No Limit
to what can be automated
Plans for every size. Unlimited 7 day/week support on all tiers.
1 "Builder" seat (template-creator)
10 workflows
200 fields per workflow
7-day a week phone & email support
Isolated data & subdomain
5,000 emails/month
500 GB storage limit
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 & Clio integrations
10,000 emails/month
1 TB (1000 GB) storage limit
All Standard features
Discounted per-seat pricing
White glove workflow building
Unlimited emails & storage
API access & integration support
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.
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 hello@documate.org 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.
