# Celant Document Automation Engine Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Celant Document Automation Engine Software - reviews, pricing plans, popular comparisons to other Legal Document Management products and more.

Source: https://www.capterra.com/p/177568/Document-Automation-Engine/reviews

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# 

 Celant Document Automation Engine Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Celant Document Automation Engine

## What is Celant Document Automation Engine?

Web-based platform to automate production of legal documents for various use cases, including for lending, leasing and legal industries. We are a full-service company that provides both the software platform and the template creation service, so you don't have to learn the setup process (such as creating variables, embedding if-then statements, etc.), which will guarantee a smooth and professional implementation.

## What is Celant Document Automation Engine used for?

[Legal Document Management](https://www.capterra.com/legal-document-management-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Forms Automation](https://www.capterra.com/forms-automation-software/)

Top alternative

Featured

Overall rating

Based on 16 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$65

Flat Rate, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Celant Document Automation Engine?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.celant.com&name=Celant Document Automation Engine)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Celant Document Automation Engine

4.9 (16)

VS.

[4.7 (1,692)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting Price

$65

Flat Rate, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (16)

Ease Of Use

4.6 (2,661)

Value For Money

4.8 (13)

Value For Money

4.5 (2,178)

Customer Service

4.9 (16)

Customer Service

4.7 (1,992)

## Celant Document Automation Engine alternatives

[SignWell](https://www.capterra.com/p/184497/Docsketch/)

[4.9 (2,661)](https://www.capterra.com/p/184497/Docsketch/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/184497/Docsketch/)

[Jotform Sign](https://www.capterra.com/p/10014571/Jotform-Sign/)

[4.8 (216)](https://www.capterra.com/p/10014571/Jotform-Sign/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10014571/Jotform-Sign/)

[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)

[4.7 (2,851)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/158456/JotForm-4-0/)

Highest Rated

[netLex](https://www.capterra.com/p/192355/NetLex/)

[5.0 (6)](https://www.capterra.com/p/192355/NetLex/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/192355/NetLex/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Generation

5.0 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Custom forms to streamline repetitious aspects of a document

Document Management

4.5 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Forms Creation & Design

4.8 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Customizable Fields

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Customize data fields to support various needs and use cases

Templates

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Sample files or documents that could be customized as needed or used as is

Electronic Signature

3.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Digitally sign online documents

Celant Document Automation Engine 54 features

Define levels of authorization for access to specific files or systems

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

A record of all activities within the system, including user access, changes made, etc.

Software's ability to perform similar action on multiple similar files simultaneously

Track and manage schedules and meetings via an integrated calendar

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Capability of a software or system to make decisions and perform actions based on specified conditions

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, edit, and revise contracts/written agreements

Track, store, and access client contracts or licenses

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Manage and store data in a database

Electronic signing method that validates the authenticity and integrity of a digital document

Automated or logic-based workflows that assist in the creation of electronic documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Public or private sharing of digital files such as documents, audio/video, images, and more

Specifically designed to address the needs of law firms and legal departments

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Store, manage and track all forms in a centralized location

Manage and support multiple languages

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Create content in various formats, such as print, PDF, HTML and more

Streamlining repetitive tasks and activities through automated and predefined workflows

Timed notification for any upcoming task, deadline, appointment, or activity

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Edit text as needed

Set up connections to third-party platforms to improve business processes

Extra layer of security that requires not only a password and username but also something specific to that user

Track revisions and updates made to files and navigate between different versions

Web form that allows users to enter data that is sent and processed for different reasons

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.9 (16)

4.9

Based on 16 reviews

## Pricing

Value for money

4.8 (13)

Basic

$65.00

Flat Rate,Per Month

Value for money

4.8 (13)

4.8

Based on 13 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.9 (16)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (16)

4.9

Based on 16 reviews

## User reviews

Overall rating

4.9

Based on 16 reviews

Filter by rating

5(14)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JV

Julie V.

Supervising Attorney

Legal Services

### "Celant is a key to Success "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 1, 2024

I use Celant on a daily basis and it makes everything so much easier, I can't even believe how much work it has saved, but it has, and I would never go back!

Pros

Using Celant is like nothing I've experienced, it makes the work of document preparation like night and day from before. Our whole operation has changed because we can do the the work so much faster.

Cons

There is nothing I don't like about Celant because when we see something we want to change or need help doing something better, then the Celant support team makes the changes.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JL

Ja Lisia P.

