Documate

Documate

Document automation and document assembly software.

5/5 (13 reviews)

Documate Overview

Documate is a web-based document automation solution which turns templates into workflows and helps users to generate custom forms. It is primarily designed to help law firms, legal aid organizations, court systems and HR teams create file-ready and fully assembled documents.

With the interview creation module, users can create questions, gather relevant data and add branching logic to decide when to show or hide data. Frequently used Word and PDF documents can be uploaded to the Documate database with tags for interview questions. A help text feature lets end users hover over a question to receive detailed guidance on how to answer. Firms can share completed workflows with clients or colleagues, embed it on their website, and measure analytics.

Documate lets organisations publish client facing apps which include court form sets and self help tools. Users can add jumps, conditions, signatures, calculations and formatting specifications without any coding. The cloud-based tool enables lawyers to insert relevant clauses into template agreements for corporate law, family law and housing law.

Pricing

Starting from
US$99,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, United States

Supported Languages

English

Documate Reviews

Overall rating
5/5
100% positive reviews
13
Excellent
0
Very good
0
Average
0
Poor
0
Terrible

Great software for litigators to automate retainers, discovery, and template-based pleadings

Used Daily for 1+ year
Reviewed on 2019/05/07
Review Source: Capterra

I (and especially our paralegals) are very happy we found Documate. We've saved a ton of time, and it's worth the monthly fee times 1000. Because it creates a web-based app, we've also considered rolling this out as an intake or document generation process for our clients - the interface is clean and mobile-friendly for that purpose, too.

Pros

I have used other document automation software, but they've been clunky, hard to use, and ugly. Documate is exactly what our firm was looking for. It was very easy to automate our documents; it keeps our formatting exactly as is (which is important for pleadings and documents with logos and footers); and it lowers human error.

Cons

So worth it. I haven't had any cons in the first year of using it. I even had a feature request that they added for our firm. Great customer service.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Very powerful tool for complex document automation

Used Daily for 6-12 months
Reviewed on 2019/04/25
Review Source: Capterra

Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time. If you need a robust document automation or document assembly tool, Documate may be what you've been looking for.

Pros

Our company uses Documate to generate a variety of contract sets. Because no coding knowledge is required, we were able to set it up very quickly. It allows for quite a bit of complexity in formatting your documents, adding conditional logic, and setting up complex calculations. The system passed our high privacy and data security requirements, and they set every user up on a dedicated instance, which is crucial when you're dealing with sensitive legal information.

Cons

We love Documate, and it's hard to think of any cons. Whenever we have had any "wish list" items, they've been quick to add features. The customer service is excellent.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Tika M.

Using Documate for my small business, and it seriously speeds up document production!

Used Weekly for 6-12 months
Reviewed on 2019/04/26
Review Source: Capterra

Great tool to seriously speed up document assembly and form generation. It's also Mac friendly and works on all browsers and devices.

Pros

The program helps me generate agreements and price lists for my event planning business. It was to set up, because it requires no prior coding experience, and it's saved me so much time. Now, I send the link to my web-based "interview" to my clients, and they fill out all the information on their end (which they can do on their phones). There are many customization possibilities, but I set it up so they don't see the final agreement right away. Instead, I get an email with the completed document, which I can review and send back over to them when I'm ready. Really great tool for small businesses who don't want to be bogged down with document generation.

Cons

None really. They market mostly to legal, which I think they're expanding out of, but they have been incredibly supportive in helping me set up a process within my business.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Hoda J.

Secure software with unmatched functionality

Used Weekly for 6-12 months
Reviewed on 2019/04/29
Review Source: Capterra

We use Documate daily, and it's proven to be a reliable and necessary part of our business.

Pros

The automation is great - easy, clean, and the formatting looks great. But what's most important to us (in the medical field) is a secure platform with a dedicated database that segregates our data on the web. Their team was helpful in setting us up with an Enterprise account and explaining exactly how data privacy, security, and data deletion can be set up according to our specifications.

Cons

Doesn't have themes or color options. Though they allow you to insert those yourself with CSS.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Hillary W.

Well worth the price

Used Weekly for 6-12 months
Reviewed on 2019/05/07
Review Source: Capterra

Love this software. Take the 7-day free trial and you'll see how easy it is to set up. You may need to have a round of layoffs because of how much time it saves.

Pros

Has saved us a fortune in administration time. We have all of our (very lengthy) contracts and contract packets set up in the interview builder. Anytime someone in the company wants to initiate a contract, they run the interview from the link. So much faster than spending half the day modifying a document.

Cons

Really hard to think of any. Maybe would be nice to be able to customize fonts and colors for the client-facing piece.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Documate Pricing

Starting from
US$99,00/month
Pricing options
Free Trial
Subscription
Value for money

$99/month for the LITE version.
$199/month for the STANDARD version.
Enterprise plans are also available. Contact Documate for a custom quote.
Annual subscription comes with 2 months free.

Documate Features

  • Document Storage

  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • Projections
  • SSL Security
  • Search Functionality
  • Third Party Integration

Additional information for Documate

Key features of Documate

  • Archiving & Retention
  • Batch Processing
  • Digital Signature
  • Document Assembly
  • Document Publishing
  • Document Tagging
  • Rules-Based Workflow
  • Text Editing

Benefits

• Documate allows users to add complex branching and conditional logic to workflows without any need for coding.

• Documate is a mobile friendly solution which lets firms put their intake online for clients to view and assess.

• Documate’s bank-level security and multiple layers of encryption ensures that confidential client data is stored securely.

• Lawyers can use the solution’s automated bot to avoid manual data entry of similar fields in multiple documents.

• Legal professionals can include relevant clauses in templated agreements with a single click, and share drafts with clients.

Documate FAQs

Below are some frequently asked questions for Documate.

Q. What type of pricing plans does Documate offer?

Documate offers the following pricing plans:

Starting from: US$99,00/month

Pricing model: Subscription

Free Trial: Available

$99/month for the LITE version.
$199/month for the STANDARD version.
Enterprise plans are also available. Contact Documate for a custom quote.
Annual subscription comes with 2 months free.

Q. What are the main features of Documate?

Documate offers the following features:

  • Archiving & Retention
  • Batch Processing
  • Digital Signature
  • Document Assembly
  • Document Publishing
  • Document Tagging
  • Rules-Based Workflow
  • Text Editing

Q. Who are the typical users of Documate?

Documate has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Small Business

Q. What languages does Documate support?

Documate supports the following languages:

English

Q. What type of pricing plans does Documate offer?

Documate has the following pricing plans:

Subscription

Q. Does Documate support mobile devices?

We do not have any information about what devices Documate supports

Q. What other apps does Documate integrate with?

We do not have any information about what integrations Documate has

Q. What level of support does Documate offer?

Documate offers the following support options:

Online Support, Phone Support