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Document automation software that allows you to create powerful workflows to collect and push data into your templates and forms. Create client-facing portals to allow clients to enter data and retrieve documents.

(2 reviews)
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Gavel Reviews and details


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Documate Document Automation Software: 10 Minute Demo of Basic Features

Documate: Document Automation Software - What is Documate?

Automate a Power of Attorney for Estate Planning | Documate


  1. User avatar
    Great way to populate multiple documents at once and create client-facing portals

    Documate is a great piece of software with unlimited functionality. The interface is easy to understand, and I love that I can add multiple documents to my output documents, so they all populate at once. I have one interview with over 30 documents with complex logic. They also provide custom services, which I've used a few times to set up SMS messaging and other special notifications. I previously tried HotDocs, which was so burdensome to learn. I was able to learn Documate with just a 5 minute demo from the customer service team, who is also awesome.

    Super easy way to get perfectly formatted, error-free documents and document packets. The interface makes it easy to build simple document assembly for one document in 5 minutes, but it's also a very powerful engine for much more complex tasks.

  2. User avatar
    Very powerful tool for complex document automation

    Our company uses Documate to generate a variety of contract sets. Because no coding knowledge is required, we were able to set it up very quickly. It allows for quite a bit of complexity in formatting your documents, adding conditional logic, and setting up complex calculations. The system passed our high privacy and data security requirements, and they set every user up on a dedicated instance, which is crucial when you're dealing with sensitive legal information.

    🏁 Competitors: HotDocs, Formstack, WebMerge

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External sources with reviews and comparisons of Gavel

Gavel v. LawYaw
Gavel offers a "Gavel Expert" program, where experienced specialists can help you get your documents and workflows set up and finalized in Gavel Expert. Gavel Expert are as low as $35/hour depending on the level of legal expertise your Gavel Expert has.
Gavel v. HotDocs
Gavel provides unlimited support for all customers. Contact Gavel via phone, live screen-share, or email. Gavel also provides live training and a 24/7 knowledge center at no extra cost.

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