About Documate

Documate is a no-code web-based document automation solution where you can create custom web forms (questionnaires) to generate your template and form documents. Create your own custom "Turbo Tax" for anything. It is primarily designed to help law firms, sales professionals, and HR teams drastically reduce the time to draft complex, fully assembled documents.

With the interview creation module, users create a custom questionnaire to gather relevant data and add branching logic. Users' frequently used Word and PDF documents can be uploaded to the Documate database and "tagged" (connected) to the interview questions. Users can then share the completed workflows with colleagues (internally) or externally with clients, embed it on their website, and measure analytics.

Documate lets organizations publish client facing web apps. Users can add logic jumps, conditions, signatures, calculations and formatting specifications without any coding. The cloud-based tool enables lawyers to insert relevant clauses into template agreements for any area of law.

Pricing starting from:

USD 99.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Documate

• 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.

Devices

Business size

S M L

Markets

Australia, Canada, United States

Supported Languages

English

Pricing starting from:

USD 99.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Documate Software - Create web-based interview workflows from the Interview Dashboard
Documate Software - Add all questions that are relevant to documents and document sets
Documate Software - Create interview workflows and tag documents
Documate Software - Lawyers can insert relevant clauses to the document templates
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Documate video
Documate Software - Create web-based interview workflows from the Interview Dashboard Documate Software - Add all questions that are relevant to documents and document sets Documate Software - Create interview workflows and tag documents Documate Software - Lawyers can insert relevant clauses to the document templates

Features

Total features of Documate: 40

  • Archiving & Retention
  • Batch Processing
  • Collaboration Tools
  • Conditional Logic
  • Configurable Workflow
  • Contract Drafting
  • Customisable Forms
  • Customizable Questions
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Distribution
  • Email Management
  • File Sharing
  • For Legal Professionals
  • Forms Creation & Design
  • Forms Management
  • Multiple Data Sources
  • Multiple Output Formats
  • Pre-built Templates
  • Process/Workflow Automation
  • Project Workflow
  • Question Library
  • Reporting/Analytics
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Template Management
  • Templates
  • Text Editing
  • Website Integration
  • Workflow Management

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Reviews

Overall rating

5 /5
(24)
Value for Money
5/5
Features
5/5
Ease of Use
4.9/5
Customer Support
5/5

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Showing 5 reviews of 24
Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very powerful tool for complex document automation

Reviewed on 25/04/2019

Before we started using Documate, we were manually drafting documents with MS Word, which wasted...

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.

Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 07/05/2019

I (and especially our paralegals) are very happy we found Documate. We've saved a ton of time, and...

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.

Joy E.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A great solution for automation

Reviewed on 09/02/2021

Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that...

Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.

Pros

Once it is set up, it's such an easy way to complete client intake and automate documents. Specifically, the intelligence of listing items and changing pronouns has been incredibly useful.

Cons

The implementation is a process. Identifying the questions you need to ask and inserting the code into the relevant documents can require a bit of troubleshooting and computer coding knowledge. Luckily, the support team is extremely helpful.

Josh G.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product & customer service

Reviewed on 30/06/2021

Pros

Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.

Cons

Nothing significant yet! Down the road I'd love to see more service integrations (e.g. to input data from other form applications, or output documents to a cloud drive). But that is not a critical feature, nor one I was expecting.

Tika M.
Overall rating
  • Industry: Performing Arts
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 26/04/2019

Great tool to seriously speed up document assembly and form generation. It's also Mac friendly and...

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.

Showing 5 reviews of 24 Read all reviews

Documate FAQs

Below are some frequently asked questions for Documate.

Documate offers the following pricing plans:

Documate has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Documate supports the following languages:

English

Documate supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Documate has

Documate offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

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