Side-by-side comparison of features, reviews, pricing and more
Category: Documentation Tool
Industries: Business, Marketing, Legal Files
Contact for a Quote
Category: Documentation Tool
Industries: Education, Business
Lite
$83/mo
Standard
$165/mo
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Sir Richard Branson
We have had Legal Files since 1999 and I can't imagine how I would have been able to accomplish all that I do in any given day without Legal Files. It has helped us tremendously to work as one unit even though we are in 22 offices. As a manager, not always on the scene, it is detrimental for me to be able to access any information I need and it lets me do that without being in the office.
Angela D.Legal Files has been in this business for 30+ years and knows what it takes for you to be successful. Government agencies, corporations, universities and insurance companies rely upon Legal Files to successfully organize workflows and manage operations. From centralizing and organizing your contacts, documents, emails, calendars, etc. to seamlessly integrating with Microsoft Outlook, Legal Files offers the latest technology to help you get the job done more efficiently and more efficiently.
The program helps me generate agreements and price lists for my event planning business. It was to set up, because it requires no prior coding experience, and it's saved me so much time. Now, I send the link to my web-based "interview" to my clients, and they fill out all the information on their end (which they can do on their phones). There are many customization possibilities, but I set it up so they don't see the final agreement right away. Instead, I get an email with the completed document, which I can review and send back over to them when I'm ready. Really great tool for small businesses who don't want to be bogged down with document generation.
Tika M.No-code document assembly software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire (like on Typeform). 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time. Book a live demo: www.documate.org/automation/demo/
Legal Files i sthe best thinh since sliced bread and complements my type A personality
- Sarah Page Tacker, Senior Assistant
We can get up to speed quicker and get a better handle on the status of a case
- Timothy J Flangan, General Counsel
It keeps things organized by folder and title. Also easy to keep track of client base and information regarding file. Very user friendly.
- Asimt S. Administrative Assistant
I have previously had a hard time finding good automation software for my Mac and often had to create a Windows environment in my Mac to be able to run different software. And even those were terrible. But Documate works with Macs and is easier to use than the clunky tools I've used in the past. So much better than HotDocs and Contract Express, and any other Thomson Reuters product for that matter.
- Ari A.
Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.
- Josh G. Director of Lending
Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.
- Joy E. Paralegal
Pros |
---|
Legal Files has provided a valuable tool for our agency |
Many features of this software are useful to the practice of law |
It loads documents, tracks clients, tallies hours and more |
Overall it gets the job done, providing essential filing services that can be shared across users and permits a variety of important controls |
The organization of Legal Files is outstanding." |
Cons |
---|
So IT needs some time to devote to it |
But once installed, there are no errors or usage issues |
Not everything is very intuitive about the software |
Less experienced computer users have a hard time with it |
Documents are not arranged chronologically so it is difficult to find the most recent version |
When transferring information from one file to another, it is difficult to transfer emails, you have to do them 1 at a time which is time consuming." |
Pros |
---|
I (and especially our paralegals) are very happy we found Documate |
We've saved a ton of time, and it's worth the monthly fee times 1000 |
We've been using Documate to generate SOWs and sales-related agreements |
It was clear how to set up our workflows and it's impressively powerful |
Once it is set up, it's such an easy way to complete client intake and automate documents |
Specifically, the intelligence of listing items and changing pronouns has been incredibly useful |
It's very functional in almost a lot of ways |
The tools are very practical, the templates are beautiful." |
Cons |
---|
Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time |
Seriously nothing right now |
Documate has made assembling documents a breeze." |
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