Documate is a document 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. Workflows—a series of automated actions—can be easily shared with colleagues.
Who Documate is For
Documate is designed for attorneys with no coding experience. Because of that, it is likely a good choice for lawyers who want to automate some of their documents without needing to learn a complicated program. Because full workflows can be shared with other members of the team, it’s also a good choice for small firms that want to avoid duplication of efforts.
Documate Features
|
Website
|
www.documate.org |
|---|---|
|
Services Offered
|
|
|
Starting Price
|
$83/month (2 users) |
|
Free Trial
|
✓ |
|
Apps
|
|
|
Software Integrations
|
|
|
Open API
|
✗ |
|
Version Control
|
✗ |
|
Encryption
|
✓ |
|
Built-In E-Signing
|
✓ |
|
Optical Character Recognition (OCR)
|
✗ |
|
Metadata Scrubbing
|
✓ |
|
Document Templates
|
✓ |
|
Court Forms
|
✓ |
|
Guided Interviews
|
✓ |
|
Conditional Logic
|
✓ |
|
Tables
|
✓ |
|
Calculations
|
✓ |
This is a promotional video from Documate, but it does a good job showing what it’s like to actually use it:
Additional Details about Documate
Easy formatting. Documate has a simple way to create multiple formatting options for interview questions. With this, attorneys can create intake forms with bold and italic text, headings, and website links.
Redaction. Documate allows you to collect sensitive data, such as Social Security Numbers, on intake forms, but redact that information on the document that is generated. This 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. Documate can set up your server anywhere in the world to comply with data security laws in your jurisdiction.
Powerful tool for complex document automation and client collaboration
Our firm uses Documate to generate a variety of contract sets. Because no coding knowledge is required, we were able to set it up very quickly. It allows for quite a bit of complexity in formatting your documents, adding conditional logic, and setting up complex calculations. The system passed our high privacy and data security requirements, and they set every user up on a dedicated instance, which is crucial when you’re dealing with sensitive legal information.
Whenever we have had any “wish list” items, they’ve been quick to add features. The customer service is excellent.
Our firm loves Documate
Used to be HotDocs users, but we switched to Documate last year. We love the software. It’s very easy to set up workflows, but it also has been able to do everything we want it to – all kinds of formatting, conditions, calculations, etc. Thanks to the Documate team for their excellent customer support, too.