Documate is now Gavel! Read more about why we’re excited about this rebrand.
Case Study

Estate Planning Before and After

Easily collaborated with clients for data exchange
Saved 90% of time in drafting work product
Immediately paid for different modules of case
Client user profiles
Case Study

Estate Planning Before and After

Before and after of an estate planning firm who Documated their process.

What happens when a typical estate planning firm implements Documate? We surveyed 30 estate planning attorneys on the Documate platform and asked them about how their practice has changed. Here's what we found:

Documate Newsletter

Sign up for our newsletter to get product updates, exclusive client interviews, and more.

Start a free trial, or
chat with our team today:

By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.