Documate is a document assembly & automation platform that allows you to create templates and forms to speed up your document creation. Attorneys can generate document sets for internal use and create intake forms for clients. Additionally, workflows—a series of automated actions—can be easily shared with colleagues. Use the following Documate review of its features and pricing to determine if the platform is right for you.
Starting Cost: $83/month (2 users)
For Document Management & Automation, the following are essential features, and you should therefore expect to see a check in every box in this section.
Based on 5 Reviews
Documate pricing starts at $83/month for two users.
The platform integrates directly with Clio Manage and allows the import of Client and Matter information. However, through their Zapier integration, lawyers can connect to a whole host of Law Practice Management Systems and other applications. As of this review, however, Documate's Zapier integration is a bit weak.
Yes. Using either the HelloSign, or DocuSign integration, users can easily add eSign capabilities into their application.
Yes. Through its integrations with Stripe, lawyers can add a paywall anywhere in the Documate workflow.
Yes. With Documate, users can create Guided Interviews (and include video instructions), or simply use client-facing forms to input and manipulate information in their documents.
As a no-code solution, Documate’s MS Word add-on makes it relatively easy for non-programmers to create documents. As with all document assembly solutions, however, users will need to have an idea of basic programming concepts like loops, variables, and conditional logic. Which, you can likely learn from their how-to videos and tutorials.
Yes. In fact, loading your own templates and then using the MS Word add-on to automate them is probably the best way to begin.
No. But with the MS Word add-on, it is relatively easy to get started using your own forms.
The platform is a no-code solution with a Microsoft Word add-on. For simple documents and workflows, users can generally get set-up almost immediately. However, as with all document assembly products, we definitely suggest taking advantage of Documate's on-boarding process and reviewing their how-to videos. This app's strength is in some of it's more complex features, and users will want to take advantage of that.
As a browser-based solution, Documate will work on any computer with a modern browser. Obviously, in order to use the MS Word add-in, users will need separate access to MS Word.
Redaction. This platform allows you to collect sensitive data, such as Social Security Numbers, on intake forms, but redact that information on the document that is generated. Which means that the information is still retained but will not appear in the document.
Custom Development. Documate can help you get all your forms and templates up on their system with its Automation Specialist program. This is particularly useful for busy firms who don’t have time to set up hundreds of templates.
Server location choices. Set up your server anywhere in the world to comply with data security laws in your jurisdiction.