How to Create Your First Legal Document

Getting Started3 min readUpdated March 10, 2026

Getting Started with Document Generation

Creating your first legal document on Legal Tank is simple and takes just a few minutes. Our AI-powered platform guides you through every step, ensuring your document is professional, legally sound, and tailored to your specific jurisdiction.

Step 1: Choose a Template

Navigate to the Documents section from your dashboard. Browse our library of 100+ legal templates organized by category, including Business Formation, Contracts, Employment, Real Estate, and more.

Each template includes a description, estimated completion time, and base price so you know exactly what to expect.

Step 2: Fill in Your Details

Once you select a template, you will be presented with a smart form tailored to that document type. Fill in the required fields such as:

  • Party names and contact information
  • Key terms and conditions
  • State/jurisdiction selection
  • Specific clauses or provisions

Our forms include helpful tooltips and guidance text for each field, so you always know what information is needed.

Step 3: Generate and Review

Click "Generate Document" and our AI will create a complete, professional legal document in seconds. Review the generated content, which includes all necessary legal provisions, state-specific clauses, and formatting.

Step 4: Download or Sign

Once satisfied with your document, you can:

  • Download as PDF or DOCX
  • Send for e-signatures directly from the platform
  • Request an attorney review for additional assurance
  • Save to your document library for future reference

Tips for Best Results

Provide as much detail as possible in the form fields. The more specific your inputs, the more tailored and accurate your generated document will be. Always select the correct jurisdiction, as legal requirements vary by state.

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