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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.
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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
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.
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.
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 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.
