Pathagoras

Pathagoras Document Automation

5 / 5 4 reviews

Who Uses This Software?

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.


Average Ratings

4 Reviews
  • 5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $379.00/one-time/user
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Pathagoras
  • www.pathagoras.com
  • Founded 2000
  • United States

About Pathagoras Document Automation

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.


Pathagoras Document Automation Features

  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control

Pathagoras Document Automation Reviews Recently Reviewed!


Pathagoras is an adaptable and time saving resource for our firm.

Mar 15, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Pathagoras tremendously reduces the amount of time and mistakes when it comes to document production. Their customer service is by far one of the Company's best attributes. One of Pathagoras's best features - the ability to adapt the program based upon the firm's individual needs. While there are multiple features to Pathagoras, each customer has the ability to choose what features they want to use. Pathagoras is a great way to ease into the modern world of document production, as a user can use it as little or as much as they desire.

Cons: If you have no prior coding experience, it may take you longer to learn the ins and outs of the program. The initial set up can be time consuming, as individual documents need to be coded and tested to ensure they work properly. However, once the initial set up is complete, the time to prepare documents is greatly reduced.

Capterra-loader

We love Pathagoras ! It is easy to use, speeds up our document production. It can also be fun to use

Apr 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The program helps us automate document production, avoid errors and generate documents more quickly and easily. It is easy to get up and running, and once you start, you can continue to refine and adapt your documents as you go. It is very flexible. Also, it works within Word, and doesn't require lots of new coding or learning a whole new program. It is easy to use on the fly.

Cons: Occasionally we'll run into 'glitches' where things aren't working as they should, or something has changed. Usually a look at the copious manuals will help, but if not, a quick email or call to the company will quickly resolve the matter.

I inherited responsibility for our firm's Pathagoras forms , and Roy has been most helpful!

Feb 14, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: It's flexible - there are usually more than one way to get the result you desire. I still have a lot to learn, but the program works well, and document assembly is smooth and transparent.

Cons: I would like some one-on-one training, but using the online manual is nearly as good. I like least that I don't know the entire capability of the program, but hope to improve that situation.

Vendor Response

by Pathagoras on February 15, 2018

Thanks, Marilyn! We work every day to make the program more and more friendly and intuitive. While we proceed toward that goal, never hesitate to call us for guidance. We love talking with our customers.

Pathagoras is an outstanding software add-on to word for attorneys.

Jun 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Outstanding customer support and easy to use. It can be customized for your law practice. No coding knowledge required.

Cons: I am very happy with the product and the customer support. It's hard to find anything not to like about this item, however hoping it will be Mac compatible some day.