Before and after of an estate planning firm who Documated their process.
What happens when a typical estate planning firm implements Documate? We surveyed 30 estate planning attorneys on the Documate platform and asked them about how their practice has changed. Here's what we found:
We surveyed 20 IP attorneys on how they use Documate to automate everything from client intake to building complex expert systems for trademark law.
Lawvex creates a DIY Estate Planning Toolkit, built on Documate. The Personal Property Memorandum is offered for free to consumers as a lead-generating tool.
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.
Sign up for our newsletter to get product updates, exclusive client interviews, and more.