--- title: "Josef Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Josef Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/187484/Josef/" page_type: "product" language: "en" --- # Josef Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Josef ## What is Josef? Automate manual workflows so you can spend time on the things that matter. Seamlessly automate end-to-end processes using Josef's intuitive no-code platform. Automatically generate documents, collate information, answer questions, and send emails. Create digital tools easily with Josef’s drag-and-drop interface, and supercharge it with Josef’s advanced rules engine. Josef's clients include major corporations and law firms, from Clifford Chance to the Swiss Stock Exchange. ## What is Josef used for? [Forms Automation](https://www.capterra.com/forms-automation-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Josef?[Manage this product listing](https://www.g2.com/products/josef/claim_requests/new?auto=true) ## Josef Overview Updated September 2026 AI summary Josef provides cloud-based forms automation and workflow management for organizations of all sizes, offering customizable fields, mobile access, and no-code document automation. With features like conditional logic, electronic signatures, collaboration tools, and integrations with platforms such as Docusign and Slack, Josef supports configurable legal workflows and document generation, helping businesses tailor processes and manage documents efficiently. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Josef 4.9 (10) VS. [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting Price Contact vendor Starting Price $35 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (10) Ease Of Use 4.1 (2,902) Value For Money 4.6 (8) Value For Money 4.1 (2,333) Customer Service 5.0 (9) Customer Service 4.3 (2,161) ## Josef alternatives [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) [4.7 (2,926)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/158456/JotForm-4-0/) [HighQ](https://www.capterra.com/p/229898/HighQ-Dataroom/) [4.4 (78)](https://www.capterra.com/p/229898/HighQ-Dataroom/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229898/HighQ-Dataroom/) [Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/) [4.8 (216)](https://www.capterra.com/p/10014571/Jotform-Sign/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10014571/Jotform-Sign/) Highest Rated [Gavel](https://www.capterra.com/p/186064/Gavel/) [4.9 (51)](https://www.capterra.com/p/186064/Gavel/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186064/Gavel/) ## FAQs about Josef Overview ### Which roles and teams benefit most from Josef? Josef is most used by legal operations leaders, general counsel, and automation specialists who need to streamline document workflows, standardize legal processes, and deliver self-service tools. Academic leaders and lecturers use it to teach legal innovation, while consultants and managing directors apply it to design scalable client-facing automation solutions. Answer based on 10 reviews Overview ### What company size and industries is Josef built for? Josef is suited to teams of all sizes, with reviewer use concentrated in small businesses at 50% and Legal Services at 40%. It also has strong adoption among enterprises at 40%, plus Higher Education and Law Practice at 20% each, aligning with law firms, in-house teams, legal centers, and law schools. Answer based on 10 reviews Features and Usability ### What are the key features of Josef? Josef offers no-code contract drafting, document automation, and document generation for legal workflows. It also includes configurable workflow, conditional logic, and rules-based workflow, plus access controls/permissions, audit trail, digital signature, electronic signature, customizable templates, and reporting features such as activity dashboard and real-time reporting. Integrations ### Which third-party tools and platforms does Josef integrate with? Josef integrates with Stripe and WordPress, and also connects to Actionstep, Dazychain, Docusign, Google Analytics 360, Microsoft SharePoint, Slack, Xakia, Zapier, and Zendesk Suite. These integrations cover payments, websites, document signing, analytics, file sharing, messaging, and support. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Josef offer? Josef provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning and feature walkthroughs. Getting Started and Support ### What customer support options does Josef offer? Josef provides email/help desk support, an FAQ/forum, and a knowledge base for customer assistance. These channels give users a written path to find answers and submit questions, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 7,153 Workflow Management reviews Capterra data shows that buyers of forms automation software rank the following features as their top priorities: - **Customizable Fields** (**53%** of reviewers rated this feature as critical) - **Customizable Forms** (**53%**) - **Mobile Access** (**61%**) Josef supports all three features that reviewers rate most highly: **Customizable Fields**, **Customizable Forms**, and **Mobile Access**. Together, these capabilities give teams the flexibility to tailor forms to specific workflows, collect the right information in the right format, and access forms from anywhere, helping businesses improve data collection, speed up processes, and keep work moving across locations. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Josef 49 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract Drafting: Create, edit, and revise contracts/written agreements - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - For Legal Professionals: Specifically designed to address the needs of law firms and legal departments - Forms Management: Store, manage and track all forms in a centralized location - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Integrations Management: Identify which applications need to exchange data and enable these data connections - Interaction Tracking: Track interaction history by documenting conversations for contacts - Mobile Access: Access software remotely via mobile devices - Multi-Language: Manage and support multiple languages - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Text Editing: Edit text as needed - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Web/Mobile App Development: Create/edit commerce applications for mobile devices and/or web - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (10) 4.8 Based on 10 reviews ## Pricing Value for money 4.6 (8) ### Starting price Free trial not available Value for money 4.6 (8) 4.6 Based on 8 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Actionstep](https://www.capterra.com/p/139923/Actionstep/)[ Xakia](https://www.capterra.com/p/177627/Xakia/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (9) 5.0 Based on 9 reviews ## User reviews Overall rating 4.9 Based on 10 reviews Filter by rating 5(9) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CB Catherine B. Automation Lead Law Practice ### "You need this" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 12, 2022 Pros JosefLegal software is easy to use and does exactly what we need it to do. We've tried other automation products and much prefer Josef. We started using it for a particular external purpose but are now using it extensively for internal purposes as well. They are very responsive when you have questions or suggestions. Cons The software performs its core function perfectly but if you want to extend that functionality, you have to integrate it with other products. We like using it so much, we wish it could do everything. