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.
Turn Word or PDF templates into automated workflows. Add infinite conditional logic and generate document sets.
Create client-facing forms that gather data with decision-tree logic. Give your users a Documate portal to log in and store information.
Store data in Documate for reuse. Integrate with thousands of tools like Zapier, your CRM, spreadsheets and practice management.
Store generated files and monitor analytics on who has completed your workflows.
"I have done my research for over a year, testing different software around the web, and have not been able to find a single piece of software that does what Documate does, except for maybe one enterprise software tool that would have cost me tens of thousands of dollars a month. The platform is very easy to use, but it can accomplish almost anything in terms of automation, calculations, formatting, etc. Even when I've wanted to do something that wasn't readily apparent, the support team has been able to help me accomplish it."
Complex conditional logic, calculations, and nested data structures? There's no logic you can't accomplish with Documate.
Customize formatting in your documents. With this, attorneys can create intake forms with bold and italic text, headings, website links, and even video and audio interspersed between text.
Don't have time? Use our "Documater" program, where an automation specialist can do all the setup for you.
Set up your server anywhere in the world to comply with data security laws in your jurisdiction.
We provide customer support 7 days a week, and most of our staff are former lawyers or paralegals who are very helpful with thinking through the automation lifecycle.
How Landlord Legal (formerly FreshLease) used Documate to create a residential lease platform that incorporates document automation, video courses, a community, and additional legal services through the core law firm.
How Columbia Law School students used Documate to build document automation workflows for NYC tenants and low-wage workers in South America.
How HelpSelf Legal provided automatic legal help to those with low/moderate incomes, a precursor to the software platform that is now Documate.
A2J Forms is back at it again. They built a platform to help tenants nationwide generate a declaration that prevents eviction from their homes under the latest CDC Order.
During the pandemic, experts around the world built and rapidly scaled legal tech solutions to provide assistance to the those in critical life situations - eviction defense, work, benefits, and more.
LCN Legal is a global specialist firm in legal structures for multinational companies and intercompany agreements. They used Documate's to create a document automation system in one of the most complex areas of law: transfer pricing. They've since launched multiple tech tools through the firm.
Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.
Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.
Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time. If you need a robust document automation or document assembly tool, Documate may be what you've been looking for.
I (and especially our paralegals) are very happy we found Documate. We've saved a ton of time, and it's worth the monthly fee times 1000. Because it creates a web-based app, we've also considered rolling this out as an intake or document generation process for our clients - the interface is clean and mobile-friendly for that purpose, too.
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.
Documate's team and community of lawyers are here to help you market your product.
Read Documate's customer reviews on Capterra, where you'll get a glimpse into use cases and ease of use.
The Silicon Valley firm representing leading venture capital firms and startups uses Documate to build 10 legal tools for internal and client use.
Productizing is on the rise. Here are the market levers changing the future of legal service delivery.
Law firms, courts, and legal aid organizations around the world are building on Documate to serve their customers. We highlight some of the use cases here.
The nuts and bolts of productizing your practice through document automation and end-to-end legal applications.