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.
|$83/month (2 users)|
Optical Character Recognition (OCR)
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.