Sr. Lending Operations Manager

Banking

### "Sr. Lending Operations Manager"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 13, 2024

Working with \[sensitive content hidden\] and the Celant team has been wonderful. Everything is completed at a high level with great attention to detail but also providing quick turnarounds. \[sensitive content hidden\] is very thoughtful in how he adapts our requests to the Celant platform and asks great questions to ensure we have everything we need updated during that time. \[sensitive content hidden\] also has great background knowledge to our work that helps us brainstorm together effectively.

Pros

We love how customizable the platform is, we are able to truly make each application unique to our business owners needs. This allows us to spend more time working with our business owners rather than creating their applications for closing. We love that by creating one document, it helps build on to other documents that you might create. Lastly, we love that you can add formulas to ensure our math is correct for any reductions and calculating payments.

Cons

At this time, there is not anything that we like least about Celant.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TG

Tanesia G.

Business Development Manager

Financial Services

### "Celant Document Automation Engine"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

July 23, 2024

Pros

I don't have an opinion. This is a great system and it works for us.

Cons

I do not have any cons at this time. I do not have any cons at this time.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CB

Caroline B.

Owner-Attorney

Law Practice

### "Celant Document Automation Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 31, 2024

My overall experience with Celant is great. They really listened to my document problem and office needs and they created a customized document automation solution that is absolutely brilliant, so easy to use and a huge time saver. I also appreciate that Celant is very available to contact and welcomes my feedback and questions which has further allowed them to make additional tweaks and customization to the program for my office needs.

Pros

The Celant program is a huge time saver, freeing my time to do other work. This program has significantly reduced the amount of time it takes me to prepare the necessary documents to order and request medical records. My clients also really like Celant's convenience and ease of electronically signing the requests and forms. My clients and I also like that within minutes we receive copies of all of the forms created and signed.

Cons

There are no cons to working with the Celant Document Automation program.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TF

Tim F.

Vice President and Secretary

Financial Services

### "Helpful to our Underwriting Process!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 4, 2023

Pros

The document generation feature has been the most useful for us. While our loan volume is relatively small, this software definitely helps make the loan closing process more efficient.

Cons

Our relatively small loan volume results in only periodic usage of the software, rather than weekly or daily. This means that it has taken staff more time to become proficient with the functionality of the software. That is not necessarily a critique of the software, especially considering UIDC cannot compare the functionality against other similar softwares.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 11, 2023

Hi Tim, Thank you for your feedback! Please feel free to reach out if your team needs any refresher courses!

JN

Josh N.

Commercial Loan Officer

Non-Profit Organization Management

### "Loan Officer Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 9, 2022

My personal experience is a 10 out of 10. I'm a loan officer that utilizes the program to automate and populate the various loan documents we use at loan closings. We have multiple funding sources that each require their own forms and \[SENSITIVE CONTENT\] and the team have integrated numerous forms for each of our separate funding sources. E.G. - If we are making an SBA microloan, we select SBA microloan, and the software automatically pulls up all required forms needed for this program and the best part is we only have to type the information such as client name, address, loan amount, etc. once and it autopopulates into all required forms. The program is a huge asset to our Finance Department.

Pros

The ease of use. It is easy to sign in securely, Celant automatically saves everything you do so if the computer has a power outage or you forget to save, all the work is saved and you can easily pick back up where you left off. The software is very intuitive since it is custom tailored to the needs of the client.

Cons

That any change must be made through Celant, there are no modifications or setting changes the user can manipulate. With that said, the team at Celant is extremely responsive to any requests and usually responds within an hour or two at most.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

We realized we were extremely inefficient and though we were comfortable in our process, we needed to become more efficient in order to increase productivity and loan volume.

Alternatives considered

[Sageworks Lending Solution](https://www.capterra.com/p/210267/Sageworks-Lending-Solution/)

Reasons for choosing Celant Document Automation Engine

We tried Sageworks and it was not intuitive. We spent more time trying to learn how the program worked than it was worth, plus it was much more costly. It took us longer to prepare a credit presentation and loan closing set in Sageworks than before, when we were entering things manually. Sageworks was built for much larger corporations, not the smaller guy.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 13, 2022

Thank you so much for the kind words Josh! You are able to make changes to the templates with the admin access. Your organization has this access and we'd be happy to provide upon proper authorization.

JC

Julie C.

