Pathagoras Document Automation

Product Details

A Word add-in for document assembly/automation. Use plain keyboard text to create variables. E.g., ‘[Client Name]’ and ‘[Customer Address]’. Compose conditional and repeat text just as easily. Create complex documents via building blocks or via templates. Call in additional text (from signature blocks and certifications to entire documents) using DropDown Lists reflecting hundreds of your neatly organized clauses. Easy to learn. Easy to teach. 90-day free trial. Cloud version available.

Best For

Primarily solo and small law firms, but any office that needs economical, efficient and accurate way to assemble documents will benefit from the ease and elegance of this program.

Pathagoras Document Automation Features

Document Generation

• Batch Processing
• Digital Signature
• Multiple Output Formats
• Collaboration
• Templates

Legal Document Management

• Access Controls/Permissions
• Document Assembly
• Archiving & Retention