Easy, no-code document automation
- CLIO MANAGE
Available in Canada, Europe, the United States
Starting at $83 per month USD
Key benefits for your firm
Robust document automationDocumate is no-code document automation software with powerful document automation for Word, PDF, or other .docx documents. Easily set up complex and nested conditional logic, numerical & date calculations, and collect and populate lists.
Build client-facing legal intake and appsMake your Documate workflows client-facing to collect client intake data. For the legal tech entrepreneurs, go a step further by building a "TurboTax" for any area of law to sell legal documents to the public. Payment integrations, file uploads, videos, and whitelabeling are also supported.
Easy to set upDocumate is easy to set up on your own or with the help of their great 7-day/week support team. If you prefer to have someone build all your workflows for you, the "Documater" (document automation specialist team) can also help you get up and running with zero effort.
How Documate works with Clio
Documate allows you to pull data in from Clio or post back to Clio from Documate. Documate enhances your Clio experience by allowing for client intake and robust document automation.
Ready to improve your workflow with Documate and Clio Get Started