No Limit
to what can be automated
Plans for every size. Unlimited 7 day/week support on all tiers.
1 "Builder" seat
10 workflows
200 fields per workflow
Isolated data & subdomain
Clio integration
1,000 emails/month
500 GB storage
Phone, screen share & email support
All Lite features
25 workflows
Unlimited fields per workflow
Custom logo
Connect paywall / Stripe
Zapier integration
750 GB storage
Phone, screen share & email support
All Standard features
3 Builder seats & Data Manager access for Organizational Users
50 workflows
Custom domain
6,000 emails/month
1TB storage
Embed on third party websites
Priority customer support
All Team features
Discounted per-seat pricing
White glove workflow building
Unlimited emails & storage
API access & integration support
Yes, we offer a 7 day free trial. Contact us at [email protected] if you have any questions or need more time to explore our features.
Yes, with our Hire an Automator program, you can send over your documents and get a quote from one of the Documate-vetted automators. Depending on your budget, you can choose from attorneys and paralegals who will help you develop a strategy. We also have lower-cost automators who are "executors," meaning they may not give you strategic insight, but they can execute exactly what you give them with quality and attention to detail to help you save time.
Yes! Our roots are in legal aid, and we love non-profits, students and educators. Contact us at [email protected] for more details.
As a company dealing with sensitive personal information, serving law firms and medical practices, we take security and privacy very seriously. Even our lowest tier secures your valuable intellectual property and client data through data isolation and server encryption. We also undergo regular penetration testing. See more about our security at www.documate.org/security.
