Documate Review

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.