Documate

Build expert systems that automate document sets or decisions

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Documate is no-code software for building expert systems and document automation workflows. On Documate, you can create decision tree logic that takes end-users down different paths, either issuing a response or generating document sets.

Documate is no-code software for building expert systems and document automation workflows. On Documate, you can create decision tree logic that takes end-users down different paths, either issuing a response or generating document sets.Document sets can be generated in a fraction of the time by adding nested conditional logic, calculations, lists, database integrations, video and paywalls. Build a "TurboTax" for anything!

Step 1: Build your questionnaire

Create custom questions to gather relevant data. Add branching logic to dictate the decision tree for the workflow.

Step 2: Upload your documents

Upload your template Word, Docx or PDF documents, and connect them to your questions.

Step 3: Run the web app!

Run the workflow to assemble documents or send emails. Share it with clients or colleagues, add a paywall, embed it on your site, and measure analytics.

Streamline internal workflow or build client-facing automation apps.
Document assembly; Expert systems; Intake tools; Legal document automation.
Sell your online web or legal apps to monetize your forms. You can even whitelabel and embed them directly on your website.