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Pathagoras

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Pathagoras 2026: Benefits, Features & Pricing

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Pathagoras
Pathagoras
5.0
(42)

Pricing

Starting at $25.00 per month

About Pathagoras

Pathagoras is an add in to Microsoft Word. It is the only plain text document assembly program on the market.

'Plain text' means that the assembly calls and commands appear on the face of the document instead of buried in behind the scene fields or in ancillary (i.e., not Word) documents. (It definitely does not mean 'unformatted'. Highly formatted documents are easy to create.)

Our plain text approach, however, make document setups easy to see, easy to edit and easy to teach. The setups appear where the 'action' is. It's easy to predict the result based on the conditions you create.

Pathagoras is chock full of easy to implement features and tools to make document assembly and document personalization smooth, fast and elegant.

Both our features and our customer service set us apart. We are extremely proud of our ratings and hope that they give you confidence in our program.

Pathagoras Screenshots

0
0

Pathagoras Pricing and Plans

Starting price: $25.00 per month
Free Trial
Free Version

Individual

$379.00

per user

Plan includes:

  • Backup and Restore
  • Conversion Tools
  • Document Assembly
  • Document Management
  • Dropdown Lists
  • Instant Database Module
  • Networking Tools
  • Smartnotes
  • Synchronize

Additional licenses

$250.00

Plan includes:

  • Backup and Restore
  • Conversion Tools
  • Document Assembly
  • Document Management
  • Dropdown Lists
  • Instant Database Module
  • Networking Tools
  • Smartnotes
  • Synchronize

Network Bundle

$799.00

flat rate

Plan includes:

  • Backup and Restore
  • Conversion Tools
  • Document Assembly
  • Document Management
  • Dropdown Lists
  • Instant Database Module
  • Networking Tools
  • Smartnotes
  • Synchronize

Volume

Pricing available upon request

Plan includes:

  • Backup and Restore
  • Conversion Tools
  • Document Assembly
  • Document Management
  • Dropdown Lists
  • Instant Database Module
  • Networking Tools
  • Smartnotes
  • Synchronize

Subscriptions

Pricing available upon request

Plan includes:

  • Backup and Restore
  • Conversion Tools
  • Document Assembly
  • Document Management
  • Dropdown Lists
  • Instant Database Module
  • Networking Tools
  • Smartnotes
  • Synchronize

Pathagoras Features

  • Popular features found in Document Generation
    Batch Processing
    Collaboration Tools
    Digital Signature
    Multiple Output Formats
    Templates
  • More features of Pathagoras
    Access Controls/Permissions
    Archiving & Retention
    Conditional Logic
    Configurable Workflow
    Content Library
    Contract Drafting
    Customizable Forms
    Customizable Templates
    Data Import/Export
    Data Synchronization
    Document Automation
    Document Generation
    Document Management
    Document Storage
    Email Templates
    Forms Management
    Full Text Search
    Multi-Language
    Offline Access
    Process/Workflow Automation
    Reporting & Statistics
    Template Management
    Text Editing
    Third-Party Integrations

Pathagoras Integrations

Firm Central
Firm Central
Microsoft Word
Microsoft Word
Microsoft Excel
Microsoft Excel

Pathagoras User Reviews

Overall Rating

5.0

Ratings Breakdown

5

95%

4

5%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.8

Value for money

5.0

Customer support

5.0

Functionality

4.9

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

Benjamin's profile

Benjamin K.

Verified reviewer

Law Practice

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed April 2022

Powerful, but easy to learn

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The learning curve is steep, and when you quickly learn the basics it will become indispensable for creating forms for future use. Also, Pathagoras's principal, [SENSITIVE CONTENT], has provided the best customer service of any technology service I have ever used (and that is not an embellishment).
Cons:
Because of Pathagoras's significant functionality, you will have to spend a few hours familiarizing yourself with it but after that, you are off to the races.

Vendor Response

Benjamin, Many thanks for the very kind review of Pathagoras. All of us here at ISPV will continue to strive to provide the type of product and service you have described. Thanks again.

Replied April 2022

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DK

Douglas K.

Verified reviewer

Law Practice

Self-Employed

Used monthly for more than 2 years

Review source

Reviewed December 2024

A document automation program for anyone

5

Wonderful. I would recommend to anyone who could use document automation.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It is simple to use while also having very robust options.
Cons:
I can think of no Cons for this program.

