Documate – Document Automation Case Studies

Documate is proud to be used by lawyers, legal aid organizations, professionals, and companies around the world to build powerful tools that save time, generate new sources of revenue, and make the world a better place. Below, we profile our clients through document automation case studies in legal and beyond:

LCN Legal Transfer Pricing Document Automation

LCN Legal’s Fast Track ICA Drafting Service

A case study on how LCN Legal used document automation to create an expert system in one of the most complex areas of law: transfer pricing.

Read more about it here.

divorce automated forms

The Hello Divorce DIY Divorce Platform

A case study on how Hello Divorce used Documate to create a divorce platform that combines technology with lawyers.

Read more about it here.

Residential Lease Document Automation

Residential Lease Automation

How FreshLease used Documate to create a residential lease platform.

Read more about it here.

Estate Planning Legal Application

How Lawvex built an automation tool for Personal Property Memoranda (a simple supplement to a will).

See the platform here.

helpself legal automation

HelpSelf Legal, TurboTax for Domestic Violence Survivors

How HelpSelf Legal provided automatic legal help to those with low/moderate incomes, a precursor to the software platform that is now Documate.

Read more about it here.

columbia law school document automation

How Columbia Law Students Used Documate to Become Legal Tech Developers

How Columbia Law School students used Documate to build document automation workflows for NYC tenants and low-wage workers in South America.

Read more about it here.

criminal expungements document automation

How a team created a tool to help Californians clear criminal records

Document automation case study on how a team at the Global Legal Hackathon and USC Law School built a platform on Documate to help individuals clear their marijuana-related convictions.

Read more about it here.

above the law document automation

Read Above the Law’s Review of Our Software Platform

The popular legal site Above the Law reviews our document automation software and tells you how you can use it to monetize your practice or make the world a better place (complete with screenshots!)

Read more about it here and here.

makerpad document automation

See Makerpad’s profile on us

Want more stories about how people are using Documate? Makerpad, the no-code resource, profile us with tutorials and additional case studies on how you can build your own expert system.

Read Makerpad’s story here.

capterra document automation

Read our customer reviews on Capterra

Want more testimonials? Read our customer reviews from lawyers, legal aid organizations, sales professionals, and other people automating documents and expertise.

Read the reviews on Capterra here.

Build your own workflows, legal apps and legal products on Documate. Learn the basics in our guide here, and dive deeper with our Productizing Legal series.

If you’d like to be featured as a document automation case study, reach out at