Pathagoras Document Automation

Pathagoras Document Automation

von Pathagoras

Wer verwendet Pathagoras Document Automation?

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.

Was ist 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 – Details

Pathagoras

http://www.pathagoras.com

Gegründet 2000

Pathagoras Document Automation – Preisübersicht

Pathagoras Document Automation ist verfügbar ab 379,00 $/einmalig. Pathagoras Document Automation bietet eine Gratisversion und eine kostenlose Testversion. Weitere Preisinformationen für Pathagoras Document Automation findest du unten.

Startpreis

379,00 $/einmalig

Preisinformationen

Additional licenses @$250.

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Installiert - Windows

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Online

Pathagoras Document Automation Funktionen

Dokumentenerstellung Software
Digitale Unterschrift
Kollaboration
Mehrere Ausgabeformate
Stapelverarbeitung
Verfolgung von Interaktionen
Vorlagen
Archivierung & Aufbewahrung
Dokument-Indexierung
Dokument-Tagging
Dokumentaufbau
Kollaboration
Versionskontrolle
Vertragsmanagement
Volltextsuche
Zugriffskontrollen

Pathagoras Document Automation – Nutzerbewertungen

Zeigt 5 von 11 Nutzerbewertungen

Gesamt
4.9/5
Benutzerfreundlichkeit
4.5/5
Kundenservice
5/5
Funktionen
4.7/5
Preis-Leistungs-Verhältnis
4.9/5

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

Bewertet am 18.4.2018
Michael C.
Chairman, Solo and Small Firm Section
Rechtsberatung, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis

Vorteile: 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.

Nachteile: 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 highly recommend

Bewertet am 25.6.2019
Mike D.
Attorney
Rechtsberatung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: I've been using Pathagoras for the past 5 years - and I can say it's the single greatest technology change I've ever made in my law practice. With a little effort, all of my pleadings, letters, etc. are completely automated. With a few clicks, all needed variables are filled in, as well as appropriate he/she, Mr./Ms., auto spelled out dollar amounts, etc, and preparation errors are cut by 95%. With no more effort, custom optional clauses (as lengthy and complex as you wish) can be easily incorporated into the forms, and basically anything that could be created on a "if/then" flow chart, can also easily be incorporated into a Pathagoras-MS Word document forms. The time needed to draft and proof read forms is cut by 80%. With emails becoming such a large part of a law practice, form emails with variables are also easily created on MS Word, and then cut and pasted to emails as needed. Whatever effort is needed to convert your existing forms to Pathagoras-MS Word document forms will easily return a huge profit in time savings over just a year of using them. In short, I highly recommend Pathagoras, and the customer support is second to none.

Nachteile: Really nothing. The cost is more than reasonable, and it's a huge productivity boost.

Antwort des Softwareanbieters

von Pathagoras an 2.7.2019

Mike, Wow. Thanks for the kudos. Much appreciated.

It makes us so happy to know that our hard work translates to customer satisfaction.

Roy.

Pathagoras saved my life

Bewertet am 13.2.2020
Francois D.
Accountant
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: [SENSITIVE CONTENT HIDDEN] is simply the most customer service oriented person i have ever met.

Vorteile: It is so simple to learn and use. There are so many features that almost anything that you can imagine can be done. The challenge is thinking of all you can automate, not doing it.

Nachteile: My main language is french and some features ( like spell out a number) are english only.

Antwort des Softwareanbieters

von Pathagoras an 18.2.2020

And you told me you would never tell others about Pathagoras so you could keep it all to yourself!! :)

Merci beaucoup.

(I've added 'number spell-outs in French, Spanish and German' to my 'to do list.' Great idea.)

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

Bewertet am 15.3.2018
Justin S.
Paralegal
Rechtsberatung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Excellent software for a small legal practice

Bewertet am 4.12.2019
Andrew R.
Principal
Anwaltskanzlei, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: I have purchased a number of systems in the past but none were able to perform like Pathagoras. They were either too complex to be useable or too simplistic. This is the Goldilocks for me - just right. I was able to set up documents that could be part of a system for producing my documents that anyone could use. For me it is not just about productivity, but also consistency and quality. I had no trouble learning the system. Then, as I ventured into more complex areas I asked for and received prompt support and suggestions. It was a nice change not to have to hire somebody to write things for me. Although I have answered that I am a sole practitioner at present, I have in the past had a larger firm that I ran on best practice principles.

Nachteile: What is there not to like! I suppose that if you want generic documents straight out of the box then this may not be the software for you.