Vendor Response

Many thanks for your kind words! Glad we could meet your expectations. If ever any questions or suggestions, our door is always open.

Replied January 2025

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JS

Justin S.

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2018

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

4

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
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.
Cons:
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.

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KR

Ken R.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Excellent product wih stellar support

5

Pathagoras will change your practice. Taking the time to create excellent forms - one time - then using them over and over (revising over time) is just amazing. Compared to trying to remember which client you did that project for, digging up the document and cutting and pasting - well there is no comparison. Frankly, if you are an attorney - or business person - and document generation is not central to your practice you are missing the boat and, frankly, making a huge, foolish, mistake.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Pathagoras makes document generation easy, even for those of us who are not technically inclined. Every attorney has to generate the same basic forms over and over again - pleadings, wills, trusts, contracts, leases and so forth. With Pathagoras it only takes a few minutes to convert a document into a form - so you never have to cut & paste again. Doing so cuts down the error rate of cut & paste to zero, saves time and every document looks just as it should with no real time or thought required - leaving you the time and energy to focus on the substance of documents, not the format or details. Pathagoras has saved me a huge amount of time and saved me from untold embarrasing errors. I use the basic features of the Pathagoras, which is all that I need. But Pathagoras is well suited for those with more sophisticated needs as well, it has amazing capabilities. If you can see the value of doing it right, one time, then enjoying quality documents thereafter, Pathagoras is for you. If you are a hopeless cut & paster, there is a better way - Pathagoras. Before investing in Pathagoras I used a few other programs and they all were over my head and hopelessly complex for me.
Cons:
Nothing. At times I have had small issues with formatting and the support has been amazing. [SENSITIVE CONTENT HIDDEN] apparently never sleeps and is endlessly patient. Not to mention that the support pages and explanations of how to do things are amazing - and [SENSITIVE CONTENT HIDDEN] is kind in not pointing out that I could have solved my own issues by reading a bit more carefully.

Reasons for choosing Pathagoras

Because it is incredibly powerful and easy to use, even for people with very basic computer skills.

Reasons for switching to Pathagoras

Because Pathagoras was clearly head and shoulders above the other options for my practice and my level of ability.

Vendor Response

Thank you, Ken. Your kind words mean a lot. We will continue to try hard to always earn them.

Replied December 2020

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PB

Pamela B.

Verified reviewer

Law Practice

Self-Employed

Used daily for more than 2 years

Review source

Reviewed August 2023

Great document assembly and Document Management Features Too - I wouldn't be without it

5

I'm a solo practitioner. If I didn't have Pathagoras I would have to hire help and raise my fees, or buy some kind of subscription software and raise my fees.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I've been using it for about 10 years now to make templates and fill in the data (names, addresses, phone numbers, case numbers, judges, etc.) If I had to look all these things up it would take me forever. To me this product is a must have. I looked at using Form Tool for a while because of their I saw that you could make a questionnaire for your forms... Well - I didn't realize it but Pathagoras will do that too, and even better.
Cons:
It is a bit of a challenge if you want to do "everything" with it. You can use it quickly by putting placeholders in your templates and then filling them in from your records with a touch of a button. That's pretty easy and I used it that way for a long time. But I'm the kind of person who digs in and wants to use ALL the bells and whistles and that is challenging because this software does SO much. As the documentation says - don't try to do it all at once (like me).

Reasons for choosing Pathagoras

I tried Form Tool for a while, but went back to Pathagoras. I find it easier to use and it has document management tools as well.

Vendor Response

Thanks, Pamela. It's good to hear such nice things about our program, and all that you are finding it can do. But we still reiterate -- baby steps, and don't try to do it all at one time. 😊 Roy

Replied August 2023

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RH

Richmond H.

Verified reviewer

Law Practice

Self-Employed

Used daily for more than 2 years

Review source

Reviewed October 2020

Searched for years for something like this.

