HoudiniEsq
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client Intake
- Branching Logic
- Document & Form Templates
- Automated Workflows
- Redaction
- Formatting Options
- Error Checkinh
- Development Program
Pricing Info
Pricing Info
Documate offers three plans for users to choose from, including an enterprise pricing plan that enables you to build automated document workflows with dedicated support. Here are the details:
Lite – $99/month (at $83/month when billed annually)
- 1 template generator
- 10 document workflows
- 200 data fields/workflow
- AWS dedicated instance
- 5,000 monthly emails
- Storage limit – 500 GB
Standard– $199/month (at $165/month when billed annually)
- All features in Lite, Plus:
- 3 template generators
- Unlimited data fields $ workflows
- Data Manager access
- Answer file creation
- White-Labelling
- Custom domain
- Stripe paywall integration
- 10,000 monthly emails
- Storage limit – 1 TB
- Unlimited storage
Enterprise – by quote
- All features in Standard, Plus:
- White glove workflow development
- Unlimited monthly emails
- Unlimited storage
Integrations
Integrations
Documate integrates with the following third-party services:
- Clio
- Zapier
- Google Sheets
- Stripe
- DocuSign
- HelloSign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Susan Schwartz, Joy Evans, Tika Moini
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Documate is a document automation software that facilitates document generation, workflow optimization, and client engagement for legal practices.
Company Email
hello@documate.org
Contact No.
Company's Address
Verdicte Law LLC, dba Documate
6060 Center Dr., Floor 10,
Los Angeles, Califonia,
USA 90045
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Track Time, Trust, Expenses and Case Budgets
- Billing, Invoicing (Custom Invoices), Statements
- Complete Case/Matter Management
- Document Management (includes full text indexed)
- Document Automation & Templates (PDF/Word)
- Email Mgmt (full text indexed + attachments)
- Client Management
- Staff & Security Management
- Document and Email Templates
- Workflow Automation and Triggers
- Calendaring & Alerts (Optional Rule Based Events)
- Manage Todos, Notes, Parties, Certified Mail, more
- Doc Search w/ Sounds Like, Fuzzy, Proximity, more
- Fully Customizable & Extensible, Classify anything
- Custom Fields, Labels, List, Views, Reports, Forms
- Ad hoc custom reporting
- Barcodes
Pricing Info
HoudiniEsq offers three on-premise and cloud-hosted enterprise pricing plans to meet the needs of different users. Give the details a look, and choose your plan:
Solo On-Premise – $240/year
- 1 User
- Includes support and updates
On Premise – $240 per user per year
- $1,280 one time server license per 10 seats
- 1 to 2000+ users
- Includes support and updates
SaaS/Cloud – $64/user/month
- 1 to 2000+ users
- Includes support and updates
Integrations
HoudiniEsq integrates with the following business systems and applications:
- Word
- Excel
- Outlook
- WordPerfect
- Acrobat
- QuickBooks
- OpenOffice
- LibreOffice
- SoftFile
- CalendarRules
- BIRT
- Gmail
- Google Docs
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bartlett Burns LLC, Fishbeyn & Briskin P.C.
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
HoudiniESQ is a legal case management platform developed and dedicated for small firms and enterprise.
Company Email
support@houdiniesq.com
Contact No.
Company's Address
Research Triangle Park, 27560
Morrisville, North Carolina
USA
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Both Documate and HoudiniEsq were tested by a group of independent SaaS experts who conducted a full analysis of all key aspects of each solution. Their final rating was calculated using our unique SmartScore algorithm that calculates an individual partial score to every factor such as: main features, client support, mobile device support, security, user satisfaction as well as market presence. Here at FinancesOnline we know useful features are not the only aspect important to a company so we do our best to pay attention to all aspects of a software prior to giving it a final rating.
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