Pick a plan - 7 days free

Plans for every size. Unlimited 7 day/week support on all tiers.

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Estimate based on today's exchange rate. Actual fee based on US Dollars.

1 "Builder" seat (template-creator)

10 workflows

200 fields per workflow

7-day a week phone and email support

Isolated data and subdomain

5,000 emails/month

500 GB storage limit

Start 7-day trial

Standard

$165/mo

Start 7-day trial

All Lite features

3 "Builder" seats

Unlimited workflows & fields

Access to Data Manager

Create answer files

Custom branding

Custom domain (+$25)

Connect paywall / Stripe

Zapier and Clio

10,000 emails/month

1 TB (1000 GB) storage limit

Start 7-day trial

Enterprise

Contact Sales

Contact Sales

All Standard features

Discounted per-seat pricing

White glove workflow building

Unlimited emails and storage

API access

Contact Sales
Annual plans (billed upfront) get 2 months free

Standard

$165/mo

Start 7-day trial

Enterprise

Contact Sales

Contact Sales
Account
Builder Licenses
1
3
Custom
Per Seat Discounts
Workflows
10
Unlimited
Unlimited
Emails
3,000
10,000
Unlimited
Storage
500 GB
1 TB
Unlimited
Document generations
Unlimited
Unlimited
Unlimited
Advanced background logic
Unlimited
Unlimited
Unlimited
Customization & Branding
Isolated data and subdomain
Your logo
Custom subdomain (+$25)
Custom CSS
Integrations
Documate data manager
Clio
Stripe
Zapier
API access
Services
Support
Email, Phone or Screenshare
Email, Phone or Screenshare
Email, Phone or Screenshare
Dedicated Account Manager
SLA
Hire an Automator
Upon request
Upon request
Upon request

Teams across the field choose Documate for its power and user experience

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.

Stephanie Wilkins, Above the Law

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.

Erin Levine, Hello Divorce

Documate is the Goldilocks of legal practice automation. Lots of power, but also super easy to use.

Josh Jackson, Solo practitioner

Have more questions? Talk to us live, or check out our videos.

Frequently asked questions:

Do you have a free trial?

Yes, we offer a 7 day free trial. Contact us at hello@documate.org if you have any questions or need more time to explore our features.

Can you help me build my automations?

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.

Do you offer discounts for non-profits?

Yes! Our roots are in legal aid, and we love non-profits, students and educators. Contact us at hello@documate.org for more details.

Tell me about security.

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.