Documate

The Clio-Documate integration makes legal document automation easy. Pass Clio Matter and Contact data from Clio into Documate, allowing users to create powerful document automation for custom Word documents or PDF court forms. The system can handle conditional logic, loops, calculations, and more. Build logic-dependent client-intake, web applications, expert systems, email automation using Documate’s no-code, easy to use app builder.

Key Features

  • • Document Automation: Use Clio Matters and Contacts to generate multiple documents at a time and trigger complex conditional logic within your documents.
    • Client Intake: Gather data from clients, trigger decision-tree logic based on Clio data, and allow users to choose from contacts in their Clio matter.
    • Build a Web App: Document assembly is just the beginning. Aside from internal automation, Documate gives you the toolset to build your own “Turbo Tax” for any area of law. Add videos, images, audio, and e-signatures.
    • Stripe payment integration. Streamline your practice as you move between unbundled and subscription services to full-scope representation.
    • Word and PDF: Generate Word documents, PDF forms (including court forms), and any docx compatible formats. Multiple documents at a time.
    • Expert Systems: Documate workflows are not required to end with a document. Send emails, create training workflows, generate decisions for clients, or establish eligibility for your services by using conditional logic in your questionnaires.
    • Whitelabeling: Customize your domain, styling, and logo.
    • Web-based system is both Mac & PC compatible.
    • 7 day a week live customer support.