Introducing our new Data Manager feature!
You asked for it, and now it's here! Our newest feature allows you to sort, filter, organize, and store your client data like never before.
Automate legal expertise with the Documate toolkit. Build shareable, client-facing workflow & document automations.
Add infinite logic and build complex document sets, saving 90% of drafting time.
Collect data from colleagues and clients, guiding them down different paths depending on their answers.
Drag, dropand click to set up calculations and nested logic and lists. No coding knowledge required.
Automate internal workflows and empower you and your team to streamline work, save time, and reduce errors.
Allow clients and third parties to create logins, save data, and return to finish.
Allow clients to use your workflows as a self-serve tool or collaborate with you for document review or additional advice.
Our payment integrations allow you to collect fees from clients at any stage of a matter.
Pull and push data into other systems for one end to end solution.
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