5

Only wishes I had it available 25 years ago.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
First, this program offers more functions than anything else I have seen and it is still being upgraded with improved and new features. Second, most people will talk about the easy bracket "pathagorizing" a document and use which is great, but in my practice I am required by the Court Clerks to use a lot of the standardized Administrative Office of the Courts (AOC) .pdf forms. Oh YES!, you can bracket (I use the deep method) the cells in the Adobe(R) pdf form and the variables used in Word(R) can be placed in the pdf. Third, Excel(R) isn't left out. I've created (by example for estate administration) a comprehensive spreadsheet that is used to manage most aspects (Decedent name, address, age, etc.; Heirs and spouses names, addresses, etc.; if selling property to pay debts requiring a special proceeding, respondents names, addresses, etc.). With a few keystrokes all those variables can be downloaded into a database file for use in Word(R) documents or selected variables directly into a document. Fourth: Calculates numbers, and dates (i.e. 30 days from date A), or insert Excel(R) into Word(R) documents. Fifth: Variations on dates (1/1/2020 or 01/01/2020 or January 1, 2020 or 1st day of January 2020, etc.), and dollar amounts. Sixth: I haven't even gotten to BIG document assembly. Seven: Maybe this is a Con, but what I've learned only scratches the surfaces of its capabilities. Eight: Real, old time support. No answering robot. Real person.
Cons:
Nothing! But to nit-pic the online manual is good but would like to have more YouTube how to videos and webinar/seminars.

Reasons for switching to Pathagoras

Tried various document assembly programs (for pay and almost free) nothing comes close.

Vendor Response

Thanks for the kind words. Still working hard a those improvements and helpful features. And we were around 20 years ago (but not 25)!

Replied October 2020

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JM

John M.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2023

Complex Documentation made Easy and Efficient

5

I'm 100% satisfied with Pathagoras. The product functions as advertised and the customer service is top notch. I usually receive answers to questions about document programming the same day I send a request for help.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Its virtually unlimited flexibility. I can prepare any documents my company needs using Pathagoras.
Cons:
Truthfully, I don't have problems/issues of any kind with Pathagoras.

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MD

Mike D.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2019

I highly recommend

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
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.
Cons:
Really nothing. The cost is more than reasonable, and it's a huge productivity boost.

Vendor Response

Mike, Wow. Thanks for the kudos. Much appreciated. It makes us so happy to know that our hard work translates to customer satisfaction. Roy.

Replied July 2019

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JH

John H.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2022

Comments from a satisfied long-term user.

5

I like it because I was able to Pythagoras one of my basic forms during the first 15 minutes following the most simple user manual.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Comments from a satisfied long-term user.
Cons:
I like it because I was able to Pythagoras one of my basic forms during the first 15 minutes following the most simple user manual.

Reasons for switching to Pathagoras

HotDocs wanted to charge me $800 to attend a seminar in Columbus rather than provide me free tutorials or, as [SENSITIVE CONTENT] does, one on one interactive sessions where he takes over my keyboard.The only criticizm I heard of this product was actually praise. It indicated that they were some robust questionnaire based features of hot docs could streamline a document, but the person criticizing it was a certified hot dox trainer who conceded that nobody in his right mind would try to teach themselves hotdox, especially since the only manual they would give you is a 50 page paper back. I accomplished a lot with that, but as a sole practitioner I could hardly pay thousands of dollars for training, and then HotDocs his pricing became impossible.

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CG

Carl A. G.

Verified reviewer

Law Practice

Self-Employed

Used daily for more than 2 years

Review source

Reviewed March 2021

Outstanding Document Automation Software

5

I am extremely happy with Pathagoras. It has help me become more efficient, provide outstanding documents and service to my clients, has reduced overhead and the bottom line, it has made me money.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Pathagoras makes document drafting exceedingly efficient and easy. By using Pathorgas, I am able to create templates and draft even complex documents in much less time than prior to using the program. It is very feature rich and can assist with simple to complex document automation. The support available is by far the best support I have ever received for a software product. I highly recommend this product. If there were more than 5 stars, I would give this product and the support team a much higher rating.
Cons:
As in any new software product, there is a learning curve. The basic functions are easy to learn. The more robust features take time to learn. However, the support for this product, both tutorials and available customer support, greatly help reduce this learning curve.

Vendor Response

Thanks, Carl. We very much appreciate it, especially the "it has made me money" part. Maybe we should charge more! (Nah. we are fairly priced, but when you take advantage of the various tools, Pathagoras can definitely pay for itself in short order.)

Replied March 2021

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