Pathagoras Document Automation

5 / 5 1 review

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

1 Review
  • 5 / 5
  • 3 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Version
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • Pathagoras
  • 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!

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

Feb 14, 2018
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.