Automio 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Automio

4.5

(2)

Pricing

Starting at NZ$150.00 per month

About Automio

Automio is a document management software designed to help businesses draft documents, generate leads and sell legal services. The white-labeled platform enables administrators to create interactive quizzes, surveys and assessments to engage and collect information about potential clients.

Managers can schedule appointments, sign documents, interview customers and generate invoices on a centralized dashboard. Automio allows teams to automatically collect one-time and recurring payments from clients according to agreed terms. Additionally, lawyers can secure data in accordance with secure sockets layer (SSL) encryption protocols.

Automio offers an application programming interface (API), which lets businesses integrate the system with existing websites and collect continuing professional development (CPD) points on a unified interface. Pricing is available on request and support is extended via phone, email, FAQs and knowledge base.

Automio Screenshots

Automio Pricing and Plans

Starting price: NZ$150.00 per month

Free Trial

Free Version

Basic

NZ$150.00

flat rate, per month

No plan information available

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Automio Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Automio
Activity Dashboard
API
Document Management
Document Storage
For Legal Professionals
Forms Management
Full Text Search

Automio User Reviews

Overall Rating

4.5

Ratings Breakdown

50%

Secondary Ratings

Ease of Use

4.5

Value for money

3.0

Customer support

3.5

Functionality

3.5

Have you used Automio and would like to share your experience with others?

Angelica Marie P.

Verified reviewer

Apparel & Fashion

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed July 2023

Life saver and really helpful

This is highly recommended, I'll let my colleagues know about this and it's services. This makes my job easier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I really love about this software is it really helps in document storage, file sharing and compliance tracking. This really helps to make my job easier.

Cons:

I don't have least experience in this software, I must say that the subscription price is really worth it.

Cheryl S.

Verified reviewer

Law Practice

Self-Employed

Used daily for more than 2 years

Review source

Reviewed February 2024

Tons of potential, undelivered

Inspirational and disappointing. Through Automio and its [sensitive content hidden], I discovered the potential for using automation to provide legal services. It was eye-opening and magical! Then it soured - instead of continuing to improve the product, the [sensitive content hidden] moved on to new passions. Meanwhile I did enjoy learning about Zapier (thanks to Automio's training) and using it to link Automio to ProcessStreet, and marvel at what else is theoretically possible if I had the time to do it. Fortunately, someone at Automio mentioned JosefLegal to me, which initially didn't seem as good, but which I am now starting to use in parallel in the hope I'll create replacement bots for the (very complex) Automio bots I currently depend on.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to create complex Word documents from a bot. The 'tokens' (renamed 'conditions') make it simple to customise documents without repeating a ton of logic - JosefLegal doesn't have that. The 'packs' which use sophisticated looping to produce individualised text within a larger document - JosefLegal's 'looping' isn't as good. Automated creation of 'Tasks' list at the end of the interview - I don't think JosefLegal can do that. The initial vision of the [sensitive content hidden]. The NZ team who led the development, especially [sensitive content hidden] and [sensitive content hidden].

Cons:

Lack of longterm or even medium-term commitment by the [sensitive content hidden]. I don't think you can buy Automio now. They stopped developing it - and didn't fix some stupid flaws (like allowing enforced capitalisation but being unable to include punctuation - thereby making it useless for Irish, Samoan, or hyphenated names, etc). The [sensitive content hidden] wanted no criticisms or 'negative' comments and blocked me from their social-media groups and group sessions after I pointed out that they were giving inaccurate information about the law. Support has fluctuated. The subscription cost has sky-rocketed. I know one day it just won't be there and I'll be stuck - my entire practice depends on the documents produced by those bots. I can't simply export the bots to a different platform, I have to recreate them from scratch, which hopefully won't take as long in JosefLegal as it did in Automio. (The early days in Automio, it didn't really have the capacity for what I was trying to do, and nor did my computer/internet setup. That was fixed, and all was great, until they changed direction....)

Reasons for choosing Automio

It was far more flexible, you could write your own bots (didn't have to pay someone else). Although it produced only one document as the output from one bot, I could incorporate several different documents into one Word document as output, so that was not a problem. Ability to include photos and videos in the interview - at that stage, I didn't know of any others that did that. Ability to include images in output - I could even incorporate QR codes into the output. New Zealand-based - didn't have to cope with American dates (!). Ability to integrate with other apps via Zapier and APIs and webhooks and whatever all that means.

Showing 1 - 2 of 2 Reviews