We have updated our Rocket Lawyer On Call® Terms and Conditions. As our customer, please be sure to review the updated terms. If you have any questions, please contact us.
We have updated our terms of service. Please review this document. If you have any questions, contact us

Frequently Asked Questions

Free Document and Trials

  • What is the difference between a free document and a Free Trial?

    We invite anyone to come make one document for free. Free documents can be printed immediately or downloaded as a PDF. We'll also store your free document for you.

    If you want to make more than one document, a Free Trial is a great way to make more documents and use of membership features like editing, e-signatures and sharing. Once you create a free document, you can always access advanced features by upgrading to a free trial.

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  • What does "read only" mean?

    A read-only document is a document that can't be changed after you create it. Read-only documents can only be printed, or downloaded as a PDF. Start a Free Trial to edit a document after you've created it.

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  • How does the Free Trial work?

    Our Free Trial is an opportunity to try out our Basic Legal Plans or Pro Legal Plans. You'll be able to create unlimited legal documents, use our e-Signature service and utilize document management tools to share and edit your forms. For lawyers who are interested in these features, Rocket Lawyer has a separate Free Trial just for you.


    If you choose to continue with your Legal Plan beyond the trial period, your credit or debit card will be automatically billed for the plan. If you decide not to continue your free trial, simply end the trial before it expires. Any documents you create during a Free Trial will still be available to you after you downgrade.

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  • How do I end my Free Trial?

    If you want to end your Free Trial, you may do so at any time. Any documents you created will still be saved and available to you. To downgrade, make sure you are logged in:

    1. Select the "Settings" button (which looks like a gear wheel) located at the top right corner of your screen and select "Manage Membership".
    2. On the following page, scroll down to the bottom and select your reason for ending your legal plan. Click "Downgrade" to continue.
    3. You will see a page with two buttons. Select the gray button reading "No thanks".
    4. Tell us why you are ending your legal plan and click "Downgrade".

    After seeing the downgrade confirmation page, you are done. An automatic confirmation will be sent to the e-mail address associated with your account.

    If you do not receive a confirmation e-mail, please contact customer service and they can confirm your account is downgraded.


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  • Why does the Free Trial require a credit card?

    Your credit card will not be billed during a Free Trial. We ask for a credit card to allow your membership to begin without any disruption to your service at the end of the trial period.

    During the trial period, you might see a "pending" charge of $0.01 on your bank or credit card statement. This authorization is used to make sure your card works. It will be removed by your financial institution automatically when you cancel during the Free Trial period. No funds will be collected unless you continue with your plan beyond the trial period.

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  • How many documents can I make during a Free Trial?

    While you can create unlimited documents during a Free Trial, the type of documents you have access to is based on what type of trial you start -- Basic (for personal documents), or Pro (for your business).

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  • When will I be charged after the Free Trial ends?

    If you choose not to cancel your membership after the Free Trial, you'll enter a paid monthly Legal Plan on the 8th day.

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Memberships

Document Creation

  • How do I create documents on Rocket Lawyer?

    You create documents by completing a simple, step-by-step interview. Your answers to our interview questions are used to build a custom document. The document can be previewed as you proceed or once you're finished.

    Document interviews are designed, and regularly updated, by lawyers and paralegals to make sure every document is legal throughout the United States.

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  • How can I change the answers to my interview questions?

    If you would like to change an answer, first be sure you are logged into your account, then:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click on the name of the document you want to update.
    3. If you are in a Free Trial or a Legal Plan, click the Edit button above the document image. You will be presented with the option to return to the interview.
    4. If you have not yet completed the interview, you will return to the question where you left off. (Note that only Legal Plan and Free Trial members may edit their documents.)
    5. Continue through the document to make changes as needed.
    6. When you are done click the Exit Interview button, or simply click each Continue button through the end of the interview.

    If you have directly made changes to a document's text through the editor, you will not be able to change your interview answers.

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  • Can I manually edit my document?

    Yes, you are welcome to manually edit the text of a document while, provided you are enrolled in a plan or a Free Trial. Free documents are "read only" and cannot be edited. To edit a document log in, then:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click on the name of the document you want to edit.
    3. You will see an image of your completed document, with a row of buttons directly above the document image.
    4. Click on the Edit button and you will see a warning screen stating that once you make manual changes you will not be able to return to the document interview. Continue to agree to edit.
    5. Make the changes you want, then click Check In or Save Changes to save your work.

    If you are in a Free Trial or a Legal Plan you are also welcome to download the document as a Microsoft Word document to make changes offline.

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  • What types of documents does Rocket Lawyer carry?

    We have four types of documents on our website: legal documents, government forms, letters and worksheets.

