Documate Review
What is Documate?
Documate is an intuitive document automation software that transforms your legal practice by enabling you to implement streamlined processes out of documents and forms. It is utilized by court systems, attorneys, law firms, and legal service providers to save time in drafting essential legal documents while improving client experience and maximizing monetization opportunities.
Documate simplifies the creation of legal documents. You can set up digital templates for commonly used documents, such as intake forms, court forms, and agreements. Then, these document and form templates are converted into automated and sophisticated workflows.
You can apply branching logic when clients or employees are answering interview questions, automatically populate documents and forms with data, remove sensitive information from documents, and generate legal documents in the right format and with the right content. Moreover, through the aid of developers and contractors, you can build legal document automation applications that you can sell online.
Show MoreOverview of Documate Benefits
Legal Practice Digitalization
Documate can transform your frequently-used legal documents and forms into automated and intelligent workflows. Just set up internal or external interview questions and branching logic for data collection, import documents and forms in PDF or Word format and connect them to the interview questions, and execute your document workflows. This reduces the amount of time you and your staff usually spend on drafting repetitive legal documents.
During the discovery stage, Documate can instantly reveal or conceal certain pages and questions depending on the choices and answers made by your clients or staff. You can also define the formatting and content for your documents and forms, apply complex computations, and detect and fix errors in documents and data. Multiple sets of documents can be generated at the same time with minimal data entries. With this, you can focus more on serving your clients than doing tedious paperwork.
Better Client Experience
The document automation software helps you gain and retain more clients. It streamlines the creation and distribution of proposals, intake forms, engagement letters, agreements, and other documents required for initiating relationships with clients. You can quickly draft documents for cases where clients’ life or security are at stake, like domestic abuse, tenant eviction, and asylum application.
Documate also permits you to embed document workflows on your own websites. Your clients can fill out court forms, send and receive information, and generate documents online. Through its redaction feature, you can collect and retain sensitive information about your clients, such as social security numbers and intake form details. However, those pieces of information are not shown on the output documents.
Monetization Opportunities
Documate offers a program by which you can hire high-performing and meticulous freelancers and contractors to develop document automation apps for your law firm or practice. You can avail of their services if you don’t have enough time to set up your own templates. They can assist you in building self-service document assembly software or AI-powered expert tools.
You can publish and sell these legal applications and solutions to other organizations or attorneys as well. This helps you start a new online business and earn more money. Another monetization feature is the capability to include a Stripe paywall in different parts of your workflows. Thus, users need to pay first before accessing certain documents. Configuring pricing, Stripe API keys, and payment questions from Documate’s master dashboard are possible.
Show MoreOverview of Documate Features
- Client Intake
- Branching Logic
- Document & Form Templates
- Automated Workflows
- Redaction
- Formatting Options
- Error Checkinh
- Development Program
What Problems Will Documate Solve?
Use Case #1: Document Automation
Documate enables you to set up templates that you can use to generate legal documents faster. These document templates are automatically filled with data based on your branching logic, formatting specifications, document automation or assembly workflows.
Use Case #2: Client Intake
The software streamlines client intake procedures. Lawyers and legal staff can immediately gather essential information from potential clients using external interview questions, intake forms, and template-based workflows.
Use Case #3: Legal Solution Development
With Documate’s network of freelancers and contractors, you can easily find developers who can build customer-facing apps for you. These apps allow your clients to send information and generate legal documents online without intervention and assistance from staff.
Awards & Quality Certificates
Documate Position In Our Categories
Knowing that businesses have distinct business needs, it is practical that they avoid going for an all-in-one, “perfect” system. Be that as it may, it would be almost impossible to find such application even among sought-after software solutions. The better step to do would be to write down the varied important aspects that demand research like major features, packages, skill levels of staff members, organizational size, etc. After which, you must conduct the product research exhaustively. Browse through some of these Documate review articles and check out each of the software programs in your list in detail. Such detailed product research guarantee you drop unfit software solutions and pay for the one that delivers all the benefits your business requires.
Position of Documate in our main categories:
TOP
100
Documate is one of the top 100 Document Creation Software products
TOP
50
Documate is one of the 50 Law Practice Management Software products
If you are considering Documate it could also be sensible to investigate other subcategories of Document Creation Software gathered in our base of SaaS software reviews.
Each organization has different needs and needs a system that can be customized for their size, kind of staff members and customers, and the specific industry they are in. For these reasons, no platform can offer perfect functionality out-of-the-box. When you search a software system, first be sure what you require it for. Read some Documate Document Creation Software reviews and ask yourself do you need basic features or do you need advanced tools? Are there any industry-specific features that you are searching for? Obtain the answers to these questions to help your search. There are lots of factors that you need to mull over and these include your finances, particular business needs, your company size, integration needs etc. Take your time, use a few free trials, and finally select the app that presents all that you want to boost your organization efficiency and productivity.
How Much Does Documate Cost?
Documate Pricing Plans:
Free Trial
Lite
$99/month
Standard
$199/month
Enterprise
Contact vendor
What are Documate pricing details?
Documate Pricing Plans:
Free Trial
Lite
$99/month
Standard
$199/month
Enterprise
Contact vendor
Documate offers three plans for users to choose from, including an enterprise pricing plan that enables you to build automated document workflows with dedicated support. Here are the details:
Lite – $99/month (at $83/month when billed annually)
- 1 template generator
- 10 document workflows
- 200 data fields/workflow
- AWS dedicated instance
- 5,000 monthly emails
- Storage limit – 500 GB
Standard– $199/month (at $165/month when billed annually)
- All features in Lite, Plus:
- 3 template generators
- Unlimited data fields $ workflows
- Data Manager access
- Answer file creation
- White-Labelling
- Custom domain
- Stripe paywall integration
- 10,000 monthly emails
- Storage limit – 1 TB
- Unlimited storage
Enterprise – by quote
- All features in Standard, Plus:
- White glove workflow development
- Unlimited monthly emails
- Unlimited storage
User Satisfaction
Positive Social Media Mentions
117
Negative Social Media Mentions
16
We are aware that when you make a decision to buy a Document Creation Software it’s crucial not only to find out how professionals evaluate it in their reviews, but also to discover whether the actual clients and businesses that purchased these solutions are indeed satisfied with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Documate reviews across a wide array of social media sites. The data is then featured in a simple to digest form revealing how many people had positive and negative experience with Documate. With that information at your disposal you should be prepared to make an informed buying decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
- Chinese
- German
- Japanese
- Spanish
- French
- Dutch
- Portugese
Pricing Model
- Monthly payment
- Annual Subscription
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Documate?
Documate integrates with the following third-party services:
- Clio
- Zapier
- Google Sheets
- Stripe
- DocuSign
- HelloSign
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