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.
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:
- Use it internally for document automation, including custom conditional logic and robust formatting options;
- As a client-facing tool to gather client data through a web form and populate it directly into your document sets; or
- 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.