How to Use Josef in 2026: Step-by-Step Guide
No-code legal automation platform that lets legal and compliance teams build AI-powered chatbots, self-service Q&A tools, and document/workflow automation without engineering support.
Founded in Australia in 2017, Josef lets in-house legal and compliance teams build their own automation tools — chatbots, document generators, intake forms, and approval workflows — through a visual, no-code interface rather than commissioning IT or outside counsel.
Core Capabilities
Visual Workflow Designer A flowchart-based builder lets non-technical legal staff map decision trees and automate multi-step processes like contract intake or approvals.
Document Automation A browser-based editor turns uploaded templates into logic-driven document generators for contracts, letters, and policies, cutting down manual drafting.
AI-Powered Q&A (Josef Q) Built in partnership with OpenAI, this module turns internal policies and regulations into self-service chatbots that let employees get instant, sourced answers instead of emailing legal.
Rapid Ingestion Engine Uses AI to convert messy, unstructured business inputs directly into structured legal workflows, reducing the manual setup work needed to stand up a new automation.
Positioning
Occupies the legal-workflow no-code niche alongside tools like Neota Logic, but distinguishes itself by combining a drag-and-drop workflow builder with a genuinely generative AI layer (Josef Q) rather than being purely rules-based. Compared to CoCounsel or Robin AI (both in this catalog), Josef is broader and more horizontal — it automates legal processes and self-service advice generally, not just contract review. Clients include Clifford Chance, L'Oréal, and BUPA.
Pricing
No published self-serve pricing — sold through a custom, volume-based enterprise sales process. Third-party comparisons report typical entry pricing starting around $300/month, scaling with usage and team size.
What You'll Need
- A Josef account (starting from Custom (from ~$300/mo, contact sales))
- A modern web browser or the Josef app
- Payment method for paid features
Getting Started
Create Your Account
Visit https://joseflegal.com and sign up for a paid account. You'll need an email address to register.
Start Your First Conversation
Once logged in, you'll see the main chat interface. Type a question or task in the input box and press Enter. Josef supports legal-chatbot-builder, document-automation, no-code-workflow-designer, ai-policy-qa — start with a simple text prompt to get familiar.
Pro Tips
- Be specific: The more context you provide, the better the response. Instead of "write an email," try "write a professional follow-up email to a client who hasn't responded in two weeks."
- Iterate: If you don't get what you need, ask for clarification or refinement: "Make it shorter" or "Use a more formal tone."
- Use examples: Show Josef what format you want by including an example in your prompt.
- Save useful conversations: Most platforms let you name and revisit conversations — organize by project or topic.
Common Use Cases
Legal
AI assistants providing legal information, document drafting, and regulatory guidance.
Browse Legal chatbots →Troubleshooting
- Responses seem generic or unhelpful
- Add more context to your prompt. Specify the audience, tone, length, and format you need. Try starting over with a clearer description of your goal.
- The tool isn't responding or is slow
- AI chatbots can experience high traffic. Refresh the page and try again. Check the service's status page if issues persist.
- Output is too long or too short
- Explicitly specify the length: "in 100 words," "as a brief summary," or "in detail with examples."
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Frequently Asked Questions
- Is Josef free to use?
- Josef requires a paid subscription, starting from Custom (from ~$300/mo, contact sales).
- Do I need an account to use Josef?
- Yes, you need to create an account to use Josef.
- What can I use Josef for?
- No-code legal automation platform that lets legal and compliance teams build AI-powered chatbots, self-service Q&A tools, and document/workflow automation without engineering support.
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