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SingleCase - Create PDF, Word, Excel Documents
SingleCase connects with Documentero to turn your case data into ready-to-use legal documents. When a new case is created or updated in SingleCase, Documentero can generate contracts, filings, or reports in .docx, .pdf, or .xlsx formats. This integration helps law firms quickly prepare professional files without retyping information. Clients and colleagues can securely receive the right documents as soon as case details are entered.
SingleCase
Documentero
Triggers
Watch Cases — Triggers when a new case is created
Watch Due Dates — Triggers when notification is sent
Watch Changes — Triggers when user makes changes
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SingleCase using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SingleCase using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate legal contracts from SingleCase data in Documentero
Create PDF court filings based on new cases in SingleCase
Export case timelines into Excel using Documentero templates
Generate client-ready reports when deadlines are reached in SingleCase
Produce updated agreements whenever case details change in SingleCase
Create standardized intake forms from SingleCase case entries
Automatically generate billing summaries in PDF from SingleCase records
Export witness lists into formatted Word documents using Documentero
Create compliance checklists from SingleCase data in Documentero
Generate case closing reports as Excel files for firm records
How you can use SingleCase + Documentero
New Case Contracts
Automatically generate a case-specific contract in Word or PDF whenever a new case is added in SingleCase.
Court Filing Templates
Create pre-filled court filing documents directly from SingleCase data and store them in your secure file system.
Client Reports
Produce detailed client reports in PDF when due dates are reached in SingleCase.
Change Notifications
Generate and send updated agreements when a user makes changes to case details in SingleCase.
Case Summaries
Export case summaries into Excel spreadsheets using Documentero templates for internal review.
Setup Guides
Make Tutorial: Integrate SingleCase with Documentero
- Create a new scenario in Make.
- Add SingleCase to the scenario and choose one of the triggers (Watch Cases, Watch Due Dates, Watch Changes). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SingleCase trigger.
- Run or schedule your scenario and verify the output.
