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Intro to Documate for CLA Members

April 21, 2021 @ 12:00 pm 12:30 pm

Easy but robust: Learn about Documate, a powerful document automation tool with client-facing features to automate your templates.

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CalBar Connect has partnered with Documate to provide you powerful document automation, client intake, and a platform to build legal web applications. The award-winning platform is easy to use (no technical expertise needed).In this session, an attorney at Documate will walk you through automating your template Word and PDF documents, including how to:

  1. Use it internally for document automation, including custom conditional logic and robust formatting options;
  2. As a client-facing tool to gather client data through a web form and populate it directly into your document sets; or
  3. For the legal tech entrepreneurs, use Documate to build a “TurboTax for law”, create an expert system, and add a paywall to sell documents to clients.

20 minute demo, followed by 10 minute live Q&A.

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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CLA Membership is $99 and includes one section. Additional sections are $99 each.