    A legal document is a formally executed written document that is officially attributed to its author. The document states and records a legally enforceable act, obligation, right, process, or duty. Popular examples on our site include the Prenuptial Agreement, Warranty Deed, Residential Lease and Complete Will. Many legal documents must be notarized; a formal witnessing process that ensures the legality of the document. Though common, notarization is not required for all legal documents.

    Government Forms are documents used by the United States government to regulate issues from Immigration, to IRS, Bankruptcy, Small Business Administration and passport applications.

    Letters are a written communication addressed to an organization or person. The letters we provide are mostly used either to inform the recipient of something, or to request something from the recipient. Popular letters include Change of Address Letter, Letter of Intent, Birth Certificate Request Letter, Security Deposit Refund Letter, and Employment Confirmation Letter.

    Worksheets can be used to document problems and ideas in a tentative form and then create schedules and to do lists. Popular worksheets include the Home Sale Worksheet, Eviction Process Worksheet, Small Claims Worksheet, Divorce Worksheet, Articles of Incorporation Worksheet and sale of business assets worksheet.

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  • Will my documents be legal when I am done?

    When you complete a document interview, our technology will build a document that is tailored to your state and situation.

    Review your Next Steps as outlined in the Legal Checklist to get additional information about how to make your document legally binding in your state. It's generally a good idea to seek the guidance of an attorney to assure that the document is fully legal where you live.

    Next Steps may include instructions for signing, finding witnesses, filing and notarization.

    To locate your Legal Checklist:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click on the name of your document you want to complete.
    3. To the right of the document image, click the Legal Checklist button.
    4. A window will open with the information on the steps you will need to take to make the document legally binding. You can print this Legal Checklist out from a print button towards the top of the pop up window.

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  • Do you have documents to print and fill out by hand?

    At Rocket Lawyer, all our documents are tailored especially for you through our interactive interview process. We do not carry blank document templates to print and fill out later.

    Why? Legal documents are complex and intricately written records. Many documents have sections that need to be revised, deleted or added depending on your needs.

    Our online interview format is a critical component of our services. It allows you to tailor the language and clauses of the document to your specific situation. The result is a comprehensive, personalized document that is better than any basic blank document template.

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  • Can I share a document with a collaborator?

    Yes, it's simple to share a document so that a collaborator can view or edit the document online:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click on the name of the document you want to complete.
    3. Above the document image is a row of icons, click on the one labeled Share.
    4. In the window that opens, enter the contact information for the person you'd like to collaborate with.
    5. To the right of your collaborator's name, select whether you want them to be able to edit or simply view the document.
    6. Click Share to send a message with a link to access the document.

    Only people with Legal Plans or Free Trials can share their documents with collaborators.

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  • How long will my documents remain online?

    Your documents will be saved online in perpetuity. Regardless of what sort of membership you have, we won't remove your documents.

    Once your paid Legal Plan (or Free Trial) ends, you will not have access to edit or create new documents. If you purchase a single document you will have access to edit it for 30 days. With an active Legal Plan, you can come back to start, complete or manage your documents at any time.

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  • I have finished my document online, what should I do now?

    First, make sure you've followed the Legal Checklist to make your document legal. If you're feel like you need to do more legal work, but aren't sure what you need to do, answer a few simple questions to get recommendations.

    If you feel uncertain about whether you're doing things correctly, we'll connect you with a lawyer. Most people with a Legal Plan are entitled to free consultations and discounted rates.

    You can also return to your document to print, download, edit, e-Sign or review your document.

    Free documents do not include access to Next Steps.

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Technical Support


  • How can I get back to the document I started?

    First make sure you're logged into your account. Then:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click on the name of the document you wish to return to.
    3. If you have not finished the document, you will be redirected to the place in the interview where you left off. If you've finished and purchased a document, Legal Plan, Free Document, or are within a Free Trial you will see the finished document image on your screen.

    All of our documents auto-save your answers once you click the Continue button during the interview process. Be sure to complete 100% of the interview to see your other document management options.

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  • How do I log into my account?

    Click the Login link in the top right corner of every page.

    Log in using your email address or membership ID and password.

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  • How do I set my password?

    If you are logged into your account you can change your password by:

    1. Click on the Settings button (gear wheel) located at the top right of the Help menu and click on Manage Membership.
    2. Scroll to the bottom of the Account Details page.
    3. Click on the box that reads Change Password.
    4. Enter your new password twice, once into each blank password field.
    5. Click the Save button at the bottom to save your new password.

    If you're unable to access your account, click here to request a new password by e-mail.

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  • How do I print my documents?

    To print a finished document, log in to your account then:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click the name of your document.
    3. If you have a Free Trial or a Legal Plan, the print button will appear in the row above the document image. If you are making a free document, the print button is on the right side of the page.
    4. A second window will open in your web browser with an image of the document, along with a small printing window. Click the Print button from the smaller window to initiate printing.

