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Documate

Documate Rating:
4.7/5

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
Comments Rating 5 (3 reviews)
Details

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.

Community Rating: 5/5 (based on 3 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.7/5

The composite rating is a weighted average of our rating and the community ratings below.

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.

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.

Alternatives to Documate

3 Documate Community Reviews

  1. Avatar Josh J. says:

    Goldilocks of legal platforms

    Lots of power, but also super easy to use. Justttt right.

  2. Avatar TJ J. says:

    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.

  3. Avatar Suze L. says:

    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.

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