Loan Officer/ Closing Agent

Financial Services

### "Celant Closing Documentation Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 6, 2022

streamlining the closing process allowing for increased production

Pros

The product is easy to use, allows for conversion to a word document. Celant was able to take existing forms and automate them so a loan closing package can be generated in half the time it used to take.

Cons

During the conversion process some clauses were moved around so it would work for formatting purposes. This will take a little time to get used to. Overall the inconvenience is minor compared to the time it has saved staff.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 8, 2022

Thank you Julie for the kind words! It was a pleasure working with you.

RC

Robert C.

Executive Director

Non-Profit Organization Management

### "Executive Director's Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 6, 2022

Duplication of work, productivity, efficiency

Pros

Easy to use, not over engineered, simplistic approach

Cons

Didn't find any features that were difficult to use.

Alternatives considered

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

Reasons for choosing Celant Document Automation Engine

Productivity, easy to use and intuitive

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 7, 2022

Thank you for the kind words and the opportunity Bob!

ED

Emeric D.

Portfolio Manager

Financial Services

### "Fast and Reliable"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 10, 2021

We needed an automation engine that strengthen and standardize the quality of our loan closing documents. Celant does just that for us

Pros

The quality of our documents is impressive!

Cons

I have not been able to experiment any big concerns with the engine.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

November 12, 2021

Thank you for the kind words Emeric!

LM

Laura M.

Loan Officer

Non-Profit Organization Management

### "Highly Recommend Celant Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 21, 2021

Pros

The software is incredibly easy to use and generates documents quickly and efficiently. The documents are able to be downloaded in an editable format as well so minor revisions can be done in-house. However, the customer service is unparalleled. Whenever we do have a need, the Celant team is always able to help in record time.

Cons

There are no real complaints on our team about this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 22, 2021

Thank you kindly Laura!

SR

Steve R.

Owner

Law Practice

### "Excellent product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 15, 2021

So far, it has been a game changer for our business, in terms of the amount of time we save in productivity. It also has decreased our error rate significantly.

Pros

Ease of use. And most importantly, the amount of time we save in document preparation, t least 80% savings.

Cons

No dislikes. Everything has work as expected.

Reasons for choosing Celant Document Automation Engine

Celant better suits our needs.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2021

Thank you Steve for the kind words!

JM

Jennifer M.

Loan Officer

Financial Services

### "MWF - Celant review 2021"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

May 27, 2021

Pros

Easy of functionality and user friendliness.

Cons

There isn't anything that we dislike about this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

IS

Isabella S.

Lawyer

Legal Services

### "Celant "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 31, 2021

Pros

The software is fantastic and really user-friendly.

Cons

Can't think of any. The software is really good.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 2, 2021

Thank you Isabella! Always a pleasure working with you.

YH

Yasmine H.

Head of Legal

Legal Services

### "Celant - accelerating production of legal documents "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 31, 2021

Exceptional. A pleasure and a relief to receive the customer service support from people with expertise in both law and IT. Totally accountable, professional and delivers.

Pros

Easy to use (very intuitive) designed for lawyers, flexible and adaptable, reliable, allows one lawyer to generate the work of 2-3 lawyers. Excellent customer service with immediate replies to questions, delivered with accuracy and attention to detail.

Cons

Nothing. Into the future I would like the offering to expand to link with research and document drive (G suite/ Microsoft etc).

Reasons for choosing Celant Document Automation Engine

Designed for lawyers, personal service from experts, ability to tailor system for us.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 2, 2021

Thank you for the kind words Yasmine!

AU

Anonymous User

Paralegal

Legal Services

### "The software platform is a tremendous asset to our business"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 29, 2019

Pros

The developer is on top of everything. Any issue that has arisen has been addressed with a sense of urgency that I truly appreciate. This has made the software platform ever evolving to our needs. The platform runs very fast and is very straightforward. I was skeptical of how well this would adapt to our business sector, but I am blown away with how much more efficient our day to day operations have become

Cons

I would say that there are some formatting issues with exporting the documents to Word or PDF, but these issues are isolated to new features recently added. I am very confident that they will or have been addressed.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LT

Luke T.

Director of Acquisitions

Real Estate

### "Celant Document Automation"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 22, 2019

Pros

It is certainly helpful to have a software that automates a function in my workflow that I do on a regular basis. What I like most is that it saves me time and ensures that I don't miss any of the important items that I need to check on the legal documents before I send them to an external party.

Cons

There have been some minor outages and inflexibility in the software, but the customer service team has taken care of my issues promptly when I reached out about a problem I have encountered.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

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