Last Updated
Overview
Pathagoras Document Automation helps legal professionals simplify document creation using plain-text assembly, reusable clauses, and an Instant Database. Although learning its advanced features takes time, its Microsoft Word integration makes drafting complex contracts and pleadings easy. Overall, it’s a powerful tool for law firms to save time and reduce errors.
Overall Rating
Based on 3 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Pathagoras Document Automation Specifications
- Document Management
- Document Automation/Assembly
- Case Management
- Client Management (CRM)
What Is Pathagoras Document Automation?
Pathagoras Document Automation is designed for legal practices, streamlining the creation of complex documents like contracts, wills, and pleadings. Its ‘Plain-Text’ approach allows users to automate their existing Word documents without learning complex programming. Pathagoras Document Automation features an Instant Database and reusable clause libraries, which significantly reduce the drafting time, minimize copy-paste errors, and further ensure consistency across all firm documents, boosting overall productivity.
Pathagoras Document Automation Pricing
Pathagoras Document Automation pricing comprises the following plans:
One-Time Purchase:
- Individual: $379/user
- Additional Licenses: $250/seat
- Network Bundle: $799 (3 Users + Networking)
- Enterprise/Volume: Custom pricing
Subscription Plans: Starts at $25/user/month
Disclaimer: The pricing is subject to change.
Pathagoras Document Automation Integrations
Who Is Pathagoras Document Automation For?
Pathagoras Document Automation software is designed for lawyers, paralegals, solo and small law offices, school psychologists, contract writers, project managers, and specialists involved in industries and sectors, such as:
- Legal
- Insurance
- Financial services
- Healthcare
- Real estate
Is Pathagoras Document Automation Right For You?
Pathagoras Document Automation is an excellent fit for legal professionals who rely heavily on Microsoft Word and want to automate their existing document templates without complex coding. Its standout 'plain-text' system and direct integration with Word make it highly accessible. It is ideal for firms aiming to significantly cut drafting time for everything from simple letters to complex contracts, ensuring accuracy and consistency.
Are you still unsure if Pathagoras Document Automation is what you need? Call us at (661) 384-7070 for further assistance.
Pathagoras Document Automation Features
Document Assembly
Pathagoras offers true document assembly using your own text and preferred clauses. Users can organize clauses in familiar folders or optional glossaries. The feature allows unlimited libraries, up to ten books each, and multiple assembly options, including mouseless, clause sets, and SuperBooks, for any setting.
Document Management
This feature enables instant saving, moving, and deleting of documents with assigned numbers or nicknames. Users can create custom saving rules, quickly access folders via PathSmart numbers, pre-filter file types, and highlight text to form new documents, providing efficient management without altering standard Word functionality.
Instant Database
Pathagoras Instant Database automatically identifies variables in drafted documents and presents an easy-to-complete replacement screen. Users can save personal data records for reuse, employ built-in calendar and calculator tools, export/import CSV files, and create intake form masks, making document personalization fast, flexible, and highly organized.
DropDown Lists
DropDown Lists provide visible, always-on access to frequently used clauses, documents, or forms. Users can assemble content with point-and-click ease, insert copies safely, adjust display settings, refresh lists, add highlighted text, and automate assembly of images, PDFs, or WordPerfect files, improving workflow speed and overall document management efficiency.
Pros And Cons of Pathagoras Document Automation
Pros
Makes document preparation much faster and easier
Helps avoid mistakes when drafting documents
Simple to use for non-technical users
Cons
Slow processing for very large documents
Requires time to familiarize with functionality
Pathagoras Document Automation Reviews
Total 3 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Legal Services, N/A employees
More than a year
“Became backbone of my practice”
Pros
Took almost no time at all to get it started and I was productive right from day one. This software was the backbone of my legal practice until I retired. It delivers truly extraordinary customer service. It's not often you get the chance to speak directly with the coder behind a software application.
Cons
I had no real complaints. The core functions are simple to put into place and it feels like copy-and-paste on steroids with a built-in database. I never came close to using every feature but I didn't need to cause the basic functionality already covered more than enough.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Law Practice, N/A employees
“Made workflow simpler”
Pros
Its a failry simple program yet it still comes with a very impressive set of options.
Cons
Cant think of any drawbacks with this program.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Law Practice, N/A employees
“transformed our document drafting”
Pros
They had a huge impact on my law practice. if 10 stars were an option, I'd give it that. I rarely take the time to leave reviews but this software absolutely deserves one. I started using it back in the mid-2010s and it completely changed the way we prepare complex transaction documents. Drafting is now much simpler, turnaround time is dramatically faster and we make far fewer errors. To put it in perspective, something that used to take half a day now takes about half an hour. Another big plus is that the system uses plain English instead of complicated coding, so I was able to build and maintain my own forms without having any programming background at all. the creator has been incredibly responsive whenever we've needed troubleshooting help. During our migration to the latest version of Windows, a few unusual issues came up across our systems, including with it and he was there helping us work through it from the very beginning. Even my IT consultant commented that this software offers the best customer service she's ever seen. Thank you!
Cons
The only downside in my case is that some of my forms are very long and complex, so processing can occasionally take a bit of time. Since the software runs through Word, using other Word-related programs like Outlook at the same time can slow things down even more. That said, while it's running in the background, it does at least give me and my team a reason to step away for a minute and stretch, which honestly isn't the worst thing.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
8
Functionality
10
Frequently Asked Questions
What level of support does Pathagoras Document Automation offer?
Pathagoras Document Automation offers support through phone, email, online form, and help center.
What other apps does Pathagoras Document Automation integrate with?
Pathagoras Document Automation has an integration arrangement with Microsoft Word.
Does Pathagoras Document Automation offer an API?
No, Pathagoras Document Automation does not offer an API.
What types of pricing plans does Pathagoras Document Automation offer?
Pathagoras Document Automation cost consists of plans in two categories, i.e., One-Time Purchase plans offer Individual (Single User) for $379, Additional Licenses per seat for $250, Network Bundle (3 Users + Networking) for $799, and Enterprise/Volume with customized pricing. Subscription plans include Monthly (Single User) $25 and 6-Month (Single User) $120. A 90-day free trial is option is also offered; therefore, request a tailored Pathagoras Document Automation price plan for your organization.
Does Pathagoras Document Automation have a mobile app?
No, Pathagoras Document Automation does not have a mobile app.
Who are the typical users of Pathagoras Document Automation?
Typical users of Pathagoras Document Automation are contract writers, project managers, specialists, lawyers, paralegals, solo and small law offices, and school psychologists working across industries such as healthcare, financial services, insurance, real estate, and legal/law firms.
What language does Pathagoras Document Automation support?
Pathagoras Document Automation supports only the English language.