to what can be automated
Plans for every size. Unlimited 7 day/week support on all tiers.
1 "Builder" seat (template-creator)
200 fields per workflow
7-day a week phone & email support
Isolated data & subdomain
500 GB storage limit
All Lite features
3 "Builder" seats
Unlimited workflows & fields
Access to Data Manager
Create answer files
Custom domain (+$50)
Connect paywall / Stripe
Zapier & Clio integrations
1 TB (1000 GB) storage limit
Documate is a gamechanger for lawyers. There’s really no limit to what can be automated, and it can be used to build expert systems in even the most complex areas of law. Add a paywall and compete with companies like LegalZoom.
Documate is infinitely powerful, but also super easy to use/set up. It can handle nested conditional logic and complex calculations. But what makes it stand out are the client-facing features. It's not just document automation – it allows lawyers to build expert systems, client intake that generates documents, and full-fledged client-facing products.
Documate is the Goldilocks of legal practice automation. Lots of power, but also super easy to use.
Yes, we offer a 7 day free trial. Contact us at firstname.lastname@example.org if you have any questions or need more time to explore our features.
Yes, with our Hire an Automator program, you can send over your documents and get a quote from one of the Documate-vetted automators. Depending on your budget, you can choose from attorneys and paralegals who will help you develop a strategy. We also have lower-cost automators who are "executors," meaning they may not give you strategic insight, but they can execute exactly what you give them with quality and attention to detail.
Yes! Our roots are in legal aid, and we love non-profits, students and educators. Contact us at email@example.com for more details.
As a company dealing with sensitive personal information, serving law firms and medical practices, we take security and privacy very seriously. Even our lowest tier secures your valuable intellectual property and client data through data isolation and server encryption. We also undergo regular penetration testing. See more about our security at www.documate.org/security.