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Documate

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Offers LawNext Promo
Last Updated: October 20th, 2022


Documate Overview

Description

Documate is a no-code legal practice automation platform that allows lawyers to capture client data, build robust document automation workflows, and sell your legal products through client-facing tools.

Product Snapshot

Parent Company
Documate
Year Founded
2018

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Expert Systems and Decision Automation
Templates
Interviews
Conditional Logic Support
Branching
Chatbots/Legal Bots Development
Custom chatbots
Chatbot templates
Show more

Learning Resources

Videos


Screenshots

Create intake questionnaires and guided interviews.
Create intake questionnaires and guided interviews.
Connect the data to document sets.
Connect the data to document sets.
Share with your clients through your client portal.
Share with your clients through your client portal.

Product Snapshot

Parent Company
Documate
Year Founded
2018

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