    If you complete the above steps and still have trouble printing, you may not have completed the document interview or you may not be connected to a functioning printer. First, make sure that you are connected to your printer and that it is working, then go back and make sure your document interview is 100% complete.

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  • Can I download my documents? In what formats?

    Yes, you can.

    If you have a Free Trial or Legal Plan, you can download documents in Microsoft Word, PDF, RTF and Text formats. If you want to download Free Documents, Individual Document purchases or if you have a Free Membership Account, the file is only available as a "Read Only" PDF.

    To download a finished document:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click the name of your document.
    3. Click the Download menu that appears in the row above the document image.
    4. Select the format that you want to download.
    5. Choose whether you want to Save or Open your document.

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  • How do I change the name listed on the account?

    To change the name listed on your account:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click in any field on the lefthand side to make changes to your name and address.
    3. Click the grey Save button at the very bottom of the page to save your changes.
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  • What are e-signatures? How do they work?

    E-signature stands for Electronic Signature, which is a method of virtually signing and approving legal documents.

    Our e-signature service identifies and authenticates your signature and then securely sends your document to the other party by email. Once the other party has e-signed the document, it is legally binding.

    This service is only available to our Legal Plan and Free Trial members.

    To e-sign a completed document:

    1. Click on the My Documents button located at the top left of the screen.
    2. Click on the name of your document.
    3. Click the e-signature button, which appears in the row above the document image.
    4. When prompted, enter the name and email address of the other party who needs to sign.
    5. Click Send.

    The recipient will receive an e-mail from our partner, EchoSign, requesting their e-signature. If the other party wishes to approve the document, they type their name, and click the Sign button.

    Once the other party has e-signed the document, it will be sent to your e-mail address for your e-signature. When finished, you can both access the document from your respective Rocket Lawyer accounts. If any party is new to Rocket Lawyer, an account will be created for them.

    Once a document has been e-signed or sent for e-signature you will not be able to edit the document text.

    Not all documents can be e-signed. Those requiring witnesses or notarization, or documents that only require one party's signature do not have an e-sign option.

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  • How do I share my account?

    To share your account access with someone else:

    1. Click on the "Share Account" link near the search bar when you're logged in.
    2. A small window will open, allowing you to add people in the blue area at the bottom.
    3. Complete the name and e-mail address fields for the person with whom you want to share.
    4. Select the permission level for the individual as either owner or editor. You can change this later if needed.
    5. Click the Share button when finished.

    The person with whom you're sharing will receive a link to the account via email.

    Please note: Only Pro Legal Plan holders may share their accounts with up to two other individuals. If the given e-mail address is already associated with a Rocket Lawyer account, the "Share" request will not be processed.

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Incorporation

Resources for Lawyers

  • How can I get more exposure for my practice?

    There are three powerful ways to increase your online presence and promote your practice.

    1. Create or claim an existing profile on Rocket Lawyer for free. Visit the attorney directory to see if you already have a profile.
    2. Join On Call. Rocket Lawyer On Call® is available exclusively for Legal Plan members and provides them with discounted attorney services and document reviews. There is no cost to join. Simply commit to providing the agreed upon discounts and in return you will receive a steady stream of inbound client requests.
    3. Contribute to a Rocket Lawyer blog, podcast, help article or document. By contributing content to our social media outlets, you will gain exposure to thousands of daily visitors and build and maintain your online reputation. E-mail articles@rocketlawyer.com for more information.

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  • How can I claim my profile?

    Visit your profile in the Rocket Lawyer directory and select the claim link.

    Verify your contact information.

    One of our specialists in Attorney Services will then contact you to finalize the process and help you optimize your profile.

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  • How do I update or create my attorney profile?

    To create a profile please click here.

    If you already have a profile, log in to your account and follow these instructions:

    1. Select the My Account menu and click Edit Profile.
    2. Change your contact information, contact preferences, profile details, Smart Referral preferences, etc., as needed.
    3. Click Save at the bottom of the page.

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  • What is Rocket Lawyer On Call®?

    Rocket Lawyer On Call® is a free program that puts you in touch with new clients. Lawyers who join Rocket Lawyer On Call® agree to provide legal services to our members in accordance with the fee schedule outlined in the guidebook.

    To learn more, click here.

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  • How do I become an On Call attorney?

    Please contact Attorney Services at (888) 627-1193 to sign up. You can also e-mail us at attorneyservices@rocketlawyer.com.

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  • Can I use Rocket Lawyer documents for my practice?

    Yes, please begin creating documents for your practice and make the most of our E-signature service.

    If you have any questions about how to set up an account, or how to join Rocket Lawyer On Call for free client leads, please contact Attorney Services at (888) 627-1193. You can also e-mail us at attorneyservices@rocketlawyer.com.

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