The document automation software helps you gain and retain more clients. With this, you can focus more on serving your clients than doing tedious paperwork. Multiple sets of documents can be generated at the same time with minimal data entries. 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. This reduces the amount of time you and your staff usually spend on drafting repetitive legal documents.ĭuring 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. 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. Show Moreĭocumate can transform your frequently-used legal documents and forms into automated and intelligent workflows. Moreover, through the aid of developers and contractors, you can build legal document automation applications that you can sell online. You can apply branching logic when clients or employees are answering interview questions, automatically populate documents and forms with data, remove sensitive information from documents, and generate legal documents in the right format and with the right content. Then, these document and form templates are converted into automated and sophisticated workflows. You can set up digital templates for commonly used documents, such as intake forms, court forms, and agreements. It is utilized by court systems, attorneys, law firms, and legal service providers to save time in drafting essential legal documents while improving client experience and maximizing monetization opportunities.ĭocumate simplifies the creation of legal documents. Documate is an intuitive document automation software that transforms your legal practice by enabling you to implement streamlined processes out of documents and forms.
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