calculations. By embedding directly into the Microsoft Word environment, Woodpecker eliminates manual copy-pasting and formatting errors. Law firms can also generate shareable web intake questionnaires to gather data directly from clients, automatically populating documents to streamline intake, contract drafting, and estate planning workflows.
Use Cases
- Automating legal document drafting directly within Microsoft Word
- Creating client intake web forms to auto-populate legal document templates
- Generating bulk legal documents from spreadsheet datasets
- Standardizing firm-wide contract templates and legal clause libraries
Features
Visibility
- Native Microsoft Word Integration: Create and execute document automation workflows entirely within Microsoft Word.
- Web Intake Questionnaires: Convert Word templates into shareable web forms for direct client data collection.
Intelligence
- Conditional Rules & Formulas: Incorporate complex legal logic, calculations, and conditional text blocks directly into documents.
- Bulk Populate: Populate multiple legal documents simultaneously using data from spreadsheet imports.
Support
- Help Center & Guides: Access comprehensive guides, video tutorials, and best-practice documentation.
- Customer Service: Responsive support available via email and ticketing system.
Technical Specifications
- Architecture
- Microsoft Word Add-in built on modern Office JS framework connected to cloud template services.
- Deployment
- SaaS
- Authentication
- OAuth/OIDC, MFA
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
Integrations
- Microsoft Word
- Zapier
- MyCase
- LawPay
- Clio
Security & Compliance
Certifications: SOC 2 Type II
Encryption: 256-bit AES encryption at rest and TLS 1.2+ encryption in transit.
Pricing
- Model
- Per user subscription
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
- Contract Type
- Annual
- Free Trial
- Yes, 14 days (no credit card required)
Ratings & Reviews
G2: 4.7/5/5 · Capterra: 4.8/5/5
About MyCase, Inc.
MyCase provides cloud-based legal practice management software for small and mid-sized law firms, covering the entire client lifecycle from lead management to case management, billing, invoicing, and robust reporting. The platform integrates features such as MyCase Payments, 2-way text messaging, and a client portal to streamline operations and enhance client communication.
Alternatives to Woodpecker
- Workflows by Legora — Automate complex legal processes with customizable, agentic AI workflows.
- Zoho Sign by Zoho — Secure and legal digital signature solution for businesses.
- API Integration by Notario, Inc. — Seamless API integration for digital notarization services.
- Appara Real Estate Legal by Appara — Streamline real estate legal matters with document and workflow automation.
- Ask iManage by iManage LLC — Your AI-powered legal assistant for conversational document interaction.
- Clio Draft by Clio — AI legal drafting software for document automation, online templates, and cloud-based court forms.
- Contract Express by Contract Express (a Thomson Reuters company) — Automate legal documents with intelligent templates and guided interviews for efficiency.
- Contract Express Author by Contract Express (a Thomson Reuters company) — Create intelligent document automation templates for Contract Express directly within Microsoft Word.