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Managing Principal Law Practice ### "Easy to use, user-friendly, visually appealing" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 22, 2022 We love Josef for our business. It makes our clients' digital experience super easy, positions us as an innovative firm, and the Josef team are absolutely wonderful to deal with. Pros Product is so easy to use without needing any coding knowledge or experience Cons Make it easier to add a payment facility, but this wasn't too difficult Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CG Chris G. Technology Consultant Legal Services ### "Easy to use and quick to implement legal technology platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 20, 2022 Pros Josef is easy to set up and gets users (both admin and end users) up and running quickly. I was impressed at how quickly and easily you can create a usable project from scratch. It's easy to use and intuitive and since it's no-code it's easy to see how non-tech professionals could use the platform. Easy to integrate and embed in other platforms. Flexible for multiple use cases including document automation. Cons A few more advanced features were missing and some elements of the UI could be improved. For example, when building more complex processes it would be good to have more advanced editing features. More advanced/flexible document formatting and improved variable logic would be good too. Having said that, Josef does seem to have a good roadmap for improvement and adds new features all the time. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KO Kate O. Senior Lecturer Higher Education ### "User friendly software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 20, 2022 Pros Josef is an extremely intuitive and user-friendly platform. My students did the Designer Builder course; I did it along with them. We were all very impressed with the online resources that assisted us to navigate a 'new to us' world of chatbot development. Cons Honestly nothing that I can think of; the platform had all the functionality we needed for our project. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LV Louise V. Group General Counsel Research ### "Needed something easy to set up and easy to use quickly" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 19, 2022 Really good! I was able to build a bot for creating a document based on several of our templates. This frees up much of my time, as users can now answer a few questions and receive the correct template that has been tailored to their answers without me having been involved at all. Pros I like that the creation of the bots is very intuitive and that I am able to do most work by myself. Whenever I have experienced an issue, Josef support has been very quick at fixing for me and my POC at Josef is always happy to help answer my questions or show me how to do the few things I can't figure out myself. Cons The document editor could have more features, but everything works so this is just a refinement. Alternatives considered [Avvoka](https://www.capterra.com/p/159886/Avvoka/) [Juro](https://www.capterra.com/p/167130/Juro/) [Contractbook](https://www.capterra.com/p/165369/contractbook/) Reasons for choosing Josef This product just clicked for me - Contractbook was my preferred product, but there was not enough support to change contract repository at the time and I needed to automate docuemnt generation ASAP. Josef hit the spot as it would do just that while being a supplement to our existing platforms for legal intake & matter management and contract repository. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JC Justine C. Head of Brook Graham APAC Legal Services ### "Chatbot Innovation " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 18, 2022 We worked with \[SENSITIVE CONTENT\] at Josef to trial the build of a Chatbot for users to assess their maturity in Diversity & Inclusion using our model. \[SENSITIVE CONTENT\] quickly understood the potential, and worked with us to build a solution that met our expectations - continuously seeking ways to improve and differentiate the user experience. He shared ideas, examples and suggestions along the way, and was also accessible and available to our many questions. Pros The opportunity to customize the tool with our look and feel; and the ease of programming as an administrator Cons Nothing really - the software was intuitive to use, we leveraged the analytics and had support along the way Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DH Dan H. Dean of Law/Professor Higher Education ### "Great for introductory Legaltech classes" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 18, 2022 Josef is my go-to starting point for legaltech classes. It gets students understanding the concepts of flowcharting and decomposition of legal problems into computationally-tractable flows. Students can create something within the first hour of class which helps enormously with confidence. Pricing within an academic context becomes problematic as other platforms have come along--something for the Josefians are addressing I believe. Pros Super simple to get started Intuitive basics Nice flowcharting Cons For teaching purposes it creates bad habits for maintainability and accuracy Reasons for choosing Josef Ease of use for the first few classes Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PE Paul E. Managing Director Marketing and Advertising ### "Excellent software, excellent customer service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 18, 2022 Pros Josef is very intuitive to use, and over the past few years, the product has been continuously developed to make the UX easier to use. The document builder is very clever. Cons There is nothing I don't like about Josef. Reasons for choosing Josef Legal-centric software. Our clients are law firms - so it's a tool built specifically to this vertical. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LR Lois R. Professor Legal Services ### "A Powerful Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 14, 2022 I use Josef to teach my students how to think algorithmically and logically. They are "forced" to deconstruct legal processes in order to build the Josef bot. I have been very impressed with the mission of Josef's founders. Customer support has been exemplary. Pros Josef is very easy to use. It has wide-ranging capabilities, and it has very few "glitches." It enables the democratization of the development of legal self-help tools. Cons The limited options with respect to the "appearance" of the final product. Reasons for choosing Josef I use Josef in addition to alternative products. It is simpler than Neota and has different capabilities than AfterPattern. I appreciate the availability of a variety of no-code platforms that can play a central role in removing barriers to access to civil justice. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CO Charley O. Head of Legal Operations Legal Services ### "Josef - practical and easy to use! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 14, 2022 The team at Josef are approachable, practical and solution focussed. We love working with them to come up with ways to make lawyers' lives easier. Pros Josef is a very use to use 'lawyer friendly' no-code platform. Cons It would be great if 'teams' of people could build bots. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/187484/Josef/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.