Best-in-class document automation

Easily code firm precedents in Microsoft Word to generate client documents, assembled with equity and entity details from your database in Walter

Automate document drafting

Create legal documents in minutes using templates integrated with your firm's data

Generate director and shareholder resolutions from precedents, assembled with pending items created in Walter

Word Add-in

Add custom fields, conditionals, and loops with powerful features in the Word Add-in

Code documents seamlessly with the Walter Word Add-in, enabled by our Microsoft partnership

Preview document assembly directly in Word with the Walter Add-in

Build your firm’s precedent library of tagged documents

End-to-end document generation
Code templates in Microsoft Word
Automate document assembly
Pull data directly from Walter

Walter’s document automation tools let you create customized legal documents efficiently. By coding templates in Word and pulling data directly from your client records, Walter helps reduce repetitive work, ensuring consistency across every draft and final document.

Precedent coding

Easily code your firm’s document templates in Word desktop or Office 365

Auto-populate documents

Populate drafts with data from Walter, minimizing manual entry

Precedent library

Store, manage, and version-control your firm's templates

Integrated document assembly

Assemble documents from your precedent library, with Walter data

Bulk document generation

Draft and assemble multiple documents at once

Conditional logic

Use conditional clauses in templates for complex customization

Execute with DocuSign

Send documents for signature via DocuSign, from within Walter

Signature workflow

Set signatory order and customize envelope delivery options

Spectral Unleashed: Latest Innovations

Explore the frontier of coding evolution with Glossy Unleashed. Our latest features redefine the boundaries of what's possible in coding tools.

Startup package automation

Streamline the incorporation process from intake questionnaire to drafting all required documents and initial security issuances in Walter, then review and send everything for signing via DocuSign.

Simplified document drafting

Easily code templates directly in Microsoft Word for desktop or Word on the web with the Walter Word Add-In. Create drafts using your firm’s precedent library, automatically inserting client data from Walter to assemble documents—saving time and reducing errors.