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Documate

Documate Rating:
4/5

Features

  • Customer Experience & Support - 8/10
    8/10
  • Pricing & Value - 9/10
    9/10
  • Security - 8/10
    8/10
  • Innovation & Future-Proofing - 7/10
    7/10
8/10
0/10
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Rating Breakdown

Our Rating: 4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

About Documate

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
  • Document Automation
Starting Price
$83/month (2 users)
Free Trial
Apps
  • Web
Software Integrations
  • Word
Open API
An open API means that the program has an application programming interface that will allow it to directly integrate with other software programs such your firm's timekeeping, accounting, or custom relationship management software.
Document Management Features
Version Control
This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
Encryption
Built-In E-Signing
Optical Character Recognition (OCR)
Metadata Scrubbing
Document Automation Features
Document automation (also called document assembly) software uses your document templates and information from a form or other source, like your law practice management software or CMS, to assemble documents for you.
Document Templates
The document management program creates resuable templates.
Court Forms
Guided Interviews
The program can create a guided interview and then use the client's answers to automatically create a document.
Conditional Logic
If the software uses conditional logic, this means that you can choose to have certain text in your assembled document included only under certain conditions
Tables
This means the software can generate tables of any size and place them in your assembled document.
Calculations
If this field is checked, it means the software can perform calculations based on numerical or text input.

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.

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