Documate is a document automation software that helps lawyers build internal tools and public-facing legal apps.
The platform is powerful and easy – set up complex conditional logic, numerical and date calculations, and collect lists. Make your Documate workflows client-facing to collect client intake data.
Legal tech entrepreneurs can go a step further by building a "TurboTax" for any area of law to sell legal services to the public. Payment, videos, and whitelabeling are supported.
Powerful Document Automation. Guaranteed that you can accomplish any complex logic and formatting in your documents.
Client-Facing App. Guided interview features to create intake forms. Add video, audio, and custom white labeled styles into your workflows.
Custom Development. Documate's "Automation Specialist" program provides a document assembly to help you get all your forms and templates up on their system.
Customer Support. Documate has 7 day a week customer support, along with a series of helpful video tutorials. Most of their staff are former lawyers who are very helpful with thinking through the automation lifecycle. You can get on a screen share with someone from Documate or book a live demo here.