Documate

What is Documate?

Documate (formerly HelpSelf Legal) is a web-based document automation platform that helps you turn frequently-used forms and templates into intelligent workflows.

Documate (formerly HelpSelf Legal) is a web-based document automation platform that helps you turn frequently-used forms and templates into intelligent workflows. It can be used for everything from intake to form generation to complex document assembly. And best of all, the interface allows you to add complex logic without any coding at all.

Initially a self-help platform for domestic violence survivors, Documate has evolved into a software that empowers any lawyer to create custom legal apps for any area of law. Increase efficiency within your firm or publish your apps for client use.

Easy to create. Easy to automate. Easy to generate.



Documate Awards


Documate currently scores 79/100 in the Document Generation category. This is based on user satisfaction (70/100), press buzz (37/100), recent user trends (falling), and other relevant information on Documate gathered from around the web.

The score for this software has improved over the past month. What is this?
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Documate Product Overview


Languages Supported: English, Spanish, French

Document Generation Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select Document Generation software for business. Published in August 2022.

Document generation software enables users to generate, edit, publish, and share text-based documents such as forms, reports, proposals, legal documents like contracts, and much more. These solutions cover a wide variety of file formats and function by cons...

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Documate Features

  • 2-Factor Authentication
  • API
  • Billing/Invoicing
  • Budgeting
  • Chat
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • History/Version Control
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Electronic Signature
  • Time Management
  • Resource Management
  • Automated Conversion
  • File Format Conversion
  • Template Designer
  • PDF Export
  • Offline Access
  • Workflow Management

Documate User Reviews

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