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For Document Management & Automation, the following are essential features, and you should therefore expect to see a check in every box in this section.
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.
This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
The document management program creates resuable templates.
The program can create a guided interview and then use the client's answers to automatically create a document.
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
This means the software can generate tables of any size and place them in your assembled document.
If this field is checked, it means the software can perform calculations based on numerical or text input.
Based on 6 Reviews
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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.
Robert B.
“June 7, 2022 Update Renders Software Useless for Lawyers”
June 13, 2022 2:05 PM
After using documate for over 2 years, documate randomly re-wrote their software on June 7, 2022. The software is now only useful if you have 2 or fewer "interviews" or only 1 client. The software, while it had its limitations, could at least pull answers from one interview into another answer file allowing you to use the new updated template with your client's data. Now, however, you can no longer search answer files by client name, preventing you from finding your client's most recent answer file and importing those answers into a new template. My office spent over 2 years building templates and training around the software as it was formerly built. All of that time is now a waste and documate has no answer or solution.
Noel F.
“been looking for this for years”
November 13, 2020 9:26 PM
Great product and team. Excited I found it here! Robust enough that I can do almost anything in my documents and not have to make edits after they generate. But also dead simple to get started. And it can be client-facing. Their team is responsive at all hours of the days, nights, and weekends - dont know if their team sleeps!!! I have tried pretty much every solution out there, and the others are all so developer-centric that I couldn't figure them out, and I'm pretty tech savvy! Best platform out there - been looking for something like this for my entire time practicing.
Kristofer S.
“Not just doc automation, but legal product/app builder!”
October 22, 2020 8:53 PM
I cannot emphasize how much Documate has changed my practice. I started using it for pure document automation, but I have now built a suite of legal products and web apps (e.g., I have a "TurboTax" for uncontested divorces, one for wills, and another for employment docs, and many more coming!) that I charge consumers for using Documate and the paywall integrations. So the software has paid dividends in allowing me to monetize my practice by building flat fee tools. I was going to hire a developer to help me do this, but Documate is like your own personal software development tool for your firm (but I didn't need to learn anything about code). It's been easy and intuitive to set up, but whenever I've had questions, their customer service has far surpassed my expectations. I've made a few feature requests that they implemented. So, for that, you're welcome to the rest of you... :)
Josh J.
“Goldilocks of legal platforms”
April 7, 2020 1:36 PM
Lots of power, but also super easy to use. Justttt right.
TJ J.
“Powerful tool for complex document automation and client collaboration”
March 25, 2020 12:33 PM
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.
SuzeL
“Our firm loves Documate”
March 6, 2020 11:20 AM
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.
REVIEWS (6 out of 6)